Pentair Plc

ISIN IE00BLS09M33

WKN A115FG

Market cap (in EUR)

10,807 m

Country

United Kingdom

Sector

Industrials

Dividend yield

1.37%

Overview

Quote

Description

Pentair plc engages in the provision of water solutions for residential, commercial, industrial, infrastructure, and agricultural applications. It operates through the following segments: Flow, Water Solutions, and Pool. The Flow segment designs, manufactures, and sells various fluid treatment and pump products and systems, including pressure vessels, gas recovery solutions, membrane bioreactors, wastewater reuse systems and advanced membrane filtration, separation systems, water disposal pumps, water supply pumps, fluid transfer pumps, turbine pumps, solid handling pumps, and agricultural spray nozzles, while serving the global residential, commercial, and industrial markets. The Water Solutions segment covers commercial and residential water treatment products and systems, including pressure tanks, control valves, activated carbon products, commercial ice machines, conventional filtration products, and point-of-entry and point-of-use water treatment systems. The Pool segment refers to a line of energy-efficient residential and commercial pool equipment and accessories, including pumps, filters, heaters, lights, automatic controls, automatic cleaners, maintenance equipment, and pool accessories. The company was founded by Murray J. Harpole, Vern Stone, Vincent Follmer, Leroy Nelson, and Gary Ostrand on August 31, 1966 and is headquartered in London, the United Kingdom.

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Industrials Industrial Manufacturing Machinery Manufacturing United Kingdom

Chart

Financials

Key metrics

Market capitalisation, EUR	10,807 m
EPS, EUR	3.52
P/B ratio	3.2
P/E ratio	18.6
Dividend yield	1.37%

Income statement (2025)

Revenue, EUR	3,702 m
Net income, EUR	576 m
Profit margin	15.55%

What ETF is Pentair Plc in?

There are 390 ETFs which contain Pentair Plc. All of these ETFs are listed in the table below. The ETF with the largest weighting of Pentair Plc is the Global X Clean Water UCITS ETF.

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.07%	Equity World Equal Weighted	20
UBS Core MSCI World UCITS ETF hCHF acc	0.02%	Equity World	1,040
Xtrackers MSCI USA Screened UCITS ETF 1C	0.02%	Equity United States Social/Environmental	880
Xtrackers Portfolio UCITS ETF 1C	0.01%	Equity World Multi-Asset Strategy	755
iShares Global Water UCITS ETF	1.93%	Equity World Water	1,890
iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Dist)	0.01%	Equity United States Social/Environmental	15,140
Amundi MSCI USA Screened UCITS ETF Acc	0.03%	Equity United States Social/Environmental	1,039
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 2C - EUR Hedged	0.36%	Equity United States Equal Weighted	1,150
CT QR Series Global Equity Active UCITS ETF USD Dist	0.04%	Equity World Fundamental/Quality	-
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.07%	Equity World Equal Weighted	25
iShares MSCI ACWI UCITS ETF USD (Dist)	0.01%	Equity World	18
State Street SPDR S&P U.S. Dividend Aristocrats Screened UCITS ETF USD Unhedged (Dist)	0.26%	Equity United States Dividend	15
UBS MSCI USA Value UCITS ETF USD dis	0.04%	Equity United States Value	597
Amundi Core MSCI USA UCITS ETF Acc	0.02%	Equity United States	3,749
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.15%	Equity United States Equal Weighted	398
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.02%	Equity World	699
iShares MSCI USA Quality Dividend Advanced UCITS ETF USD (Dist)	0.17%	Equity United States Dividend	647
UBS MSCI USA Socially Responsible UCITS ETF USD dis	0.08%	Equity United States Social/Environmental Climate Change	718
Franklin Future Of Food UCITS ETF	2.14%	Equity World Social/Environmental Future of Food	5
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	0.03%	Equity United States Social/Environmental Multi-Asset Strategy	19
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.03%	Equity United States	2
Xtrackers MSCI World UCITS ETF 1D	0.01%	Equity World	4,796
iShares MSCI USA SRI UCITS ETF GBP Hedged (Dist)	0.07%	Equity United States Social/Environmental	20
UBS Factor MSCI USA Quality Screened UCITS ETF hGBP dis	0.17%	Equity United States Fundamental/Quality Climate Change	40
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 1C	0.36%	Equity United States Equal Weighted	1,362
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.02%	Equity United States	445
UBS MSCI USA Socially Responsible UCITS ETF hEUR acc	0.08%	Equity United States Social/Environmental Climate Change	112
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.21%	Equity United States Equal Weighted	281
UBS MSCI ACWI Universal UCITS ETF USD dis	0.02%	Equity World Social/Environmental	2,248
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.10%	Equity United States Social/Environmental Climate Change	2,295
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	776
WisdomTree Global Quality Dividend Growth UCITS ETF GBP Hedged Dist	0.01%	Equity World Fundamental/Quality	3
L&G Clean Water UCITS ETF	1.47%	Equity World Social/Environmental Water	626
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.06%	Equity World Social/Environmental Climate Change	1,252
HSBC PLUS USA Equity Quant Active UCITS ETF USD Acc	0.29%	Equity United States Multi-Factor Strategy	92
Xtrackers MSCI World Industrials UCITS ETF 1C	0.12%	Equity World Industrials	948
UBS MSCI USA Socially Responsible UCITS ETF hGBP dis	0.08%	Equity United States Social/Environmental Climate Change	110
UBS Core S&P 500 UCITS ETF hGBP dis	0.02%	Equity United States	68
UBS Factor MSCI USA Quality Screened UCITS ETF USD dis	0.17%	Equity United States Fundamental/Quality Climate Change	888
BNP Paribas Easy ESG Enhanced US UCITS ETF EUR Acc	0.04%	Equity United States Social/Environmental	447
iShares Core S&P 500 UCITS ETF USD (Dist)	0.02%	Equity United States	19,584
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.01%	Equity World Social/Environmental Climate Change	486
Xtrackers Portfolio Income UCITS ETF 1D	0.01%	Equity World Multi-Asset Strategy	59
HSBC MSCI World Value Screened UCITS ETF USD (Acc)	0.07%	Equity World Value	273
UBS S&P 500 Scored & Screened UCITS ETF hGBP dis	0.03%	Equity United States Social/Environmental	21
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.08%	Equity World Social/Environmental Climate Change	311
UBS Factor MSCI USA Quality Screened UCITS ETF hEUR acc	0.17%	Equity United States Fundamental/Quality Climate Change	62
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.07%	Equity World Social/Environmental Multi-Asset Strategy	27
HSBC MSCI World UCITS ETF USD	0.01%	Equity World	13,644
UBS Core S&P 500 UCITS ETF hEUR acc	0.02%	Equity United States	195
CT QR Series Global Equity Active UCITS ETF USD Acc	0.04%	Equity World Fundamental/Quality	-
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.12%	Equity World Social/Environmental Climate Change	1,343
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.02%	Equity World Social/Environmental	66
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.02%	Equity World Social/Environmental	1,406
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.06%	Equity World Social/Environmental Climate Change	350
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR Hedged (acc)	0.06%	Equity United States Social/Environmental Climate Change	148
Xtrackers MSCI USA UCITS ETF 1C	0.02%	Equity United States	11,360
UBS Core MSCI World UCITS ETF hEUR acc	0.02%	Equity World	882
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.02%	Equity United States	188
UBS MSCI World Selection UCITS ETF hEUR dis	0.02%	Equity World Social/Environmental	313
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.06%	Equity World Social/Environmental Climate Change	1,802
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.03%	Equity World Social/Environmental	1,068
UBS MSCI World Selection UCITS ETF hCHF acc	0.02%	Equity World Social/Environmental	291
Amundi S&P 500 Equal Weight ESG UCITS ETF EUR Hedged Acc	0.26%	Equity United States Equal Weighted	141
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.02%	Equity North America Social/Environmental	26
UBS S&P USA Dividend Aristocrats ESG Elite UCITS ETF hEUR dis	0.36%	Equity United States Dividend	0
iShares MSCI ACWI SRI UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental	30
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	7
iShares Core MSCI World UCITS ETF USD (Acc)	0.01%	Equity World	124,756
State Street SPDR MSCI USA Value UCITS ETF USD	0.09%	Equity United States Value	203
iShares Core S&P 500 UCITS ETF USD (Acc)	0.02%	Equity United States	132,712
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.07%	Equity World Social/Environmental Multi-Asset Strategy	99
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.02%	Equity North America Social/Environmental	253
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.06%	Equity United States Social/Environmental Climate Change	16
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.03%	Equity United States	2,460
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	807
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc	0.15%	Equity World Social/Environmental	3,115
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc)	0.03%	Equity United States Social/Environmental	384
UBS Core MSCI USA UCITS ETF USD dis	0.02%	Equity United States	1,283
First Trust Value Line® Dividend Index UCITS ETF Acc	0.40%	Equity United States Dividend	8
UBS S&P 500 Scored & Screened UCITS ETF hEUR acc	0.03%	Equity United States Social/Environmental	899
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.03%	Equity United States Social/Environmental	4
WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc	0.01%	Equity World Fundamental/Quality	643
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.07%	Equity World Social/Environmental Multi-Asset Strategy	2
iShares MSCI USA UCITS ETF (Acc)	0.02%	Equity United States	4,415
HSBC MSCI WORLD ISLAMIC SCREENED UCITS ETF USD (Acc)	0.07%	Equity World Social/Environmental Islamic Investing	109
JPMorgan Global Equity Multi-Factor UCITS ETF USD (acc)	0.10%	Equity World Multi-Factor Strategy	236
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.02%	Equity World	6
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.08%	Equity World Social/Environmental Climate Change	2
UBS S&P 500 Climate Transition ESG UCITS ETF hEUR acc	0.03%	Equity United States Social/Environmental Climate Change	1
UBS Factor MSCI USA Quality Screened UCITS ETF hCHF acc	0.17%	Equity United States Fundamental/Quality Climate Change	42
UBS Factor MSCI USA Prime Value Screened UCITS ETF hGBP dis	0.18%	Equity United States Value Climate Change	4
Amundi S&P 500 Screened UCITS ETF Acc	0.03%	Equity United States Social/Environmental	3,900
Amundi MSCI World Screened UCITS ETF Acc	0.02%	Equity World Social/Environmental	1,562
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0.07%	Equity World Social/Environmental Climate Change	37
iShares MSCI World SRI UCITS ETF GBP Hedged (Dist)	0.05%	Equity World Social/Environmental	128
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (acc)	0.07%	Equity World Social/Environmental Climate Change	524
iShares Core MSCI World UCITS ETF USD (Dist)	0.01%	Equity World	770
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.21%	Equity United States Equal Weighted	10,554
State Street SPDR S&P U.S. Dividend Aristocrats UCITS ETF EUR Hedged (Dist)	0.42%	Equity United States Dividend	49
State Street SPDR S&P U.S. Dividend Aristocrats UCITS ETF USD Unhedged (Dist)	0.42%	Equity United States Dividend	3,278
Amundi MSCI USA ESG Leaders Extra UCITS ETF Acc EUR Hedged	0.04%	Equity United States Social/Environmental	27
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Dist)	0.01%	Equity United States Social/Environmental Climate Change	20
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.01%	Equity World	80
UBS S&P 500 Climate Transition ESG UCITS ETF hGBP dis	0.03%	Equity United States Social/Environmental Climate Change	1
UBS MSCI World UCITS ETF USD dis	0.01%	Equity World	1,464
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.02%	Equity United States	217
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR Hedged (acc)	0.07%	Equity World Social/Environmental Climate Change	15
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.21%	Equity United States Equal Weighted	533
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.04%	Equity World	6,429
UBS MSCI USA Selection UCITS ETF USD acc	0.03%	Equity United States Social/Environmental	2,415
Franklin S&P 500 Screened UCITS ETF Acc	0.02%	Equity United States Social/Environmental Climate Change	4
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.02%	Equity United States Social/Environmental	1,428
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist)	0.02%	Equity United States	310
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist)	0.02%	Equity United States	18,465
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.02%	Equity World Social/Environmental	83
iShares S&P 500 3% Capped UCITS ETF EUR Hedged Acc	0.02%	Equity United States	31
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.15%	Equity United States Equal Weighted	426
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR USD (A)	0.04%	Equity United States Social/Environmental	376
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.04%	Equity World	164
Vanguard FTSE Developed World UCITS ETF Distributing	0.01%	Equity World	4,059
Invesco MSCI ACWI Islamic M-Series UCITS ETF Acc	0.03%	Equity World Islamic Investing	80
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.02%	Equity World Social/Environmental	657
iShares MSCI World SRI UCITS ETF USD (Dist)	0.05%	Equity World Social/Environmental	1,520
Amundi MSCI Water UCITS ETF	3.65%	Equity World Social/Environmental Water	1,522
HSBC S&P 500 UCITS ETF USD	0.02%	Equity United States	8,673
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.21%	Equity United States Equal Weighted	68
HSBC USA Screened Equity UCITS ETF USD	0.02%	Equity United States Social/Environmental Climate Change	742
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.21%	Equity United States Equal Weighted	1,373
Amundi MSCI ACWI SRI Climate Paris Aligned UCITS ETF DR - USD	0.11%	Equity World Social/Environmental	120
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.01%	Equity World	142
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.01%	Equity World Social/Environmental	5,975
iShares MSCI ACWI SRI UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental	96
JPMorgan Climate Change Solutions Active UCITS ETF USD (dist)	0.92%	Equity World Social/Environmental Climate Change	0
UBS Factor MSCI USA Prime Value Screened UCITS ETF hEUR acc	0.18%	Equity United States Value Climate Change	19
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.02%	Equity United States	29,667
iShares MSCI World Screened UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	1,140
Xtrackers MSCI USA ESG UCITS ETF 2C - EUR Hedged	0.04%	Equity United States Social/Environmental	254
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.15%	Equity United States Equal Weighted	350
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.02%	Equity World Social/Environmental	16
HSBC USA Screened Equity UCITS ETF USD (Dist)	0.02%	Equity United States Social/Environmental Climate Change	103
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.13%	Equity World Mid Cap	388
Amundi Core MSCI World UCITS ETF USD Dist	0.01%	Equity World	1,616
iShares MSCI World Screened UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	5,296
iShares Global Water UCITS ETF USD (Acc)	1.93%	Equity World Water	52
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.02%	Equity World Social/Environmental	276
UBS MSCI ACWI Socially Responsible UCITS ETF hEUR acc	0.04%	Equity World Social/Environmental Climate Change	816
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	2,833
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.10%	Equity North America Social/Environmental Climate Change	442
BNP Paribas Easy MSCI USA UCITS ETF USD Acc	0.02%	Equity United States	17
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.02%	Equity North America	2,910
Xtrackers S&P 500 UCITS ETF 4C	0.02%	Equity United States	2,132
UBS MSCI World Selection UCITS ETF USD acc	0.02%	Equity World Social/Environmental	642
Xtrackers MSCI USA Industrials UCITS ETF 1D	0.20%	Equity United States Industrials	297
iShares Edge MSCI USA Value Factor UCITS ETF USD (Dist)	0.08%	Equity United States Value	252
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.02%	Equity United States Social/Environmental	211
iShares MSCI World SRI UCITS ETF EUR (Acc)	0.05%	Equity World Social/Environmental	6,943
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.01%	Equity World	1,764
State Street SPDR S&P 500 UCITS ETF EUR Hedged	0.02%	Equity United States	2,434
iShares MSCI USA Islamic UCITS ETF	0.07%	Equity United States Islamic Investing	409
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.01%	Equity World	44,757
HSBC MSCI World UCITS ETF USD (Acc)	0.01%	Equity World	1,926
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental	4,324
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.01%	Equity World	52
HSBC S&P 500 UCITS ETF USD (Acc)	0.02%	Equity United States	646
iShares S&P 500 Industrials Sector UCITS ETF	0.21%	Equity United States Industrials	702
UBS MSCI ACWI Socially Responsible UCITS ETF hUSD acc	0.04%	Equity World Social/Environmental Climate Change	388
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.22%	Equity World Multi-Factor Strategy	586
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.02%	Equity United States Multi-Factor Strategy	25
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.02%	Equity United States	45,675
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	1,634
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.15%	Equity United States Equal Weighted	4,253
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.01%	Equity World Multi-Factor Strategy	1,335
iShares MSCI USA SRI UCITS ETF USD (Acc)	0.07%	Equity United States Social/Environmental	2,829
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.01%	Equity World	5,276
State Street SPDR S&P 500 Leaders UCITS ETF USD Unhedged (Acc)	0.04%	Equity United States Social/Environmental	4,413
Xtrackers FTSE All-World UCITS ETF 1C	0.02%	Equity World	52
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	100
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Hedged Acc	0.03%	Equity United States Social/Environmental	53
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.02%	Equity United States Social/Environmental	15,658
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.02%	Equity United States	61
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.10%	Equity United States Social/Environmental Climate Change	3,027
Xtrackers MSCI USA ESG UCITS ETF 1D	0.04%	Equity United States Social/Environmental	314
UBS MSCI USA Selection UCITS ETF hEUR acc	0.03%	Equity United States Social/Environmental	0
Xtrackers MSCI World UCITS ETF 1C	0.01%	Equity World	19,812
iShares MSCI USA Leaders UCITS ETF USD (Dist)	0.04%	Equity United States Social/Environmental	1
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	0.02%	Equity United States	1
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.08%	Equity World Social/Environmental Climate Change	1,051
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.04%	Equity World Social/Environmental Catholic principles	165
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.12%	Equity World Social/Environmental Climate Change	81
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.02%	Equity World Social/Environmental	1,280
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.01%	Equity World Social/Environmental	100
iShares MSCI USA CTB Enhanced ESG UCITS ETF GBP Hedged (Dist)	0.01%	Equity United States Social/Environmental	466
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.11%	Equity World Social/Environmental	17
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.02%	Equity United States Social/Environmental	705
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.10%	Equity North America Social/Environmental Climate Change	40
UBS MSCI World Socially Responsible UCITS ETF hCHF acc	0.06%	Equity World Social/Environmental Climate Change	331
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc	0.08%	Equity United States Social/Environmental Climate Change	30
UBS S&P 500 Climate Transition ESG UCITS ETF USD acc	0.03%	Equity United States Social/Environmental Climate Change	5
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0.06%	Equity United States Social/Environmental Climate Change	2
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.02%	Equity United States Multi-Factor Strategy	8
iShares MSCI World Value Factor Advanced UCITS ETF USD (Acc)	0.12%	Equity World Value	708
Invesco MSCI World Equal Weight UCITS ETF	0.05%	Equity World Equal Weighted	1,503
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	46
Invesco MSCI World ESG Climate Paris Aligned UCITS ETF	0.18%	Equity World Social/Environmental Climate Change	26
iShares MSCI USA Value Factor Advanced UCITS ETF USD (Acc)	0.16%	Equity United States Value	86
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	28
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc)	0.02%	Equity United States	3
BNP Paribas Easy ESG Enhanced US UCITS ETF USD Acc	0.04%	Equity United States Social/Environmental	95
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.02%	Equity United States	43
Amundi MSCI USA ESG Selection UCITS ETF EUR Hedged Acc	0.03%	Equity United States Social/Environmental	208
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Acc	0.03%	Equity United States Social/Environmental	539
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc)	0.02%	Equity United States	15,443
Xtrackers MSCI Global Clean Water & Sanitation UCITS ETF 1C	1.22%	Equity World Social/Environmental Water	7
UBS Core MSCI World UCITS ETF USD dis	0.02%	Equity World	1,937
WisdomTree Global Quality Dividend Growth UCITS ETF EUR Hedged Acc	0.01%	Equity World Fundamental/Quality	12
iShares MSCI USA CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.01%	Equity United States Social/Environmental	1,510
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	44
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.01%	Equity World Social/Environmental	82
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.01%	Equity World Social/Environmental	594
Invesco MSCI USA Universal Screened UCITS ETF	0.03%	Equity United States Social/Environmental	38
HSBC MSCI USA Islamic Screened UCITS ETF USD (Acc)	0.11%	Equity United States Social/Environmental Islamic Investing	73
Amundi MSCI World ESG Selection UCITS ETF Acc	0.02%	Equity World Social/Environmental	1,822
UBS S&P USA Dividend Aristocrats ESG Elite UCITS ETF USD dis	0.36%	Equity United States Dividend	6
JPMorgan Global Equity Multi-Factor UCITS ETF USD (dist)	0.10%	Equity World Multi-Factor Strategy	0
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	16
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.07%	Equity World Social/Environmental Climate Change	407
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.01%	Equity World	95
Xtrackers MSCI World ESG UCITS ETF 1C	0.03%	Equity World Social/Environmental	5,102
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF CHF Hedged (acc)	0.06%	Equity United States Social/Environmental Climate Change	14
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.02%	Equity United States	56
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc	0.08%	Equity United States Social/Environmental Climate Change	13
iShares MSCI USA Leaders UCITS ETF USD (Acc)	0.04%	Equity United States Social/Environmental	15
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.02%	Equity United States Multi-Factor Strategy	110
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.06%	Equity United States	132
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	235
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 3C - CHF Hedged	0.36%	Equity United States Equal Weighted	2
Global X Clean Water UCITS ETF	6.16%	Equity World Water	23
UBS MSCI USA Socially Responsible UCITS ETF USD dis	0.08%	Equity United States Social/Environmental Climate Change	432
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.07%	Equity World Equal Weighted	40
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Hedged Acc	0.11%	Equity World Social/Environmental	108
Amundi S&P 500 Equal Weight ESG UCITS ETF Acc	0.26%	Equity United States Equal Weighted	2,425
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.07%	Equity World Social/Environmental Climate Change	305
Invesco Global Active Defensive ESG Equity UCITS ETF EUR PfHdg Acc	0.04%	Equity World Low Volatility/Risk Weighted Climate Change	63
Invesco S&P 500 Equal Weight UCITS ETF	0.15%	Equity United States Equal Weighted	1,073
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.02%	Equity World Social/Environmental	61
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist)	0.01%	Equity United States Multi-Factor Strategy	3
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.01%	Equity World Multi-Asset Strategy	1,177
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR Dist	0.26%	Equity World Social/Environmental	109
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (acc)	0.06%	Equity United States Social/Environmental Climate Change	438
Amundi Core MSCI USA UCITS ETF UCITS ETF CHF Hedged Acc	0.02%	Equity United States	1
iShares MSCI World Industrials Sector Advanced UCITS ETF USD (Dist)	0.39%	Equity World Industrials Social/Environmental	109
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.02%	Equity United States Multi-Factor Strategy	28
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.15%	Equity World Social/Environmental	235
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.06%	Equity World Social/Environmental Climate Change	4,227
Invesco MSCI World Universal Screened UCITS ETF Acc	0.02%	Equity World Social/Environmental	256
WisdomTree Global Quality Dividend Growth UCITS ETF USD	0.01%	Equity World Fundamental/Quality	228
State Street SPDR S&P U.S. Industrials Select Sector UCITS ETF USD	0.21%	Equity United States Industrials	868
UBS Core MSCI World UCITS ETF hGBP dis	0.02%	Equity World	108
Rize Environmental Impact 100 UCITS ETF	0.62%	Equity World Social/Environmental Climate Change	98
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	89
BNP Paribas Easy ECPI Global ESG Infrastructure UCITS ETF EUR Capitalisation	0.63%	Equity World Infrastructure Social/Environmental	472
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc)	0.01%	Equity United States Social/Environmental Climate Change	333
L&G MSCI World Mid Cap UCITS ETF USD Acc	0.08%	Equity World Mid Cap	7
UBS MSCI World Socially Responsible UCITS ETF hGBP dis	0.06%	Equity World Social/Environmental Climate Change	2
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	16
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.01%	Equity World	19
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF USD Acc	0.26%	Equity World Social/Environmental	50
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.01%	Equity World	1,195
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.06%	Equity World Social/Environmental	438
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.15%	Equity United States Equal Weighted	31
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.02%	Equity United States	588
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc)	0.02%	Equity United States	87
Amundi Core MSCI World UCITS ETF Acc	0.01%	Equity World	14,238
Amundi MSCI USA ESG Selection UCITS ETF Acc	0.03%	Equity United States Social/Environmental	445
UBS Core MSCI USA UCITS ETF hGBP acc	0.02%	Equity United States	34
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	899
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.01%	Equity World	445
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.02%	Equity United States	2,185
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF GBP Hedged (dist)	0.06%	Equity United States Social/Environmental Climate Change	-
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.01%	Equity World	59
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.01%	Equity World	22,876
UBS MSCI USA Universal UCITS ETF USD acc	0.03%	Equity United States Social/Environmental Climate Change	3
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF acc	0.04%	Equity World Social/Environmental Climate Change	492
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.01%	Equity World	14,504
iShares MSCI World CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.04%	Equity World Social/Environmental	270
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental	596
Invesco Global Active Defensive ESG Equity UCITS ETF	0.04%	Equity World Low Volatility/Risk Weighted Climate Change	50
Amundi MSCI Smart Cities UCITS ETF - Acc	0.65%	Equity World Infrastructure Social/Environmental	81
Xtrackers S&P 500 UCITS ETF 4D	0.02%	Equity United States	1
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.01%	Equity World Social/Environmental	974
Xtrackers MSCI USA ESG UCITS ETF 1C	0.04%	Equity United States Social/Environmental	7,562
UBS Core S&P 500 UCITS ETF USD dis	0.02%	Equity United States	1,218
UBS Core S&P 500 UCITS ETF hCHF acc	0.02%	Equity United States	731
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	117
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.02%	Equity United States	626
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR)	0.13%	Equity United States Social/Environmental Climate Change	341
UBS Core MSCI World UCITS ETF USD acc	0.02%	Equity World	9,892
UBS S&P 500 Scored & Screened UCITS ETF hCHF acc	0.03%	Equity United States Social/Environmental	447
iShares FTSE All-World UCITS ETF USD (Acc)	0.01%	Equity World	26
iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.32%	Equity United States Mid Cap	259
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.03%	Equity United States Social/Environmental	2,664
Invesco S&P 500 CTB Net Zero Pathway ESG UCITS ETF Acc	0.02%	Equity United States Social/Environmental Climate Change	2
UBS MSCI USA NSL UCITS ETF USD acc	0.02%	Equity United States	2,992
Vanguard FTSE Developed World UCITS ETF Acc	0.01%	Equity World	5,678
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.06%	Equity World Social/Environmental	557
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF dis	0.04%	Equity World Social/Environmental Climate Change	37
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.05%	Equity World Social/Environmental Catholic principles	101
CT QR Series US Equity Active UCITS ETF USD Acc	0.07%	Equity United States Fundamental/Quality	-
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.02%	Equity World	17,321
Global X U.S. Infrastructure Development UCITS ETF USD Accumulating	0.64%	Equity United States Infrastructure	671
UBS MSCI USA Socially Responsible UCITS ETF hEUR dis	0.08%	Equity United States Social/Environmental Climate Change	253
UBS MSCI ACWI Socially Responsible UCITS ETF USD acc	0.04%	Equity World Social/Environmental Climate Change	759
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.02%	Equity North America	2,764
UBS S&P 500 Scored & Screened UCITS ETF USD acc	0.03%	Equity United States Social/Environmental	1,974
iShares MSCI World SRI UCITS ETF USD Hedged (Dist)	0.05%	Equity World Social/Environmental	64
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.02%	Equity United States	732
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.01%	Equity World	429
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.02%	Equity World	331
Xtrackers MSCI World Screened UCITS ETF 1D	0.01%	Equity World Social/Environmental	135
HSBC MSCI World Climate Paris Aligned UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental	17
UBS MSCI ACWI Socially Responsible UCITS ETF USD dis	0.04%	Equity World Social/Environmental Climate Change	46
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR - USD (D)	0.04%	Equity United States Social/Environmental	144
UBS MSCI World Selection UCITS ETF hEUR acc	0.02%	Equity World Social/Environmental	93
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	0
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Dist	0.15%	Equity World Social/Environmental	67
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.07%	Equity World Social/Environmental Climate Change	22
iShares MSCI World Islamic UCITS ETF	0.05%	Equity World Islamic Investing	1,286
UBS Core MSCI USA UCITS ETF USD acc	0.02%	Equity United States	2,772
Amundi MSCI Water UCITS ETF	3.65%	Equity World Social/Environmental Water	68
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.07%	Equity World Social/Environmental Climate Change	187
State Street SPDR MSCI World Industrials UCITS ETF USD	0.11%	Equity World Industrials	187
iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Acc)	0.01%	Equity United States Social/Environmental	8,020
iShares MSCI USA Quality Dividend Advanced UCITS ETF GBP Hedged (Dist)	0.17%	Equity United States Dividend	5
HSBC MSCI World UCITS ETF CHF hedged	0.01%	Equity World	63
Xtrackers MSCI World ESG UCITS ETF 1D	0.03%	Equity World Social/Environmental	15
iShares MSCI USA Quality Dividend Advanced UCITS ETF USD (Acc)	0.17%	Equity United States Dividend	12
Amundi Core MSCI USA UCITS ETF Dist	0.02%	Equity United States	1,068
BNP Paribas Easy MSCI USA UCITS ETF EUR Acc	0.02%	Equity United States	17
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 4C - GBP Hedged	0.36%	Equity United States Equal Weighted	134
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.02%	Equity United States	20
iShares MSCI World SRI UCITS ETF EUR Hedged (Dist)	0.05%	Equity World Social/Environmental	266
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.02%	Equity World Social/Environmental	118
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.04%	Equity United States Value	669
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF CHF Hedged (acc)	0.07%	Equity World Social/Environmental Climate Change	2
UBS MSCI ACWI Socially Responsible UCITS ETF hGBP dis	0.04%	Equity World Social/Environmental Climate Change	505
Amundi S&P 500 Screened UCITS ETF Acc EUR Hedged	0.03%	Equity United States Social/Environmental	1,223
iShares MSCI World UCITS ETF (Dist)	0.01%	Equity World	8,179
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)	0.01%	Equity United States Multi-Factor Strategy	91
UBS MSCI USA Socially Responsible UCITS ETF USD acc	0.08%	Equity United States Social/Environmental Climate Change	642
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.02%	Equity United States	1,392
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.02%	Equity United States	8,673
Xtrackers MSCI USA UCITS ETF 1D	0.02%	Equity United States	285
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.01%	Equity World Multi-Factor Strategy	216
iShares MSCI North America UCITS ETF	0.02%	Equity North America	1,256
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.03%	Equity United States	126
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Acc	0.11%	Equity World Social/Environmental	374
iShares MSCI USA SRI UCITS ETF EUR Hedged (Acc)	0.07%	Equity United States Social/Environmental	43
JPMorgan BetaBuilders US Equity UCITS ETF USD (dist)	0.02%	Equity United States	1
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.01%	Equity World Social/Environmental	1
Xtrackers S&P 500 Scored & Screened UCITS ETF 1C	0.03%	Equity United States Social/Environmental	117
UBS Core MSCI World UCITS ETF hGBP acc	0.02%	Equity World	60
CT QR Series US Equity Active UCITS ETF USD Dist	0.07%	Equity United States Fundamental/Quality	-
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental Climate Change	54
UBS S&P 500 Scored & Screened UCITS ETF USD dis	0.03%	Equity United States Social/Environmental	509
iShares MSCI ACWI UCITS ETF USD (Acc)	0.01%	Equity World	29,635
Invesco Dow Jones Islamic Global Developed Markets UCITS ETF	0.02%	Equity World Islamic Investing	940
BNP Paribas Easy ECPI Global ESG Infrastructure UCITS ETF USD Capitalisation	0.63%	Equity World Infrastructure Social/Environmental	41
JPMorgan BetaBuilders US Equity UCITS ETF USD (acc)	0.02%	Equity United States	82
iShares MSCI USA SRI UCITS ETF EUR Hedged (Dist)	0.07%	Equity United States Social/Environmental	237
iShares Edge MSCI USA Value Factor UCITS ETF	0.08%	Equity United States Value	3,340
UBS Factor MSCI USA Prime Value Screened UCITS ETF USD dis	0.18%	Equity United States Value Climate Change	135
JPMorgan Climate Change Solutions Active UCITS ETF USD (acc)	0.92%	Equity World Social/Environmental Climate Change	66
UBS MSCI World Socially Responsible UCITS ETF hEUR acc	0.06%	Equity World Social/Environmental Climate Change	182
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.06%	Equity World Social/Environmental	106
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF Acc	0.03%	Equity United States Social/Environmental	201
Global X U.S. Infrastructure Development UCITS ETF USD Distributing	0.64%	Equity United States Infrastructure	31
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.01%	Equity World	545
iShares S&P 500 Scored and Screened UCITS ETF USD (Acc)	0.03%	Equity United States Social/Environmental	429
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	3
UBS Core S&P 500 UCITS ETF USD acc	0.02%	Equity United States	1,712
State Street SPDR MSCI Resilient Future UCITS ETF USD Unhedged (Acc)	0.33%	Equity World Social/Environmental	4
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.09%	Equity United States Social/Environmental	1,083
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.02%	Equity United States	358
Invesco US Enhanced Equity UCITS ETF Acc	0.06%	Equity United States Multi-Factor Strategy	123
HSBC Developed World Screened Equity UCITS ETF USD	0.01%	Equity World Social/Environmental Climate Change	430
iShares MSCI USA SRI UCITS ETF USD (Dist)	0.07%	Equity United States Social/Environmental	293
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.02%	Equity United States	672
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.02%	Equity United States	9
UBS MSCI USA UCITS ETF USD dis	0.02%	Equity United States	480

Performance

Returns overview

YTD	-27.70%
1 month	+2.85%
3 months	-15.47%
6 months	-26.85%
1 year	-28.79%
3 years	+13.38%
5 years	+11.70%
Since inception (MAX)	+24.26%
2025	-1.66%
2024	+38.77%
2023	+52.26%
2022	-30.39%

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).