CaixaBank SA

ISIN ES0140609019

WKN A0MZR4

Market cap (in EUR)

87,687 m

Country

Spain

Sector

Finance

Dividend yield

2.93%

Overview

Quote

Description

CaixaBank SA is an integrated financial group, which provides banking and insurance services. The firm offers banking business, insurance, pension and investment fund activities, as well as holdings in international banks. It operates through the following segments: Banking & Insurance, Equity Investments, and BPI. The Banking & Insurance segment core business includes the entire banking business, including retail banking, corporate banking, cash and markets, and the insurance business, primarily carried out in Spain through the branch network and the other complementary channels. It also offers life insurance, pension plans and general insurance products. The Equity Investment segment engages in the equity investment business. The BPI segment comprises all businesses under BPI group. The company was founded on December 12, 1980 and is headquartered in Valencia, Spain.

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Finance Banking International Banks Spain

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Financials

Key metrics

Market capitalisation, EUR	87,687 m
EPS, EUR	0.85
P/B ratio	2.4
P/E ratio	14.7
Dividend yield	2.93%

Income statement (2025)

Revenue, EUR	26,592 m
Net income, EUR	5,611 m
Profit margin	21.10%

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What ETF is CaixaBank SA in?

There are 398 ETFs which contain CaixaBank SA. All of these ETFs are listed in the table below. The ETF with the largest weighting of CaixaBank SA is the Amundi IBEX 35 UCITS ETF Dist.

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.08%	Equity World Equal Weighted	20
UBS Core MSCI World UCITS ETF hCHF acc	0.05%	Equity World	993
Xtrackers Portfolio UCITS ETF 1C	0.05%	Equity World Multi-Asset Strategy	744
UBS Core MSCI Europe UCITS ETF EUR dis	0.34%	Equity Europe	1,311
State Street SPDR MSCI World Financials UCITS ETF USD	0.35%	Equity World Financials	265
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental Climate Change	8
Goldman Sachs Alpha Enhanced Europe Equity Active UCITS ETF EUR (Dist)	0.16%	Equity Europe Social/Environmental	0
UBS MSCI World ex USA UCITS ETF USD acc	0.20%	Equity World	152
CT QR Series Global Equity Active UCITS ETF USD Dist	0.06%	Equity World Fundamental/Quality	-
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.10%	Equity World Equal Weighted	24
VanEck European Equal Weight Screened UCITS ETF A	1.06%	Equity Europe Equal Weighted	88
iShares MSCI ACWI UCITS ETF USD (Dist)	0.05%	Equity World	12
UBS MSCI EMU Climate Paris Aligned UCITS ETF EUR acc	0.35%	Equity Europe Social/Environmental Climate Change	5
iShares Edge MSCI Europe Momentum Factor UCITS ETF	1.04%	Equity Europe Momentum	777
HSBC Europe Ex UK Screened Equity UCITS ETF EUR (Dist)	0.78%	Equity Europe Social/Environmental Climate Change	38
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.05%	Equity World	658
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Hedged Acc	0.43%	Equity Europe Social/Environmental Climate Change	62
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (acc)	0.20%	Equity Europe Covered Call Alternative Investments	17
Invesco MSCI Europe Equal Weight UCITS ETF Acc	0.26%	Equity Europe Equal Weighted	206
Amundi Core Stoxx Europe 600 UCITS ETF Acc	0.29%	Equity Europe	19,872
Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C)	0.34%	Equity Europe Social/Environmental	1,760
Amundi MSCI Europe UCITS ETF Acc	0.34%	Equity Europe	610
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.07%	Equity World Multi-Factor Strategy	3
Xtrackers FTSE All-World ex US UCITS ETF 1C	0.12%	Equity World	28
Amundi MSCI World Momentum Advanced UCITS ETF Acc	0.54%	Equity World Momentum Climate Change	535
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc)	0.21%	Equity World Covered Call Alternative Investments	65
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.04%	Equity World	54
Xtrackers MSCI World UCITS ETF 1D	0.06%	Equity World	4,806
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.04%	Equity World Social/Environmental	555
Amundi IBEX 35 UCITS ETF Acc	6.49%	Equity Spain	413
JPMorgan Global Equity Premium Income Active UCITS ETF EUR (dist)	0.21%	Equity World Covered Call Alternative Investments	19
JPMorgan Europe Research Enhanced Index Equity Active UCITS ETF EUR (dist)	0.22%	Equity Europe Social/Environmental	122
UBS MSCI ACWI Universal UCITS ETF USD dis	0.07%	Equity World Social/Environmental	2,246
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.05%	Equity World	740
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.03%	Equity World Social/Environmental	2
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.04%	Equity World Social/Environmental	72
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.13%	Equity World Value	397
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.25%	Equity World Social/Environmental Climate Change	1,251
Amundi MSCI Europe ESG Selection UCITS ETF Acc	0.68%	Equity Europe Social/Environmental	1,064
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating	0.42%	Equity Europe Social/Environmental	119
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.11%	Equity World Dividend	8,665
Amundi MSCI EMU High Dividend UCITS ETF UCITS ETF Acc	4.45%	Equity Europe Dividend	342
iShares STOXX Europe 600 Banks UCITS ETF (DE)	2.10%	Equity Europe Financials	3,362
JPMorgan Europe Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.22%	Equity Europe Social/Environmental	2,791
Invesco Europe Enhanced Equity UCITS ETF Acc	0.31%	Equity Europe Multi-Factor Strategy	266
Franklin European Quality Dividend UCITS ETF (Dist)	2.91%	Equity Europe Dividend	526
iShares MSCI EMU UCITS ETF GBP Hedged (Dist)	0.65%	Equity Europe	279
Xtrackers Europe Net Zero Pathway Paris Aligned UCITS ETF 1C	0.33%	Equity Europe Social/Environmental Climate Change	7
Xtrackers Portfolio Income UCITS ETF 1D	0.02%	Equity World Multi-Asset Strategy	59
iShares MSCI Europe Quality Dividend Advanced UCITS ETF EUR (Acc)	2.60%	Equity Europe Dividend	12
iShares Core MSCI EMU UCITS ETF EUR (Dist)	0.65%	Equity Europe	516
HSBC MSCI World Value Screened UCITS ETF USD (Acc)	0.62%	Equity World Value	263
Amundi MSCI World Minimum Volatility Advanced UCITS ETF Acc	0.09%	Equity World Low Volatility/Risk Weighted Climate Change	444
First Trust Global Equity Income UCITS ETF Acc	0.87%	Equity World Fundamental/Quality	58
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.19%	Equity World Social/Environmental Climate Change	179
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	26
HSBC MSCI World UCITS ETF USD	0.05%	Equity World	13,323
L&G Europe ex-UK Quality Dividends Equal Weight UCITS ETF EUR Dist	0.89%	Equity Europe Dividend	308
State Street SPDR MSCI Europe Value UCITS ETF EUR	0.89%	Equity Europe Value	76
iShares MSCI World ex-USA UCITS ETF USD (Dist)	0.20%	Equity World	0
CT QR Series Global Equity Active UCITS ETF USD Acc	0.06%	Equity World Fundamental/Quality	-
UBS MSCI EMU Universal UCITS ETF hCHF acc	0.86%	Equity Europe Social/Environmental Climate Change	6
Xtrackers S&P Europe ex UK UCITS ETF	0.46%	Equity Europe	264
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.07%	Equity World Social/Environmental	85
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.07%	Equity World Social/Environmental	1,421
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.25%	Equity World Social/Environmental Climate Change	343
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.03%	Equity World Social/Environmental	216
iShares MSCI EMU Paris-Aligned Climate UCITS ETF EUR (Dist)	0.34%	Equity Europe Social/Environmental Climate Change	693
UBS Core MSCI World UCITS ETF hEUR acc	0.05%	Equity World	940
iShares Core MSCI EMU UCITS ETF EUR (Acc)	0.65%	Equity Europe	6,244
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.25%	Equity World Social/Environmental Climate Change	1,768
State Street SPDR MSCI World Value UCITS ETF USD Unhedged (Acc)	0.27%	Equity World Value	186
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc	0.29%	Equity Europe	117
iShares Edge MSCI World Value Factor UCITS ETF	0.13%	Equity World Value	6,289
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.86%	Equity World Financials Social/Environmental	125
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	7
UBS MSCI EMU Value UCITS ETF EUR dis	1.26%	Equity Europe Value	329
UBS Core MSCI Europe UCITS ETF hEUR acc	0.34%	Equity Europe	134
UBS MSCI Europe Climate Paris Aligned UCITS ETF EUR acc	0.06%	Equity Europe Social/Environmental Climate Change	6
iShares Core MSCI World UCITS ETF USD (Acc)	0.06%	Equity World	121,178
iShares MSCI EMU Climate Transition Aware UCITS ETF EUR (Dist)	1.13%	Equity Europe Social/Environmental Climate Change	1
Xtrackers Stoxx Europe 600 UCITS ETF 1D	0.31%	Equity Europe	1,155
WisdomTree Emerging Markets Equity Income UCITS ETF	0.00%	Equity Emerging Markets Dividend	154
UBS MSCI EMU Universal UCITS ETF EUR acc	0.86%	Equity Europe Social/Environmental Climate Change	239
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	96
iShares MSCI World Quality Dividend Advanced UCITS ETF USD (Acc)	0.55%	Equity World Dividend	427
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.06%	Equity World	774
Xtrackers MSCI Global Social Fairness Contributors UCITS ETF 1C	0.76%	Equity World Social/Environmental	3
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.03%	Equity World Social/Environmental	58
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	2
UBS Core MSCI Europe UCITS ETF hCHF acc	0.34%	Equity Europe	136
Invesco MSCI Europe Ex UK Universal Screened UCITS ETF Acc	0.55%	Equity Europe Social/Environmental	13
WisdomTree Emerging Markets Equity Income UCITS ETF Acc	0.00%	Equity Emerging Markets Dividend	67
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.21%	Equity Europe Social/Environmental Climate Change	14
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.10%	Equity World	8
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.32%	Equity Europe	4,615
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.19%	Equity World Social/Environmental Climate Change	3
Amundi MSCI World Ex USA UCITS ETF Dist	0.19%	Equity World	125
Amundi MSCI World Screened UCITS ETF Acc	0.06%	Equity World Social/Environmental	1,517
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.21%	Equity World Social/Environmental Climate Change	270
iShares Core MSCI World UCITS ETF USD (Dist)	0.06%	Equity World	742
Franklin S&P World Screened UCITS ETF Acc	0.10%	Equity United States Social/Environmental Climate Change	12
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.03%	Equity World Social/Environmental	4
WisdomTree Europe Equity Income UCITS ETF Acc	1.22%	Equity Europe Dividend	40
Amundi MSCI Europe Climate Paris Aligned UCITS ETF Acc	0.09%	Equity Europe Social/Environmental Climate Change	94
Xtrackers STOXX Europe 600 UCITS ETF 1C	0.31%	Equity Europe	4,197
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.06%	Equity World	78
UBS MSCI World UCITS ETF USD dis	0.06%	Equity World	1,434
WisdomTree Europe Equity Income UCITS ETF	1.22%	Equity Europe Dividend	164
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.42%	Equity World Multi-Factor Strategy	957
Ossiam Europe ESG Machine Learning UCITS ETF 1C (EUR)	0.82%	Equity Europe Social/Environmental	17
iShares MSCI Europe Quality Dividend Advanced UCITS ETF EUR (Dist)	2.60%	Equity Europe Dividend	865
UBS Core MSCI EMU UCITS ETF EUR dis	0.65%	Equity Europe	1,844
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.01%	Equity World	5,895
BNP Paribas Easy MSCI EMU Min TE UCITS ETF	0.86%	Equity Europe Social/Environmental	1,380
iShares Dow Jones Global Leaders Screened UCITS ETF USD (Acc)	0.23%	Equity World Social/Environmental	1,788
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.11%	Equity World Social/Environmental	90
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing	0.41%	Equity Europe	3,360
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.01%	Equity World	140
iShares MSCI EMU CTB Enhanced ESG UCITS ETF EUR (Acc)	0.51%	Equity Europe Social/Environmental	3,453
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (dist)	0.21%	Equity Europe Social/Environmental Climate Change	9
Vanguard FTSE Developed World UCITS ETF Distributing	0.05%	Equity World	3,998
iShares Core MSCI EMU UCITS ETF USD Hedged (Acc)	0.65%	Equity Europe	806
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.07%	Equity World Social/Environmental	771
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Acc)	0.71%	Equity Europe Social/Environmental Climate Change	6
Xtrackers MSCI World ex USA UCITS ETF 1D	0.20%	Equity World	231
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.06%	Equity World	157
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.05%	Equity World Social/Environmental	5,812
Invesco FTSE All-World UCITS ETF Acc	0.04%	Equity World	3,366
Xtrackers MSCI Europe Value UCITS ETF 1C	0.37%	Equity Europe Value	286
iShares MSCI World Screened UCITS ETF USD (Dist)	0.06%	Equity World Social/Environmental	1,136
iShares MSCI Europe ex-UK GBP Hedged UCITS ETF	0.45%	Equity Europe	207
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.05%	Equity World Social/Environmental	16
iShares Europe Equity Enhanced Active UCITS ETF EUR (Acc)	0.03%	Equity Europe Social/Environmental Multi-Asset Strategy	554
iShares MSCI World Screened UCITS ETF USD (Acc)	0.06%	Equity World Social/Environmental	5,192
Amundi Core MSCI World UCITS ETF USD Dist	0.05%	Equity World	1,549
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.07%	Equity World Social/Environmental	275
UBS MSCI ACWI Socially Responsible UCITS ETF hEUR acc	0.20%	Equity World Social/Environmental Climate Change	930
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.05%	Equity World Social/Environmental	2,684
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.35%	Equity Europe	1,238
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	0.29%	Equity Europe	56
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.04%	Equity World Social/Environmental	871
Amundi Prime Eurozone UCITS ETF DR (D)	0.59%	Equity Europe	80
Amundi Prime Europe UCITS ETF DR (C)	0.30%	Equity Europe	220
Fidelity Europe Quality Income UCITS ETF ACC-Euro	1.15%	Equity Europe Dividend	33
VanEck World Equal Weight Screened UCITS ETF A	0.42%	Equity World Equal Weighted	1,333
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.06%	Equity World	1,754
Xtrackers MSCI EMU UCITS ETF 1C - USD Hedged	0.65%	Equity Europe	339
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.05%	Equity World	41,813
HSBC MSCI World UCITS ETF USD (Acc)	0.05%	Equity World	1,867
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.37%	Equity World Financials Social/Environmental	1,268
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	4,261
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.06%	Equity World	51
iShares MSCI World Quality Dividend Advanced UCITS ETF USD (Dist)	0.55%	Equity World Dividend	1,361
Invesco RAFI Europe Fundamental Value UCITS ETF Dist	0.19%	Equity Europe Value	32
VanEck Multi-Asset Balanced Allocation UCITS ETF	0.39%	Equity World Social/Environmental Multi-Asset Strategy	40
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (C)	0.43%	Equity Europe Social/Environmental Climate Change	2,374
BNP Paribas Easy MSCI Europe Min TE UCITS ETF	0.47%	Equity Europe Social/Environmental	3,337
iShares MSCI Europe Screened UCITS ETF EUR (Acc)	0.41%	Equity Europe Social/Environmental	4,887
Fidelity Europe Quality Income UCITS ETF INC-Euro	1.15%	Equity Europe Dividend	28
UBS MSCI ACWI Socially Responsible UCITS ETF hUSD acc	0.20%	Equity World Social/Environmental Climate Change	383
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.56%	Equity World Multi-Factor Strategy	566
UBS MSCI Europe Socially Responsible UCITS ETF hEUR acc	1.56%	Equity Europe Social/Environmental Climate Change	3
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.05%	Equity World	1,589
Xtrackers MSCI Europe UCITS ETF 2C USD hedged	0.35%	Equity Europe	281
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.03%	Equity World Multi-Factor Strategy	1,264
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.06%	Equity World	5,290
Xtrackers FTSE All-World UCITS ETF 1C	0.04%	Equity World	30
Xtrackers MSCI Europe Climate Transition UCITS ETF 1C	0.38%	Equity Europe Social/Environmental Climate Change	17
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	99
iShares MSCI EMU Climate Transition Aware UCITS ETF EUR (Acc)	1.13%	Equity Europe Social/Environmental Climate Change	4
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (dist)	0.20%	Equity Europe Covered Call Alternative Investments	62
Xtrackers MSCI EMU Screened UCITS ETF 1D	0.67%	Equity Europe Social/Environmental	12
VanEck Multi-Asset Growth Allocation UCITS ETF	0.55%	Equity World Social/Environmental Multi-Asset Strategy	34
UBS MSCI EMU Select Factor Mix UCITS ETF EUR acc	0.98%	Equity Europe Multi-Factor Strategy	16
Xtrackers MSCI World UCITS ETF 1C	0.06%	Equity World	19,186
iShares MSCI Europe CTB Enhanced ESG UCITS ETF EUR (Acc)	0.15%	Equity Europe Social/Environmental	2,382
Invesco MSCI Europe Catholic Principles UCITS ETF Dist	0.77%	Equity Europe Social/Environmental Catholic principles	34
Xtrackers EMU Net Zero Pathway Paris Aligned UCITS ETF 1C	0.63%	Equity Europe Social/Environmental Climate Change	9
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.42%	Equity Europe Social/Environmental	35
Amundi MSCI EMU Value Factor UCITS ETF Dist	1.24%	Equity Europe Value	247
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.19%	Equity World Social/Environmental Climate Change	997
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.18%	Equity World Social/Environmental Catholic principles	161
HSBC MSCI Europe Climate Paris Aligned UCITS ETF EUR Acc	0.06%	Equity Europe Social/Environmental Climate Change	37
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.41%	Equity Europe Social/Environmental	487
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.11%	Equity World Social/Environmental	17
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.07%	Equity World Social/Environmental	1,277
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.06%	Equity World Social/Environmental	98
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.01%	Equity World Social/Environmental	15
Xtrackers MSCI Europe UCITS ETF 1C	0.35%	Equity Europe	7,983
Xtrackers MSCI EMU UCITS ETF 2C - GBP Hedged	0.65%	Equity Europe	27
State Street SPDR MSCI Europe UCITS ETF EUR	0.36%	Equity Europe	417
UBS MSCI World Socially Responsible UCITS ETF hCHF acc	0.25%	Equity World Social/Environmental Climate Change	423
UBS Core MSCI EMU UCITS ETF hGBP acc	0.65%	Equity Europe	36
iShares MSCI Europe CTB Enhanced ESG UCITS ETF EUR (Dist)	0.15%	Equity Europe Social/Environmental	4,928
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.04%	Equity World	59
Amundi S&P Eurozone Climate Paris Aligned UCITS ETF Acc	0.36%	Equity Europe Social/Environmental Climate Change	2,772
Amundi Prime Eurozone UCITS ETF DR (C)	0.59%	Equity Europe	101
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.20%	Equity World	2,987
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.35%	Equity Europe	15,603
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	1,396
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	46
Amundi MSCI EMU ESG Broad Transition UCITS ETF Acc	0.78%	Equity Europe Social/Environmental Climate Change	1,269
Xtrackers MSCI World Value UCITS ETF 1C	0.13%	Equity World Value	4,399
iShares EURO STOXX Banks 30-15 UCITS ETF (DE)	3.49%	Equity Europe Financials	2,482
Xtrackers Spanish Equity UCITS ETF 1D	5.02%	Equity Spain	81
Xtrackers MSCI World ex USA UCITS ETF 1C	0.20%	Equity World	5,713
State Street EMU Screened Equity Fund UCITS ETF	1.91%	Equity Europe Social/Environmental	1
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	28
UBS Core MSCI World UCITS ETF USD dis	0.05%	Equity World	1,828
State Street SPDR STOXX Europe 600 SRI UCITS ETF EUR Unhedged (Acc)	0.65%	Equity Europe Social/Environmental	499
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	43
iShares MSCI EMU CTB Enhanced ESG UCITS ETF EUR (Dist)	0.51%	Equity Europe Social/Environmental	457
L&G Global Quality Dividends UCITS ETF USD Acc	0.19%	Equity World Dividend	27
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.05%	Equity World Social/Environmental	88
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.05%	Equity World Social/Environmental	585
Xtrackers Spanish Equity UCITS ETF 1C	5.02%	Equity Spain	185
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Acc)	0.12%	Equity Europe Social/Environmental Climate Change	179
iShares World Equity Factor Rotation Active UCITS ETF USD (Acc)	0.31%	Equity World Multi-Factor Strategy	221
iShares Europe Domestic Focus UCITS ETF EUR (Acc)	0.91%	Equity Europe	10
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	0.31%	Equity Europe	12
Amundi MSCI World ESG Selection UCITS ETF Acc	0.11%	Equity World Social/Environmental	1,785
UBS Core MSCI EMU UCITS ETF hUSD acc	0.65%	Equity Europe	746
UBS MSCI EMU Universal UCITS ETF hGBP acc	0.86%	Equity Europe Social/Environmental Climate Change	4
iShares MSCI EMU Screened UCITS ETF EUR (Dist)	0.72%	Equity Europe Social/Environmental	561
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	16
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.05%	Equity World	92
Amundi MSCI EMU ESG Selection UCITS ETF DR - EUR (D)	1.29%	Equity Europe Social/Environmental	314
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.21%	Equity World Social/Environmental Climate Change	137
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Dist)	0.71%	Equity Europe Social/Environmental Climate Change	1
iShares Edge MSCI Europe Minimum Volatility UCITS ETF	0.09%	Equity Europe Low Volatility/Risk Weighted	866
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	229
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.35%	Equity Europe	10,702
iShares MSCI World Momentum Factor Advanced UCITS ETF USD (Acc)	0.56%	Equity World Momentum	213
Franklin European Quality Dividend UCITS ETF (Acc)	2.91%	Equity Europe Dividend	27
Amundi Prime Europe UCITS ETF DR (D)	0.30%	Equity Europe	245
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.10%	Equity World Equal Weighted	37
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Acc	0.52%	Equity World Dividend	3
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Hedged Acc	0.01%	Equity World Social/Environmental	105
Amundi Core MSCI EMU UCITS ETF Dist	0.62%	Equity Europe	718
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF USD (Dist)	0.16%	Equity World Social/Environmental	0
Amundi Core MSCI Europe UCITS ETF Acc	0.33%	Equity Europe	4,135
CT QR Series European Equity Active UCITS ETF EUR Dist	0.41%	Equity Europe Fundamental/Quality	-
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	0.02%	Equity World Multi-Asset Strategy	1,132
Goldman Sachs Alpha Enhanced Europe Equity Active UCITS ETF EUR (Acc)	0.16%	Equity Europe Social/Environmental	496
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.37%	Equity World Financials Social/Environmental	27
Amundi Prime Global UCITS ETF Acc	0.05%	Equity World	2,544
Xtrackers MSCI EMU UCITS ETF 1D	0.65%	Equity Europe	1,995
Amundi IBEX 35 UCITS ETF Dist	6.49%	Equity Spain	436
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.25%	Equity World Social/Environmental Climate Change	4,150
L&G Global Equity UCITS ETF	0.04%	Equity World Social/Environmental	1,399
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.11%	Equity World Dividend	2,435
Invesco MSCI World Universal Screened UCITS ETF Acc	0.08%	Equity World Social/Environmental	258
UBS Core MSCI World UCITS ETF hGBP dis	0.05%	Equity World	139
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	83
Xtrackers MSCI World Momentum ESG UCITS ETF	0.55%	Equity World Momentum	271
UBS MSCI World Socially Responsible UCITS ETF hGBP dis	0.25%	Equity World Social/Environmental Climate Change	3
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.12%	Equity Europe Social/Environmental Climate Change	21
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	15
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.05%	Equity World	19
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.06%	Equity World	1,153
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.10%	Equity World Social/Environmental	428
Amundi Core MSCI World UCITS ETF Acc	0.05%	Equity World	13,700
HSBC MSCI Europe UCITS ETF EUR (Acc)	0.36%	Equity Europe	102
Xtrackers MSCI EMU Climate Transition UCITS ETF 1C	0.70%	Equity Europe Social/Environmental Climate Change	18
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.04%	Equity World Social/Environmental	5,459
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.09%	Equity World Social/Environmental Climate Change	7
Amundi European Strategic Autonomy UCITS ETF Acc	0.26%	Equity Europe	21
UBS Core MSCI Europe UCITS ETF USD acc	0.34%	Equity Europe	48
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.02%	Equity World Social/Environmental Climate Change	53
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.24%	Equity World Momentum	4,777
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	871
UBS Factor MSCI EMU Prime Value Screened UCITS ETF EUR dis	2.67%	Equity Europe Value	51
iShares MSCI EMU Paris-Aligned Climate UCITS ETF EUR (Acc)	0.34%	Equity Europe Social/Environmental Climate Change	1,560
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.06%	Equity World	458
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.09%	Equity World Social/Environmental Climate Change	5
Amundi Core MSCI Europe UCITS ETF Dist	0.33%	Equity Europe	457
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.05%	Equity World	62
L&G Global Quality Dividends UCITS ETF USD Dist	0.19%	Equity World Dividend	179
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.05%	Equity World	22,340
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF acc	0.20%	Equity World Social/Environmental Climate Change	612
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.05%	Equity World	13,630
Amundi S&P Eurozone Climate Paris Aligned UCITS ETF Dist	0.36%	Equity Europe Social/Environmental Climate Change	330
Xtrackers MSCI World Momentum UCITS ETF 1C	0.28%	Equity World Momentum	1,962
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	814
iShares MSCI World CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.02%	Equity World Social/Environmental	256
iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc)	1.46%	Equity Europe Financials	1,517
Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR)	0.22%	Equity Europe Equal Weighted	192
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.06%	Equity World	12
Invesco MSCI Europe Universal Screened UCITS ETF Acc	0.45%	Equity Europe Social/Environmental	200
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.05%	Equity World Social/Environmental	958
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (D)	0.43%	Equity Europe Social/Environmental Climate Change	19
Amundi MSCI World Ex USA UCITS ETF Acc	0.19%	Equity World	655
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	111
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF	0.73%	Equity World Dividend	8,044
UBS Core MSCI World UCITS ETF USD acc	0.05%	Equity World	9,172
Invesco RAFI All-World Fundamental Value UCITS ETF	0.05%	Equity World Value	225
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.04%	Equity World	25
Amundi MSCI EMU Climate Paris Aligned UCITS ETF Acc	0.22%	Equity Europe Social/Environmental Climate Change	277
iShares Edge MSCI Europe Minimum Volatility Advanced UCITS ETF EUR (Acc)	1.65%	Equity Europe Low Volatility/Risk Weighted	28
Amundi Prime All Country World UCITS ETF Acc	0.04%	Equity World	1,999
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	0.04%	Equity World Social/Environmental	27
Vanguard FTSE Developed World UCITS ETF Acc	0.05%	Equity World	5,491
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.04%	Equity World Social/Environmental	1,691
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.10%	Equity World Social/Environmental	509
JPMorgan Eurozone Research Enhanced Index Equity Active UCITS ETF EUR (dist)	0.66%	Equity Europe Social/Environmental	5
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.05%	Equity World Social/Environmental Climate Change	118
State Street Global Screened Enhanced Equity Fund UCITS ETF	0.31%	Equity World Social/Environmental	3
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist)	0.21%	Equity World Covered Call Alternative Investments	1,209
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF dis	0.20%	Equity World Social/Environmental Climate Change	48
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.18%	Equity World Social/Environmental Catholic principles	104
Amundi MSCI Europe ex Switzerland ESG Broad Transition UCITS ETF Acc	0.63%	Equity Europe Social/Environmental Climate Change	591
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.06%	Equity World	16,484
Invesco MSCI Europe Equal Weight UCITS ETF Dist	0.26%	Equity Europe Equal Weighted	58
Amundi MSCI Europe Screened UCITS ETF (Acc)	0.39%	Equity Europe Social/Environmental	609
State Street All World Enhanced Active Equity UCITS ETF USD Unhedged (Acc)	0.14%	Equity World Multi-Factor Strategy	6
Fidelity Europe Quality Income UCITS ETF ACC-GBP (hedged)	1.15%	Equity Europe Dividend	2
iShares Edge MSCI Europe Momentum Factor UCITS ETF EUR (Dist)	1.04%	Equity Europe Momentum	41
UBS MSCI ACWI Socially Responsible UCITS ETF USD acc	0.20%	Equity World Social/Environmental Climate Change	708
iShares MSCI EMU Screened UCITS ETF EUR (Acc)	0.72%	Equity Europe Social/Environmental	1,503
UBS MSCI EMU Universal UCITS ETF hUSD acc	0.86%	Equity Europe Social/Environmental Climate Change	5
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.06%	Equity World	415
Xtrackers MSCI Europe Screened UCITS ETF 1C	0.37%	Equity Europe Social/Environmental	84
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.06%	Equity World	318
Xtrackers MSCI World Screened UCITS ETF 1D	0.06%	Equity World Social/Environmental	137
UBS MSCI ACWI Socially Responsible UCITS ETF USD dis	0.20%	Equity World Social/Environmental Climate Change	46
iShares Edge MSCI Europe Minimum Volatility UCITS ETF EUR (Dist)	0.09%	Equity Europe Low Volatility/Risk Weighted	24
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	0
CT QR Series European Equity Active UCITS ETF EUR Acc	0.41%	Equity Europe Fundamental/Quality	-
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.06%	Equity World Social/Environmental Climate Change	21
UBS Core MSCI EMU UCITS ETF hCHF acc	0.65%	Equity Europe	763
Amundi MSCI EMU ESG Selection UCITS ETF DR - EUR (C)	1.29%	Equity Europe Social/Environmental	1,470
First Trust Global Equity Income UCITS ETF Dist	0.87%	Equity World Fundamental/Quality	51
HSBC MSCI World UCITS ETF CHF hedged	0.05%	Equity World	85
VanEck Morningstar Developed Markets ex-US Dividend Leaders UCITS ETF A	0.94%	Equity World Dividend	8
iShares EURO STOXX Banks 30-15 UCITS ETF (DE) EUR (Acc)	3.49%	Equity Europe Financials	201
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.21%	Equity World Social/Environmental Climate Change	9
Xtrackers MSCI EMU UCITS ETF 3C CHF hedged	0.65%	Equity Europe	115
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.07%	Equity World Social/Environmental	1
HSBC MSCI Europe UCITS ETF EUR	0.36%	Equity Europe	349
L&G Europe ex UK Equity UCITS ETF	0.41%	Equity Europe Social/Environmental	984
Amundi MSCI World Ex USA Screened UCITS ETF Acc	0.22%	Equity World Social/Environmental Climate Change	5
Invesco MSCI Europe ESG Climate Paris Aligned UCITS ETF Acc	0.66%	Equity Europe Social/Environmental Climate Change	18
UBS MSCI ACWI Socially Responsible UCITS ETF hGBP dis	0.20%	Equity World Social/Environmental Climate Change	495
iShares MSCI World UCITS ETF (Dist)	0.06%	Equity World	8,024
UBS MSCI Europe Socially Responsible UCITS ETF EUR acc	1.56%	Equity Europe Social/Environmental Climate Change	60
Amundi MSCI EMU ESG Broad Transition UCITS ETF Dist	0.78%	Equity Europe Social/Environmental Climate Change	166
WisdomTree Global Value UCITS ETF USD (Acc)	0.21%	Equity World Value	1
Xtrackers Europe Equity Enhanced Active UCITS ETF 1C	0.66%	Equity Europe Social/Environmental	67
Amundi MSCI Europe ESG Selection UCITS ETF EUR Hedged Acc	0.68%	Equity Europe Social/Environmental	52
UBS Core MSCI EMU UCITS ETF hGBP dis	0.65%	Equity Europe	81
HSBC Europe Screened Equity UCITS ETF EUR	0.44%	Equity Europe Social/Environmental Climate Change	19
State Street SPDR MSCI Europe Financials UCITS ETF EUR	1.47%	Equity Europe Financials	745
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.03%	Equity World Multi-Factor Strategy	208
JPMorgan Eurozone Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.66%	Equity Europe Social/Environmental	518
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Acc	0.01%	Equity World Social/Environmental	400
Invesco Global Enhanced Equity UCITS ETF Acc	0.07%	Equity World Multi-Factor Strategy	638
Amundi Core MSCI EMU UCITS ETF Acc	0.62%	Equity Europe	475
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.05%	Equity World Social/Environmental	1
Invesco S&P World Financials ESG UCITS ETF Acc	0.06%	Equity World Financials Social/Environmental	4
UBS Core MSCI World UCITS ETF hGBP acc	0.05%	Equity World	73
iShares Edge MSCI Europe Value Factor UCITS ETF	0.37%	Equity Europe Value	2,543
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.09%	Equity World Social/Environmental Climate Change	61
iShares MSCI ACWI UCITS ETF USD (Acc)	0.05%	Equity World	29,094
State Street SPDR MSCI EMU UCITS ETF EUR	0.66%	Equity Europe	360
State Street Europe Screened Enhanced Equity Fund UCITS ETF	0.31%	Equity Europe Social/Environmental	1
UBS ETF (LU) MSCI EMU UCITS ETF (EUR) A-UKdis	0.65%	Equity Europe	96
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.03%	Equity World Social/Environmental	27
iShares MSCI Europe ex-UK UCITS ETF	0.45%	Equity Europe	1,482
Invesco FTSE All-World UCITS ETF Dist	0.04%	Equity World	253
Xtrackers MSCI Europe UCITS ETF 1D	0.35%	Equity Europe	129
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Dist	0.52%	Equity World Dividend	123
UBS MSCI World Socially Responsible UCITS ETF hEUR acc	0.25%	Equity World Social/Environmental Climate Change	249
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.10%	Equity World Social/Environmental	104
iShares MSCI EMU Large Cap UCITS ETF	0.77%	Equity Europe Large Cap	164
Franklin STOXX Europe 600 Paris Aligned Climate UCITS ETF	0.01%	Equity Europe Social/Environmental Climate Change	34
Amundi Prime Global UCITS ETF Dist	0.05%	Equity World	1,534
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.07%	Equity World Multi-Factor Strategy	8
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	0.30%	Equity World Social/Environmental Multi-Asset Strategy	64
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.06%	Equity World	532
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.02%	Equity World Social/Environmental Climate Change	16
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	3
UBS Core MSCI EMU UCITS ETF hUSD dis	0.65%	Equity Europe	20
UBS Core MSCI Europe UCITS ETF EUR acc	0.34%	Equity Europe	348
Amundi Prime All Country World UCITS ETF Dist	0.04%	Equity World	4,343
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.32%	Equity Europe	2,961
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc)	0.42%	Equity World Multi-Factor Strategy	4
Xtrackers MSCI World Financials UCITS ETF 1C	0.35%	Equity World Financials	774
iShares Edge MSCI Europe Value Factor UCITS ETF EUR (Dist)	0.37%	Equity Europe Value	111
iShares MSCI EMU USD Hedged UCITS ETF (Acc)	0.65%	Equity Europe	251
iShares MSCI Europe Quality Dividend Advanced UCITS ETF GBP Hedged (Dist)	2.60%	Equity Europe Dividend	3
UBS Core MSCI EMU UCITS ETF EUR acc	0.65%	Equity Europe	3,919
Amundi Euro Stoxx Banks UCITS ETF Acc	3.43%	Equity Europe Financials	5,617
iShares MSCI EMU CHF Hedged UCITS ETF (Acc)	0.64%	Equity Europe	190
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating	0.41%	Equity Europe	1,404
HSBC Developed World Screened Equity UCITS ETF USD	0.09%	Equity World Social/Environmental Climate Change	397
UBS MSCI EMU Value UCITS ETF EUR acc	1.26%	Equity Europe Value	89

Performance

Returns overview

YTD	+10.65%
1 month	+8.74%
3 months	+13.64%
6 months	+12.00%
1 year	+62.06%
3 years	+226.21%
5 years	+325.32%
Since inception (MAX)	+209.20%
2025	+110.39%
2024	+33.64%
2023	+0.00%
2022	+61.19%

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).