Bank of Montreal

ISIN CA0636711016

WKN 850386

Market cap (in EUR)

81,048 m

Country

Canada

Sector

Finance

Dividend yield

3.48%

Overview

Quote

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Description

Bank of Montreal engages in the provision of banking and financial services to individuals and institutions. It operates through the following segments: Canadian Personal and Commercial Banking (Canadian P&C), United States Personal and Commercial Banking (U.S. P&C), BMO Wealth Management, BMO Capital Markets, and Corporate Services. The company was founded by Robert Armour, John C. Bush, Austin Cuvillier, George Garden, Horatio Gates, James Leslie, George Moffatt, John Richardson and Thomas A. Turner on June 23, 1817 and is headquartered in Toronto, Canada.

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Finance Banking International Banks Canada

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Financials

Key metrics

Market capitalisation, EUR	81,048 m
EPS, EUR	7.37
P/B ratio	1.7
P/E ratio	16.1
Dividend yield	3.48%

Income statement (2025)

Revenue, EUR	50,126 m
Net income, EUR	5,605 m
Profit margin	11.18%

What ETF is Bank of Montreal in?

There are 198 ETFs which contain Bank of Montreal. All of these ETFs are listed in the table below. The ETF with the largest weighting of Bank of Montreal is the UBS MSCI Canada Universal UCITS ETF CAD acc.

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.07%	Equity World Equal Weighted	9
UBS Core MSCI World UCITS ETF hCHF acc	0.11%	Equity World	707
Xtrackers Portfolio UCITS ETF 1C	0.02%	Equity World Multi-Asset Strategy	681
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	757
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	36
SPDR MSCI World Financials UCITS ETF	0.66%	Equity World Financials	303
Xtrackers MSCI World ex USA UCITS ETF 1C	0.42%	Equity World	3,963
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	15
UBS Core MSCI World UCITS ETF USD dis	0.11%	Equity World	1,322
UBS MSCI World ex USA UCITS ETF USD acc	0.40%	Equity World	54
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.10%	Equity World Equal Weighted	22
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	34
iShares MSCI ACWI UCITS ETF USD (Dist)	0.10%	Equity World	0
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.11%	Equity World Social/Environmental	64
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.11%	Equity World Social/Environmental	497
iShares World Equity High Income UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental	166
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.12%	Equity World	375
UBS MSCI Canada UCITS ETF hGBP dis	3.37%	Equity Canada	2
Amundi MSCI World ESG Selection UCITS ETF Acc	0.21%	Equity World Social/Environmental	1,727
JPMorgan Global Equity Multi-Factor UCITS ETF USD (Dist)	0.20%	Equity World Multi-Factor Strategy	0
SPDR S&P Global Dividend Aristocrats Screened UCITS ETF USD Unhedged (Dist)	0.28%	Equity World Dividend	19
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	14
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.12%	Equity World	66
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.07%	Equity World	33
Xtrackers MSCI World UCITS ETF 1D	0.11%	Equity World	4,531
Xtrackers MSCI World ESG UCITS ETF 1C	0.26%	Equity World Social/Environmental	5,840
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.12%	Equity World Social/Environmental	444
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.20%	Equity World Social/Environmental Climate Change	134
UBS MSCI ACWI Universal UCITS ETF USD dis	0.13%	Equity World Social/Environmental	1,902
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.12%	Equity World	642
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.10%	Equity World Social/Environmental	1
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.12%	Equity World Social/Environmental	329
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	193
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.24%	Equity World Dividend	6,740
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.10%	Equity World Equal Weighted	30
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc)	0.23%	Equity World Social/Environmental Climate Change	253
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.05%	Equity World Multi-Asset Strategy	896
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.03%	Equity World Social/Environmental Climate Change	269
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.78%	Equity World Financials Social/Environmental	117
Amundi Prime Global UCITS ETF Acc	0.12%	Equity World	1,018
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	21
Fidelity Global Quality Value UCITS ETF ACC-USD	0.40%	Equity World Multi-Factor Strategy	4
HSBC MSCI World UCITS ETF USD	0.12%	Equity World	12,697
L&G Global Equity UCITS ETF	0.12%	Equity World Social/Environmental	961
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.24%	Equity World Dividend	1,492
Invesco MSCI World Universal Screened UCITS ETF Acc	0.17%	Equity World Social/Environmental	208
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.13%	Equity World Social/Environmental	60
UBS Core MSCI World UCITS ETF hGBP dis	0.11%	Equity World	93
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.13%	Equity World Social/Environmental	1,385
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.05%	Equity World Multi-Asset Strategy	67
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.10%	Equity World Social/Environmental	167
UBS S&P Dividend Aristocrats ESG Elite UCITS ETF USD dis	0.73%	Equity World Dividend	118
UBS Core MSCI World UCITS ETF hEUR acc	0.11%	Equity World	306
UBS MSCI World Selection UCITS ETF hEUR dis	0.21%	Equity World Social/Environmental	292
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.26%	Equity World Social/Environmental	895
UBS MSCI World Selection UCITS ETF hCHF acc	0.21%	Equity World Social/Environmental	223
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	12
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.11%	Equity World	17
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.23%	Equity World Social/Environmental	199
UBS MSCI Canada UCITS ETF hUSD acc	3.37%	Equity Canada	54
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.11%	Equity World	979
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.12%	Equity World Social/Environmental	117
Ossiam Bloomberg Canada PAB UCITS ETF 1A (EUR)	1.84%	Equity Canada Social/Environmental Climate Change	34
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.16%	Equity North America Social/Environmental	27
Amundi Core MSCI World UCITS ETF Acc	0.11%	Equity World	11,849
UBS S&P Dividend Aristocrats ESG Elite UCITS ETF hEUR dis	0.73%	Equity World Dividend	22
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.12%	Equity World Social/Environmental	5,235
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.58%	Equity World Financials Social/Environmental	545
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.19%	Equity World Social/Environmental Climate Change	6
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.04%	Equity World Multi-Asset Strategy	683
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	5
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.11%	Equity World	344
iShares Core MSCI World UCITS ETF USD (Acc)	0.11%	Equity World	111,710
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.19%	Equity World Social/Environmental Climate Change	2
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	74
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.16%	Equity North America Social/Environmental	303
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.11%	Equity World	692
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.11%	Equity World	21
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.10%	Equity World Social/Environmental	54
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.09%	Equity World	19,168
First Trust Value Line® Dividend Index UCITS ETF Acc	0.42%	Equity United States Dividend	6
SPDR MSCI All Country World UCITS ETF (Acc)	0.12%	Equity World	7,475
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	1
UBS MSCI Canada UCITS ETF hEUR acc	3.37%	Equity Canada	180
JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating	0.20%	Equity World Multi-Factor Strategy	195
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.18%	Equity World	18
Amundi MSCI World Ex USA UCITS ETF Dist	0.40%	Equity World	83
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.03%	Equity World Social/Environmental Climate Change	2
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.03%	Equity World Social/Environmental	188
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental	987
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.11%	Equity World Social/Environmental	744
Amundi MSCI World Screened UCITS ETF Acc	0.13%	Equity World Social/Environmental	917
HSBC MSCI Canada UCITS ETF USD	3.37%	Equity Canada	30
iShares MSCI Canada UCITS ETF (Acc)	3.34%	Equity Canada	1,425
Amundi MSCI World Ex USA UCITS ETF Acc	0.40%	Equity World	460
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.04%	Equity World Multi-Asset Strategy	89
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF	1.38%	Equity World Dividend	4,924
UBS Core MSCI World UCITS ETF USD acc	0.11%	Equity World	5,829
Xtrackers MSCI Canada Screened UCITS ETF 1C 1C	3.66%	Equity Canada Social/Environmental	1,116
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.23%	Equity World Social/Environmental Climate Change	44
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.20%	Equity World Social/Environmental Climate Change	434
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.23%	Equity World Social/Environmental Climate Change	209
UBS MSCI Canada UCITS ETF CAD acc	3.37%	Equity Canada	447
iShares Core MSCI World UCITS ETF USD (Dist)	0.11%	Equity World	519
Invesco FTSE RAFI All World 3000 UCITS ETF	0.13%	Equity World Fundamental/Quality	144
Franklin S&P World Screened UCITS ETF Acc	0.18%	Equity United States Social/Environmental Climate Change	6
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.10%	Equity World Social/Environmental	2
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.07%	Equity World	6
UBS MSCI Canada UCITS ETF hCHF acc	3.37%	Equity Canada	46
Amundi Prime All Country World UCITS ETF Acc	0.10%	Equity World	814
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.12%	Equity World Social/Environmental	19
UBS MSCI World UCITS ETF USD dis	0.11%	Equity World	1,356
Vanguard FTSE Developed World UCITS ETF Acc	0.11%	Equity World	4,903
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.12%	Equity World Social/Environmental	1,941
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.23%	Equity World Social/Environmental Climate Change	3
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.12%	Equity World Social/Environmental	399
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C 1C	0.12%	Equity World Social/Environmental Climate Change	141
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.04%	Equity World	4,171
iShares Dow Jones Global Leaders Screened UCITS ETF USD (Acc)	0.42%	Equity World Social/Environmental	1,623
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.39%	Equity World Social/Environmental Catholic principles	80
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.21%	Equity World Social/Environmental	168
SPDR MSCI World UCITS ETF	0.11%	Equity World	14,103
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.04%	Equity World	74
Vanguard FTSE Developed World UCITS ETF Distributing	0.11%	Equity World	3,563
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.14%	Equity North America	2,168
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.13%	Equity World Social/Environmental	672
Xtrackers MSCI World ex USA UCITS ETF 1D	0.42%	Equity World	176
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.11%	Equity World	325
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.11%	Equity World	252
Xtrackers MSCI World Screened UCITS ETF 1D	0.13%	Equity World Social/Environmental	121
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.11%	Equity World Social/Environmental	5,031
Invesco FTSE All-World UCITS ETF Acc	0.07%	Equity World	2,248
UBS MSCI World Selection UCITS ETF hEUR acc	0.21%	Equity World Social/Environmental	45
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	0
UBS ETF (LU) MSCI Canada UCITS ETF (CAD) A-UKdis	3.37%	Equity Canada	6
Xtrackers MSCI World Climate Transition UCITS ETF	0.13%	Equity World Social/Environmental Climate Change	22
iShares MSCI World Screened UCITS ETF USD (Dist)	0.12%	Equity World Social/Environmental	965
UBS MSCI Canada Universal UCITS ETF CAD acc	5.06%	Equity Canada Social/Environmental Climate Change	114
HSBC MSCI World UCITS ETF CHF hedged	0.12%	Equity World	51
Xtrackers MSCI World ESG UCITS ETF 1D	0.26%	Equity World Social/Environmental	283
iShares MSCI World Screened UCITS ETF USD (Acc)	0.12%	Equity World Social/Environmental	4,761
Amundi Core MSCI World UCITS ETF USD Dist	0.11%	Equity World	1,309
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.13%	Equity World Social/Environmental	291
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.10%	Equity World Social/Environmental	145
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.10%	Equity North America Social/Environmental Climate Change	620
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.20%	Equity World Social/Environmental Climate Change	5
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.13%	Equity World Social/Environmental	108
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.14%	Equity North America	2,530
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.12%	Equity World Social/Environmental	806
UBS MSCI World Selection UCITS ETF USD acc	0.21%	Equity World Social/Environmental	653
iShares Refinitiv Inclusion and Diversity UCITS ETF USD (Acc)	0.98%	Equity World Social/Environmental	39
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.23%	Equity World Social/Environmental Climate Change	1
iShares MSCI World UCITS ETF (Dist)	0.11%	Equity World	7,513
VanEck World Equal Weight Screened UCITS ETF A	0.45%	Equity World Equal Weighted	1,188
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.11%	Equity World	1,556
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.09%	Equity World	27,971
HSBC MSCI World UCITS ETF USD (Acc)	0.12%	Equity World	1,470
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.78%	Equity World Financials Social/Environmental	569
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.06%	Equity World Multi-Factor Strategy	152
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	4,504
UBS MSCI Canada UCITS ETF hGBP acc	3.37%	Equity Canada	98
iShares MSCI North America UCITS ETF	0.14%	Equity North America	1,112
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.11%	Equity World	37
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Capitalisation	0.50%	Equity World Social/Environmental	392
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.11%	Equity World Social/Environmental	1
Invesco S&P World Financials ESG UCITS ETF Acc	1.02%	Equity World Financials Social/Environmental	5
UBS Core MSCI World UCITS ETF hGBP acc	0.11%	Equity World	3
VanEck Multi-Asset Balanced Allocation UCITS ETF	0.43%	Equity World Social/Environmental Multi-Asset Strategy	38
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD (Dist)	0.27%	Equity World Social/Environmental Climate Change	49
iShares MSCI ACWI UCITS ETF USD (Acc)	0.10%	Equity World	22,108
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.12%	Equity World	1,017
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.10%	Equity World Social/Environmental	4
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.06%	Equity World Multi-Factor Strategy	831
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.11%	Equity World	4,927
SPDR S&P Global Dividend Aristocrats UCITS ETF	0.22%	Equity World Dividend	1,248
Invesco FTSE All-World UCITS ETF Dist	0.07%	Equity World	193
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	87
VanEck Multi-Asset Growth Allocation UCITS ETF	0.63%	Equity World Social/Environmental Multi-Asset Strategy	31
Amundi Prime Global UCITS ETF Dist	0.12%	Equity World	1,002
Xtrackers MSCI World UCITS ETF 1C	0.11%	Equity World	16,473
iShares World Equity High Income UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental	12
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	0.24%	Equity World Social/Environmental Multi-Asset Strategy	41
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.11%	Equity World	480
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.02%	Equity World Social/Environmental Climate Change	15
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	2
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.03%	Equity World Social/Environmental Climate Change	1,207
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.42%	Equity World Social/Environmental Catholic principles	146
Amundi Prime All Country World UCITS ETF Dist	0.10%	Equity World	2,634
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C 1C	0.23%	Equity World Social/Environmental	16
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.13%	Equity World Social/Environmental	1,211
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.12%	Equity World Social/Environmental	84
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.50%	Equity World Social/Environmental	10
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.10%	Equity North America Social/Environmental Climate Change	43
Xtrackers MSCI World Financials UCITS ETF 1C	0.69%	Equity World Financials	2,506
UBS MSCI Canada UCITS ETF CAD dis	3.37%	Equity Canada	758
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.07%	Equity World	16
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD	0.27%	Equity World Social/Environmental Climate Change	251
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.39%	Equity World	1,807

Performance

Returns overview

YTD	+1.72%
1 month	+3.56%
3 months	+4.02%
6 months	+18.94%
1 year	+23.75%
3 years	+26.33%
5 years	+70.12%
Since inception (MAX)	+138.81%
2025	+27.18%
2024	-1.53%
2023	+2.69%
2022	-5.72%

Monthly returns in a heat map

Risk

Risk metrics in this section:

Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.

ETF returns include dividend payments (if applicable).