Barclays PLC

ISIN GB0031348658

WKN 850403

Market cap (in EUR)

77,461 m

Country

United Kingdom

Sector

Finance

Dividend yield

1.75%

Overview

Quote

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Description

Barclays PLC is a bank holding company, which engages in the provision of retail banking, credit cards, corporate and investment banking, and wealth management services. It operates through the following segments: Barclays United Kingdom (UK), Barclays United Kingdom (UK) Corporate Bank, Barclays Private Bank and Wealth Management, Barclays Investment Bank, Barclays United States (US) Consumer Bank, and Head Office. The Barclays UK segment represents businesses that sit within the UK ring-fenced bank entity, Barclays Bank UK PLC, and comprises personal banking, business banking and Barclaycard consumer UK. The Barclays UK Corporate Bank segment focuses on bringing together lending, trade and working capital, liquidity, payments, and FX solutions for UK corporate clients. The Barclays Private Bank and Wealth Management segment serves UK and international private banking clients. The Barclays Investment Bank segment incorporates the global markets, investment banking, and international corporate banking businesses. The Barclays US Consumer Bank segment relates to co-branded credit card issuer and financial services partner in the United States. The Head Office segment comprises central support, central treasury operations, Barclays Execution Services assets and legacy businesses. The company was founded on 1690 and is headquartered in London, the United Kingdom.

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Finance Investment Services United Kingdom

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Financials

Key metrics

Market capitalisation, EUR	77,461 m
EPS, EUR	0.57
P/B ratio	1.0
P/E ratio	9.9
Dividend yield	1.75%

Income statement (2025)

Revenue, EUR	63,831 m
Net income, EUR	7,217 m
Profit margin	11.31%

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What ETF is Barclays PLC in?

There are 395 ETFs which contain Barclays PLC. All of these ETFs are listed in the table below. The ETF with the largest weighting of Barclays PLC is the HSBC UK SCREENED EQUITY UCITS ETF GBP.

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	20
UBS Core MSCI World UCITS ETF hCHF acc	0.11%	Equity World	1,119
UBS Core MSCI Europe UCITS ETF EUR dis	0.66%	Equity Europe	1,628
State Street SPDR MSCI World Financials UCITS ETF USD	0.62%	Equity World Financials	330
Invesco MSCI World UCITS ETF	0.10%	Equity World	8,525
UBS MSCI United Kingdom UCITS ETF hUSD acc	2.90%	Equity United Kingdom	1,000
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.14%	Equity World Social/Environmental Climate Change	8
Goldman Sachs Alpha Enhanced Europe Equity Active UCITS ETF EUR (Dist)	0.72%	Equity Europe Social/Environmental	0
UBS MSCI World ex USA UCITS ETF USD acc	0.38%	Equity World	408
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Acc)	0.66%	Equity Europe Multi-Factor Strategy	662
CT QR Series Global Equity Active UCITS ETF USD Dist	0.12%	Equity World Fundamental/Quality	4
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.11%	Equity World Equal Weighted	25
VanEck European Equal Weight Screened UCITS ETF A	1.17%	Equity Europe Equal Weighted	88
iShares MSCI All Country World UCITS ETF USD (Dist)	0.10%	Equity World	19
Vanguard FTSE 100 UCITS ETF (GBP) Accumulating	2.66%	Equity United Kingdom	2,202
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.10%	Equity World	765
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Hedged Acc	0.82%	Equity Europe Social/Environmental Climate Change	61
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (acc)	1.23%	Equity Europe Covered Call Alternative Investments	25
Invesco MSCI Europe Equal Weight UCITS ETF	0.31%	Equity Europe Equal Weighted	216
Amundi Core Stoxx Europe 600 UCITS ETF Acc	0.63%	Equity Europe	20,736
Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C)	0.75%	Equity Europe Social/Environmental	1,869
Amundi MSCI Europe UCITS ETF Acc	0.69%	Equity Europe	611
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.13%	Equity World Multi-Factor Strategy	4
Xtrackers FTSE All-World ex US UCITS ETF 1C	0.23%	Equity World	46
iShares Core FTSE 100 UCITS ETF GBP (Acc)	2.68%	Equity United Kingdom	3,728
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.15%	Equity World	64
Xtrackers MSCI World UCITS ETF 1D	0.10%	Equity World	4,705
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.21%	Equity World Social/Environmental	601
JPMorgan Europe Research Enhanced Index Equity Active UCITS ETF EUR (dist)	1.30%	Equity Europe Social/Environmental	116
Amundi Core MSCI World Swap UCITS ETF Dist	0.10%	Equity World	6,528
UBS MSCI ACWI Universal UCITS ETF USD dis	0.12%	Equity World Social/Environmental	2,199
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.11%	Equity World	633
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.19%	Equity World Social/Environmental	87
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.21%	Equity World Social/Environmental	96
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.55%	Equity World Value	383
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating	0.82%	Equity Europe Social/Environmental	128
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.21%	Equity World Dividend	9,871
iShares STOXX Europe 600 Banks UCITS ETF (DE)	3.83%	Equity Europe Financials	3,691
JPMorgan Europe Research Enhanced Index Equity Active UCITS ETF EUR (acc)	1.30%	Equity Europe Social/Environmental	2,823
Invesco Europe Enhanced Equity UCITS ETF Acc	0.85%	Equity Europe Multi-Factor Strategy	295
Amundi MSCI Europe Action UCITS ETF Dist	0.91%	Equity Europe Social/Environmental Climate Change	2,215
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.02%	Equity World Social/Environmental Climate Change	488
Xtrackers Europe Net Zero Pathway Paris Aligned UCITS ETF 1C	0.69%	Equity Europe Social/Environmental Climate Change	7
Invesco FTSE All Share Screened & Tilted UCITS ETF	5.87%	Equity United Kingdom Social/Environmental Climate Change	10
HSBC MSCI World Value Screened UCITS ETF USD (Acc)	1.13%	Equity World Value	284
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.11%	Equity World Social/Environmental Climate Change	273
L&G UK Quality Dividends Equal Weight UCITS ETF GBP Dist	5.38%	Equity United Kingdom Dividend	91
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.09%	Equity World Social/Environmental Multi-Asset Strategy	29
HSBC MSCI World UCITS ETF USD	0.11%	Equity World	13,637
State Street SPDR MSCI Europe Value UCITS ETF EUR	2.77%	Equity Europe Value	82
iShares MSCI World ex-USA UCITS ETF USD (Dist)	0.37%	Equity World	2
CT QR Series Global Equity Active UCITS ETF USD Acc	0.12%	Equity World Fundamental/Quality	181
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.03%	Equity World Social/Environmental Climate Change	1,317
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.12%	Equity World Social/Environmental	63
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.12%	Equity World Social/Environmental	1,327
iShares MSCI World Swap UCITS ETF USD (Acc)	0.10%	Equity World	1,937
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF EUR Dist	5.52%	Equity United Kingdom Social/Environmental	16
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.19%	Equity World Social/Environmental	202
UBS Core MSCI World UCITS ETF hEUR acc	0.11%	Equity World	965
State Street SPDR MSCI World Value UCITS ETF USD Unhedged (Acc)	0.80%	Equity World Value	227
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc	0.63%	Equity Europe	166
iShares Edge MSCI World Value Factor UCITS ETF	0.55%	Equity World Value	6,357
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.67%	Equity World Financials Social/Environmental	122
Amundi MSCI World Financials UCITS ETF EUR Acc	0.61%	Equity World Financials	134
Amundi Core FTSE 100 Swap UCITS ETF USD Hedged Acc	2.67%	Equity United Kingdom	4
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	6
UBS MSCI Europe Climate Paris Aligned UCITS ETF EUR acc	1.03%	Equity Europe Social/Environmental Climate Change	5
UBS Core MSCI Europe UCITS ETF hEUR acc	0.66%	Equity Europe	146
iShares Core MSCI World UCITS ETF USD (Acc)	0.10%	Equity World	127,092
Xtrackers Stoxx Europe 600 UCITS ETF 1D	0.60%	Equity Europe	1,337
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.09%	Equity World Social/Environmental Multi-Asset Strategy	108
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.11%	Equity World	857
UBS MSCI ACWI SF UCITS ETF hCHF acc	0.10%	Equity World	1,860
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)	0.19%	Equity World Social/Environmental	60
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF hCHF dis	5.55%	Equity United Kingdom Social/Environmental Climate Change	10
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.09%	Equity World Social/Environmental Multi-Asset Strategy	2
Xtrackers World Equity Enhanced Active UCITS ETF 1C	0.15%	Equity World Social/Environmental	427
UBS Core MSCI Europe UCITS ETF hCHF acc	0.66%	Equity Europe	153
UBS MSCI World ex USA UCITS ETF USD dis	0.38%	Equity World	0
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	1.42%	Equity Europe Social/Environmental Climate Change	17
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.17%	Equity World	21
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.63%	Equity Europe	4,765
Amundi MSCI World Ex USA UCITS ETF Dist	0.39%	Equity World	131
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.11%	Equity World Social/Environmental Climate Change	2
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF GBP Acc	5.52%	Equity United Kingdom Social/Environmental	74
Amundi MSCI World Screened UCITS ETF Acc	0.11%	Equity World Social/Environmental	2,109
Ossiam Bloomberg Europe ex Eurozone PAB NR UCITS ETF 1C (EUR)	1.60%	Equity Europe Social/Environmental Climate Change	211
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0.40%	Equity World Social/Environmental Climate Change	38
UBS MSCI ACWI SF UCITS ETF hUSD acc	0.10%	Equity World	2,126
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.42%	Equity World Social/Environmental Climate Change	167
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (acc)	0.40%	Equity World Social/Environmental Climate Change	551
iShares Core MSCI World UCITS ETF USD (Dist)	0.10%	Equity World	797
Xtrackers FTSE 100 UCITS ETF 1C	2.67%	Equity United Kingdom	104
Amundi MSCI World Financials UCITS ETF USD Acc	0.61%	Equity World Financials	769
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.19%	Equity World Social/Environmental	5
Franklin S&P World Screened UCITS ETF Acc	0.13%	Equity United States Social/Environmental Climate Change	13
Amundi MSCI Europe Climate Paris Aligned UCITS ETF Acc	1.19%	Equity Europe Social/Environmental Climate Change	101
BNP Paribas Easy MSCI World ex USA UCITS ETF Acc	0.38%	Equity World	11
Xtrackers STOXX Europe 600 UCITS ETF 1C	0.60%	Equity Europe	4,259
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.11%	Equity World	41
UBS MSCI World UCITS ETF USD dis	0.10%	Equity World	1,449
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR Hedged (acc)	0.40%	Equity World Social/Environmental Climate Change	17
Amundi FTSE All World GDP-Weighted UCITS ETF Acc	0.10%	Equity World	24
UBS MSCI United Kingdom UCITS ETF hEUR acc	2.90%	Equity United Kingdom	578
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.06%	Equity World	7,487
JPMorgan Strategic Allocation Moderate Active UCITS ETF EUR (acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	7
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.06%	Equity World	215
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (dist)	1.42%	Equity Europe Social/Environmental Climate Change	9
Vanguard FTSE Developed World UCITS ETF Distributing	0.10%	Equity World	4,135
Robeco 3D Global Equity UCITS ETF USD Dis	0.40%	Equity World Social/Environmental	66
Xtrackers MSCI World Swap UCITS ETF 1C	0.10%	Equity World	5,263
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.12%	Equity World Social/Environmental	601
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Acc)	1.35%	Equity Europe Social/Environmental Climate Change	6
UBS MSCI ACWI SF UCITS ETF hEUR acc	0.10%	Equity World	1,666
Xtrackers MSCI World ex USA UCITS ETF 1D	0.37%	Equity World	254
UBS MSCI United Kingdom UCITS ETF GBP dis	2.90%	Equity United Kingdom	114
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.11%	Equity World	187
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.10%	Equity World Social/Environmental	6,230
Invesco FTSE All-World UCITS ETF	0.15%	Equity World	3,947
Xtrackers MSCI Europe Value UCITS ETF 1C	1.84%	Equity Europe Value	342
iShares MSCI World Screened UCITS ETF USD (Dist)	0.11%	Equity World Social/Environmental	1,002
UBS MSCI ACWI SF UCITS ETF USD acc	0.10%	Equity World	3,831
BNP Paribas Easy MSCI Europe UCITS ETF Acc	0.65%	Equity Europe	115
Amundi MSCI World Swap II UCITS ETF USD Hedged Dist	0.10%	Equity World	47
iShares Europe Equity Enhanced Active UCITS ETF EUR (Acc)	1.13%	Equity Europe Social/Environmental	654
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.09%	Equity World Social/Environmental	18
iShares MSCI World Screened UCITS ETF USD (Acc)	0.11%	Equity World Social/Environmental	5,245
Amundi Core MSCI World UCITS ETF USD Dist	0.11%	Equity World	1,616
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.12%	Equity World Social/Environmental	257
iShares MSCI All Country World Screened UCITS ETF USD (Acc)	0.10%	Equity World Social/Environmental	2,874
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.65%	Equity Europe	1,220
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	0.63%	Equity Europe	57
UBS MSCI United Kingdom UCITS ETF hEUR dis	2.90%	Equity United Kingdom	18
Amundi MSCI World Swap II UCITS ETF EUR Hedged Dist	0.10%	Equity World	683
Amundi STOXX Europe 600 Banks UCITS ETF Acc	3.83%	Equity Europe Financials	3,467
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.21%	Equity World Social/Environmental	906
iShares MSCI World Swap UCITS ETF EUR Hedged (Acc)	0.10%	Equity World	102
Amundi Prime Europe UCITS ETF DR (C)	0.71%	Equity Europe	298
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF GBP dis	5.55%	Equity United Kingdom Social/Environmental Climate Change	819
VanEck World Equal Weight Screened UCITS ETF A	0.45%	Equity World Equal Weighted	1,506
UBS MSCI ACWI Climate Paris Aligned UCITS ETF hCHF acc	0.07%	Equity World Social/Environmental Climate Change	393
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.10%	Equity World	1,811
UBS MSCI ACWI Climate Paris Aligned UCITS ETF hUSD acc	0.07%	Equity World Social/Environmental Climate Change	364
BNP Paribas Easy MSCI World II UCITS ETF EUR Acc	0.10%	Equity World	1
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.09%	Equity World	50,681
HSBC MSCI World UCITS ETF USD (Acc)	0.11%	Equity World	2,001
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.67%	Equity World Financials Social/Environmental	1,272
BNP Paribas Easy MSCI ACWI UCITS ETF EUR (Acc)	0.10%	Equity World	65
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Acc)	0.17%	Equity World Social/Environmental	4,599
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.10%	Equity World	52
UBS MSCI United Kingdom UCITS ETF hUSD dis	2.90%	Equity United Kingdom	50
Invesco RAFI Europe Fundamental Value UCITS ETF	1.00%	Equity Europe Value	33
VanEck Multi-Asset Balanced Allocation UCITS ETF	0.53%	Equity World Social/Environmental Multi-Asset Strategy	43
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Acc	0.82%	Equity Europe Social/Environmental Climate Change	2,379
BNP Paribas Easy MSCI Europe Min TE UCITS ETF	0.70%	Equity Europe Social/Environmental	3,489
iShares MSCI Europe Screened UCITS ETF EUR (Acc)	0.75%	Equity Europe Social/Environmental	4,810
Xtrackers FTSE 100 UCITS ETF Income 1D	2.67%	Equity United Kingdom	98
Amundi STOXX Europe 600 Banks UCITS ETF Dist	3.83%	Equity Europe Financials	112
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.09%	Equity World	1,761
Xtrackers MSCI Europe UCITS ETF 2C USD hedged	0.65%	Equity Europe	296
HSBC FTSE 100 UCITS ETF GBP	2.69%	Equity United Kingdom	1,002
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.08%	Equity World Multi-Factor Strategy	1,428
Invesco FTSE 100 UCITS ETF	2.67%	Equity United Kingdom	41
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.11%	Equity World	5,357
Xtrackers FTSE All-World UCITS ETF 1C	0.09%	Equity World	134
iShares UK Domestic Focus UCITS ETF GBP (Acc)	11.83%	Equity United Kingdom	6
Xtrackers MSCI Europe Climate Transition UCITS ETF 1C	0.83%	Equity Europe Social/Environmental Climate Change	17
Xtrackers MSCI Europe Financials UCITS ETF 1C	2.56%	Equity Europe Financials	157
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (dist)	1.23%	Equity Europe Covered Call Alternative Investments	98
VanEck Multi-Asset Growth Allocation UCITS ETF	0.37%	Equity World Social/Environmental Multi-Asset Strategy	34
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (dist)	0.42%	Equity World Social/Environmental Climate Change	0
Amundi MSCI World Swap UCITS ETF EUR Dist	0.10%	Equity World	440
iShares STOXX Europe 600 UCITS ETF EUR (Dist)	0.61%	Equity Europe	7
Xtrackers MSCI World UCITS ETF 1C	0.10%	Equity World	20,873
iShares MSCI Europe CTB Enhanced ESG UCITS ETF EUR (Acc)	0.85%	Equity Europe Social/Environmental	2,435
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.82%	Equity Europe Social/Environmental	34
State Street SPDR MSCI World UCITS ETF USD Unhedged (Dist)	0.11%	Equity World	112
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.11%	Equity World Social/Environmental Climate Change	1,099
HSBC MSCI Europe Climate Paris Aligned UCITS ETF EUR Acc	1.02%	Equity Europe Social/Environmental Climate Change	37
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.07%	Equity World Social/Environmental Climate Change	217
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.75%	Equity Europe Social/Environmental	485
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.18%	Equity World Social/Environmental	17
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.12%	Equity World Social/Environmental	1,229
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.11%	Equity World Social/Environmental	101
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF GBP acc	5.55%	Equity United Kingdom Social/Environmental Climate Change	0
Xtrackers MSCI Europe UCITS ETF 1C	0.65%	Equity Europe	7,673
State Street SPDR MSCI Europe UCITS ETF EUR	0.65%	Equity Europe	393
JPMorgan Strategic Allocation Growth Active UCITS ETF EUR (acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	6
BNP Paribas Easy MSCI World ex USA Min TE UCITS ETF	0.39%	Equity World Social/Environmental	33
iShares MSCI Europe CTB Enhanced ESG UCITS ETF EUR (Dist)	0.85%	Equity Europe Social/Environmental	4,905
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.15%	Equity World	72
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.37%	Equity World	3,180
iShares MSCI World Value Factor Advanced UCITS ETF USD (Acc)	1.01%	Equity World Value	844
iShares Core FTSE 100 UCITS ETF USD Hedged (Acc)	2.68%	Equity United Kingdom	195
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.65%	Equity Europe	15,831
Invesco MSCI World Equal Weight UCITS ETF	0.09%	Equity World Equal Weighted	1,702
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	47
Xtrackers MSCI World Value UCITS ETF 1C	0.54%	Equity World Value	3,954
Amundi Core MSCI World Swap UCITS ETF EUR Hedged Acc	0.10%	Equity World	11
JPMorgan ex US Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.99%	Equity World Social/Environmental	0
Xtrackers MSCI World ex USA UCITS ETF 1C	0.37%	Equity World	6,745
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	29
JPMorgan UK Equity Core Active UCITS ETF GBP (acc)	2.57%	Equity United Kingdom	513
iShares MSCI UK UCITS ETF (Acc)	2.87%	Equity United Kingdom	135
UBS Core MSCI World UCITS ETF USD dis	0.11%	Equity World	1,973
State Street SPDR STOXX Europe 600 SRI UCITS ETF EUR Unhedged (Acc)	1.28%	Equity Europe Social/Environmental	595
UBS MSCI ACWI SF UCITS ETF USD Ukdis	0.10%	Equity World	284
L&G Global Quality Dividends UCITS ETF USD Acc	0.20%	Equity World Dividend	63
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.10%	Equity World Social/Environmental	86
iShares MSCI World Swap UCITS ETF CHF Hedged (Acc)	0.10%	Equity World	7
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.10%	Equity World Social/Environmental	552
Vanguard FTSE All-World Ex-U.S. UCITS ETF USD Acc	0.23%	Equity World	48
iShares STOXX Europe 600 UCITS ETF EUR (Acc)	0.61%	Equity Europe	0
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Acc)	0.93%	Equity Europe Social/Environmental Climate Change	187
iShares World Equity Factor Rotation Active UCITS ETF USD (Acc)	0.25%	Equity World Multi-Factor Strategy	221
iShares Europe Domestic Focus UCITS ETF EUR (Acc)	1.73%	Equity Europe	11
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	0.60%	Equity Europe	12
Amundi MSCI World IMI Value Advanced UCITS ETF Acc	0.89%	Equity World Value Climate Change	509
Invesco FTSE All Share Screened & Tilted UCITS ETF	5.87%	Equity United Kingdom Social/Environmental Climate Change	48
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.05%	Equity World Social/Environmental Climate Change	404
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.09%	Equity World	95
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Dist)	2.38%	Equity United Kingdom	386
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.42%	Equity World Social/Environmental Climate Change	137
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Dist)	1.35%	Equity Europe Social/Environmental Climate Change	1
First Trust United Kingdom AlphaDEX UCITS ETF Acc	1.71%	Equity United Kingdom Multi-Factor Strategy	9
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.65%	Equity Europe	10,564
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Acc)	0.67%	Equity World Financials Social/Environmental	0
BNP Paribas Easy MSCI World II UCITS ETF Acc	0.10%	Equity World	57
Amundi MSCI World Swap II UCITS ETF Acc	0.10%	Equity World	691
iShares Core FTSE 100 UCITS ETF GBP (Dist)	2.68%	Equity United Kingdom	18,952
Amundi Prime Europe UCITS ETF DR (D)	0.71%	Equity Europe	263
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.11%	Equity World Equal Weighted	41
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF USD (Dist)	0.72%	Equity World Social/Environmental	0
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.40%	Equity World Social/Environmental Climate Change	281
Amundi Core MSCI Europe UCITS ETF Acc	0.68%	Equity Europe	4,141
CT QR Series European Equity Active UCITS ETF EUR Dist	0.14%	Equity Europe Fundamental/Quality	1
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.09%	Equity World Social/Environmental	60
Amundi MSCI World Swap II UCITS ETF Dist	0.10%	Equity World	8,685
Goldman Sachs Alpha Enhanced Europe Equity Active UCITS ETF EUR (Acc)	0.72%	Equity Europe Social/Environmental	520
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.67%	Equity World Financials Social/Environmental	32
Amundi Prime Global UCITS ETF Acc	0.11%	Equity World	3,176
Amundi Core MSCI World Swap UCITS ETF Acc	0.10%	Equity World	15
JPMorgan Global ex US Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.99%	Equity World Social/Environmental	8
L&G MSCI Europe Select UCITS ETF EUR Accumulating ETF	0.88%	Equity Europe Social/Environmental Climate Change	1,239
L&G Global Equity UCITS ETF	0.11%	Equity World Social/Environmental	1,774
Vanguard FTSE Global All-Cap UCITS ETF USD Acc	0.08%	Equity World	556
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.21%	Equity World Dividend	2,949
Invesco MSCI World Universal Screened UCITS ETF Acc	0.16%	Equity World Social/Environmental	257
iShares Core FTSE 100 UCITS ETF EUR Hedged (Acc)	2.68%	Equity United Kingdom	45
Xtrackers Stoxx Europe 600 II UCITS ETF 1C	0.60%	Equity Europe	5
UBS Core MSCI World UCITS ETF hGBP dis	0.11%	Equity World	111
BNP Paribas Easy Alpha Enhanced Europe UCITS ETF Acc	0.32%	Equity Europe Multi-Factor Strategy	61
JPMorgan UK Equity Core Active UCITS ETF GBP (dist)	2.57%	Equity United Kingdom	140
iShares FTSE All-World UCITS ETF USD (Dist)	0.09%	Equity World	0
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.93%	Equity Europe Social/Environmental Climate Change	26
BNP Paribas Easy MSCI World II UCITS ETF Dist	0.10%	Equity World	1
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	16
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.10%	Equity World	19
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.10%	Equity World	1,143
UBS ETF (LU) MSCI UK UCITS ETF (GBP) A-UKdis	2.90%	Equity United Kingdom	88
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.11%	Equity World Social/Environmental	444
Amundi Core MSCI World UCITS ETF Acc	0.11%	Equity World	14,530
HSBC MSCI Europe UCITS ETF EUR (Acc)	0.66%	Equity Europe	96
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.21%	Equity World Social/Environmental	5,609
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.18%	Equity World Social/Environmental Climate Change	9
Amundi Core FTSE 100 Swap UCITS ETF Acc	2.67%	Equity United Kingdom	686
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.71%	Equity World Social/Environmental Climate Change	56
UBS Core MSCI Europe UCITS ETF USD acc	0.66%	Equity Europe	48
iShares MSCI World Swap UCITS ETF GBP Hedged (Acc)	0.10%	Equity World	1
HSBC UK SCREENED EQUITY UCITS ETF GBP (Dist)	12.30%	Equity United Kingdom Social/Environmental Climate Change	8
Xtrackers MSCI World Swap UCITS ETF 4C EUR hedged	0.10%	Equity World	1,560
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.10%	Equity World	504
Xtrackers MSCI World Swap UCITS ETF 1D	0.10%	Equity World	5,692
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.18%	Equity World Social/Environmental Climate Change	3
Amundi Core MSCI Europe UCITS ETF Dist	0.68%	Equity Europe	454
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.11%	Equity World	62
L&G Global Quality Dividends UCITS ETF USD Dist	0.20%	Equity World Dividend	323
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.09%	Equity World	23,450
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.09%	Equity World	16,487
JPMorgan Strategic Allocation Conservative Active UCITS ETF EUR (acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	6
BNP Paribas Easy MSCI World ex USA UCITS ETF EUR Acc	0.38%	Equity World	3
BNP Paribas Easy MSCI ACWI UCITS ETF (Acc)	0.10%	Equity World	65
Robeco 3D Global Equity UCITS ETF GBP Hedged (Acc)	0.40%	Equity World Social/Environmental	17
L&G UK Equity UCITS ETF GBP Acc	2.94%	Equity United Kingdom Social/Environmental	225
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.17%	Equity World Social/Environmental	661
iShares MSCI World CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.17%	Equity World Social/Environmental	276
iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc)	2.55%	Equity Europe Financials	1,715
Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR)	0.25%	Equity Europe Equal Weighted	208
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.10%	Equity World	23
Invesco MSCI Europe Universal Screened UCITS ETF Acc	0.88%	Equity Europe Social/Environmental	189
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.10%	Equity World Social/Environmental	1,049
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Dist	0.82%	Equity Europe Social/Environmental Climate Change	18
Amundi MSCI World Ex USA UCITS ETF Acc	0.39%	Equity World	666
UBS Core MSCI World UCITS ETF USD acc	0.11%	Equity World	10,682
iShares FTSE All-World UCITS ETF USD (Acc)	0.09%	Equity World	34
HSBC UK SCREENED EQUITY UCITS ETF GBP	12.30%	Equity United Kingdom Social/Environmental Climate Change	24
Invesco RAFI All-World Fundamental Value UCITS ETF	0.20%	Equity World Value	283
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.17%	Equity World Social/Environmental	131
iShares MSCI All Country World Swap UCITS ETF USD (Acc)	0.10%	Equity World	70
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.15%	Equity World	33
Robeco 3D European Equity UCITS ETF A EUR	1.20%	Equity Europe Social/Environmental	21
Amundi Prime All Country World UCITS ETF Acc	0.09%	Equity World	2,906
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	0.21%	Equity World Social/Environmental	32
Vanguard FTSE Developed World UCITS ETF Acc	0.10%	Equity World	5,892
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.21%	Equity World Social/Environmental	1,718
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.11%	Equity World Social/Environmental	639
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.11%	Equity World Social/Environmental Climate Change	134
State Street Global Screened Enhanced Equity Fund UCITS ETF	0.22%	Equity World Social/Environmental	4
Amundi MSCI Europe ex Switzerland ESG Broad Transition UCITS ETF Acc	0.98%	Equity Europe Social/Environmental Climate Change	623
UBS MSCI United Kingdom UCITS ETF GBP acc	2.90%	Equity United Kingdom	2,107
State Street SPDR MSCI World UCITS ETF USD Unhedged (Acc)	0.11%	Equity World	17,748
Invesco MSCI Europe Equal Weight UCITS ETF Dist	0.31%	Equity Europe Equal Weighted	59
Vanguard FTSE 100 UCITS ETF (GBP) Distributing	2.66%	Equity United Kingdom	5,445
UBS MSCI ACWI SF UCITS ETF USD Hedged Ukdis	0.10%	Equity World	49
Vanguard FTSE Global All-Cap UCITS ETF USD Dist	0.08%	Equity World	9
Amundi MSCI Europe Screened UCITS ETF (Acc)	0.77%	Equity Europe Social/Environmental	637
State Street All World Enhanced Active Equity UCITS ETF USD Unhedged (Acc)	0.31%	Equity World Multi-Factor Strategy	6
UBS MSCI United Kingdom UCITS ETF hCHF acc	2.90%	Equity United Kingdom	366
Amundi MSCI All Country World UCITS ETF EUR Acc	0.10%	Equity World	2,392
Amundi Core FTSE 100 Swap UCITS ETF Dist	2.67%	Equity United Kingdom	50
First Trust Indxx Innovative Transaction & Process UCITS ETF Acc	0.91%	Equity World Technology Blockchain	47
Vanguard FTSE All-World Ex-U.S. UCITS ETF USD Dist	0.23%	Equity World	8
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.10%	Equity World	437
Xtrackers MSCI Europe Screened UCITS ETF 1C	0.68%	Equity Europe Social/Environmental	84
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.11%	Equity World	343
UBS MSCI ACWI SF UCITS ETF CHF Hedged Ukdis	0.10%	Equity World	88
UBS MSCI ACWI Climate Paris Aligned UCITS ETF hEUR acc	0.07%	Equity World Social/Environmental Climate Change	216
Xtrackers MSCI World Screened UCITS ETF 1D	0.11%	Equity World Social/Environmental	138
HSBC MSCI World Climate Paris Aligned UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental	17
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	1
CT QR Series European Equity Active UCITS ETF EUR Acc	0.14%	Equity Europe Fundamental/Quality	67
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.12%	Equity World Social/Environmental Climate Change	22
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF EUR Acc	5.52%	Equity United Kingdom Social/Environmental	32
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.05%	Equity World Social/Environmental Climate Change	188
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.17%	Equity World Social/Environmental	62
HSBC MSCI World UCITS ETF CHF hedged	0.11%	Equity World	89
Amundi UK Equity All Cap Index UCITS ETF Dist	2.57%	Equity United Kingdom	1,067
Robeco 3D Global Equity UCITS ETF USD Acc	0.40%	Equity World Social/Environmental	962
iShares AI Adopters & Applications UCITS ETF USD (Acc)	1.83%	Equity World Social/Environmental Artificial Intelligence	164
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.42%	Equity World Social/Environmental Climate Change	9
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Dist)	0.66%	Equity Europe Multi-Factor Strategy	221
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.12%	Equity World Social/Environmental	123
Amundi MSCI World Swap UCITS ETF USD Acc	0.10%	Equity World	74
HSBC MSCI Europe UCITS ETF EUR	0.66%	Equity Europe	355
UBS FTSE 100 UCITS ETF GBP dis	2.68%	Equity United Kingdom	89
Amundi MSCI World Screened UCITS ETF UCITS ETF EUR Hedged Acc	0.11%	Equity World Social/Environmental	2
UBS MSCI World ex USA UCITS ETF hCHF acc	0.38%	Equity World	2
Amundi MSCI World Swap II UCITS ETF EUR Hedged Acc	0.10%	Equity World	646
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF CHF Hedged (acc)	0.40%	Equity World Social/Environmental Climate Change	4
Amundi MSCI World Ex USA Screened UCITS ETF Acc	0.44%	Equity World Social/Environmental Climate Change	5
Xtrackers MSCI World Value ESG UCITS ETF 1C	1.02%	Equity World Value	275
iShares MSCI World UCITS ETF (Dist)	0.11%	Equity World	8,132
WisdomTree Global Value UCITS ETF USD (Acc)	0.17%	Equity World Value	4
Xtrackers Europe Equity Enhanced Active UCITS ETF 1C	1.09%	Equity Europe Social/Environmental	68
UBS MSCI ACWI SF UCITS ETF GBP Hedged Ukdis	0.10%	Equity World	520
HSBC Europe Screened Equity UCITS ETF EUR	4.37%	Equity Europe Social/Environmental Climate Change	19
JPMorgan Global ex US Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.99%	Equity World Social/Environmental	1
State Street SPDR MSCI Europe Financials UCITS ETF EUR	2.56%	Equity Europe Financials	817
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.08%	Equity World Multi-Factor Strategy	234
Invesco MSCI Europe UCITS ETF	0.65%	Equity Europe	59
Invesco Global Enhanced Equity UCITS ETF Acc	0.13%	Equity World Multi-Factor Strategy	994
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.10%	Equity World Social/Environmental	1
Invesco S&P World Financials ESG UCITS ETF Acc	0.21%	Equity World Financials Social/Environmental	4
UBS Core MSCI World UCITS ETF hGBP acc	0.11%	Equity World	65
iShares Edge MSCI Europe Value Factor UCITS ETF	1.84%	Equity Europe Value	2,581
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.70%	Equity World Social/Environmental Climate Change	63
iShares MSCI All Country World UCITS ETF USD (Acc)	0.10%	Equity World	31,188
State Street Europe Screened Enhanced Equity Fund UCITS ETF	0.94%	Equity Europe Social/Environmental	3
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.19%	Equity World Social/Environmental	28
Invesco FTSE All-World UCITS ETF	0.15%	Equity World	279
BNP Paribas Easy MSCI World ex USA Min TE UCITS ETF EUR	0.39%	Equity World Social/Environmental	1
Xtrackers MSCI Europe UCITS ETF 1D	0.65%	Equity Europe	401
Amundi MSCI All Country World UCITS ETF USD Acc	0.10%	Equity World	126
Amundi Core FTSE 100 Swap UCITS ETF EUR Hedged Acc	2.67%	Equity United Kingdom	37
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Acc)	2.38%	Equity United Kingdom	459
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.11%	Equity World Social/Environmental	108
Franklin STOXX Europe 600 Paris Aligned Climate UCITS ETF	0.90%	Equity Europe Social/Environmental Climate Change	43
Amundi Prime Global UCITS ETF Dist	0.11%	Equity World	1,634
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.13%	Equity World Multi-Factor Strategy	9
UBS MSCI ACWI Climate Paris Aligned UCITS ETF hGBP acc	0.07%	Equity World Social/Environmental Climate Change	155
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.10%	Equity World	550
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.17%	Equity World Social/Environmental	1,804
UBS MSCI ACWI SF UCITS ETF hEUR Ukdis	0.10%	Equity World	43
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	3
First Trust United Kingdom AlphaDEX UCITS ETF Dist	1.71%	Equity United Kingdom Multi-Factor Strategy	4
UBS Core MSCI Europe UCITS ETF EUR acc	0.66%	Equity Europe	730
Invesco STOXX Europe 600 UCITS ETF	0.60%	Equity Europe	520
Amundi Prime All Country World UCITS ETF Dist	0.09%	Equity World	4,610
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.63%	Equity Europe	3,028
Xtrackers MSCI World Financials UCITS ETF 1C	0.61%	Equity World Financials	1,286
iShares Edge MSCI Europe Value Factor UCITS ETF EUR (Dist)	1.84%	Equity Europe Value	121
Amundi MSCI World Swap UCITS ETF EUR Acc	0.10%	Equity World	6,507
HSBC Developed World Screened Equity UCITS ETF USD	0.70%	Equity World Social/Environmental Climate Change	463
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF hEUR acc	5.55%	Equity United Kingdom Social/Environmental Climate Change	47

Performance

Returns overview

YTD	+2.31%
1 month	-5.97%
3 months	+10.16%
6 months	+16.19%
1 year	+29.44%
3 years	+227.52%
5 years	+169.61%
Since inception (MAX)	+103.33%
2025	+80.00%
2024	+69.87%
2023	-3.11%
2022	-14.81%

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).