Bank of Montreal

ISIN CA0636711016

WKN 850386

Market cap (in EUR)

79,394 m

Country

Canada

Sector

Finance

Dividend yield

3.54%

|Build your own ETF with Pies, choosing from 13,000 stocks & ETFs. Start now

Capital at risk. Execution-only service.

Overview

Quote

Start now: Build your own ETF with Pies, choosing from 13,000 stocks & ETFs. Open account

Capital at risk. Execution-only services.

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.

Show more Show less

Finance Banking International Banks Canada

Chart

Financials

Key metrics

Market capitalisation, EUR	79,394 m
EPS, EUR	7.37
P/B ratio	1.6
P/E ratio	15.9
Dividend yield	3.54%

Income statement (2025)

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

Fixed income works harder with active ETFs

The home of active ETFs

Explore

Capital at risk

Learn more

What ETF is Bank of Montreal in?

There are 197 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	678
Xtrackers Portfolio UCITS ETF 1C	0.02%	Equity World Multi-Asset Strategy	664
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	702
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	35
SPDR MSCI World Financials UCITS ETF	0.66%	Equity World Financials	297
Xtrackers MSCI World ex USA UCITS ETF 1C	0.42%	Equity World	3,734
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	1,263
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	67
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.11%	Equity World Social/Environmental	485
iShares World Equity High Income UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental	146
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.11%	Equity World	336
UBS MSCI Canada UCITS ETF hGBP dis	3.37%	Equity Canada	1
Amundi MSCI World ESG Selection UCITS ETF Acc	0.21%	Equity World Social/Environmental	1,673
SPDR S&P Global Dividend Aristocrats Screened UCITS ETF USD Unhedged (Dist)	0.28%	Equity World Dividend	18
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	64
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.07%	Equity World	31
Xtrackers MSCI World UCITS ETF 1D	0.11%	Equity World	4,420
Xtrackers MSCI World ESG UCITS ETF 1C	0.26%	Equity World Social/Environmental	5,820
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.12%	Equity World Social/Environmental	427
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.20%	Equity World Social/Environmental Climate Change	131
UBS MSCI ACWI Universal UCITS ETF USD dis	0.13%	Equity World Social/Environmental	1,887
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.12%	Equity World	680
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	318
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	185
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.24%	Equity World Dividend	6,339
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.10%	Equity World Equal Weighted	29
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc)	0.23%	Equity World Social/Environmental Climate Change	257
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.05%	Equity World Multi-Asset Strategy	856
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.03%	Equity World Social/Environmental Climate Change	261
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.78%	Equity World Financials Social/Environmental	2
Amundi Prime Global UCITS ETF Acc	0.12%	Equity World	820
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	9
HSBC MSCI World UCITS ETF USD	0.12%	Equity World	12,445
L&G Global Equity UCITS ETF	0.12%	Equity World Social/Environmental	938
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.24%	Equity World Dividend	1,378
Invesco MSCI World Universal Screened UCITS ETF Acc	0.17%	Equity World Social/Environmental	202
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.13%	Equity World Social/Environmental	65
UBS Core MSCI World UCITS ETF hGBP dis	0.11%	Equity World	90
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.13%	Equity World Social/Environmental	1,367
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.05%	Equity World Multi-Asset Strategy	63
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.10%	Equity World Social/Environmental	164
UBS S&P Dividend Aristocrats ESG Elite UCITS ETF USD dis	0.73%	Equity World Dividend	112
UBS Core MSCI World UCITS ETF hEUR acc	0.11%	Equity World	285
UBS MSCI World Selection UCITS ETF hEUR dis	0.21%	Equity World Social/Environmental	285
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.26%	Equity World Social/Environmental	855
UBS MSCI World Selection UCITS ETF hCHF acc	0.21%	Equity World Social/Environmental	217
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	194
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	948
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.12%	Equity World Social/Environmental	113
Ossiam Bloomberg Canada PAB UCITS ETF 1A (EUR)	1.84%	Equity Canada Social/Environmental Climate Change	33
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	8,682
UBS S&P Dividend Aristocrats ESG Elite UCITS ETF hEUR dis	0.73%	Equity World Dividend	25
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.12%	Equity World Social/Environmental	5,110
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.58%	Equity World Financials Social/Environmental	540
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	649
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	554
iShares Core MSCI World UCITS ETF USD (Acc)	0.11%	Equity World	107,427
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	71
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.16%	Equity North America Social/Environmental	309
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.11%	Equity World	631
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.11%	Equity World	-
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.10%	Equity World Social/Environmental	52
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.09%	Equity World	18,588
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	6,922
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	185
JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating	0.20%	Equity World Multi-Factor Strategy	185
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.18%	Equity World	5
Amundi MSCI World Ex USA UCITS ETF Dist	0.40%	Equity World	55
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.03%	Equity World Social/Environmental Climate Change	-
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.03%	Equity World Social/Environmental	179
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental	944
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.11%	Equity World Social/Environmental	704
Amundi MSCI World Screened UCITS ETF Acc	0.13%	Equity World Social/Environmental	-
HSBC MSCI Canada UCITS ETF USD	3.37%	Equity Canada	29
iShares MSCI Canada UCITS ETF (Acc)	3.34%	Equity Canada	1,359
Amundi MSCI World Ex USA UCITS ETF Acc	0.40%	Equity World	394
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.04%	Equity World Multi-Asset Strategy	86
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF	1.38%	Equity World Dividend	4,353
UBS Core MSCI World UCITS ETF USD acc	0.11%	Equity World	4,845
Xtrackers MSCI Canada Screened UCITS ETF 1C 1C	3.66%	Equity Canada Social/Environmental	1,065
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.23%	Equity World Social/Environmental Climate Change	43
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.20%	Equity World Social/Environmental Climate Change	422
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.23%	Equity World Social/Environmental Climate Change	191
UBS MSCI Canada UCITS ETF CAD acc	3.37%	Equity Canada	436
iShares Core MSCI World UCITS ETF USD (Dist)	0.11%	Equity World	409
Invesco FTSE RAFI All World 3000 UCITS ETF	0.13%	Equity World Fundamental/Quality	130
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	5
UBS MSCI Canada UCITS ETF hCHF acc	3.37%	Equity Canada	43
Amundi Prime All Country World UCITS ETF Acc	0.10%	Equity World	485
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.12%	Equity World Social/Environmental	17
UBS MSCI World UCITS ETF USD dis	0.11%	Equity World	1,327
Vanguard FTSE Developed World UCITS ETF Acc	0.11%	Equity World	4,688
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.12%	Equity World Social/Environmental	1,731
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.23%	Equity World Social/Environmental Climate Change	2
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.12%	Equity World Social/Environmental	390
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C 1C	0.12%	Equity World Social/Environmental Climate Change	66
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.04%	Equity World	3,853
iShares Dow Jones Global Leaders Screened UCITS ETF USD (Acc)	0.42%	Equity World Social/Environmental	1,560
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.39%	Equity World Social/Environmental Catholic principles	79
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.21%	Equity World Social/Environmental	186
SPDR MSCI World UCITS ETF	0.11%	Equity World	13,242
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.04%	Equity World	68
Vanguard FTSE Developed World UCITS ETF Distributing	0.11%	Equity World	3,487
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.14%	Equity North America	2,037
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.13%	Equity World Social/Environmental	667
Xtrackers MSCI World ex USA UCITS ETF 1D	0.42%	Equity World	172
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.11%	Equity World	308
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.11%	Equity World	244
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	4,786
Invesco FTSE All-World UCITS ETF Acc	0.07%	Equity World	2,063
UBS MSCI World Selection UCITS ETF hEUR acc	0.21%	Equity World Social/Environmental	44
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	7
Xtrackers MSCI World Climate Transition UCITS ETF	0.13%	Equity World Social/Environmental Climate Change	28
iShares MSCI World Screened UCITS ETF USD (Dist)	0.12%	Equity World Social/Environmental	864
UBS MSCI Canada Universal UCITS ETF CAD acc	5.06%	Equity Canada Social/Environmental Climate Change	147
HSBC MSCI World UCITS ETF CHF hedged	0.12%	Equity World	50
Xtrackers MSCI World ESG UCITS ETF 1D	0.26%	Equity World Social/Environmental	286
iShares MSCI World Screened UCITS ETF USD (Acc)	0.12%	Equity World Social/Environmental	4,397
Amundi Core MSCI World UCITS ETF USD Dist	0.11%	Equity World	820
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.13%	Equity World Social/Environmental	285
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.10%	Equity World Social/Environmental	141
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.10%	Equity North America Social/Environmental Climate Change	526
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	105
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.14%	Equity North America	2,447
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.12%	Equity World Social/Environmental	765
UBS MSCI World Selection UCITS ETF USD acc	0.21%	Equity World Social/Environmental	706
iShares Refinitiv Inclusion and Diversity UCITS ETF USD (Acc)	0.98%	Equity World Social/Environmental	38
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	7,325
VanEck World Equal Weight Screened UCITS ETF A	0.45%	Equity World Equal Weighted	1,128
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.11%	Equity World	1,490
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.09%	Equity World	26,047
HSBC MSCI World UCITS ETF USD (Acc)	0.12%	Equity World	1,404
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.78%	Equity World Financials Social/Environmental	521
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.06%	Equity World Multi-Factor Strategy	140
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	4,427
UBS MSCI Canada UCITS ETF hGBP acc	3.37%	Equity Canada	95
iShares MSCI North America UCITS ETF	0.14%	Equity North America	1,096
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.11%	Equity World	36
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Capitalisation	0.50%	Equity World Social/Environmental	375
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	4
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	37
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD (Dist)	0.27%	Equity World Social/Environmental Climate Change	48
iShares MSCI ACWI UCITS ETF USD (Acc)	0.10%	Equity World	20,924
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.12%	Equity World	944
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.10%	Equity World Social/Environmental	1
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.06%	Equity World Multi-Factor Strategy	759
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.11%	Equity World	4,676
SPDR S&P Global Dividend Aristocrats UCITS ETF	0.22%	Equity World Dividend	1,218
Invesco FTSE All-World UCITS ETF Dist	0.07%	Equity World	176
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	84
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	1,339
Xtrackers MSCI World UCITS ETF 1C	0.11%	Equity World	15,964
iShares World Equity High Income UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental	11
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	0.24%	Equity World Social/Environmental Multi-Asset Strategy	38
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.11%	Equity World	448
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	1,225
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.42%	Equity World Social/Environmental Catholic principles	141
Amundi Prime All Country World UCITS ETF Dist	0.10%	Equity World	2,193
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C 1C	0.23%	Equity World Social/Environmental	15
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.13%	Equity World Social/Environmental	1,199
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.12%	Equity World Social/Environmental	80
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.50%	Equity World Social/Environmental	11
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.10%	Equity North America Social/Environmental Climate Change	26
Xtrackers MSCI World Financials UCITS ETF 1C	0.69%	Equity World Financials	2,487
UBS MSCI Canada UCITS ETF CAD dis	3.37%	Equity Canada	837
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.07%	Equity World	14
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD	0.27%	Equity World Social/Environmental Climate Change	245
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.39%	Equity World	1,229

Performance

Returns overview

YTD	+29.19%
1 month	+4.82%
3 months	+5.01%
6 months	+25.32%
1 year	+25.84%
3 years	+37.77%
5 years	+72.64%
Since inception (MAX)	+138.47%
2024	-1.53%
2023	+2.69%
2022	-5.72%
2021	+43.22%

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).