Ping An Insurance (Group) Co. of China Ltd.

ISIN CNE1000003X6

 | 

WKN A0M4YR

Market cap (in EUR)
107,103 m
Country
China
Sector
Finance
Dividend yield
5.55%
 

Overview

Quote

Description

Ping An Insurance (Group) Co. of China Ltd. engages in the provision of financial products and services. It also engages in life insurance, property and casualty insurance, trust, securities, banking, and other businesses. It operates through the following segments: Life and Health Insurance, Property and Casualty Insurance, Banking, Trust, Securities, Other Asset Management, and Technology Business. The Life and Health Insurance segment offers life insurance products, including term, whole-life, endowment, annuity, investment-linked, universal life and health care and medical insurance, reflecting performance summary of life insurance, annuity assurance, and health insurance subsidiaries. The Property and Casualty Insurance segment provides insurance products including auto insurance, non-auto insurance, accident and health insurance, reflecting performance of property and casualty insurance subsidiary. The Banking segment undertakes loan and intermediary business, wealth management, and credit card services. The Trust segment provides trust services and undertakes investing activities. The Securities segment undertakes brokerage, trading, investment banking and asset management services. The Other Asset Management segment provides investment management services and financial leasing business, reflecting performance of asset management and financial leasing and the other asset management subsidiaries. The Technology Business segment provides financial and daily-life services through internet platforms such as financial transaction information service platform, health care service platform, reflecting performance summary of the technology business subsidiaries, associates and jointly controlled entities. The company was founded by Ming Zhe Ma on May 27, 1988 and is headquartered in Shenzhen, China.
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Finance Insurance China

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Financials

Key metrics

Market capitalisation, EUR 107,103 m
EPS, EUR 0.89
P/B ratio 0.8
P/E ratio 6.3
Dividend yield 5.55%

Income statement (2025)

Revenue, EUR 128,946 m
Net income, EUR 16,621 m
Profit margin 12.89%
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Capital at risk

What ETF is Ping An Insurance (Group) Co. of China Ltd. in?

There are 166 ETFs which contain Ping An Insurance (Group) Co. of China Ltd.. All of these ETFs are listed in the table below. The ETF with the largest weighting of Ping An Insurance (Group) Co. of China Ltd. is the iShares China Large Cap UCITS ETF.
ETF Weight Investment focus Fund size (in m EUR)
HSBC MSCI AC Far East ex Japan UCITS ETF USD (Dist) 0.50%
Equity
Asia Pacific
31
iShares MSCI AC Far East ex-Japan UCITS ETF 0.51%
Equity
Asia Pacific
1,741
iShares FTSE All-World UCITS ETF USD (Acc) 0.04%
Equity
World
25
iShares Metaverse UCITS ETF USD (Acc) 0.91%
Equity
World
Social/Environmental
Metaverse
96
State Street SPDR MSCI EM Asia UCITS ETF USD 0.48%
Equity
Asia Pacific
1,523
iShares MSCI EM UCITS ETF (Dist) 0.40%
Equity
Emerging Markets
8,951
Xtrackers Portfolio UCITS ETF 1C 0.04%
Equity
World
Multi-Asset Strategy
751
iShares Moderate Portfolio UCITS ETF EUR (Acc) 0.03%
Equity
World
Social/Environmental
Multi-Asset Strategy
46
iShares MSCI EM SRI UCITS ETF USD (Dist) 1.33%
Equity
Emerging Markets
Social/Environmental
423
JPMorgan Global Emerging Markets Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc) 0.65%
Equity
Emerging Markets
Social/Environmental
Climate Change
3
Invesco RAFI All-World Fundamental Value UCITS ETF 0.18%
Equity
World
Value
233
iShares Asia ex Japan Equity Enhanced Active UCITS ETF USD (Acc) 0.66%
Equity
Asia Pacific
Social/Environmental
Multi-Asset Strategy
87
Franklin FTSE China UCITS ETF 1.83%
Equity
China
1,309
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc) 0.08%
Equity
World
Social/Environmental
4
HSBC MSCI Emerging Markets UCITS ETF USD 0.40%
Equity
Emerging Markets
3,633
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc) 0.03%
Equity
World
Social/Environmental
Multi-Asset Strategy
28
iShares Core MSCI Emerging Markets IMI UCITS ETF 0.35%
Equity
Emerging Markets
1,486
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist 0.08%
Equity
World
25
iShares MSCI EM UCITS ETF (Acc) 0.40%
Equity
Emerging Markets
8,592
Xtrackers MSCI Emerging Markets UCITS ETF 1C 0.35%
Equity
Emerging Markets
11,675
Amundi Prime All Country World UCITS ETF Acc 0.05%
Equity
World
2,089
Amundi FTSE All World GDP-Weighted UCITS ETF Acc 0.26%
Equity
World
13
Xtrackers MSCI China UCITS ETF 1D 1.82%
Equity
China
729
CT QR Series Global Equity Active UCITS ETF USD Dist 0.00%
Equity
World
Fundamental/Quality
-
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing 0.01%
Equity
World
Multi-Asset Strategy
42
iShares MSCI ACWI UCITS ETF USD (Dist) 0.05%
Equity
World
18
UBS ETF (LU) MSCI Emerging Markets UCITS ETF (USD) A-UKdis 0.40%
Equity
Emerging Markets
99
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc) 0.09%
Equity
World
6,043
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged 0.05%
Equity
World
Social/Environmental
85
JPMorgan AC Asia Pacific ex Japan Research Enhanced Index Equity Active UCITS ETF USD (acc) 0.60%
Equity
Asia Pacific
Social/Environmental
177
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing 0.05%
Equity
World
Social/Environmental
584
Invesco MSCI China All Shares Stock Connect UCITS ETF Acc 1.15%
Equity
China
94
HSBC Emerging Market Screened Equity UCITS ETF USD 0.64%
Equity
Emerging Markets
Social/Environmental
Climate Change
197
iShares MSCI EM IMI Screened UCITS ETF USD (Dist) 0.37%
Equity
Emerging Markets
Social/Environmental
1,248
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist) 0.09%
Equity
World
146
Xtrackers MSCI China UCITS ETF 1C 1.82%
Equity
China
919
Scalable MSCI AC World Xtrackers UCITS ETF 1C 0.08%
Equity
World
669
iShares BIC 50 UCITS ETF USD (Dist) 2.74%
Equity
Emerging Markets
95
UBS MSCI ACWI Universal UCITS ETF hEUR acc 0.07%
Equity
World
Social/Environmental
659
State Street SPDR S&P Global Dividend Aristocrats Screened UCITS ETF USD Unhedged (Dist) 0.61%
Equity
World
Dividend
21
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing 0.01%
Equity
World
Multi-Asset Strategy
16
JPMorgan Global Emerging Markets Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist) 0.65%
Equity
Emerging Markets
Social/Environmental
Climate Change
6
UBS Core MSCI EM UCITS ETF USD dis 0.40%
Equity
Emerging Markets
2,688
First Trust Indxx Innovative Transaction & Process UCITS ETF Acc 0.65%
Equity
World
Technology
Blockchain
44
Xtrackers FTSE All-World ex US UCITS ETF 1C 0.11%
Equity
World
27
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc) 0.07%
Equity
World
93
Amundi MSCI China ESG Selection UCITS ETF DR (C) 3.24%
Equity
China
Social/Environmental
154
Franklin FTSE Emerging Markets UCITS ETF Dist 0.48%
Equity
Emerging Markets
4
State Street SPDR MSCI Emerging Markets UCITS ETF USD 0.39%
Equity
Emerging Markets
1,829
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc 0.08%
Equity
World
54
Xtrackers MSCI AC World Screened UCITS ETF 1C 0.05%
Equity
World
Social/Environmental
5,814
Fidelity Emerging Markets Equity Research Enhanced UCITS ETF ACC-USD 0.71%
Equity
Emerging Markets
Social/Environmental
2,838
JPMorgan Global Emerging Markets Research Enhanced Index Equity Active UCITS ETF USD (acc) 0.60%
Equity
Emerging Markets
Social/Environmental
1,977
iShares MSCI ACWI SRI UCITS ETF USD (Acc) 0.19%
Equity
World
Social/Environmental
95
Invesco FTSE All-World UCITS ETF Acc 0.08%
Equity
World
3,429
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc) 0.01%
Equity
World
Social/Environmental
Multi-Asset Strategy
0
iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) 0.35%
Equity
Emerging Markets
37,053
JPMorgan AC Asia Pacific ex Japan Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) 0.60%
Equity
Asia Pacific
Social/Environmental
1
iShares MSCI China UCITS ETF USD (Acc) 1.95%
Equity
China
2,508
First Trust Global Equity Income UCITS ETF Dist 0.89%
Equity
World
Fundamental/Quality
50
UBS MSCI ACWI Universal UCITS ETF USD dis 0.07%
Equity
World
Social/Environmental
2,245
State Street Climate Transition Emerging Markets Enhanced Equity Fund UCITS ETF 0.58%
Equity
Emerging Markets
Social/Environmental
Climate Change
1
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc 0.05%
Equity
World
Social/Environmental
16
Amundi Core MSCI Emerging Markets UCITS ETF Acc 0.41%
Equity
Emerging Markets
4,176
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc) 0.08%
Equity
World
Social/Environmental
2
Xtrackers Emerging Markets Net Zero Pathway Paris Aligned UCITS ETF 0.33%
Equity
Emerging Markets
Social/Environmental
Climate Change
16
UBS MSCI ACWI Universal UCITS ETF hGBP acc 0.07%
Equity
World
Social/Environmental
272
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating 0.01%
Equity
World
Multi-Asset Strategy
232
iShares MSCI ACWI Screened UCITS ETF USD (Acc) 0.06%
Equity
World
Social/Environmental
2,722
iShares China Large Cap UCITS ETF 4.32%
Equity
China
681
iShares MSCI EM IMI Screened UCITS ETF USD (Acc) 0.37%
Equity
Emerging Markets
Social/Environmental
5,819
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing 0.12%
Equity
World
Dividend
8,654
Xtrackers Global Equity Top Active UCITS ETF 1C 0.19%
Equity
World
Fundamental/Quality
6
iShares Emerging Markets Equity Enhanced Active UCITS ETF (Dist) 0.61%
Equity
Emerging Markets
Social/Environmental
Multi-Asset Strategy
62
iShares MSCI EM CTB Enhanced ESG UCITS ETF USD (Dist) 0.56%
Equity
Emerging Markets
Social/Environmental
1,253
HSBC PLUS Emerging Markets Equity Quant Active UCITS ETF USD Acc 0.52%
Equity
Emerging Markets
Multi-Factor Strategy
136
UBS MSCI ACWI Universal UCITS ETF hJPY acc 0.07%
Equity
World
Social/Environmental
112
iShares MSCI EM CTB Enhanced ESG UCITS ETF USD (Acc) 0.56%
Equity
Emerging Markets
Social/Environmental
8,087
Invesco Emerging Markets Enhanced Equity UCITS ETF Acc 0.45%
Equity
Emerging Markets
Multi-Factor Strategy
114
iShares MSCI AC Far East ex-Japan UCITS ETF USD (Acc) 0.51%
Equity
Asia Pacific
96
Amundi Core MSCI Emerging Markets UCITS ETF EUR Dist 0.41%
Equity
Emerging Markets
1,148
Invesco MSCI Emerging Markets Universal Screened UCITS ETF Acc 0.61%
Equity
Emerging Markets
Social/Environmental
53
WisdomTree Emerging Markets ex-State-Owned Enterprises UCITS ETF 0.54%
Equity
Emerging Markets
Social/Environmental
20
Xtrackers Portfolio Income UCITS ETF 1D 0.06%
Equity
World
Multi-Asset Strategy
59
iShares MSCI EM SRI UCITS ETF 1.33%
Equity
Emerging Markets
Social/Environmental
2,936
HSBC Asia Pacific Ex Japan Screened Equity UCITS ETF USD 0.65%
Equity
Asia Pacific
Social/Environmental
Climate Change
537
Franklin FTSE Emerging Markets UCITS ETF (Acc) 0.48%
Equity
Emerging Markets
7
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C 0.05%
Equity
World
Social/Environmental
60
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating 0.01%
Equity
World
Multi-Asset Strategy
1,149
State Street Emerging Markets Screened Enhanced Equity Fund UCITS ETF 0.55%
Equity
Emerging Markets
Social/Environmental
89
First Trust Global Equity Income UCITS ETF Acc 0.89%
Equity
World
Fundamental/Quality
57
JPMorgan Global Emerging Markets Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (acc) 0.65%
Equity
Emerging Markets
Social/Environmental
Climate Change
175
HSBC Asia Pacific Ex Japan Screened Equity UCITS ETF USD (Dist) 0.65%
Equity
Asia Pacific
Social/Environmental
Climate Change
82
HSBC MSCI China UCITS ETF USD 1.96%
Equity
China
783
Vanguard ESG Emerging Markets All Cap UCITS ETF (USD) Distributing 0.50%
Equity
Emerging Markets
Social/Environmental
19
KraneShares ICBCCS China S&P 500 UCITS ETF 0.82%
Equity
China
66
iShares MSCI EM Asia UCITS ETF (Acc) 0.47%
Equity
Asia Pacific
7,417
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc) 0.05%
Equity
World
Social/Environmental
Multi-Asset Strategy
26
Vanguard FTSE All-World UCITS ETF (USD) Accumulating 0.05%
Equity
World
42,617
Amundi MSCI Emerging Markets ESG Selection UCITS ETF DR (C) 0.83%
Equity
Emerging Markets
Social/Environmental
1,070
HSBC MSCI AC Far East ex Japan UCITS ETF USD 0.50%
Equity
Asia Pacific
459
Fidelity Emerging Markets Quality Income UCITS ETF ACC-USD 0.73%
Equity
Emerging Markets
Dividend
41
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing 0.10%
Equity
World
Multi-Factor Strategy
214
Amundi MSCI EM Asia ESG Broad Transition UCITS ETF Acc 0.73%
Equity
Asia Pacific
Social/Environmental
Climate Change
683
CT QR Series Global Equity Active UCITS ETF USD Acc 0.00%
Equity
World
Fundamental/Quality
-
State Street SPDR S&P Pan Asia Dividend Aristocrats UCITS ETF USD 2.45%
Equity
Asia Pacific
Dividend
208
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc 0.12%
Equity
World
Dividend
2,529
Vanguard FTSE Emerging Markets UCITS ETF (USD) Distributing 0.46%
Equity
Emerging Markets
3,070
UBS MSCI ACWI Universal UCITS ETF hCHF dis 0.07%
Equity
World
Social/Environmental
67
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged 0.05%
Equity
World
Social/Environmental
1
JPMorgan Global Emerging Markets Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) 0.60%
Equity
Emerging Markets
Social/Environmental
25
JPMorgan Global Emerging Markets Research Enhanced Index Equity Active UCITS ETF EUR (acc) 0.60%
Equity
Emerging Markets
Social/Environmental
22
UBS MSCI ACWI Universal UCITS ETF hCHF acc 0.07%
Equity
World
Social/Environmental
1,403
Xtrackers MSCI Emerging Markets UCITS ETF 1D 0.35%
Equity
Emerging Markets
353
iShares MSCI ACWI UCITS ETF USD (Acc) 0.05%
Equity
World
29,139
iShares Emerging Markets Equity Enhanced Active UCITS ETF USD (Acc) 0.61%
Equity
Emerging Markets
Social/Environmental
Multi-Asset Strategy
1,280
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing 0.01%
Equity
World
Multi-Asset Strategy
87
HSBC Emerging Market Screened Equity UCITS ETF USD (Dist) 0.64%
Equity
Emerging Markets
Social/Environmental
Climate Change
57
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc) 0.08%
Equity
World
Social/Environmental
215
HSBC MSCI Emerging Markets UCITS ETF USD (Acc) 0.40%
Equity
Emerging Markets
1,278
HSBC MSCI China UCITS ETF USD (Acc) 1.96%
Equity
China
99
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc) 0.07%
Equity
World
1,603
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc) 0.08%
Equity
World
Social/Environmental
27
iShares Conservative Portfolio UCITS ETF EUR (Acc) 0.01%
Equity
World
Social/Environmental
Multi-Asset Strategy
16
L&G Emerging Markets Quality Dividends Equal Weight UCITS ETF USD Dist 0.19%
Equity
Emerging Markets
Dividend
53
UBS Core MSCI EM UCITS ETF USD acc 0.40%
Equity
Emerging Markets
6,919
Amundi Prime Emerging Markets UCITS ETF DR (C) 0.37%
Equity
Emerging Markets
803
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating 0.10%
Equity
World
Multi-Factor Strategy
1,296
Vanguard FTSE Emerging Markets UCITS ETF (USD) Accumulating 0.46%
Equity
Emerging Markets
1,829
Amundi MSCI AC Far East Ex Japan ESG Selection UCITS ETF DR - USD (C) 1.03%
Equity
Asia Pacific
Social/Environmental
4
iShares MSCI China UCITS ETF USD (Dist) 1.95%
Equity
China
63
Xtrackers FTSE All-World UCITS ETF 1C 0.05%
Equity
World
34
State Street SPDR S&P Global Dividend Aristocrats UCITS ETF USD 0.62%
Equity
World
Dividend
1,406
Invesco FTSE All-World UCITS ETF Dist 0.08%
Equity
World
255
BNP Paribas Easy MSCI Emerging Min TE UCITS ETF 0.42%
Equity
Emerging Markets
Social/Environmental
1,824
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating 0.01%
Equity
World
Multi-Asset Strategy
100
iShares MSCI ACWI SRI UCITS ETF USD (Dist) 0.19%
Equity
World
Social/Environmental
29
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating 0.01%
Equity
World
Multi-Asset Strategy
880
BNP Paribas Easy MSCI China Min TE UCITS ETF USD Acc 2.02%
Equity
China
Social/Environmental
10
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc) 0.03%
Equity
World
Social/Environmental
Multi-Asset Strategy
7
HSBC PLUS Emerging Markets Equity Income Quant Active UCITS ETF USD Dist 0.55%
Equity
World
Dividend
82
Vanguard ESG Emerging Markets All Cap UCITS ETF (USD) Accumulating 0.50%
Equity
Emerging Markets
Social/Environmental
93
Fidelity Emerging Markets Quality Income UCITS ETF INC-USD 0.73%
Equity
Emerging Markets
Dividend
149
Amundi Core MSCI Emerging Markets UCITS ETF USD Dist 0.41%
Equity
Emerging Markets
88
iShares China Large Cap UCITS ETF USD (Acc) 4.32%
Equity
China
Large Cap
28
WisdomTree Emerging Markets Equity Income UCITS ETF 1.45%
Equity
Emerging Markets
Dividend
151
UBS MSCI China Universal UCITS ETF USD dis 3.49%
Equity
China
Social/Environmental
Climate Change
183
Xtrackers MSCI Emerging Markets Climate Transition UCITS ETF 1C 0.38%
Equity
Emerging Markets
Social/Environmental
Climate Change
161
iShares Growth Portfolio UCITS ETF EUR (Acc) 0.05%
Equity
World
Social/Environmental
Multi-Asset Strategy
97
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc) 0.01%
Equity
World
Social/Environmental
Multi-Asset Strategy
3
Amundi Prime All Country World UCITS ETF Dist 0.05%
Equity
World
4,452
Xtrackers MSCI Global Social Fairness Contributors UCITS ETF 1C 0.37%
Equity
World
Social/Environmental
3
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist) 0.08%
Equity
World
Social/Environmental
58
Vanguard FTSE All-World UCITS ETF (USD) Distributing 0.05%
Equity
World
22,299
UBS MSCI ACWI Universal UCITS ETF hUSD acc 0.07%
Equity
World
Social/Environmental
1,283
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc) 0.07%
Equity
World
13,909
iShares Growth Portfolio UCITS ETF USD Hedged (Acc) 0.05%
Equity
World
Social/Environmental
Multi-Asset Strategy
2
Xtrackers MSCI Emerging Markets ESG UCITS ETF 1C 0.77%
Equity
Emerging Markets
Social/Environmental
1,375
WisdomTree Emerging Markets Equity Income UCITS ETF Acc 1.45%
Equity
Emerging Markets
Dividend
66
Amundi MSCI Emerging Markets ESG Broad Transition UCITS ETF DR (C) 0.61%
Equity
Emerging Markets
Social/Environmental
Climate Change
2,002
State Street SPDR S&P Emerging Markets Dividend Aristocrats UCITS ETF USD 1.29%
Equity
Emerging Markets
Dividend
149
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc 0.08%
Equity
World
58
Invesco RAFI Emerging Markets Fundamental Value UCITS ETF Dist 0.76%
Equity
Emerging Markets
Value
74
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating 0.05%
Equity
World
Social/Environmental
940
L&G Emerging Markets Equity UCITS ETF USD Acc 0.38%
Equity
Emerging Markets
Social/Environmental
132
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing 0.01%
Equity
World
Multi-Asset Strategy
113

Performance

Returns overview

YTD -14.22%
1 month -11.82%
3 months -11.82%
6 months -8.67%
1 year +15.98%
3 years -1.47%
5 years -27.14%
Since inception (MAX) +45.53%
2025 +32.63%
2024 +30.75%
2023 -34.72%
2022 +3.56%

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).
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Risk overview

Volatility 1 year 27.06%
Volatility 3 years 36.67%
Volatility 5 years 39.02%
Return per risk 1 year 0.25
Return per risk 3 years -0.01
Return per risk 5 years -0.18
Maximum drawdown 1 year -28.78%
Maximum drawdown 3 years -45.55%
Maximum drawdown 5 years -57.38%
Maximum drawdown since inception -69.52%

Rolling 1 year volatility

— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH.

Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.