British American Tobacco plc

ISIN GB0002875804

WKN 916018

Market cap (in EUR)

104,796 m

Country

United Kingdom

Sector

Consumer Non-Cyclicals

Dividend yield

5.85%

Overview

Quote

Description

British American Tobacco plc is a holding company, which engages in the manufacture and distribution of tobacco products. Its brands include Kent, Dunhill, Lucky Strike, and Pall Mall. It operates through the following geographical segments: United States, Americas and Europe (AME), and Asia-Pacific, Middle East, and Africa (APMEA). The company was founded by James Buchanan Duke on September 29, 1902 and is headquartered in London, the United Kingdom.

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Consumer Non-Cyclicals Food and Tobacco Production Tobacco Production United Kingdom

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Financials

Key metrics

Market capitalisation, EUR	104,796 m
EPS, EUR	-
P/B ratio	1.9
P/E ratio	14.2
Dividend yield	5.85%

Income statement (2025)

Revenue, EUR	29,967 m
Net income, EUR	8,973 m
Profit margin	29.94%

What ETF is British American Tobacco plc in?

There are 220 ETFs which contain British American Tobacco plc. All of these ETFs are listed in the table below. The ETF with the largest weighting of British American Tobacco plc is the iShares STOXX Europe 600 Personal & Household Goods UCITS ETF (DE).

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.06%	Equity World Equal Weighted	21
UBS Core MSCI World UCITS ETF hCHF acc	0.14%	Equity World	1,104
iShares Core FTSE 100 UCITS ETF USD Hedged (Acc)	3.79%	Equity United Kingdom	199
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.88%	Equity Europe	16,044
Invesco MSCI World Equal Weight UCITS ETF	0.07%	Equity World Equal Weighted	1,689
Xtrackers MSCI World Value UCITS ETF 1C	1.17%	Equity World Value	3,875
Amundi Core MSCI World Swap UCITS ETF EUR Hedged Acc	0.14%	Equity World	10
Xtrackers MSCI World ex USA UCITS ETF 1C	0.52%	Equity World	6,707
Invesco MSCI World UCITS ETF	0.14%	Equity World	8,530
JPMorgan UK Equity Core Active UCITS ETF GBP (acc)	3.62%	Equity United Kingdom	516
UBS MSCI United Kingdom UCITS ETF hUSD acc	4.02%	Equity United Kingdom	1,002
iShares MSCI UK UCITS ETF (Acc)	4.02%	Equity United Kingdom	136
UBS Core MSCI World UCITS ETF USD dis	0.14%	Equity World	1,974
UBS MSCI World ex USA UCITS ETF USD acc	0.50%	Equity World	384
Fidelity US Fundamental Large Cap Core UCITS ETF ACC-USD	0.89%	Equity United States Large Cap	76
UBS MSCI ACWI SF UCITS ETF USD Ukdis	0.12%	Equity World	285
iShares MSCI ACWI UCITS ETF USD (Dist)	0.12%	Equity World	18
L&G Global Quality Dividends UCITS ETF USD Acc	0.19%	Equity World Dividend	55
iShares Edge MSCI Europe Momentum Factor UCITS ETF	1.86%	Equity Europe Momentum	727
iShares MSCI World Swap UCITS ETF CHF Hedged (Acc)	0.14%	Equity World	7
Vanguard FTSE 100 UCITS ETF (GBP) Accumulating	3.78%	Equity United Kingdom	2,262
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.12%	Equity World	749
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (acc)	0.93%	Equity Europe Covered Call Alternative Investments	23
Invesco MSCI Europe Equal Weight UCITS ETF	0.24%	Equity Europe Equal Weighted	215
Amundi Core Stoxx Europe 600 UCITS ETF Acc	0.90%	Equity Europe	21,058
Amundi MSCI Europe UCITS ETF Acc	0.90%	Equity Europe	623
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	0.90%	Equity Europe	13
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.06%	Equity World Multi-Factor Strategy	4
JPMorgan Global Equity Multi-Factor UCITS ETF USD (dist)	0.32%	Equity World Multi-Factor Strategy	1
iShares STOXX Europe 600 Personal & Household Goods UCITS ETF (DE)	14.27%	Equity Europe Consumer Staples	185
Xtrackers FTSE All-World ex US UCITS ETF 1C	0.32%	Equity World	46
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.12%	Equity World	96
iShares Core FTSE 100 UCITS ETF GBP (Acc)	3.79%	Equity United Kingdom	3,748
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.16%	Equity World	61
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Dist)	3.35%	Equity United Kingdom	387
Xtrackers MSCI World UCITS ETF 1D	0.14%	Equity World	4,775
Amundi Core MSCI World Swap UCITS ETF Dist	0.14%	Equity World	6,613
iShares Edge MSCI Europe Minimum Volatility UCITS ETF	0.84%	Equity Europe Low Volatility/Risk Weighted	903
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.14%	Equity World	705
First Trust United Kingdom AlphaDEX UCITS ETF Acc	0.47%	Equity United Kingdom Multi-Factor Strategy	10
State Street SPDR S&P Europe Quality Aristocrats UCITS ETF EUR Unhedged (Acc)	3.89%	Equity Europe Fundamental/Quality	2
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	1.15%	Equity World Value	371
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.88%	Equity Europe	10,769
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.30%	Equity World Dividend	9,693
BNP Paribas Easy MSCI World II UCITS ETF Acc	0.14%	Equity World	58
Amundi MSCI World Swap II UCITS ETF Acc	0.14%	Equity World	685
iShares Core FTSE 100 UCITS ETF GBP (Dist)	3.79%	Equity United Kingdom	19,105
Amundi Prime Europe UCITS ETF DR (D)	0.95%	Equity Europe	257
Amundi MSCI Europe Quality Factor UCITS ETF EUR (C)	1.84%	Equity Europe Fundamental/Quality	258
Amundi Core MSCI Europe UCITS ETF Acc	0.90%	Equity Europe	4,218
Amundi MSCI World Swap II UCITS ETF Dist	0.14%	Equity World	8,753
Amundi Prime Global UCITS ETF Acc	0.14%	Equity World	3,093
L&G UK Quality Dividends Equal Weight UCITS ETF GBP Dist	5.07%	Equity United Kingdom Dividend	92
Amundi Core MSCI World Swap UCITS ETF Acc	0.14%	Equity World	15
HSBC MSCI World UCITS ETF USD	0.14%	Equity World	13,760
Amundi MSCI Europe Momentum Factor UCITS ETF EUR (C)	1.86%	Equity Europe Momentum	136
State Street SPDR MSCI Europe Value UCITS ETF EUR	4.18%	Equity Europe Value	83
iShares MSCI World ex-USA UCITS ETF USD (Dist)	0.53%	Equity World	2
L&G MSCI Europe Select UCITS ETF EUR Accumulating ETF	1.08%	Equity Europe Social/Environmental Climate Change	655
L&G Global Equity UCITS ETF	0.15%	Equity World Social/Environmental	1,688
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.30%	Equity World Dividend	2,855
iShares Core FTSE 100 UCITS ETF EUR Hedged (Acc)	3.79%	Equity United Kingdom	46
UBS Core MSCI World UCITS ETF hGBP dis	0.14%	Equity World	113
JPMorgan UK Equity Core Active UCITS ETF GBP (dist)	3.62%	Equity United Kingdom	137
iShares MSCI World Swap UCITS ETF USD (Acc)	0.14%	Equity World	1,878
UBS Core MSCI World UCITS ETF hEUR acc	0.14%	Equity World	955
Pacer Global Cash Cows Dividend UCITS ETF Acc	2.11%	Equity World Value	9
BNP Paribas Easy MSCI World II UCITS ETF Dist	0.14%	Equity World	1
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.14%	Equity World	19
State Street SPDR MSCI World Value UCITS ETF USD Unhedged (Acc)	1.50%	Equity World Value	202
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc	0.90%	Equity Europe	129
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.14%	Equity World	1,178
UBS ETF (LU) MSCI UK UCITS ETF (GBP) A-UKdis	4.02%	Equity United Kingdom	89
iShares Edge MSCI World Value Factor UCITS ETF	1.15%	Equity World Value	6,117
Amundi Core MSCI World UCITS ETF Acc	0.14%	Equity World	14,624
HSBC MSCI Europe UCITS ETF EUR (Acc)	0.89%	Equity Europe	104
Amundi Core FTSE 100 Swap UCITS ETF USD Hedged Acc	3.86%	Equity United Kingdom	4
Amundi Core FTSE 100 Swap UCITS ETF Acc	3.86%	Equity United Kingdom	691
UBS Core MSCI Europe UCITS ETF USD acc	0.89%	Equity Europe	49
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.38%	Equity World Momentum	5,286
iShares MSCI World Swap UCITS ETF GBP Hedged (Acc)	0.14%	Equity World	1
Xtrackers MSCI World Swap UCITS ETF 4C EUR hedged	0.14%	Equity World	1,621
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.14%	Equity World	452
Xtrackers MSCI World Swap UCITS ETF 1D	0.14%	Equity World	5,770
UBS Core MSCI Europe UCITS ETF hEUR acc	0.89%	Equity Europe	146
iShares Core MSCI World UCITS ETF USD (Acc)	0.14%	Equity World	127,856
Xtrackers Stoxx Europe 600 UCITS ETF 1D	0.90%	Equity Europe	1,308
Amundi Core MSCI Europe UCITS ETF Dist	0.90%	Equity Europe	458
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.14%	Equity World	848
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.14%	Equity World	62
UBS MSCI ACWI SF UCITS ETF hCHF acc	0.12%	Equity World	1,857
L&G Global Quality Dividends UCITS ETF USD Dist	0.19%	Equity World Dividend	296
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.12%	Equity World	23,401
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.12%	Equity World	15,721
Xtrackers MSCI World Momentum UCITS ETF 1C	0.40%	Equity World Momentum	2,044
UBS Core MSCI Europe UCITS ETF hCHF acc	0.89%	Equity Europe	152
BNP Paribas Easy MSCI World ex USA UCITS ETF EUR Acc	0.51%	Equity World	3
JPMorgan Global Equity Multi-Factor UCITS ETF USD (acc)	0.32%	Equity World Multi-Factor Strategy	255
BNP Paribas Easy MSCI ACWI UCITS ETF (Acc)	0.12%	Equity World	60
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.23%	Equity World	6
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.86%	Equity Europe	4,832
Amundi MSCI World Ex USA UCITS ETF Dist	0.49%	Equity World	131
L&G UK Equity UCITS ETF GBP Acc	4.28%	Equity United Kingdom Social/Environmental	228
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.13%	Equity World	23
State Street SPDR S&P UK Dividend Aristocrats UCITS ETF GBP	3.92%	Equity United Kingdom Dividend	132
Amundi MSCI World Ex USA UCITS ETF Acc	0.49%	Equity World	661
UBS Core MSCI World UCITS ETF USD acc	0.14%	Equity World	10,529
UBS MSCI ACWI SF UCITS ETF hUSD acc	0.12%	Equity World	2,149
iShares FTSE All-World UCITS ETF USD (Acc)	0.12%	Equity World	26
iShares Core MSCI World UCITS ETF USD (Dist)	0.14%	Equity World	796
iShares UK Foreign Focus UCITS ETF GBP (Acc)	4.71%	Equity United Kingdom	3
Xtrackers FTSE 100 UCITS ETF 1C	3.86%	Equity United Kingdom	105
Invesco RAFI All-World Fundamental Value UCITS ETF	0.23%	Equity World Value	272
iShares MSCI ACWI Swap UCITS ETF USD (Acc)	0.12%	Equity World	53
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.16%	Equity World	28
BNP Paribas Easy MSCI World ex USA UCITS ETF Acc	0.51%	Equity World	12
Xtrackers STOXX Europe 600 UCITS ETF 1C	0.90%	Equity Europe	4,308
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.14%	Equity World	82
Amundi Prime All Country World UCITS ETF Acc	0.12%	Equity World	2,715
Vanguard FTSE Developed World UCITS ETF Acc	0.13%	Equity World	5,907
Amundi FTSE All World GDP-Weighted UCITS ETF Acc	0.14%	Equity World	24
UBS MSCI United Kingdom UCITS ETF hEUR acc	4.02%	Equity United Kingdom	586
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.15%	Equity World	7,126
UBS MSCI United Kingdom UCITS ETF GBP acc	4.02%	Equity United Kingdom	2,121
State Street SPDR MSCI World UCITS ETF USD Unhedged (Acc)	0.14%	Equity World	17,857
Invesco MSCI Europe Equal Weight UCITS ETF Dist	0.24%	Equity Europe Equal Weighted	60
Vanguard FTSE 100 UCITS ETF (GBP) Distributing	3.78%	Equity United Kingdom	5,448
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.15%	Equity World	201
UBS MSCI ACWI SF UCITS ETF USD Hedged Ukdis	0.12%	Equity World	49
UBS MSCI United Kingdom UCITS ETF hCHF acc	4.02%	Equity United Kingdom	368
Vanguard FTSE Developed World UCITS ETF Distributing	0.13%	Equity World	4,170
iShares Edge MSCI Europe Momentum Factor UCITS ETF EUR (Dist)	1.86%	Equity Europe Momentum	41
Xtrackers MSCI World Swap UCITS ETF 1C	0.14%	Equity World	5,330
UBS MSCI ACWI SF UCITS ETF hEUR acc	0.12%	Equity World	1,675
iShares UK Dividend UCITS ETF	4.67%	Equity United Kingdom Dividend	1,563
Xtrackers MSCI Europe Consumer Staples UCITS ETF 1C	10.27%	Equity Europe Consumer Staples	50
Amundi MSCI All Country World UCITS ETF EUR Acc	0.12%	Equity World	2,389
Amundi Core FTSE 100 Swap UCITS ETF Dist	3.86%	Equity United Kingdom	50
Xtrackers MSCI World ex USA UCITS ETF 1D	0.52%	Equity World	253
UBS MSCI United Kingdom UCITS ETF GBP dis	4.02%	Equity United Kingdom	124
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.14%	Equity World	445
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.14%	Equity World	346
UBS MSCI ACWI SF UCITS ETF CHF Hedged Ukdis	0.12%	Equity World	86
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.14%	Equity World	174
iShares Europe Foreign Focus UCITS ETF EUR (Acc)	1.33%	Equity Europe	11
Invesco FTSE All-World UCITS ETF	0.16%	Equity World	3,876
Xtrackers MSCI Europe Value UCITS ETF 1C	3.54%	Equity Europe Value	333
iShares Edge MSCI Europe Minimum Volatility UCITS ETF EUR (Dist)	0.84%	Equity Europe Low Volatility/Risk Weighted	24
UBS MSCI ACWI SF UCITS ETF USD acc	0.12%	Equity World	3,879
BNP Paribas Easy MSCI Europe UCITS ETF Acc	0.88%	Equity Europe	116
Amundi MSCI World Swap II UCITS ETF USD Hedged Dist	0.14%	Equity World	44
HSBC MSCI World UCITS ETF CHF hedged	0.14%	Equity World	80
iShares MSCI Europe Consumer Staples Sector UCITS ETF EUR (Acc)	10.31%	Equity Europe Consumer Staples	466
iShares STOXX Europe 50 UCITS ETF	1.76%	Equity Europe	579
Amundi Core MSCI World UCITS ETF USD Dist	0.14%	Equity World	1,649
Amundi UK Equity All Cap Index UCITS ETF Dist	3.86%	Equity United Kingdom	1,041
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.88%	Equity Europe	1,250
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	0.90%	Equity Europe	57
UBS MSCI United Kingdom UCITS ETF hEUR dis	4.02%	Equity United Kingdom	18
Amundi MSCI World Swap UCITS ETF USD Acc	0.14%	Equity World	73
HSBC MSCI Europe UCITS ETF EUR	0.89%	Equity Europe	356
Amundi MSCI World Swap II UCITS ETF EUR Hedged Dist	0.14%	Equity World	703
Xtrackers MSCI World Consumer Staples UCITS ETF 1C	2.78%	Equity World Consumer Staples	827
Amundi MSCI World Swap II UCITS ETF EUR Hedged Acc	0.14%	Equity World	620
iShares MSCI World Swap UCITS ETF EUR Hedged (Acc)	0.14%	Equity World	105
Amundi Prime Europe UCITS ETF DR (C)	0.95%	Equity Europe	260
iShares MSCI World UCITS ETF (Dist)	0.14%	Equity World	8,236
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.14%	Equity World	1,826
Amundi Stoxx Europe 50 UCITS ETF Acc	1.76%	Equity Europe	522
BNP Paribas Easy MSCI World II UCITS ETF EUR Acc	0.14%	Equity World	1
UBS MSCI ACWI SF UCITS ETF GBP Hedged Ukdis	0.12%	Equity World	521
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.12%	Equity World	48,732
HSBC MSCI World UCITS ETF USD (Acc)	0.14%	Equity World	1,978
Amundi MSCI Europe Minimum Volatility Factor UCITS ETF EUR (C)	0.84%	Equity Europe Low Volatility/Risk Weighted	80
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.13%	Equity World Multi-Factor Strategy	229
BNP Paribas Easy MSCI ACWI UCITS ETF EUR (Acc)	0.12%	Equity World	60
Invesco MSCI Europe UCITS ETF	0.88%	Equity Europe	61
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.14%	Equity World	52
UBS MSCI United Kingdom UCITS ETF hUSD dis	4.02%	Equity United Kingdom	51
Invesco Global Enhanced Equity UCITS ETF Acc	0.06%	Equity World Multi-Factor Strategy	926
Invesco RAFI Europe Fundamental Value UCITS ETF	1.35%	Equity Europe Value	33
UBS Core MSCI World UCITS ETF hGBP acc	0.14%	Equity World	63
iShares Edge MSCI Europe Value Factor UCITS ETF	3.46%	Equity Europe Value	2,589
iShares MSCI ACWI UCITS ETF USD (Acc)	0.12%	Equity World	30,918
Xtrackers FTSE 100 UCITS ETF Income 1D	3.86%	Equity United Kingdom	98
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.12%	Equity World	1,709
Xtrackers MSCI Europe UCITS ETF 2C USD hedged	0.91%	Equity Europe	300
HSBC FTSE 100 UCITS ETF GBP	3.81%	Equity United Kingdom	1,011
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.13%	Equity World Multi-Factor Strategy	1,406
Invesco FTSE 100 UCITS ETF	3.86%	Equity United Kingdom	41
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.14%	Equity World	5,380
Xtrackers FTSE All-World UCITS ETF 1C	0.12%	Equity World	110
Invesco FTSE All-World UCITS ETF	0.16%	Equity World	285
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (dist)	0.93%	Equity Europe Covered Call Alternative Investments	86
Xtrackers MSCI Europe UCITS ETF 1D	0.91%	Equity Europe	398
Amundi MSCI All Country World UCITS ETF USD Acc	0.12%	Equity World	127
Amundi Core FTSE 100 Swap UCITS ETF EUR Hedged Acc	3.86%	Equity United Kingdom	38
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Acc)	3.35%	Equity United Kingdom	467
State Street SPDR MSCI World Consumer Staples UCITS ETF USD	2.79%	Equity World Consumer Staples	138
Amundi MSCI World Swap UCITS ETF EUR Dist	0.14%	Equity World	439
iShares STOXX Europe 600 UCITS ETF EUR (Dist)	0.88%	Equity Europe	7
Amundi Prime Global UCITS ETF Dist	0.14%	Equity World	1,629
Xtrackers MSCI World UCITS ETF 1C	0.14%	Equity World	20,650
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.06%	Equity World Multi-Factor Strategy	9
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.14%	Equity World	557
State Street SPDR MSCI World UCITS ETF USD Unhedged (Dist)	0.14%	Equity World	0
UBS MSCI ACWI SF UCITS ETF hEUR Ukdis	0.12%	Equity World	43
First Trust United Kingdom AlphaDEX UCITS ETF Dist	0.47%	Equity United Kingdom Multi-Factor Strategy	4
UBS Core MSCI Europe UCITS ETF EUR acc	0.89%	Equity Europe	635
Invesco STOXX Europe 600 UCITS ETF	0.90%	Equity Europe	585
Amundi Prime All Country World UCITS ETF Dist	0.12%	Equity World	4,685
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.86%	Equity Europe	2,999
State Street SPDR MSCI Europe Consumer Staples UCITS ETF EUR	10.34%	Equity Europe Consumer Staples	143
Xtrackers MSCI Europe UCITS ETF 1C	0.91%	Equity Europe	7,809
State Street SPDR MSCI Europe UCITS ETF EUR	0.89%	Equity Europe	399
iShares Edge MSCI Europe Value Factor UCITS ETF EUR (Dist)	3.46%	Equity Europe Value	121
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.16%	Equity World	69
Amundi MSCI World Swap UCITS ETF EUR Acc	0.14%	Equity World	6,532
Global X UK SuperDividend UCITS ETF GBP Dist	3.45%	Equity United Kingdom Dividend	2
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.53%	Equity World	3,150

Performance

Returns overview

YTD	-1.13%
1 month	-11.63%
3 months	-16.32%
6 months	-8.45%
1 year	-3.03%
3 years	+63.32%
5 years	+54.17%
Since inception (MAX)	+12.18%
2025	+44.38%
2024	+25.15%
2023	-30.92%
2022	+20.94%

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).