Aviva

ISIN GB00BPQY8M80

WKN A3DJ6W

Market cap (in EUR)

25,012 m

Country

United Kingdom

Sector

Finance

Dividend yield

5.50%

Overview

Quote

Description

Aviva Plc is a holding company, which engages in the provision of long-term insurance and savings, general and health insurance, and fund management products and services. It operates through the following segments: United Kingdom and Ireland; Canada; France; Italy; Poland; and Other. The United Kingdom and Ireland segment offers risks associated with motor vehicles, property and liability, and medical expenses insurance cover to individuals and businesses. The Canada segment refers to the personal and commercial lines insurance products distributed through insurance brokers. The France segment consists of long-term and general insurance businesses. The Italy segment provides savings, investments, pension, and protection products to the life and non-domestic insurance markets. The Poland segment comprises of long-term business and general insurance business in Lithuania. The Other segment includes the long-term business operations in China, India, and Singapore; and life operations in Turkey. The company was founded on November 12, 1696 and is headquartered in London, the United Kingdom.

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Finance Insurance United Kingdom

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Financials

Key metrics

Market capitalisation, EUR	25,012 m
EPS, EUR	-
P/B ratio	2.4
P/E ratio	38.8
Dividend yield	5.50%

Income statement (2025)

Revenue, EUR	68,387 m
Net income, EUR	1,144 m
Profit margin	1.67%

What ETF is Aviva in?

There are 403 ETFs which contain Aviva. All of these ETFs are listed in the table below. The ETF with the largest weighting of Aviva is the HSBC UK SCREENED EQUITY UCITS ETF GBP (Dist).

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	21
UBS Core MSCI World UCITS ETF hCHF acc	0.03%	Equity World	1,115
State Street SPDR MSCI World Financials UCITS ETF USD	0.18%	Equity World Financials	292
Invesco MSCI World UCITS ETF	0.03%	Equity World	8,478
UBS MSCI United Kingdom UCITS ETF hUSD acc	0.84%	Equity United Kingdom	1,001
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental Climate Change	8
Amundi MSCI Europe Small Cap ESG Broad Transition UCITS ETF Acc	0.00%	Equity Europe Small Cap Climate Change	103
BNP Paribas Easy Low Carbon 100 Europe PAB UCITS ETF Dist	1.14%	Equity Europe Social/Environmental Climate Change	1
UBS MSCI World ex USA UCITS ETF USD acc	0.10%	Equity World	384
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Acc)	0.16%	Equity Europe Multi-Factor Strategy	677
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.10%	Equity World Equal Weighted	25
iShares MSCI Europe SRI UCITS ETF USD (Acc)	0.74%	Equity Europe Social/Environmental	23
iShares MSCI ACWI UCITS ETF USD (Dist)	0.03%	Equity World	18
Amundi Global Gender Equality UCITS ETF Acc	0.62%	Equity World Social/Environmental Gender Equality	38
Vanguard FTSE 100 UCITS ETF (GBP) Accumulating	0.78%	Equity United Kingdom	2,265
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.03%	Equity World	746
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Hedged Acc	0.34%	Equity Europe Social/Environmental Climate Change	62
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (acc)	0.12%	Equity Europe Covered Call Alternative Investments	28
Invesco MSCI Europe Equal Weight UCITS ETF	0.26%	Equity Europe Equal Weighted	214
Amundi Core Stoxx Europe 600 UCITS ETF Acc	0.18%	Equity Europe	21,036
Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C)	0.21%	Equity Europe Social/Environmental	1,855
Amundi MSCI Europe UCITS ETF Acc	0.18%	Equity Europe	622
Xtrackers FTSE All-World ex US UCITS ETF 1C	0.06%	Equity World	46
iShares Core FTSE 100 UCITS ETF GBP (Acc)	0.78%	Equity United Kingdom	3,752
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.00%	Equity World	61
Xtrackers MSCI World UCITS ETF 1D	0.03%	Equity World	4,758
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.02%	Equity World Social/Environmental	605
JPMorgan Europe Research Enhanced Index Equity Active UCITS ETF EUR (dist)	0.13%	Equity Europe Social/Environmental	119
Amundi Core MSCI World Swap UCITS ETF Dist	0.03%	Equity World	6,603
UBS MSCI ACWI Universal UCITS ETF USD dis	0.03%	Equity World Social/Environmental	2,225
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	707
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.02%	Equity World Social/Environmental	74
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.02%	Equity World Social/Environmental	97
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.12%	Equity World Social/Environmental Climate Change	1,319
Amundi MSCI Europe ESG Selection UCITS ETF Acc	0.37%	Equity Europe Social/Environmental	1,101
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating	0.23%	Equity Europe Social/Environmental	130
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.06%	Equity World Dividend	9,697
JPMorgan Europe Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.13%	Equity Europe Social/Environmental	2,843
Invesco Europe Enhanced Equity UCITS ETF Acc	0.25%	Equity Europe Multi-Factor Strategy	295
Xtrackers MSCI Europe ESG UCITS ETF 1C	0.42%	Equity Europe Social/Environmental	1,166
Amundi MSCI Europe Action UCITS ETF Dist	0.25%	Equity Europe Social/Environmental Climate Change	2,267
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.11%	Equity World Social/Environmental Climate Change	496
Xtrackers Europe Net Zero Pathway Paris Aligned UCITS ETF 1C	0.19%	Equity Europe Social/Environmental Climate Change	7
Invesco FTSE All Share Screened & Tilted UCITS ETF	3.58%	Equity United Kingdom Social/Environmental Climate Change	10
iShares MSCI Europe Quality Dividend Advanced UCITS ETF EUR (Acc)	2.18%	Equity Europe Dividend	26
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.09%	Equity World Social/Environmental Climate Change	306
L&G UK Quality Dividends Equal Weight UCITS ETF GBP Dist	4.71%	Equity United Kingdom Dividend	92
Amundi STOXX Europe 600 Insurance UCITS ETF Dist	2.93%	Equity Europe Insurance	32
HSBC MSCI World UCITS ETF USD	0.03%	Equity World	13,739
iShares MSCI World ex-USA UCITS ETF USD (Dist)	0.10%	Equity World	2
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.11%	Equity World Social/Environmental Climate Change	1,341
BNP Paribas Easy Low Carbon 100 Europe PAB UCITS ETF	1.14%	Equity Europe Social/Environmental Climate Change	409
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.03%	Equity World Social/Environmental	65
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.03%	Equity World Social/Environmental	1,349
iShares MSCI World Swap UCITS ETF USD (Acc)	0.03%	Equity World	1,875
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.12%	Equity World Social/Environmental Climate Change	353
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF EUR Dist	1.67%	Equity United Kingdom Social/Environmental	16
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.02%	Equity World Social/Environmental	218
Invesco Global Active ESG Equity UCITS ETF EUR PfHdg Acc	0.11%	Equity World Multi-Factor Strategy	407
UBS Core MSCI World UCITS ETF hEUR acc	0.03%	Equity World	959
UBS MSCI World Selection UCITS ETF hEUR dis	0.05%	Equity World Social/Environmental	321
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.11%	Equity World Social/Environmental Climate Change	1,830
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.07%	Equity World Social/Environmental	1,097
UBS MSCI World Selection UCITS ETF hCHF acc	0.05%	Equity World Social/Environmental	306
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc	0.18%	Equity Europe	128
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.56%	Equity World Financials Social/Environmental	123
Amundi MSCI World Financials UCITS ETF EUR Acc	0.18%	Equity World Financials	134
Amundi MSCI Europe Small Cap ESG Broad Transition UCITS ETF Dist	0.00%	Equity Europe Small Cap Climate Change	207
Amundi Core FTSE 100 Swap UCITS ETF USD Hedged Acc	0.78%	Equity United Kingdom	4
iShares MSCI ACWI SRI UCITS ETF USD (Dist)	0.09%	Equity World Social/Environmental	28
UBS MSCI Europe Climate Paris Aligned UCITS ETF EUR acc	0.37%	Equity Europe Social/Environmental Climate Change	6
UBS Core MSCI Europe UCITS ETF hEUR acc	0.18%	Equity Europe	147
iShares Core MSCI World UCITS ETF USD (Acc)	0.03%	Equity World	127,736
Xtrackers Stoxx Europe 600 UCITS ETF 1D	0.17%	Equity Europe	1,298
iShares MSCI World Quality Dividend Advanced UCITS ETF USD (Acc)	0.28%	Equity World Dividend	512
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	851
UBS MSCI ACWI SF UCITS ETF hCHF acc	0.03%	Equity World	1,869
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.02%	Equity World Social/Environmental	60
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF hCHF dis	1.88%	Equity United Kingdom Social/Environmental Climate Change	10
Xtrackers World Equity Enhanced Active UCITS ETF 1C	0.19%	Equity World Social/Environmental	431
UBS Core MSCI Europe UCITS ETF hCHF acc	0.18%	Equity Europe	154
Fidelity Global Equity Research Enhanced PAB UCITS ETF USD (Acc)	0.08%	Equity World Social/Environmental Climate Change	705
Fidelity Global Quality Income UCITS ETF INC-USD	0.22%	Equity World Dividend	794
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.08%	Equity Europe Social/Environmental Climate Change	17
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.05%	Equity World	6
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.18%	Equity Europe	4,826
Amundi MSCI World Ex USA UCITS ETF Dist	0.11%	Equity World	130
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.09%	Equity World Social/Environmental Climate Change	2
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF GBP Acc	1.67%	Equity United Kingdom Social/Environmental	77
Amundi MSCI World Screened UCITS ETF Acc	0.03%	Equity World Social/Environmental	1,642
iShares MSCI World SRI UCITS ETF GBP Hedged (Dist)	0.12%	Equity World Social/Environmental	130
UBS MSCI ACWI SF UCITS ETF hUSD acc	0.03%	Equity World	2,136
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.10%	Equity World Social/Environmental Climate Change	171
iShares Core MSCI World UCITS ETF USD (Dist)	0.03%	Equity World	794
Xtrackers FTSE 100 UCITS ETF 1C	0.78%	Equity United Kingdom	105
Amundi MSCI World Financials UCITS ETF USD Acc	0.18%	Equity World Financials	839
Xtrackers MSCI Europe ESG UCITS ETF 1D	0.42%	Equity Europe Social/Environmental	33
Franklin S&P World Screened UCITS ETF Acc	0.05%	Equity United States Social/Environmental Climate Change	13
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.02%	Equity World Social/Environmental	5
WisdomTree Europe High Dividend UCITS ETF EUR Unhedged Acc	0.13%	Equity Europe Dividend	42
Amundi MSCI Europe Climate Paris Aligned UCITS ETF Acc	0.52%	Equity Europe Social/Environmental Climate Change	103
BNP Paribas Easy MSCI World ex USA UCITS ETF Acc	0.11%	Equity World	11
Xtrackers STOXX Europe 600 UCITS ETF 1C	0.17%	Equity Europe	4,312
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.03%	Equity World	82
Amundi FTSE All World GDP-Weighted UCITS ETF Acc	0.02%	Equity World	24
WisdomTree Europe High Dividend UCITS ETF Dist	0.13%	Equity Europe Dividend	179
UBS MSCI United Kingdom UCITS ETF hEUR acc	0.84%	Equity United Kingdom	588
iShares MSCI Europe Quality Dividend Advanced UCITS ETF EUR (Dist)	2.18%	Equity Europe Dividend	837
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.07%	Equity World	7,173
iShares Dow Jones Global Leaders Screened UCITS ETF USD (Acc)	0.11%	Equity World Social/Environmental	1,907
Amundi STOXX Europe 600 Insurance UCITS ETF Acc	2.93%	Equity Europe Insurance	130
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.06%	Equity World Social/Environmental	88
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.07%	Equity World	201
Amundi ETF MSCI Europe Ex EMU ESG Leaders UCITS ETF	0.98%	Equity Europe Social/Environmental	224
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (dist)	0.08%	Equity Europe Social/Environmental Climate Change	9
Vanguard FTSE Developed World UCITS ETF Distributing	0.03%	Equity World	4,166
Xtrackers MSCI World Swap UCITS ETF 1C	0.03%	Equity World	5,320
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.03%	Equity World Social/Environmental	608
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Acc)	0.38%	Equity Europe Social/Environmental Climate Change	6
iShares MSCI World SRI UCITS ETF USD (Dist)	0.12%	Equity World Social/Environmental	1,585
UBS MSCI ACWI SF UCITS ETF hEUR acc	0.03%	Equity World	1,677
Xtrackers MSCI World ex USA UCITS ETF 1D	0.11%	Equity World	253
UBS MSCI United Kingdom UCITS ETF GBP dis	0.84%	Equity United Kingdom	124
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.03%	Equity World	173
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.03%	Equity World Social/Environmental	6,184
iShares MSCI ACWI SRI UCITS ETF USD (Acc)	0.09%	Equity World Social/Environmental	99
Invesco FTSE All-World UCITS ETF	0.00%	Equity World	3,884
iShares MSCI World Screened UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental	1,084
UBS MSCI ACWI SF UCITS ETF USD acc	0.03%	Equity World	3,866
BNP Paribas Easy MSCI Europe UCITS ETF Acc	0.18%	Equity Europe	116
Amundi MSCI World Swap II UCITS ETF USD Hedged Dist	0.03%	Equity World	44
iShares Europe Equity Enhanced Active UCITS ETF EUR (Acc)	0.16%	Equity Europe Social/Environmental Multi-Asset Strategy	644
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.03%	Equity World Social/Environmental	18
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.14%	Equity World Mid Cap	398
Amundi Core MSCI World UCITS ETF USD Dist	0.03%	Equity World	1,647
iShares MSCI World Screened UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	5,351
iShares Ageing Population UCITS ETF	0.52%	Equity World Health Care Social/Environmental Ageing Population	821
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.03%	Equity World Social/Environmental	260
UBS MSCI ACWI Socially Responsible UCITS ETF hEUR acc	0.10%	Equity World Social/Environmental Climate Change	637
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	2,882
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.18%	Equity Europe	1,248
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	0.18%	Equity Europe	57
UBS MSCI United Kingdom UCITS ETF hEUR dis	0.84%	Equity United Kingdom	18
Amundi MSCI World Swap II UCITS ETF EUR Hedged Dist	0.03%	Equity World	702
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.02%	Equity World Social/Environmental	909
iShares MSCI World Swap UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	106
UBS MSCI World Selection UCITS ETF USD acc	0.05%	Equity World Social/Environmental	649
Amundi Prime Europe UCITS ETF DR (C)	0.19%	Equity Europe	261
Fidelity Europe Quality Income UCITS ETF ACC-Euro	0.81%	Equity Europe Dividend	37
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF GBP dis	1.88%	Equity United Kingdom Social/Environmental Climate Change	854
UBS MSCI ACWI Climate Paris Aligned UCITS ETF hCHF acc	0.08%	Equity World Social/Environmental Climate Change	401
Fidelity Global Quality Income UCITS ETF INC-Euro (hedged)	0.22%	Equity World Dividend	44
iShares MSCI World SRI UCITS ETF EUR (Acc)	0.12%	Equity World Social/Environmental	7,047
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.03%	Equity World	1,819
UBS MSCI ACWI Climate Paris Aligned UCITS ETF hUSD acc	0.08%	Equity World Social/Environmental Climate Change	369
BNP Paribas Easy MSCI World II UCITS ETF EUR Acc	0.03%	Equity World	1
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.02%	Equity World	48,874
HSBC MSCI World UCITS ETF USD (Acc)	0.03%	Equity World	1,975
BNP Paribas Easy MSCI ACWI UCITS ETF EUR (Acc)	0.03%	Equity World	60
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Acc)	0.06%	Equity World Social/Environmental	4,463
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.03%	Equity World	53
UBS MSCI United Kingdom UCITS ETF hUSD dis	0.84%	Equity United Kingdom	51
iShares MSCI World Quality Dividend Advanced UCITS ETF USD (Dist)	0.28%	Equity World Dividend	1,510
Invesco RAFI Europe Fundamental Value UCITS ETF	0.17%	Equity Europe Value	34
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Acc	0.34%	Equity Europe Social/Environmental Climate Change	2,424
BNP Paribas Easy MSCI Europe Min TE UCITS ETF	0.26%	Equity Europe Social/Environmental	3,502
iShares MSCI Europe Screened UCITS ETF EUR (Acc)	0.21%	Equity Europe Social/Environmental	4,786
Fidelity Europe Quality Income UCITS ETF INC-Euro	0.81%	Equity Europe Dividend	30
Xtrackers FTSE 100 UCITS ETF Income 1D	0.78%	Equity United Kingdom	98
UBS MSCI ACWI Socially Responsible UCITS ETF hUSD acc	0.10%	Equity World Social/Environmental Climate Change	51
UBS MSCI Europe Socially Responsible UCITS ETF hEUR acc	0.82%	Equity Europe Social/Environmental Climate Change	3
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	1,710
Xtrackers MSCI Europe UCITS ETF 2C USD hedged	0.19%	Equity Europe	300
HSBC FTSE 100 UCITS ETF GBP	0.78%	Equity United Kingdom	1,012
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.02%	Equity World Multi-Factor Strategy	1,407
Invesco FTSE 100 UCITS ETF	0.78%	Equity United Kingdom	41
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.03%	Equity World	5,374
iShares Edge MSCI Europe Size Factor UCITS ETF	0.47%	Equity Europe Mid Cap	34
Xtrackers FTSE All-World UCITS ETF 1C	0.02%	Equity World	109
iShares UK Domestic Focus UCITS ETF GBP (Acc)	3.47%	Equity United Kingdom	6
Xtrackers MSCI Europe Climate Transition UCITS ETF 1C	0.31%	Equity Europe Social/Environmental Climate Change	17
Amundi MSCI Europe SRI Climate Paris Aligned UCITS ETF Dist	0.67%	Equity Europe Social/Environmental	45
Fidelity Global Quality Income UCITS ETF INC-GBP (hedged)	0.22%	Equity World Dividend	64
Xtrackers MSCI Europe Financials UCITS ETF 1C	0.76%	Equity Europe Financials	156
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (dist)	0.12%	Equity Europe Covered Call Alternative Investments	86
Amundi MSCI World Swap UCITS ETF EUR Dist	0.03%	Equity World	436
iShares STOXX Europe 600 UCITS ETF EUR (Dist)	0.17%	Equity Europe	7
Xtrackers MSCI World UCITS ETF 1C	0.03%	Equity World	20,651
iShares MSCI Europe CTB Enhanced ESG UCITS ETF EUR (Acc)	0.54%	Equity Europe Social/Environmental	2,537
Invesco MSCI Europe Catholic Principles UCITS ETF	0.45%	Equity Europe Social/Environmental Catholic principles	46
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.23%	Equity Europe Social/Environmental	35
State Street SPDR MSCI World UCITS ETF USD Unhedged (Dist)	0.03%	Equity World	103
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.09%	Equity World Social/Environmental Climate Change	1,105
HSBC MSCI Europe Climate Paris Aligned UCITS ETF EUR Acc	0.38%	Equity Europe Social/Environmental Climate Change	37
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.10%	Equity World Social/Environmental Catholic principles	164
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.08%	Equity World Social/Environmental Climate Change	103
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.21%	Equity Europe Social/Environmental	495
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.03%	Equity World Social/Environmental	1,223
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.03%	Equity World Social/Environmental	102
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF GBP acc	1.88%	Equity United Kingdom Social/Environmental Climate Change	0
Xtrackers MSCI Europe UCITS ETF 1C	0.19%	Equity Europe	7,833
State Street SPDR MSCI Europe UCITS ETF EUR	0.18%	Equity Europe	398
BNP Paribas Easy MSCI World ex USA Min TE UCITS ETF	0.15%	Equity World Social/Environmental	33
UBS MSCI World Socially Responsible UCITS ETF hCHF acc	0.12%	Equity World Social/Environmental Climate Change	341
iShares MSCI Europe CTB Enhanced ESG UCITS ETF EUR (Dist)	0.54%	Equity Europe Social/Environmental	5,004
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.00%	Equity World	70
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.10%	Equity World	3,137
iShares Core FTSE 100 UCITS ETF USD Hedged (Acc)	0.78%	Equity United Kingdom	198
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.18%	Equity Europe	16,031
Invesco MSCI World Equal Weight UCITS ETF	0.08%	Equity World Equal Weighted	1,690
Amundi Core MSCI World Swap UCITS ETF EUR Hedged Acc	0.03%	Equity World	10
Xtrackers MSCI World ex USA UCITS ETF 1C	0.11%	Equity World	6,705
JPMorgan UK Equity Core Active UCITS ETF GBP (acc)	0.91%	Equity United Kingdom	516
iShares MSCI UK UCITS ETF (Acc)	0.84%	Equity United Kingdom	136
UBS Core MSCI World UCITS ETF USD dis	0.03%	Equity World	1,977
UBS MSCI ACWI SF UCITS ETF USD Ukdis	0.03%	Equity World	284
L&G Global Quality Dividends UCITS ETF USD Acc	0.18%	Equity World Dividend	55
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.03%	Equity World Social/Environmental	86
iShares MSCI World Swap UCITS ETF CHF Hedged (Acc)	0.03%	Equity World	7
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.03%	Equity World Social/Environmental	600
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Acc)	0.56%	Equity Europe Social/Environmental Climate Change	183
iShares Europe Domestic Focus UCITS ETF EUR (Acc)	0.50%	Equity Europe	11
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	0.17%	Equity Europe	13
Amundi MSCI World ESG Selection UCITS ETF Acc	0.06%	Equity World Social/Environmental	1,884
Invesco FTSE All Share Screened & Tilted UCITS ETF	3.58%	Equity United Kingdom Social/Environmental Climate Change	48
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.16%	Equity World Social/Environmental Climate Change	413
Fidelity Global Quality Income UCITS ETF ACC-USD	0.22%	Equity World Dividend	16
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.03%	Equity World	95
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Dist)	0.69%	Equity United Kingdom	387
Xtrackers MSCI World ESG UCITS ETF 1C	0.07%	Equity World Social/Environmental	5,135
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.10%	Equity World Social/Environmental Climate Change	140
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Dist)	0.38%	Equity Europe Social/Environmental Climate Change	1
First Trust United Kingdom AlphaDEX UCITS ETF Acc	0.40%	Equity United Kingdom Multi-Factor Strategy	10
iShares MSCI Europe Mid Cap UCITS ETF	1.11%	Equity Europe Mid Cap	29
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.18%	Equity Europe	10,753
BNP Paribas Easy MSCI World II UCITS ETF Acc	0.03%	Equity World	58
Amundi MSCI Europe SRI Climate Paris Aligned UCITS ETF Acc	0.67%	Equity Europe Social/Environmental	963
Amundi MSCI World Swap II UCITS ETF Acc	0.03%	Equity World	681
iShares Core FTSE 100 UCITS ETF GBP (Dist)	0.78%	Equity United Kingdom	19,127
Amundi Prime Europe UCITS ETF DR (D)	0.19%	Equity Europe	257
Fidelity Europe Equity Research Enhanced UCITS ETF ACC-Euro	0.37%	Equity Europe Social/Environmental	92
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.10%	Equity World Equal Weighted	42
Amundi Core MSCI Europe UCITS ETF Acc	0.19%	Equity Europe	4,210
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.03%	Equity World Social/Environmental	62
Amundi MSCI World Swap II UCITS ETF Dist	0.03%	Equity World	8,711
Amundi Prime Global UCITS ETF Acc	0.03%	Equity World	3,091
Amundi Core MSCI World Swap UCITS ETF Acc	0.03%	Equity World	15
Fidelity Global Value Research Enhanced UCITS ETF ACC-USD	0.25%	Equity World Value	7
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.11%	Equity World Social/Environmental Climate Change	4,254
L&G MSCI Europe Select UCITS ETF EUR Accumulating ETF	0.69%	Equity Europe Social/Environmental Climate Change	654
L&G Global Equity UCITS ETF	0.03%	Equity World Social/Environmental	1,691
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.06%	Equity World Dividend	2,878
Invesco MSCI World Universal Screened UCITS ETF Acc	0.04%	Equity World Social/Environmental	259
iShares Core FTSE 100 UCITS ETF EUR Hedged (Acc)	0.78%	Equity United Kingdom	47
UBS Core MSCI World UCITS ETF hGBP dis	0.03%	Equity World	113
Xtrackers MSCI UK ESG UCITS ETF 1D	1.54%	Equity United Kingdom Social/Environmental	850
JPMorgan UK Equity Core Active UCITS ETF GBP (dist)	0.91%	Equity United Kingdom	137
L&G MSCI World Mid Cap UCITS ETF USD Acc	0.22%	Equity World Mid Cap	7
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.56%	Equity Europe Social/Environmental Climate Change	27
UBS MSCI World Socially Responsible UCITS ETF hGBP dis	0.12%	Equity World Social/Environmental Climate Change	2
BNP Paribas Easy MSCI World II UCITS ETF Dist	0.03%	Equity World	1
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.02%	Equity World	19
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.08%	Equity World Social/Environmental	235
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.03%	Equity World	1,177
UBS ETF (LU) MSCI UK UCITS ETF (GBP) A-UKdis	0.84%	Equity United Kingdom	90
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.06%	Equity World Social/Environmental	446
Amundi Core MSCI World UCITS ETF Acc	0.03%	Equity World	14,613
HSBC MSCI Europe UCITS ETF EUR (Acc)	0.18%	Equity Europe	104
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.02%	Equity World Social/Environmental	5,718
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.05%	Equity World Social/Environmental Climate Change	7
Amundi Core FTSE 100 Swap UCITS ETF Acc	0.78%	Equity United Kingdom	692
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.31%	Equity World Social/Environmental Climate Change	56
UBS Core MSCI Europe UCITS ETF USD acc	0.18%	Equity Europe	49
iShares MSCI World Swap UCITS ETF GBP Hedged (Acc)	0.03%	Equity World	1
HSBC UK SCREENED EQUITY UCITS ETF GBP (Dist)	7.30%	Equity United Kingdom Social/Environmental Climate Change	8
Xtrackers MSCI World Swap UCITS ETF 4C EUR hedged	0.03%	Equity World	1,628
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.03%	Equity World	452
Xtrackers MSCI World Swap UCITS ETF 1D	0.03%	Equity World	5,760
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.05%	Equity World Social/Environmental Climate Change	5
Amundi Core MSCI Europe UCITS ETF Dist	0.19%	Equity Europe	459
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.03%	Equity World	62
L&G Global Quality Dividends UCITS ETF USD Dist	0.18%	Equity World Dividend	296
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.02%	Equity World	23,361
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF acc	0.10%	Equity World Social/Environmental Climate Change	164
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.03%	Equity World	15,746
BNP Paribas Easy MSCI World ex USA UCITS ETF EUR Acc	0.11%	Equity World	3
BNP Paribas Easy MSCI ACWI UCITS ETF (Acc)	0.03%	Equity World	60
L&G UK Equity UCITS ETF GBP Acc	0.86%	Equity United Kingdom Social/Environmental	228
iShares MSCI World CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.06%	Equity World Social/Environmental	279
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.06%	Equity World Social/Environmental	667
iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc)	0.75%	Equity Europe Financials	1,699
Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR)	0.21%	Equity Europe Equal Weighted	214
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.03%	Equity World	23
Invesco MSCI Europe Universal Screened UCITS ETF Acc	0.24%	Equity Europe Social/Environmental	192
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.03%	Equity World Social/Environmental	1,029
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Dist	0.34%	Equity Europe Social/Environmental Climate Change	18
Amundi MSCI World Ex USA UCITS ETF Acc	0.11%	Equity World	662
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF	0.58%	Equity World Dividend	9,296
UBS Core MSCI World UCITS ETF USD acc	0.03%	Equity World	10,530
iShares FTSE All-World UCITS ETF USD (Acc)	0.02%	Equity World	26
HSBC UK SCREENED EQUITY UCITS ETF GBP	7.30%	Equity United Kingdom Social/Environmental Climate Change	24
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	130
iShares MSCI ACWI Swap UCITS ETF USD (Acc)	0.03%	Equity World	52
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.00%	Equity World	30
iShares MSCI Europe Mid Cap UCITS ETF EUR (Acc)	1.11%	Equity Europe Mid Cap	578
iShares Edge MSCI Europe Minimum Volatility Advanced UCITS ETF EUR (Acc)	1.37%	Equity Europe Low Volatility/Risk Weighted	29
Amundi Prime All Country World UCITS ETF Acc	0.03%	Equity World	2,728
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	0.02%	Equity World Social/Environmental	32
Vanguard FTSE Developed World UCITS ETF Acc	0.03%	Equity World	5,896
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.02%	Equity World Social/Environmental	1,747
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.06%	Equity World Social/Environmental	643
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.03%	Equity World Social/Environmental Climate Change	135
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF dis	0.10%	Equity World Social/Environmental Climate Change	22
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.10%	Equity World Social/Environmental Catholic principles	94
Amundi MSCI Europe ex Switzerland ESG Broad Transition UCITS ETF Acc	0.48%	Equity Europe Social/Environmental Climate Change	624
UBS MSCI United Kingdom UCITS ETF GBP acc	0.84%	Equity United Kingdom	2,123
State Street SPDR MSCI World UCITS ETF USD Unhedged (Acc)	0.03%	Equity World	17,745
Invesco MSCI Europe Equal Weight UCITS ETF Dist	0.26%	Equity Europe Equal Weighted	60
Vanguard FTSE 100 UCITS ETF (GBP) Distributing	0.78%	Equity United Kingdom	5,454
UBS MSCI ACWI SF UCITS ETF USD Hedged Ukdis	0.03%	Equity World	49
Amundi MSCI Europe Screened UCITS ETF (Acc)	0.21%	Equity Europe Social/Environmental	647
UBS MSCI United Kingdom UCITS ETF hCHF acc	0.84%	Equity United Kingdom	371
Fidelity Europe Quality Income UCITS ETF ACC-GBP (hedged)	0.81%	Equity Europe Dividend	2
Fidelity Global Quality Income UCITS ETF INC-CHF (hedged)	0.22%	Equity World Dividend	28
UBS MSCI ACWI Socially Responsible UCITS ETF USD acc	0.10%	Equity World Social/Environmental Climate Change	727
iShares MSCI Europe SRI UCITS ETF (Acc)	0.74%	Equity Europe Social/Environmental	3,195
iShares UK Dividend UCITS ETF	3.73%	Equity United Kingdom Dividend	1,559
iShares MSCI Europe SRI UCITS ETF EUR (Dist)	0.74%	Equity Europe Social/Environmental	204
Amundi MSCI All Country World UCITS ETF EUR Acc	0.03%	Equity World	2,371
Amundi Core FTSE 100 Swap UCITS ETF Dist	0.78%	Equity United Kingdom	50
iShares MSCI World SRI UCITS ETF USD Hedged (Dist)	0.12%	Equity World Social/Environmental	70
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.03%	Equity World	447
Xtrackers MSCI Europe Screened UCITS ETF 1C	0.19%	Equity Europe Social/Environmental	86
UBS MSCI ACWI Climate Paris Aligned UCITS ETF hEUR acc	0.08%	Equity World Social/Environmental Climate Change	219
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.03%	Equity World	347
UBS MSCI ACWI SF UCITS ETF CHF Hedged Ukdis	0.03%	Equity World	86
Xtrackers MSCI World Screened UCITS ETF 1D	0.03%	Equity World Social/Environmental	139
HSBC MSCI World Climate Paris Aligned UCITS ETF GBP Hedged (Acc)	0.11%	Equity World Social/Environmental	18
UBS MSCI ACWI Socially Responsible UCITS ETF USD dis	0.10%	Equity World Social/Environmental Climate Change	46
UBS MSCI World Selection UCITS ETF hEUR acc	0.05%	Equity World Social/Environmental	99
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.02%	Equity World Social/Environmental Climate Change	22
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF EUR Acc	1.67%	Equity United Kingdom Social/Environmental	33
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.16%	Equity World Social/Environmental Climate Change	187
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	57
HSBC MSCI World UCITS ETF CHF hedged	0.03%	Equity World	81
Xtrackers MSCI World ESG UCITS ETF 1D	0.07%	Equity World Social/Environmental	17
VanEck Morningstar Developed Markets ex-US Dividend Leaders UCITS ETF A	0.57%	Equity World Dividend	16
Amundi UK Equity All Cap Index UCITS ETF Dist	0.74%	Equity United Kingdom	1,042
iShares MSCI World SRI UCITS ETF EUR Hedged (Dist)	0.12%	Equity World Social/Environmental	290
Invesco Global Active ESG Equity UCITS ETF Acc	0.11%	Equity World Multi-Factor Strategy	2,421
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.10%	Equity World Social/Environmental Climate Change	9
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Dist)	0.16%	Equity Europe Multi-Factor Strategy	222
Amundi MSCI World Swap UCITS ETF USD Acc	0.03%	Equity World	73
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.03%	Equity World Social/Environmental	119
HSBC MSCI Europe UCITS ETF EUR	0.18%	Equity Europe	355
Amundi MSCI World Screened UCITS ETF UCITS ETF EUR Hedged Acc	0.03%	Equity World Social/Environmental	3
Amundi MSCI World Swap II UCITS ETF EUR Hedged Acc	0.03%	Equity World	619
iShares MSCI Europe SRI UCITS ETF EUR Hedged (Dist)	0.74%	Equity Europe Social/Environmental	8
Amundi MSCI World Ex USA Screened UCITS ETF Acc	0.12%	Equity World Social/Environmental Climate Change	5
Invesco MSCI Europe ESG Climate Paris Aligned UCITS ETF	0.38%	Equity Europe Social/Environmental Climate Change	19
UBS MSCI ACWI Socially Responsible UCITS ETF hGBP dis	0.10%	Equity World Social/Environmental Climate Change	361
iShares MSCI World UCITS ETF (Dist)	0.03%	Equity World	8,223
UBS MSCI Europe Socially Responsible UCITS ETF EUR acc	0.82%	Equity Europe Social/Environmental Climate Change	62
Xtrackers Europe Equity Enhanced Active UCITS ETF 1C	0.12%	Equity Europe Social/Environmental	69
Amundi MSCI Europe ESG Selection UCITS ETF EUR Hedged Acc	0.37%	Equity Europe Social/Environmental	73
UBS MSCI ACWI SF UCITS ETF GBP Hedged Ukdis	0.03%	Equity World	521
HSBC Europe Screened Equity UCITS ETF EUR	1.65%	Equity Europe Social/Environmental Climate Change	19
State Street SPDR MSCI Europe Financials UCITS ETF EUR	0.76%	Equity Europe Financials	795
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.02%	Equity World Multi-Factor Strategy	228
Invesco MSCI Europe UCITS ETF	0.18%	Equity Europe	60
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.03%	Equity World Social/Environmental	1
Invesco S&P World Financials ESG UCITS ETF Acc	0.15%	Equity World Financials Social/Environmental	4
UBS Core MSCI World UCITS ETF hGBP acc	0.03%	Equity World	63
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.26%	Equity World Social/Environmental Climate Change	65
iShares MSCI ACWI UCITS ETF USD (Acc)	0.03%	Equity World	30,833
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.02%	Equity World Social/Environmental	29
Invesco FTSE All-World UCITS ETF	0.00%	Equity World	284
BNP Paribas Easy MSCI World ex USA Min TE UCITS ETF EUR	0.15%	Equity World Social/Environmental	0
Xtrackers MSCI Europe UCITS ETF 1D	0.19%	Equity Europe	398
Amundi MSCI All Country World UCITS ETF USD Acc	0.03%	Equity World	126
Amundi Core FTSE 100 Swap UCITS ETF EUR Hedged Acc	0.78%	Equity United Kingdom	38
UBS MSCI World Socially Responsible UCITS ETF hEUR acc	0.12%	Equity World Social/Environmental Climate Change	188
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Acc)	0.69%	Equity United Kingdom	468
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.06%	Equity World Social/Environmental	111
Franklin STOXX Europe 600 Paris Aligned Climate UCITS ETF	0.01%	Equity Europe Social/Environmental Climate Change	43
Amundi Prime Global UCITS ETF Dist	0.03%	Equity World	1,627
UBS MSCI ACWI Climate Paris Aligned UCITS ETF hGBP acc	0.08%	Equity World Social/Environmental Climate Change	157
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.03%	Equity World	556
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.01%	Equity World Social/Environmental Climate Change	17
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	1,803
UBS MSCI ACWI SF UCITS ETF hEUR Ukdis	0.03%	Equity World	44
First Trust United Kingdom AlphaDEX UCITS ETF Dist	0.40%	Equity United Kingdom Multi-Factor Strategy	4
UBS Core MSCI Europe UCITS ETF EUR acc	0.18%	Equity Europe	634
Invesco STOXX Europe 600 UCITS ETF	0.18%	Equity Europe	581
Amundi Prime All Country World UCITS ETF Dist	0.03%	Equity World	4,644
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.18%	Equity Europe	2,997
Xtrackers MSCI World Financials UCITS ETF 1C	0.18%	Equity World Financials	1,235
iShares STOXX Europe 600 Insurance UCITS ETF (DE)	2.93%	Equity Europe Insurance	597
iShares MSCI Europe Quality Dividend Advanced UCITS ETF GBP Hedged (Dist)	2.18%	Equity Europe Dividend	2
Amundi MSCI World Swap UCITS ETF EUR Acc	0.03%	Equity World	6,502
HSBC Developed World Screened Equity UCITS ETF USD	0.26%	Equity World Social/Environmental Climate Change	456
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF hEUR acc	1.88%	Equity United Kingdom Social/Environmental Climate Change	47
Invesco Global Active ESG Equity UCITS ETF EUR PfHdg Dist	0.11%	Equity World Multi-Factor Strategy	163

Performance

Returns overview

YTD	+4.78%
1 month	+6.16%
3 months	+13.30%
6 months	+9.70%
1 year	+6.00%
3 years	+88.05%
5 years	-
Since inception (MAX)	+65.30%
2025	+47.97%
2024	+6.14%
2023	-2.44%
2022	-

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).