Rolls-Royce Holdings

ISIN GB00B63H8491

WKN A1H81L

Market cap (in EUR)

110,097 m

Country

United Kingdom

Sector

Industrials

Dividend yield

0.92%

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	110,097 m
EPS, EUR	-
P/B ratio	35.3
P/E ratio	16.4
Dividend yield	0.92%

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	19
UBS Core MSCI World UCITS ETF hCHF acc	0.18%	Equity World	914
Xtrackers Portfolio UCITS ETF 1C	0.06%	Equity World Multi-Asset Strategy	704
iShares Core FTSE 100 UCITS ETF USD Hedged (Acc)	4.34%	Equity United Kingdom	184
iShares Core MSCI Europe UCITS ETF EUR (Acc)	1.05%	Equity Europe	14,975
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	1,288
WisdomTree Uranium and Nuclear Energy UCITS ETF USD Unhedged Acc	2.07%	Equity World Uranium	293
UBS Core MSCI Europe UCITS ETF EUR dis	1.03%	Equity Europe	1,155
Xtrackers MSCI World ex USA UCITS ETF 1C	0.61%	Equity World	5,231
JPMorgan UK Equity Core UCITS ETF GBP (acc)	3.95%	Equity United Kingdom	466
UBS MSCI United Kingdom UCITS ETF hUSD acc	4.47%	Equity United Kingdom	504
iShares MSCI UK UCITS ETF (Acc)	4.54%	Equity United Kingdom	129
UBS Core MSCI World UCITS ETF USD dis	0.18%	Equity World	1,713
UBS MSCI World ex USA UCITS ETF USD acc	0.59%	Equity World	91
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	6
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.16%	Equity World Social/Environmental	87
iShares Edge MSCI Europe Momentum Factor UCITS ETF	4.64%	Equity Europe Momentum	775
Amundi Stoxx Europe Defense UCITS ETF Acc	10.25%	Equity Europe Industrials Military & Defense	496
Vanguard FTSE 100 UCITS ETF (GBP) Accumulating	4.27%	Equity United Kingdom	2,793
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.15%	Equity World	522
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	372
Amundi Core Stoxx Europe 600 UCITS ETF Acc	0.99%	Equity Europe	17,928
Amundi MSCI Europe UCITS ETF Acc	1.03%	Equity Europe	595
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	69
iShares Core FTSE 100 UCITS ETF GBP (Acc)	4.34%	Equity United Kingdom	3,549
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.18%	Equity World	43
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Dist)	3.82%	Equity United Kingdom	380
Xtrackers MSCI World UCITS ETF 1D	0.17%	Equity World	4,311
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.11%	Equity World Social/Environmental	507
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	4,651
iShares Edge MSCI Europe Minimum Volatility UCITS ETF	0.26%	Equity Europe Low Volatility/Risk Weighted	798
WisdomTree Megatrends UCITS ETF USD	0.72%	Equity World Social/Environmental Innovation	38
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.19%	Equity World	676
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	0
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.11%	Equity World Social/Environmental	74
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	215
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	17,820
JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.64%	Equity Europe Social/Environmental	2,653
Amundi Prime Europe UCITS ETF DR (D)	1.08%	Equity Europe	229
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	776
Amundi MSCI Europe Growth UCITS ETF Dist	2.15%	Equity Europe Growth	83
Invesco Europe Enhanced Equity UCITS ETF Acc	0.89%	Equity Europe Multi-Factor Strategy	183
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	4,073
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	1,004
Amundi Prime Global UCITS ETF Acc	0.18%	Equity World	1,650
HSBC MSCI World UCITS ETF USD	0.19%	Equity World	12,694
Amundi MSCI Europe Growth UCITS ETF - EUR (C)	2.15%	Equity Europe Growth	182
L&G Global Equity UCITS ETF	0.17%	Equity World Social/Environmental	1,045
iShares Core FTSE 100 UCITS ETF EUR Hedged (Acc)	4.34%	Equity United Kingdom	53
UBS Core MSCI World UCITS ETF hGBP dis	0.18%	Equity World	97
HANetf Future of European Defence Screened UCITS ETF Acc	5.35%	Equity Europe Industrials Social/Environmental Military & Defense	177
JPMorgan UK Equity Core UCITS ETF GBP (dist)	3.95%	Equity United Kingdom	114
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	76
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.10%	Equity World Social/Environmental	181
UBS Core MSCI World UCITS ETF hEUR acc	0.18%	Equity World	705
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.17%	Equity World	18
First Trust Indxx Global Aerospace & Defence UCITS ETF Class A Accumulation	4.50%	Equity World Industrials Military & Defense	119
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	136
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.18%	Equity World	1,024
UBS ETF (LU) MSCI UK UCITS ETF (GBP) A-UKdis	4.47%	Equity United Kingdom	98
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.17%	Equity World Social/Environmental	433
iShares MSCI Europe Industrials Sector UCITS ETF EUR (Acc)	5.33%	Equity Europe Industrials	1,304
Amundi Core MSCI World UCITS ETF Acc	0.18%	Equity World	12,941
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	5,206
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	3,792
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	770
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.17%	Equity World	408
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	115,524
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	696
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.18%	Equity World	705
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.18%	Equity World	57
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	20,492
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.15%	Equity World	9,477
Xtrackers World Equity Enhanced Active UCITS ETF 1C	0.25%	Equity World Social/Environmental	369
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	121
State Street SPDR S&P Europe Defense Vision UCITS ETF EUR Unhedged (Acc)	9.03%	Equity Europe Industrials Military & Defense	28
iShares Global Aerospace & Defence UCITS ETF USD (Acc)	6.69%	Equity World Industrials Military & Defense	1,525
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	4,394
Amundi MSCI World Ex USA UCITS ETF Dist	0.60%	Equity World	116
L&G UK Equity UCITS ETF GBP Acc	4.74%	Equity United Kingdom Social/Environmental	199
Amundi MSCI World Screened UCITS ETF Acc	0.20%	Equity World Social/Environmental	1,282
Amundi MSCI World Ex USA UCITS ETF Acc	0.60%	Equity World	572
BNP Paribas Easy Bloomberg Europe Defense UCITS ETF Acc	10.74%	Equity Europe Industrials Military & Defense	465
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	96
Ossiam Bloomberg Europe ex Eurozone PAB NR UCITS ETF 1C (EUR)	2.83%	Equity Europe Social/Environmental Climate Change	241
UBS Core MSCI World UCITS ETF USD acc	0.18%	Equity World	7,974
iShares Europe Defence UCITS ETF EUR (Acc)	13.79%	Equity Europe Industrials Military & Defense	346
iShares Core MSCI World UCITS ETF USD (Dist)	0.18%	Equity World	515
Xtrackers FTSE 100 UCITS ETF 1C	4.38%	Equity United Kingdom	99
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.11%	Equity World Social/Environmental Multi-Asset Strategy	173
Invesco FTSE RAFI All World 3000 UCITS ETF	0.07%	Equity World Fundamental/Quality	191
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	3,716
Amundi Prime All Country World UCITS ETF Acc	0.16%	Equity World	1,430
UBS MSCI World UCITS ETF USD dis	0.18%	Equity World	1,363
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.11%	Equity World Social/Environmental	25
Vanguard FTSE Developed World UCITS ETF Acc	0.17%	Equity World	5,412
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.11%	Equity World Social/Environmental	1,584
UBS MSCI United Kingdom UCITS ETF hEUR acc	4.47%	Equity United Kingdom	420
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.17%	Equity World Social/Environmental	443
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	4,818
UBS MSCI United Kingdom UCITS ETF GBP acc	4.47%	Equity United Kingdom	2,504
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.18%	Equity World	15,000
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	5,118
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.19%	Equity World	97
Amundi MSCI Europe Screened UCITS ETF (Acc)	1.18%	Equity Europe Social/Environmental	548
UBS MSCI United Kingdom UCITS ETF hCHF acc	4.47%	Equity United Kingdom	240
Vanguard FTSE Developed World UCITS ETF Distributing	0.17%	Equity World	3,655
iShares Edge MSCI Europe Momentum Factor UCITS ETF EUR (Dist)	4.64%	Equity Europe Momentum	47
Xtrackers MSCI World ex USA UCITS ETF 1D	0.61%	Equity World	210
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	367
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.18%	Equity World	276
Xtrackers MSCI World Screened UCITS ETF 1D	0.21%	Equity World Social/Environmental	121
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.16%	Equity World Social/Environmental	5,169
Xtrackers Europe Defence Technologies UCITS ETF 1C	10.76%	Equity Europe Military & Defense	39
Invesco FTSE All-World UCITS ETF Acc	0.18%	Equity World	2,785
iShares Edge MSCI Europe Minimum Volatility UCITS ETF EUR (Dist)	0.26%	Equity Europe Low Volatility/Risk Weighted	28
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	549
HSBC MSCI World UCITS ETF CHF hedged	0.19%	Equity World	80
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	567
Amundi Core MSCI World UCITS ETF USD Dist	0.18%	Equity World	1,435
Amundi UK Equity All Cap UCITS ETF Dist	4.06%	Equity United Kingdom	841
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	1,077
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	341
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	89
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.11%	Equity World Social/Environmental	859
Amundi Prime Europe UCITS ETF DR (C)	1.08%	Equity Europe	195
iShares MSCI World UCITS ETF (Dist)	0.18%	Equity World	7,605
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.18%	Equity World	1,649
Xtrackers Europe Equity Enhanced Active UCITS ETF 1C	0.93%	Equity Europe Social/Environmental	69
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.15%	Equity World	34,942
HSBC MSCI World UCITS ETF USD (Acc)	0.19%	Equity World	1,646
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.17%	Equity World	46
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	497
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	46
iShares MSCI ACWI UCITS ETF USD (Acc)	0.17%	Equity World	25,282
Xtrackers FTSE 100 UCITS ETF Income 1D	4.38%	Equity United Kingdom	97
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.23%	Equity World Multi-Factor Strategy	478
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	1,261
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	250
HSBC FTSE 100 UCITS ETF GBP	4.32%	Equity United Kingdom	969
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.18%	Equity World	5,031
Invesco FTSE All-World UCITS ETF Dist	0.18%	Equity World	217
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	96
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (dist)	0.59%	Equity Europe Covered Call Alternative Investments	29
Xtrackers MSCI Europe UCITS ETF 1D	1.05%	Equity Europe	125
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Acc)	3.82%	Equity United Kingdom	444
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.17%	Equity World Social/Environmental	101
Amundi Prime Global UCITS ETF Dist	0.18%	Equity World	1,141
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	17,844
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	492
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.11%	Equity World Social/Environmental Multi-Asset Strategy	1,586
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	265
Amundi Prime All Country World UCITS ETF Dist	0.16%	Equity World	3,768
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.99%	Equity Europe	2,452
Xtrackers MSCI Europe UCITS ETF 1C	1.05%	Equity Europe	7,305
State Street SPDR MSCI Europe UCITS ETF EUR	1.03%	Equity Europe	391
iShares STOXX Europe 600 Industrial Goods & Services UCITS ETF (DE)	6.33%	Equity Europe Industrials	548
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.18%	Equity World	39
State Street SPDR MSCI Europe Industrials UCITS ETF EUR	5.26%	Equity Europe Industrials	1,145
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.60%	Equity World	2,705

Performance

Returns overview

YTD	+1.13%
1 month	-3.73%
3 months	-8.65%
6 months	+3.66%
1 year	+57.32%
3 years	+653.90%
5 years	+1,038.24%
Since inception (MAX)	+31.04%
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).