Rolls-Royce Holdings

ISIN GB00B63H8491

WKN A1H81L

Market cap (in EUR)

124,310 m

Country

United Kingdom

Sector

Industrials

Dividend yield

0.82%

Overview

Quote

Description

Rolls-Royce Holdings Plc designs, develops, manufactures, and services integrated power systems for use in the air, on land, and at sea. The company operates its business through following segments: Civil Aerospace, Power Systems, Defense and New Markets. The Civil Aerospace segment offers commercial aero engines and aftermarket services. The Power Systems segment includes engines, power systems and nuclear systems for civil power generation. The Defense segment consists of military aero engines, naval engines, submarines and aftermarket services. The New Markets segment includes development, manufacture and sales of small modular reactors (SMRs) and new electrical power solutions. The company was founded in March 1906 and is headquartered in London, the United Kingdom.

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Industrials Industrial Manufacturing Aerospace and Defense Manufacturing United Kingdom

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Financials

Key metrics

Market capitalisation, EUR	124,310 m
EPS, EUR	-
P/B ratio	39.9
P/E ratio	18.5
Dividend yield	0.82%

Income statement (2025)

Revenue, EUR	24,787 m
Net income, EUR	6,827 m
Profit margin	27.54%

What ETF is Rolls-Royce Holdings in?

There are 202 ETFs which contain Rolls-Royce Holdings. All of these ETFs are listed in the table below. The ETF with the largest weighting of Rolls-Royce Holdings is the iShares Europe Defence UCITS ETF EUR (Acc).

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.05%	Equity World Equal Weighted	18
UBS Core MSCI World UCITS ETF hCHF acc	0.18%	Equity World	907
Xtrackers Portfolio UCITS ETF 1C	0.06%	Equity World Multi-Asset Strategy	695
iShares Core FTSE 100 UCITS ETF USD Hedged (Acc)	4.34%	Equity United Kingdom	180
iShares Core MSCI Europe UCITS ETF EUR (Acc)	1.05%	Equity Europe	15,039
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	1,179
WisdomTree Uranium and Nuclear Energy UCITS ETF USD Unhedged Acc	2.07%	Equity World Uranium	279
UBS Core MSCI Europe UCITS ETF EUR dis	1.03%	Equity Europe	1,107
Xtrackers MSCI World ex USA UCITS ETF 1C	0.61%	Equity World	5,051
JPMorgan UK Equity Core UCITS ETF GBP (acc)	3.95%	Equity United Kingdom	464
UBS MSCI United Kingdom UCITS ETF hUSD acc	4.47%	Equity United Kingdom	508
iShares MSCI UK UCITS ETF (Acc)	4.54%	Equity United Kingdom	130
UBS Core MSCI World UCITS ETF USD dis	0.18%	Equity World	1,680
UBS MSCI World ex USA UCITS ETF USD acc	0.59%	Equity World	89
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.11%	Equity World Equal Weighted	23
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	37
iShares MSCI ACWI UCITS ETF USD (Dist)	0.17%	Equity World	5
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.16%	Equity World Social/Environmental	86
iShares Edge MSCI Europe Momentum Factor UCITS ETF	4.64%	Equity Europe Momentum	781
Amundi Stoxx Europe Defense UCITS ETF Acc	10.25%	Equity Europe Industrials Military & Defense	498
Vanguard FTSE 100 UCITS ETF (GBP) Accumulating	4.27%	Equity United Kingdom	2,787
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.15%	Equity World	515
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (acc)	0.59%	Equity Europe Covered Call Alternative Investments	15
Invesco MSCI Europe Equal Weight UCITS ETF Acc	0.27%	Equity Europe Equal Weighted	373
Amundi Core Stoxx Europe 600 UCITS ETF Acc	0.99%	Equity Europe	17,985
Amundi MSCI Europe UCITS ETF Acc	1.03%	Equity Europe	628
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	0.98%	Equity Europe	11
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.09%	Equity World Multi-Factor Strategy	2
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	15
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.15%	Equity World	68
iShares Core FTSE 100 UCITS ETF GBP (Acc)	4.34%	Equity United Kingdom	3,558
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.18%	Equity World	42
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Dist)	3.82%	Equity United Kingdom	383
Xtrackers MSCI World UCITS ETF 1D	0.17%	Equity World	4,262
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.11%	Equity World Social/Environmental	498
JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (dist)	0.64%	Equity Europe Social/Environmental	118
WisdomTree Europe Defence UCITS ETF EUR Unhedged Acc	8.26%	Equity Europe Industrials Military & Defense	4,876
iShares Edge MSCI Europe Minimum Volatility UCITS ETF	0.26%	Equity Europe Low Volatility/Risk Weighted	811
WisdomTree Megatrends UCITS ETF USD	0.72%	Equity World Social/Environmental Innovation	37
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.19%	Equity World	657
First Trust United Kingdom AlphaDEX UCITS ETF Acc	0.47%	Equity United Kingdom Multi-Factor Strategy	10
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.10%	Equity World Social/Environmental	1
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.11%	Equity World Social/Environmental	73
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	212
iShares Core MSCI Europe UCITS ETF EUR (Dist)	1.04%	Equity Europe	10,690
iShares Core FTSE 100 UCITS ETF GBP (Dist)	4.34%	Equity United Kingdom	17,461
JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.64%	Equity Europe Social/Environmental	2,683
Amundi Prime Europe UCITS ETF DR (D)	1.08%	Equity Europe	227
Fidelity Europe Equity Research Enhanced UCITS ETF ACC-Euro	1.12%	Equity Europe Social/Environmental	130
Xtrackers MSCI World Industrials UCITS ETF 1C	1.47%	Equity World Industrials	777
Amundi MSCI Europe Growth UCITS ETF Dist	2.15%	Equity Europe Growth	84
Invesco Europe Enhanced Equity UCITS ETF Acc	0.89%	Equity Europe Multi-Factor Strategy	184
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.11%	Equity World Equal Weighted	34
Amundi Core MSCI Europe UCITS ETF Acc	1.04%	Equity Europe	4,086
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.16%	Equity World Social/Environmental	25
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.01%	Equity World Multi-Asset Strategy	981
Amundi Prime Global UCITS ETF Acc	0.18%	Equity World	1,591
HSBC MSCI World UCITS ETF USD	0.19%	Equity World	12,552
Amundi MSCI Europe Growth UCITS ETF - EUR (C)	2.15%	Equity Europe Growth	181
L&G Global Equity UCITS ETF	0.17%	Equity World Social/Environmental	1,032
iShares Core FTSE 100 UCITS ETF EUR Hedged (Acc)	4.34%	Equity United Kingdom	56
UBS Core MSCI World UCITS ETF hGBP dis	0.18%	Equity World	95
HANetf Future of European Defence Screened UCITS ETF Acc	5.35%	Equity Europe Industrials Social/Environmental Military & Defense	190
JPMorgan UK Equity Core UCITS ETF GBP (dist)	3.95%	Equity United Kingdom	113
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	73
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.10%	Equity World Social/Environmental	179
UBS Core MSCI World UCITS ETF hEUR acc	0.18%	Equity World	592
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.17%	Equity World	17
First Trust Indxx Global Aerospace & Defence UCITS ETF Class A Accumulation	4.50%	Equity World Industrials Military & Defense	124
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.16%	Equity World Social/Environmental	199
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc	0.99%	Equity Europe	131
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.18%	Equity World	1,026
UBS ETF (LU) MSCI UK UCITS ETF (GBP) A-UKdis	4.47%	Equity United Kingdom	100
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.17%	Equity World Social/Environmental	430
iShares MSCI Europe Industrials Sector UCITS ETF EUR (Acc)	5.33%	Equity Europe Industrials	1,314
Amundi Core MSCI World UCITS ETF Acc	0.18%	Equity World	12,649
HSBC MSCI Europe UCITS ETF EUR (Acc)	1.03%	Equity Europe	95
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.11%	Equity World Social/Environmental	5,188
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.24%	Equity World Social/Environmental Climate Change	6
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	1.19%	Equity World Momentum	3,750
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	756
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.17%	Equity World	427
UBS Core MSCI Europe UCITS ETF hEUR acc	1.03%	Equity Europe	130
iShares Core MSCI World UCITS ETF USD (Acc)	0.18%	Equity World	113,685
Xtrackers Stoxx Europe 600 UCITS ETF 1D	0.98%	Equity Europe	1,060
WisdomTree Global Quality Growth UCITS ETF USD Unhedged Acc	0.58%	Equity World Fundamental/Quality	3
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.24%	Equity World Social/Environmental Climate Change	2
Amundi Core MSCI Europe UCITS ETF Dist	1.04%	Equity Europe	702
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.18%	Equity World	695
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.18%	Equity World	55
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.10%	Equity World Social/Environmental	53
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.15%	Equity World	20,151
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.15%	Equity World	9,075
Xtrackers World Equity Enhanced Active UCITS ETF 1C	0.25%	Equity World Social/Environmental	364
Xtrackers MSCI World Momentum UCITS ETF 1C	1.20%	Equity World Momentum	1,655
UBS Core MSCI Europe UCITS ETF hCHF acc	1.03%	Equity Europe	120
State Street SPDR S&P Europe Defense Vision UCITS ETF EUR Unhedged (Acc)	9.03%	Equity Europe Industrials Military & Defense	31
iShares Global Aerospace & Defence UCITS ETF USD (Acc)	6.69%	Equity World Industrials Military & Defense	1,571
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.28%	Equity World	35
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.99%	Equity Europe	4,415
Amundi MSCI World Ex USA UCITS ETF Dist	0.60%	Equity World	117
L&G UK Equity UCITS ETF GBP Acc	4.74%	Equity United Kingdom Social/Environmental	198
Amundi MSCI World Screened UCITS ETF Acc	0.20%	Equity World Social/Environmental	1,184
Amundi MSCI World Ex USA UCITS ETF Acc	0.60%	Equity World	565
BNP Paribas Easy Bloomberg Europe Defense UCITS ETF Acc	10.74%	Equity Europe Industrials Military & Defense	482
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	95
Ossiam Bloomberg Europe ex Eurozone PAB NR UCITS ETF 1C (EUR)	2.83%	Equity Europe Social/Environmental Climate Change	242
UBS Core MSCI World UCITS ETF USD acc	0.18%	Equity World	7,539
iShares Europe Defence UCITS ETF EUR (Acc)	13.79%	Equity Europe Industrials Military & Defense	372
iShares Core MSCI World UCITS ETF USD (Dist)	0.18%	Equity World	512
Xtrackers FTSE 100 UCITS ETF 1C	4.38%	Equity United Kingdom	100
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.11%	Equity World Social/Environmental Multi-Asset Strategy	148
Invesco FTSE RAFI All World 3000 UCITS ETF	0.07%	Equity World Fundamental/Quality	189
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.10%	Equity World Social/Environmental	3
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.18%	Equity World	19
Xtrackers STOXX Europe 600 UCITS ETF 1C	0.98%	Equity Europe	3,732
Amundi Prime All Country World UCITS ETF Acc	0.16%	Equity World	1,362
UBS MSCI World UCITS ETF USD dis	0.18%	Equity World	1,347
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.11%	Equity World Social/Environmental	24
Vanguard FTSE Developed World UCITS ETF Acc	0.17%	Equity World	5,298
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.11%	Equity World Social/Environmental	1,575
UBS MSCI United Kingdom UCITS ETF hEUR acc	4.47%	Equity United Kingdom	418
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.17%	Equity World Social/Environmental	436
State Street Global Screened Enhanced Equity Fund UCITS ETF	1.33%	Equity World Social/Environmental	0
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.19%	Equity World	4,727
UBS MSCI United Kingdom UCITS ETF GBP acc	4.47%	Equity United Kingdom	2,532
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.18%	Equity World	14,811
Invesco MSCI Europe Equal Weight UCITS ETF Dist	0.27%	Equity Europe Equal Weighted	168
Vanguard FTSE 100 UCITS ETF (GBP) Distributing	4.27%	Equity United Kingdom	5,180
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.19%	Equity World	94
Amundi MSCI Europe Screened UCITS ETF (Acc)	1.18%	Equity Europe Social/Environmental	551
UBS MSCI United Kingdom UCITS ETF hCHF acc	4.47%	Equity United Kingdom	236
Vanguard FTSE Developed World UCITS ETF Distributing	0.17%	Equity World	3,611
iShares Edge MSCI Europe Momentum Factor UCITS ETF EUR (Dist)	4.64%	Equity Europe Momentum	48
Xtrackers MSCI World ex USA UCITS ETF 1D	0.61%	Equity World	215
UBS MSCI United Kingdom UCITS ETF GBP dis	4.47%	Equity United Kingdom	100
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.17%	Equity World	366
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.18%	Equity World	268
Xtrackers MSCI World Screened UCITS ETF 1D	0.21%	Equity World Social/Environmental	120
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.16%	Equity World Social/Environmental	4,777
Xtrackers Europe Defence Technologies UCITS ETF 1C	10.76%	Equity Europe Military & Defense	41
Invesco FTSE All-World UCITS ETF Acc	0.18%	Equity World	2,697
iShares Edge MSCI Europe Minimum Volatility UCITS ETF EUR (Dist)	0.26%	Equity Europe Low Volatility/Risk Weighted	27
State Street SPDR MSCI World Industrials UCITS ETF USD	1.44%	Equity World Industrials	184
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.11%	Equity World Social/Environmental Multi-Asset Strategy	45
iShares Europe Equity Enhanced Active UCITS ETF EUR (Acc)	1.15%	Equity Europe Social/Environmental Multi-Asset Strategy	547
HSBC MSCI World UCITS ETF CHF hedged	0.19%	Equity World	78
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.16%	Equity World Social/Environmental	15
iShares STOXX Europe 50 UCITS ETF	2.02%	Equity Europe	576
Amundi Core MSCI World UCITS ETF USD Dist	0.18%	Equity World	1,420
Amundi UK Equity All Cap UCITS ETF Dist	4.06%	Equity United Kingdom	834
Goshawk Global Balanced Fund UCITS ETF Accumulating	1.72%	Equity World Growth Multi-Asset Strategy	19
iShares Core MSCI Europe UCITS ETF EUR (Acc)	1.04%	Equity Europe	1,107
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	0.99%	Equity Europe	51
UBS MSCI United Kingdom UCITS ETF hEUR dis	4.47%	Equity United Kingdom	5
HSBC MSCI Europe UCITS ETF EUR	1.03%	Equity Europe	342
BNP Paribas Easy Bloomberg Europe Defense UCITS ETF Dist	10.74%	Equity Europe Industrials Military & Defense	9
UBS FTSE 100 UCITS ETF GBP dis	4.28%	Equity United Kingdom	90
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.11%	Equity World Social/Environmental	810
Amundi Prime Europe UCITS ETF DR (C)	1.08%	Equity Europe	193
iShares MSCI World UCITS ETF (Dist)	0.18%	Equity World	7,446
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.18%	Equity World	1,641
Xtrackers Europe Equity Enhanced Active UCITS ETF 1C	0.93%	Equity Europe Social/Environmental	70
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.15%	Equity World	33,887
HSBC MSCI World UCITS ETF USD (Acc)	0.19%	Equity World	1,611
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.17%	Equity World	45
UBS MSCI United Kingdom UCITS ETF hUSD dis	4.47%	Equity United Kingdom	11
Invesco Global Enhanced Equity UCITS ETF Acc	0.09%	Equity World Multi-Factor Strategy	481
Invesco RAFI Europe Fundamental Value UCITS ETF Dist	0.24%	Equity Europe Fundamental/Quality	30
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.16%	Equity World Social/Environmental	1
UBS Core MSCI World UCITS ETF hGBP acc	0.18%	Equity World	45
iShares MSCI ACWI UCITS ETF USD (Acc)	0.17%	Equity World	24,501
Xtrackers FTSE 100 UCITS ETF Income 1D	4.38%	Equity United Kingdom	98
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.23%	Equity World Multi-Factor Strategy	464
State Street Europe Screened Enhanced Equity Fund UCITS ETF	1.33%	Equity Europe Social/Environmental	1
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.15%	Equity World	1,215
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.10%	Equity World Social/Environmental	18
Xtrackers MSCI Europe UCITS ETF 2C USD hedged	1.05%	Equity Europe	267
HSBC FTSE 100 UCITS ETF GBP	4.32%	Equity United Kingdom	885
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.18%	Equity World	4,963
Invesco FTSE All-World UCITS ETF Dist	0.18%	Equity World	212
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	95
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (dist)	0.59%	Equity Europe Covered Call Alternative Investments	25
Xtrackers MSCI Europe UCITS ETF 1D	1.05%	Equity Europe	127
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Acc)	3.82%	Equity United Kingdom	446
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.17%	Equity World Social/Environmental	99
Amundi Prime Global UCITS ETF Dist	0.18%	Equity World	1,120
First Trust Bloomberg Scarce Resources UCITS ETF Class A Accumulation	1.65%	Equity World	1
Xtrackers MSCI World UCITS ETF 1C	0.17%	Equity World	17,365
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.09%	Equity World Multi-Factor Strategy	7
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.18%	Equity World	486
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.11%	Equity World Social/Environmental Multi-Asset Strategy	1,566
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	1.03%	Equity Europe	258
Amundi Prime All Country World UCITS ETF Dist	0.16%	Equity World	3,680
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.99%	Equity Europe	2,457
Xtrackers MSCI Europe UCITS ETF 1C	1.05%	Equity Europe	7,337
State Street SPDR MSCI Europe UCITS ETF EUR	1.03%	Equity Europe	392
iShares STOXX Europe 600 Industrial Goods & Services UCITS ETF (DE)	6.33%	Equity Europe Industrials	554
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.18%	Equity World	36
State Street SPDR MSCI Europe Industrials UCITS ETF EUR	5.26%	Equity Europe Industrials	1,139
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.60%	Equity World	2,671

Performance

Returns overview

YTD	+10.37%
1 month	+1.52%
3 months	-2.01%
6 months	+12.02%
1 year	+74.04%
3 years	+744.67%
5 years	+1,106.67%
Since inception (MAX)	+43.00%
2025	+100.35%
2024	+89.74%
2023	+221.28%
2022	-23.58%

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).