Manulife Financial Corp.

ISIN CA56501R1064

WKN 926517

Market cap (in EUR)

53,647 m

Country

Canada

Sector

Finance

Dividend yield

3.42%

Overview

Quote

Get £100 worth of free trades: Open an ISA or Trading account with ii and make smarter decisions for your future now. Learn more

Capital at risk. Terms & fees apply.

Description

Manulife Financial Corp. engages in the provision of financial services and insurance for individuals, groups, and businesses. It operates through the following segments: Asia, Canada, U.S., Global Wealth and Asset Management (WAM), and Corporate and Other. The Asia segment offers insurance products and insurance-based wealth accumulation products. The Canada segment includes insurance products, insurance-based wealth accumulation products, and banking services. The U.S. segment consists of life insurance products and insurance-based wealth accumulation products and has an in-force long-term care insurance business and an in-force annuity business. The Global WAM segment delivers investment solutions to retail, retirement, and institutional clients. The Corporate and Other segment refers to investment performance on assets backing capital, costs incurred by the corporate office related to shareholder activities, property and casualty reinsurance business, and run-off reinsurance operation including variable annuities and accident and health. The company was founded in 1887 and is headquartered in Toronto, Canada.

Show more Show less

Finance Insurance Canada

Chart

Financials

Key metrics

Market capitalisation, EUR	53,647 m
EPS, EUR	2.03
P/B ratio	2.0
P/E ratio	16.4
Dividend yield	3.42%

Income statement (2024)

Revenue, EUR	36,301 m
Net income, EUR	3,635 m
Profit margin	10.01%

What ETF is Manulife Financial Corp. in?

There are 196 ETFs which contain Manulife Financial Corp.. All of these ETFs are listed in the table below. The ETF with the largest weighting of Manulife Financial Corp. 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	0.07%	Equity World	707
Xtrackers Portfolio UCITS ETF 1C	0.04%	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
Xtrackers MSCI World Value UCITS ETF 1C	0.22%	Equity World Value	3,057
iShares Edge MSCI World Quality Factor UCITS ETF (Acc)	0.17%	Equity World Fundamental/Quality	3,803
SPDR MSCI World Financials UCITS ETF	0.41%	Equity World Financials	303
Xtrackers MSCI World ex USA UCITS ETF 1C	0.24%	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	0.07%	Equity World	1,322
UBS MSCI World ex USA UCITS ETF USD acc	0.24%	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	0.01%	Equity World Multi-Asset Strategy	34
iShares MSCI ACWI UCITS ETF USD (Dist)	0.06%	Equity World	0
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.07%	Equity World Social/Environmental	64
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.07%	Equity World Social/Environmental	497
iShares World Equity High Income UCITS ETF USD (Dist)	0.13%	Equity World Social/Environmental	166
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.08%	Equity World	375
UBS MSCI Canada UCITS ETF hGBP dis	2.09%	Equity Canada	2
JPMorgan Global Equity Multi-Factor UCITS ETF USD (Dist)	0.29%	Equity World Multi-Factor Strategy	0
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	14
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.10%	Equity World Social/Environmental Climate Change	325
Fidelity Global Quality Income UCITS ETF ACC-USD	0.30%	Equity World Dividend	11
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.08%	Equity World	66
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.06%	Equity World	33
Xtrackers MSCI World UCITS ETF 1D	0.10%	Equity World	4,531
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.09%	Equity World Social/Environmental	444
UBS MSCI ACWI Universal UCITS ETF USD dis	0.08%	Equity World Social/Environmental	1,902
Xtrackers MSCI World Quality UCITS ETF 1C 1C	0.16%	Equity World Fundamental/Quality	2,286
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.07%	Equity World	642
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.08%	Equity World Social/Environmental	1
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.09%	Equity World Social/Environmental	329
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.22%	Equity World Value	214
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	193
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.15%	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)	0.19%	Equity World Social/Environmental Climate Change	253
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.18%	Equity World Social/Environmental Climate Change	480
Xtrackers Portfolio Income UCITS ETF 1D	0.01%	Equity World Multi-Asset Strategy	59
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.03%	Equity World Multi-Asset Strategy	896
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.11%	Equity World Social/Environmental Climate Change	269
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.50%	Equity World Financials Social/Environmental	117
Amundi Prime Global UCITS ETF Acc	0.07%	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	0.33%	Equity World Multi-Factor Strategy	4
HSBC MSCI World UCITS ETF USD	0.07%	Equity World	12,697
L&G Global Equity UCITS ETF	0.07%	Equity World Social/Environmental	961
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.15%	Equity World Dividend	1,492
Invesco MSCI World Universal Screened UCITS ETF Acc	0.11%	Equity World Social/Environmental	208
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.08%	Equity World Social/Environmental Climate Change	1,477
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.08%	Equity World Social/Environmental	60
UBS Core MSCI World UCITS ETF hGBP dis	0.07%	Equity World	93
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.08%	Equity World Social/Environmental	1,385
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	67
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.08%	Equity World Social/Environmental	167
UBS Core MSCI World UCITS ETF hEUR acc	0.07%	Equity World	306
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	0.07%	Equity World	17
SPDR MSCI World Value UCITS ETF USD Unhedged (Acc)	0.48%	Equity World Value	107
UBS MSCI Canada UCITS ETF hUSD acc	2.09%	Equity Canada	54
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.07%	Equity World	979
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.09%	Equity World Social/Environmental	117
iShares Edge MSCI World Value Factor UCITS ETF	0.22%	Equity World Value	4,307
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.10%	Equity North America Social/Environmental	27
Amundi Core MSCI World UCITS ETF Acc	0.07%	Equity World	11,849
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.09%	Equity World Social/Environmental	5,235
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.50%	Equity World Financials Social/Environmental	545
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.29%	Equity World Social/Environmental Climate Change	19
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.02%	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	0.10%	Equity World	344
iShares Core MSCI World UCITS ETF USD (Acc)	0.07%	Equity World	111,710
Xtrackers MSCI North America High Dividend Yield UCITS ETF 1C	0.44%	Equity North America Dividend	112
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	74
iShares MSCI World Quality Dividend Advanced UCITS ETF USD (Acc)	0.70%	Equity World Dividend	237
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.10%	Equity North America Social/Environmental	303
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.07%	Equity World	692
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.07%	Equity World	21
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.08%	Equity World Social/Environmental	54
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.06%	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)	0.08%	Equity World	7,475
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	1
iShares STOXX World Equity Multifactor UCITS ETF EUR Hedged (Acc)	1.30%	Equity World Multi-Factor Strategy	72
UBS MSCI Canada UCITS ETF hEUR acc	2.09%	Equity Canada	180
Fidelity Global Quality Income UCITS ETF INC-USD	0.30%	Equity World Dividend	688
JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating	0.29%	Equity World Multi-Factor Strategy	195
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.12%	Equity World	18
Amundi MSCI World Ex USA UCITS ETF Dist	0.24%	Equity World	83
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.11%	Equity World Social/Environmental Climate Change	2
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.12%	Equity World Social/Environmental	188
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.12%	Equity World Social/Environmental	987
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.07%	Equity World Social/Environmental	744
Amundi MSCI World Screened UCITS ETF Acc	0.07%	Equity World Social/Environmental	917
HSBC MSCI Canada UCITS ETF USD	2.09%	Equity Canada	30
iShares MSCI Canada UCITS ETF (Acc)	2.06%	Equity Canada	1,425
Amundi MSCI World Ex USA UCITS ETF Acc	0.24%	Equity World	460
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	89
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF	0.76%	Equity World Dividend	5,044
UBS Core MSCI World UCITS ETF USD acc	0.07%	Equity World	5,829
Xtrackers MSCI Canada Screened UCITS ETF 1C 1C	2.10%	Equity Canada Social/Environmental	1,116
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.19%	Equity World Social/Environmental Climate Change	44
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.19%	Equity World Social/Environmental Climate Change	209
UBS MSCI Canada UCITS ETF CAD acc	2.09%	Equity Canada	447
iShares Core MSCI World UCITS ETF USD (Dist)	0.07%	Equity World	519
Invesco FTSE RAFI All World 3000 UCITS ETF	0.10%	Equity World Fundamental/Quality	144
Franklin S&P World Screened UCITS ETF Acc	0.11%	Equity United States Social/Environmental Climate Change	6
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.08%	Equity World Social/Environmental	2
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.06%	Equity World	6
UBS MSCI Canada UCITS ETF hCHF acc	2.09%	Equity Canada	46
Amundi Prime All Country World UCITS ETF Acc	0.06%	Equity World	814
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.09%	Equity World Social/Environmental	19
UBS MSCI World UCITS ETF USD dis	0.06%	Equity World	1,356
Vanguard FTSE Developed World UCITS ETF Acc	0.07%	Equity World	4,903
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.09%	Equity World Social/Environmental	1,941
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.19%	Equity World Social/Environmental Climate Change	3
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.62%	Equity World Multi-Factor Strategy	803
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.09%	Equity World Social/Environmental	399
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.02%	Equity World	4,171
iShares Dow Jones Global Leaders Screened UCITS ETF USD (Acc)	0.26%	Equity World Social/Environmental	1,623
SPDR MSCI World UCITS ETF	0.07%	Equity World	14,103
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.02%	Equity World	74
Vanguard FTSE Developed World UCITS ETF Distributing	0.07%	Equity World	3,563
Fidelity Global Quality Income UCITS ETF INC-CHF (hedged)	0.30%	Equity World Dividend	19
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.09%	Equity North America	2,168
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.08%	Equity World Social/Environmental	672
Xtrackers MSCI World ex USA UCITS ETF 1D	0.24%	Equity World	176
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.10%	Equity World	325
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.07%	Equity World	252
Xtrackers MSCI World Screened UCITS ETF 1D	0.07%	Equity World Social/Environmental	121
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.07%	Equity World Social/Environmental	5,031
Invesco FTSE All-World UCITS ETF Acc	0.06%	Equity World	2,248
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	2.09%	Equity Canada	6
Xtrackers MSCI World Quality ESG UCITS ETF 1C 1C	0.05%	Equity World Fundamental/Quality	127
Xtrackers MSCI World Climate Transition UCITS ETF	0.10%	Equity World Social/Environmental Climate Change	22
iShares MSCI World Screened UCITS ETF USD (Dist)	0.08%	Equity World Social/Environmental	965
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.10%	Equity World Social/Environmental Climate Change	135
UBS MSCI Canada Universal UCITS ETF CAD acc	3.14%	Equity Canada Social/Environmental Climate Change	114
HSBC MSCI World UCITS ETF CHF hedged	0.07%	Equity World	51
iShares MSCI World Screened UCITS ETF USD (Acc)	0.08%	Equity World Social/Environmental	4,761
Amundi Core MSCI World UCITS ETF USD Dist	0.07%	Equity World	1,309
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.08%	Equity World Social/Environmental	291
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.06%	Equity World Social/Environmental	145
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.18%	Equity North America Social/Environmental Climate Change	620
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.08%	Equity World Social/Environmental	108
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.09%	Equity North America	2,530
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.09%	Equity World Social/Environmental	806
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.19%	Equity World Social/Environmental Climate Change	1
iShares MSCI World UCITS ETF (Dist)	0.07%	Equity World	7,513
Fidelity Global Quality Income UCITS ETF INC-Euro (hedged)	0.30%	Equity World Dividend	37
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.07%	Equity World	1,556
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.06%	Equity World	27,971
HSBC MSCI World UCITS ETF USD (Acc)	0.07%	Equity World	1,470
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.50%	Equity World Financials Social/Environmental	569
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.03%	Equity World Multi-Factor Strategy	152
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.12%	Equity World Social/Environmental	4,504
UBS MSCI Canada UCITS ETF hGBP acc	2.09%	Equity Canada	98
iShares MSCI North America UCITS ETF	0.09%	Equity North America	1,112
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.10%	Equity World	37
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Capitalisation	0.18%	Equity World Social/Environmental	392
iShares MSCI World Quality Dividend Advanced UCITS ETF USD (Dist)	0.70%	Equity World Dividend	1,161
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.07%	Equity World Social/Environmental	1
Invesco S&P World Financials ESG UCITS ETF Acc	0.59%	Equity World Financials Social/Environmental	5
UBS Core MSCI World UCITS ETF hGBP acc	0.07%	Equity World	3
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD (Dist)	0.20%	Equity World Social/Environmental Climate Change	49
iShares MSCI ACWI UCITS ETF USD (Acc)	0.06%	Equity World	22,108
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.56%	Equity World Multi-Factor Strategy	632
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.08%	Equity World	1,017
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.08%	Equity World Social/Environmental	4
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.03%	Equity World Multi-Factor Strategy	831
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.06%	Equity World	4,927
Invesco FTSE All-World UCITS ETF Dist	0.06%	Equity World	193
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	87
Fidelity Global Quality Income UCITS ETF INC-GBP (hedged)	0.30%	Equity World Dividend	55
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Dist	0.36%	Equity World Dividend	125
Amundi Prime Global UCITS ETF Dist	0.07%	Equity World	1,002
Xtrackers MSCI World UCITS ETF 1C	0.10%	Equity World	16,473
iShares World Equity High Income UCITS ETF USD (Acc)	0.13%	Equity World Social/Environmental	12
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.07%	Equity World	480
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	0.11%	Equity World Social/Environmental Climate Change	1,207
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.07%	Equity World Social/Environmental Climate Change	29
Amundi Prime All Country World UCITS ETF Dist	0.06%	Equity World	2,634
iShares STOXX World Equity Multifactor UCITS ETF USD (Acc)	1.30%	Equity World Multi-Factor Strategy	650
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.08%	Equity World Social/Environmental	1,211
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.08%	Equity World Social/Environmental	84
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.18%	Equity World Social/Environmental	10
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.18%	Equity North America Social/Environmental Climate Change	43
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc)	0.62%	Equity World Multi-Factor Strategy	1
Xtrackers MSCI World Financials UCITS ETF 1C	0.40%	Equity World Financials	2,506
UBS MSCI Canada UCITS ETF CAD dis	2.09%	Equity Canada	758
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.06%	Equity World	16
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD	0.20%	Equity World Social/Environmental Climate Change	251
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.25%	Equity World	1,807

Performance

Returns overview

YTD	+2.84%
1 month	+5.32%
3 months	+16.25%
6 months	+24.44%
1 year	+11.78%
3 years	+84.28%
5 years	+101.01%
Since inception (MAX)	+155.96%
2025	+12.29%
2024	+39.17%
2023	+16.67%
2022	+6.82%

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).