Link Real Estate Invt

ISIN HK0823032773

WKN A0HL3P

Market cap (in EUR)

11,849 m

Country

Hong Kong

Sector

Finance

Dividend yield

6.43%

Overview

Quote

Description

Link Real Estate Investment Trust engages in real estate investments, and property development and related activities. It operates through the following segments: Hong Kong Retail and Office Properties, Hong Kong Car Parks and Related Business; Mainland, China Retail, Office and Logistics Properties; and Overseas Retail and Office Properties. The company was founded on June 9, 2005 and is headquartered in Hong Kong.

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Finance Real Estate Real Estate Investment Trusts (REITs) Hong Kong

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Financials

Key metrics

Market capitalisation, EUR	11,849 m
EPS, EUR	-
P/B ratio	0.7
P/E ratio	5.4
Dividend yield	6.43%

Income statement (2024)

Revenue, EUR	1,727 m
Net income, EUR	-1,060 m
Profit margin	-61.35%

What ETF is Link Real Estate Invt in?

There are 194 ETFs which contain Link Real Estate Invt. All of these ETFs are listed in the table below. The ETF with the largest weighting of Link Real Estate Invt is the iShares Asia Property Yield UCITS ETF USD (Acc).

ETF	Weight	Investment focus	Fund size (in m EUR)
HSBC MSCI AC Far East ex Japan UCITS ETF USD (Dist)	0.16%	Equity Asia Pacific	34
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.01%	Equity World Equal Weighted	19
UBS Core MSCI World UCITS ETF hCHF acc	0.02%	Equity World	979
Xtrackers Portfolio UCITS ETF 1C	0.00%	Equity World Multi-Asset Strategy	729
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	1,259
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	44
BNP Paribas Easy FTSE EPRA Nareit Global Developed Green CTB UCITS ETF EUR Acc	0.60%	Real Estate World	34
Xtrackers MSCI World ex USA UCITS ETF 1C	0.05%	Equity World	5,383
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	27
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.06%	Equity World Social/Environmental Climate Change	8
UBS Core MSCI World UCITS ETF USD dis	0.02%	Equity World	1,817
UBS MSCI World ex USA UCITS ETF USD acc	0.05%	Equity World	99
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	41
iShares MSCI ACWI UCITS ETF USD (Dist)	0.01%	Equity World	6
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.02%	Equity World Social/Environmental	86
JPMorgan AC Asia Pacific ex Japan Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.12%	Equity Asia Pacific Social/Environmental	172
HSBC FTSE EPRA NAREIT Developed UCITS ETF USD	0.64%	Real Estate World	1,952
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.02%	Equity World Social/Environmental	538
iShares Developed Markets Property Yield UCITS ETF	0.73%	Real Estate World	1,050
State Street SPDR Dow Jones Global Real Estate UCITS ETF USD Unhedged (Acc)	0.77%	Real Estate World	46
Amundi MSCI Pacific Ex Japan UCITS ETF Dist	0.56%	Equity Asia Pacific	260
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.04%	Equity World	601
L&G Asia Pacific ex Japan ESG Paris Aligned UCITS ETF USD Accumulating ETF	0.83%	Equity Asia Pacific Social/Environmental Climate Change	79
Amundi MSCI Pacific ESG Broad Transition UCITS ETF Dist	0.29%	Equity Asia Pacific Social/Environmental Climate Change	170
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	16
UBS MSCI Hong Kong UCITS ETF HKD dis	2.89%	Equity Hong Kong	325
iShares Core MSCI Pacific ex Japan UCITS ETF (Acc)	0.56%	Equity Asia Pacific	3,218
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.03%	Equity World	90
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.05%	Equity World	50
Xtrackers MSCI World UCITS ETF 1D	0.06%	Equity World	4,897
iShares Asia Property Yield UCITS ETF	3.72%	Real Estate Asia Pacific	170
HSBC FTSE EPRA Nareit Developed Climate Paris Aligned UCITS ETF USD (Dist)	0.38%	Real Estate World	11
HSBC FTSE EPRA Nareit Developed Climate Paris Aligned UCITS ETF USD (Acc)	0.38%	Real Estate World	41
UBS MSCI ACWI Universal UCITS ETF USD dis	0.02%	Equity World Social/Environmental	2,281
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	730
Vanguard ESG Developed Asia Pacific All Cap UCITS ETF (USD) Distributing	0.14%	Equity Asia Pacific Social/Environmental	44
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	221
HSBC MSCI Pacific ex Japan UCITS ETF USD (Acc)	0.57%	Equity Asia Pacific	467
Franklin FTSE Asia ex China ex Japan UCITS ETF	0.17%	Equity Asia Pacific	534
iShares Global Real Estate Environmental Tilt UCITS ETF USD (Dist)	0.88%	Real Estate World	13
Xtrackers MSCI World High Dividend Yield ESG UCITS ETF 1D	0.14%	Equity World Dividend	29
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Hedged Acc	0.10%	Equity World Social/Environmental	104
iShares MSCI AC Far East ex-Japan UCITS ETF USD (Acc)	0.16%	Equity Asia Pacific	101
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.08%	Equity World Social/Environmental Climate Change	329
Invesco Global Active Defensive ESG Equity UCITS ETF EUR PfHdg Acc	0.11%	Equity World Low Volatility/Risk Weighted Climate Change	61
HSBC Asia Pacific Ex Japan Screened Equity UCITS ETF USD	0.10%	Equity Asia Pacific Social/Environmental Climate Change	471
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.01%	Equity World Social/Environmental	59
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.02%	Equity World Multi-Asset Strategy	1,078
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.01%	Equity World Social/Environmental Climate Change	139
Amundi Prime Global UCITS ETF Acc	0.01%	Equity World	1,881
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	26
HSBC MSCI World UCITS ETF USD	0.02%	Equity World	13,152
L&G Global Equity UCITS ETF	0.01%	Equity World Social/Environmental	1,279
Invesco MSCI World Universal Screened UCITS ETF Acc	0.01%	Equity World Social/Environmental	239
Vanguard ESG Developed Asia Pacific All Cap UCITS ETF (USD) Accumulating	0.14%	Equity Asia Pacific Social/Environmental	260
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.02%	Equity World Social/Environmental	49
UBS Core MSCI World UCITS ETF hGBP dis	0.02%	Equity World	101
iShares Developed Markets Property Yield UCITS ETF USD (Acc)	0.73%	Real Estate World	221
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.02%	Equity World Social/Environmental	1,430
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	79
Xtrackers MSCI World Minimum Volatility ESG UCITS ETF 1C	0.14%	Equity World Low Volatility/Risk Weighted	17
UBS Core MSCI World UCITS ETF hEUR acc	0.02%	Equity World	796
L&G MSCI World Mid Cap UCITS ETF USD Acc	0.11%	Equity World Mid Cap	7
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	16
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.01%	Equity World	19
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.03%	Equity World Social/Environmental	228
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.02%	Equity World	1,129
Amundi Core MSCI World UCITS ETF Acc	0.01%	Equity World	13,392
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental Climate Change	7
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	826
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	7
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.06%	Equity World	458
iShares Core MSCI World UCITS ETF USD (Acc)	0.02%	Equity World	121,014
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental Climate Change	5
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	93
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	747
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.01%	Equity World	63
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.01%	Equity World	21,747
HSBC MSCI Pacific ex Japan UCITS ETF USD	0.57%	Equity Asia Pacific	690
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.03%	Equity World	11,234
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	2
Xtrackers Developed Green Real Estate ESG UCITS ETF 1C	0.97%	Real Estate World	10
Fidelity Global Equity Research Enhanced PAB UCITS ETF USD (Acc)	0.11%	Equity World Social/Environmental Climate Change	520
HSBC MSCI World Islamic Screened UCITS ETF USD (Acc)	0.05%	Equity World Social/Environmental Islamic Investing	92
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.03%	Equity World	10
Amundi MSCI World Ex USA UCITS ETF Dist	0.05%	Equity World	121
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental Climate Change	3
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.00%	Equity World Social/Environmental	257
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.00%	Equity World Social/Environmental	756
Invesco Global Active Defensive ESG Equity UCITS ETF Acc	0.11%	Equity World Low Volatility/Risk Weighted Climate Change	3
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.02%	Equity World Social/Environmental	890
Amundi MSCI World Screened UCITS ETF Acc	0.02%	Equity World Social/Environmental	1,446
Amundi MSCI World Ex USA UCITS ETF Acc	0.05%	Equity World	631
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	104
iShares Developed Markets Property Yield UCITS ETF GBP Hedged (Dist)	0.73%	Real Estate World	98
UBS Core MSCI World UCITS ETF USD acc	0.02%	Equity World	8,658
iShares MSCI AC Far East ex-Japan UCITS ETF	0.16%	Equity Asia Pacific	1,531
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0.08%	Equity World Social/Environmental Climate Change	37
Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF Distributing	0.29%	Equity Asia Pacific	1,822
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (acc)	0.08%	Equity World Social/Environmental Climate Change	483
iShares Core MSCI World UCITS ETF USD (Dist)	0.02%	Equity World	703
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	169
Invesco RAFI All-World Fundamental Value UCITS ETF	0.03%	Equity World Value	209
Franklin S&P World Screened UCITS ETF Acc	0.02%	Equity United States Social/Environmental Climate Change	6
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.05%	Equity World	23
Fidelity Pacific ex-Japan Equity Research Enhanced UCITS ETF ACC-USD	0.60%	Equity Asia Pacific Social/Environmental	395
Amundi Prime All Country World UCITS ETF Acc	0.01%	Equity World	1,742
UBS MSCI World UCITS ETF USD dis	0.01%	Equity World	1,433
Vanguard FTSE Developed World UCITS ETF Acc	0.01%	Equity World	5,841
L&G Asia Pacific ex Japan Equity UCITS ETF	0.52%	Equity Asia Pacific Social/Environmental	666
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR Hedged (acc)	0.08%	Equity World Social/Environmental Climate Change	16
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.02%	Equity World Multi-Factor Strategy	924
Amundi FTSE EPRA NAREIT Global UCITS ETF Acc	0.65%	Real Estate World	367
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.06%	Equity World Social/Environmental Climate Change	117
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.00%	Equity World	5,328
iShares Asia Property Yield UCITS ETF USD (Acc)	3.72%	Real Estate Asia Pacific	22
iShares Dow Jones Global Leaders Screened UCITS ETF USD (Acc)	0.06%	Equity World Social/Environmental	1,755
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.02%	Equity World	16,183
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.00%	Equity World	109
Vanguard FTSE Developed World UCITS ETF Distributing	0.01%	Equity World	3,916
Ossiam Bloomberg Asia Pacific ex Japan PAB NR UCITS ETF 1C (EUR)	0.90%	Equity Asia Pacific Social/Environmental Climate Change	171
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.02%	Equity World Social/Environmental	669
Xtrackers MSCI World ex USA UCITS ETF 1D	0.05%	Equity World	223
Invesco MSCI Pacific Ex Japan Universal Screened UCITS ETF Acc	0.38%	Equity Asia Pacific Social/Environmental	67
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.06%	Equity World	391
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.02%	Equity World	296
Xtrackers MSCI World Screened UCITS ETF 1D	0.02%	Equity World Social/Environmental	128
Xtrackers MSCI Pacific ex Japan Screened UCITS ETF 1D	0.65%	Equity Asia Pacific Social/Environmental	485
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.02%	Equity World Social/Environmental	5,569
HSBC FTSE EPRA NAREIT Developed UCITS ETF USD (Acc)	0.64%	Real Estate World	747
Invesco FTSE All-World UCITS ETF Acc	0.05%	Equity World	3,122
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	0
Xtrackers MSCI World Quality ESG UCITS ETF 1C	0.16%	Equity World Fundamental/Quality	174
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.05%	Equity World Social/Environmental Climate Change	21
JPMorgan AC Asia Pacific ex Japan Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.12%	Equity Asia Pacific Social/Environmental	1
iShares MSCI World Islamic UCITS ETF	0.06%	Equity World Islamic Investing	1,126
iShares MSCI World Screened UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	1,131
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	47
HSBC MSCI World UCITS ETF CHF hedged	0.02%	Equity World	85
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.01%	Equity World Social/Environmental	16
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.11%	Equity World Mid Cap	393
iShares MSCI World Screened UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	4,977
Amundi Core MSCI World UCITS ETF USD Dist	0.01%	Equity World	1,529
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.02%	Equity World Social/Environmental	279
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	2,173
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.02%	Equity World Social/Environmental	111
UBS FTSE EPRA Nareit Developed Green UCITS ETF USD dis	0.82%	Real Estate World	192
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF CHF Hedged (acc)	0.08%	Equity World Social/Environmental Climate Change	6
Amundi MSCI World Ex USA Screened UCITS ETF Acc	0.06%	Equity World Social/Environmental Climate Change	4
Xtrackers MSCI World Value ESG UCITS ETF 1C	0.16%	Equity World Value	238
iShares MSCI World UCITS ETF (Dist)	0.01%	Equity World	8,010
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.02%	Equity World	1,734
HSBC Asia Pacific Ex Japan Screened Equity UCITS ETF USD (Dist)	0.10%	Equity Asia Pacific Social/Environmental Climate Change	82
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.01%	Equity World	38,965
HSBC MSCI AC Far East ex Japan UCITS ETF USD	0.16%	Equity Asia Pacific	390
HSBC MSCI World UCITS ETF USD (Acc)	0.02%	Equity World	1,839
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.05%	Equity World Multi-Factor Strategy	200
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.00%	Equity World Social/Environmental	4,041
iShares Developed Markets Property Yield UCITS ETF EUR Hedged (Acc)	0.73%	Real Estate World	76
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.06%	Equity World	48
Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF (USD) Accumulating	0.29%	Equity Asia Pacific	886
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Acc	0.10%	Equity World Social/Environmental	403
iShares MSCI Pacific ex-Japan ESG Enhanced CTB UCITS ETF USD (Acc)	0.31%	Equity Asia Pacific Social/Environmental	103
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.02%	Equity World Social/Environmental	1
UBS Core MSCI World UCITS ETF hGBP acc	0.02%	Equity World	49
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental Climate Change	64
iShares MSCI ACWI UCITS ETF USD (Acc)	0.01%	Equity World	28,030
State Street SPDR Dow Jones Global Real Estate UCITS ETF USD Unhedged (Dist)	0.77%	Real Estate World	309
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	1,525
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.05%	Equity World Multi-Factor Strategy	1,180
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.01%	Equity World	5,149
Invesco FTSE All-World UCITS ETF Dist	0.05%	Equity World	240
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	97
iShares MSCI Pacific ex-Japan UCITS ETF (Dist)	0.56%	Equity Asia Pacific	155
VanEck Global Real Estate UCITS ETF	0.93%	Real Estate World	359
Amundi Prime Global UCITS ETF Dist	0.01%	Equity World	1,551
Xtrackers MSCI World UCITS ETF 1C	0.06%	Equity World	18,831
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.02%	Equity World	531
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.01%	Equity World Social/Environmental Climate Change	16
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	1,734
UBS MSCI Pacific ex Japan UCITS ETF USD dis	0.56%	Equity Asia Pacific	80
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	3
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.01%	Equity World Social/Environmental Climate Change	1,000
Amundi Prime All Country World UCITS ETF Dist	0.01%	Equity World	4,018
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.02%	Equity World Social/Environmental	1,265
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.01%	Equity World Social/Environmental	98
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.10%	Equity World Social/Environmental	15
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc)	0.02%	Equity World Multi-Factor Strategy	4
Xtrackers MSCI Pacific ex Japan Screened UCITS ETF 1C	0.65%	Equity Asia Pacific Social/Environmental	603
UBS MSCI Pacific ex Japan UCITS ETF USD acc	0.56%	Equity Asia Pacific	19
Amundi FTSE EPRA NAREIT Global UCITS ETF Dist	0.65%	Real Estate World	59
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.05%	Equity World	50
HSBC Developed World Screened Equity UCITS ETF USD	0.04%	Equity World Social/Environmental Climate Change	372
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.06%	Equity World	2,885

Performance

Returns overview

YTD	+18.07%
1 month	+6.23%
3 months	+10.73%
6 months	+10.42%
1 year	+2.89%
3 years	-22.38%
5 years	-
Since inception (MAX)	-42.44%
2025	-0.90%
2024	-23.52%
2023	-27.96%
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).