ITOCHU Corp.

ISIN JP3143600009

WKN 855471

Market cap (in EUR)

84,204 m

Country

Japan

Sector

Consumer Non-Cyclicals

Dividend yield

2.12%

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Overview

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Description

ITOCHU Corp. engages in business of product trading and business investment activities. It operates through the following segments: Textile; Machinery; Metals and Minerals; Energy and Chemicals; Food; ICT and Realty; and Others. The Textile segment covers fiber, raw materials, textile fabrics, clothing apparel, and brand marketing business. The Machinery segment includes plant projects, marine, aerospace, automobile, construction machinery, industrial systems, and life and healthcare business. The Metals and Minerals segment offers metals and mineral resources, steel and non-ferrous products, and coal, nuclear, and solar business. The Energy and Chemicals segment pertains to oil and gas trading, energy resources development, and chemicals business. The Food segment focuses on food resources, product processing, midstream distribution, and retail business. The ICT and Realty segment deals with forest products, general merchandise, ICT, insurance, logistics, construction, realty, and financial business. The Others segment includes the overseas legal corporations in the United States, United Kingdom, Australia, China and Hong Kong. The company was founded by Chubei Itoh in 1858 and is headquartered in Osaka, Japan.

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Consumer Non-Cyclicals Food and Staples Retail Food and Beverage Retail Japan

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Financials

Key metrics

Market capitalisation, EUR	84,204 m
EPS, EUR	4.04
P/B ratio	2.2
P/E ratio	14.2
Dividend yield	2.12%

Income statement (2024)

Revenue, EUR	90,078 m
Net income, EUR	5,385 m
Profit margin	5.98%

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What ETF is ITOCHU Corp. in?

There are 209 ETFs which contain ITOCHU Corp.. All of these ETFs are listed in the table below. The ETF with the largest weighting of ITOCHU Corp. is the HSBC JAPAN SCREENED EQUITY UCITS ETF USD (Dist).

ETF	Weight	Investment focus	Fund size (in m EUR)
UBS Core MSCI World UCITS ETF hCHF acc	0.09%	Equity World	640
iShares MSCI World Value Factor Advanced UCITS ETF USD (Acc)	0.88%	Equity World Value	263
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	614
Xtrackers MSCI World Value UCITS ETF 1C 1C	0.60%	Equity World Value	2,537
Xtrackers MSCI World ex USA UCITS ETF 1C	0.31%	Equity World	3,568
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF EUR Hedged (Acc)	0.46%	Equity World Low Volatility/Risk Weighted	92
UBS Factor MSCI World Selection Minimum Volatility UCITS ETF USD acc	0.31%	Equity World Low Volatility/Risk Weighted	241
Vanguard FTSE Japan UCITS ETF USD Hedged Accumulating	1.30%	Equity Japan	14
Xtrackers Nikkei 225 UCITS ETF 1D	0.66%	Equity Japan	1,553
UBS Core MSCI World UCITS ETF USD dis	0.09%	Equity World	1,144
iShares Core MSCI Japan IMI UCITS ETF USD (Dist)	1.23%	Equity Japan	175
UBS MSCI World ex USA UCITS ETF USD acc	0.31%	Equity World	54
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.10%	Equity World Equal Weighted	21
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.09%	Equity World Social/Environmental	53
Xtrackers MSCI Japan Screened UCITS ETF 2D - GBP Hedged	1.68%	Equity Japan Social/Environmental	24
iShares Core MSCI Japan IMI UCITS ETF	1.23%	Equity Japan	5,895
iShares World Equity Factor Rotation Active UCITS ETF USD (Acc)	0.38%	Equity World Multi-Factor Strategy	191
UBS Core MSCI Japan UCITS ETF hUSD acc	1.58%	Equity Japan	145
HSBC MSCI Japan UCITS ETF USD (Acc)	1.58%	Equity Japan	11
Amundi Japan TOPIX II UCITS ETF JPY Dist	1.32%	Equity Japan	90
Amundi Prime All Country World UCITS ETF GBP Hedged Dist	0.08%	Equity World	-
Xtrackers MSCI Japan Screened UCITS ETF 3C - EUR Hedged	1.68%	Equity Japan Social/Environmental	83
iShares MSCI Japan EUR Hedged UCITS ETF (Acc)	1.55%	Equity Japan	947
Vanguard FTSE Japan UCITS ETF EUR Hedged Accumulating	1.30%	Equity Japan	58
iShares MSCI Japan GBP Hedged UCITS ETF (Acc)	1.56%	Equity Japan	179
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.10%	Equity World	64
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.09%	Equity World	27
Xtrackers MSCI World UCITS ETF 1D	0.09%	Equity World	4,445
Xtrackers MSCI Japan UCITS ETF 7C - CHF Hedged	1.56%	Equity Japan	18
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.11%	Equity World Social/Environmental	421
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.35%	Equity World Social/Environmental Climate Change	147
Global X Uranium UCITS ETF USD Accumulating	2.20%	Equity World Uranium	393
UBS MSCI ACWI Universal UCITS ETF USD dis	0.11%	Equity World Social/Environmental	1,953
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.10%	Equity World	671
Vanguard FTSE Japan UCITS ETF (USD) Accumulating	1.30%	Equity Japan	1,101
SPDR MSCI Japan UCITS ETF	1.58%	Equity Japan	730
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.11%	Equity World Social/Environmental	3
Amundi Core MSCI Japan UCITS ETF Acc	1.52%	Equity Japan	4,090
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.11%	Equity World Social/Environmental	317
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.60%	Equity World Value	159
Vanguard FTSE Japan UCITS ETF (USD) Distributing	1.30%	Equity Japan	2,229
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.19%	Equity World Dividend	6,048
HSBC JAPAN SCREENED EQUITY UCITS ETF USD (Dist)	4.98%	Equity Japan Social/Environmental	14
Xtrackers MSCI World Industrials UCITS ETF 1C	0.76%	Equity World Industrials	513
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.10%	Equity World Equal Weighted	29
HSBC JAPAN SCREENED EQUITY UCITS ETF USD	4.98%	Equity Japan Social/Environmental	220
Xtrackers MSCI Japan UCITS ETF 2D USD hedged	1.56%	Equity Japan	150
JPMorgan Japan Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	2.09%	Equity Japan Social/Environmental	25
iShares MSCI Japan ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.40%	Equity Japan Social/Environmental	13
Amundi Prime Global UCITS ETF Acc	0.09%	Equity World	820
iShares MSCI World Industrials Sector Advanced UCITS ETF USD (Dist)	1.15%	Equity World Industrials Social/Environmental	86
iShares MSCI Japan CHF Hedged UCITS ETF (Acc)	1.55%	Equity Japan	209
HSBC MSCI World UCITS ETF USD	0.10%	Equity World	12,647
Amundi Core MSCI Japan UCITS ETF USD Hedged Acc	1.52%	Equity Japan	0
L&G Global Equity UCITS ETF	0.09%	Equity World Social/Environmental	930
Xtrackers Nikkei 225 UCITS ETF 1C	0.66%	Equity Japan	227
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.19%	Equity World Dividend	1,284
Invesco MSCI World ESG Universal Screened UCITS ETF Acc	0.14%	Equity World Social/Environmental	200
UBS MSCI Japan Universal UCITS ETF JPY acc	1.92%	Equity Japan Social/Environmental Climate Change	84
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.11%	Equity World Social/Environmental	60
UBS Core MSCI World UCITS ETF hGBP dis	0.09%	Equity World	119
iShares MSCI Japan Screened UCITS ETF USD (Acc)	1.70%	Equity Japan Social/Environmental	1,618
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.11%	Equity World Social/Environmental	1,334
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.11%	Equity World Social/Environmental	176
Xtrackers MSCI Japan UCITS ETF 4C - EUR Hedged	1.56%	Equity Japan	646
UBS Core MSCI World UCITS ETF hEUR acc	0.09%	Equity World	301
UBS MSCI World Selection UCITS ETF hEUR dis	0.17%	Equity World Social/Environmental	329
UBS MSCI World Selection UCITS ETF hCHF acc	0.17%	Equity World Social/Environmental	269
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.06%	Equity World	8
SPDR MSCI World Value UCITS ETF USD Unhedged (Acc)	0.85%	Equity World Value	76
UBS Core MSCI Japan UCITS ETF hCHF acc	1.58%	Equity Japan	281
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.09%	Equity World	942
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.12%	Equity World Social/Environmental	114
iShares Edge MSCI World Value Factor UCITS ETF	0.60%	Equity World Value	3,657
Amundi Core MSCI World UCITS ETF Acc	0.09%	Equity World	8,682
L&G Japan Equity UCITS ETF	1.49%	Equity Japan Social/Environmental	653
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.11%	Equity World Social/Environmental	5,300
HSBC MSCI Japan UCITS ETF USD	1.58%	Equity Japan	170
BNP Paribas Easy MSCI Japan Min TE UCITS ETF	1.81%	Equity Japan Social/Environmental	1,666
Amundi Core MSCI Japan UCITS ETF Dist	1.52%	Equity Japan	341
Xtrackers MSCI Japan UCITS ETF 1C	1.56%	Equity Japan	3,543
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.09%	Equity World	538
iShares Core MSCI World UCITS ETF USD (Acc)	0.09%	Equity World	107,809
Global X Uranium UCITS ETF USD Distributing	2.20%	Equity World Uranium	2
iShares MSCI World Quality Dividend Advanced UCITS ETF USD (Acc)	0.90%	Equity World Dividend	222
BNP Paribas Easy MSCI Japan Min TE UCITS ETF EUR Hedged	1.81%	Equity Japan Social/Environmental	130
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.10%	Equity World	607
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.11%	Equity World Social/Environmental	60
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.08%	Equity World	18,709
SPDR MSCI All Country World UCITS ETF (Acc)	0.10%	Equity World	6,583
Xtrackers World Equity Enhanced Active UCITS ETF 1C	0.44%	Equity World	107
JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating	0.10%	Equity World Multi-Factor Strategy	184
Xtrackers Nikkei 225 UCITS ETF 2D EUR Hedged	0.66%	Equity Japan	157
Amundi MSCI World Ex USA UCITS ETF Dist	0.30%	Equity World	55
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.11%	Equity World Social/Environmental	1,002
Xtrackers MSCI World Screened UCITS ETF 1C	0.10%	Equity World Social/Environmental	65
Amundi MSCI World Ex USA UCITS ETF Acc	0.30%	Equity World	394
iShares MSCI Japan Climate Transition Aware UCITS ETF USD (Dist)	2.18%	Equity Japan Social/Environmental Climate Change	2
UBS Core MSCI World UCITS ETF USD acc	0.09%	Equity World	4,377
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.35%	Equity World Social/Environmental Climate Change	774
iShares Core MSCI World UCITS ETF USD (Dist)	0.09%	Equity World	384
Invesco FTSE RAFI All World 3000 UCITS ETF	0.14%	Equity World Fundamental/Quality	110
WisdomTree Japan Equity UCITS ETF USD Acc	2.17%	Equity Japan Dividend	187
JPMorgan Japan Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	2.09%	Equity Japan Social/Environmental	18
Invesco MSCI Japan ESG Universal Screened UCITS ETF Acc	2.02%	Equity Japan Social/Environmental	7
Franklin S&P World Screened UCITS ETF Acc	0.18%	Equity United States Social/Environmental Climate Change	6
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.11%	Equity World Social/Environmental	2
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.09%	Equity World	4
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF CHF Hedged (Acc)	0.46%	Equity World Low Volatility/Risk Weighted	190
Amundi Prime All Country World UCITS ETF Acc	0.08%	Equity World	485
UBS Core MSCI Japan UCITS ETF hEUR acc	1.58%	Equity Japan	142
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.11%	Equity World Social/Environmental	14
UBS MSCI World UCITS ETF USD dis	0.09%	Equity World	1,342
Vanguard FTSE Developed World UCITS ETF Acc	0.08%	Equity World	4,660
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.11%	Equity World Social/Environmental	1,707
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.12%	Equity World Social/Environmental	438
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.09%	Equity World	3,758
UBS Core MSCI Japan UCITS ETF JPY acc	1.58%	Equity Japan	3,613
iShares MSCI Japan Climate Transition Aware UCITS ETF USD (Acc)	2.18%	Equity Japan Social/Environmental Climate Change	9
iShares Dow Jones Global Leaders Screened UCITS ETF USD (Acc)	0.38%	Equity World Social/Environmental	1,560
IndexIQ Factors Sustainable Japan Equity UCITS ETF	2.02%	Equity Japan Social/Environmental	100
SPDR MSCI World UCITS ETF	0.10%	Equity World	13,280
UBS ETF (LU) MSCI Japan UCITS ETF (JPY) A-UKdis	1.58%	Equity Japan	49
Amundi Core MSCI Japan UCITS ETF EUR Hedged Dist	1.52%	Equity Japan	163
Fidelity Japan Equity Research Enhanced UCITS ETF ACC-JPY	1.11%	Equity Japan Social/Environmental	192
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.09%	Equity World	62
Deka MSCI World UCITS ETF Distribution	0.09%	Equity World	4,221
iShares Nikkei 225 UCITS ETF (DE)	0.67%	Equity Japan	201
Vanguard FTSE Developed World UCITS ETF Distributing	0.08%	Equity World	3,574
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.11%	Equity World Social/Environmental	691
Amundi Prime Japan UCITS ETF DR (D)	1.41%	Equity Japan	2,267
Xtrackers MSCI World ex USA UCITS ETF 1D	0.31%	Equity World	166
WisdomTree Japan Equity UCITS ETF CHF Hedged Acc	2.17%	Equity Japan Dividend	14
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.09%	Equity World	302
Xtrackers MSCI Japan UCITS ETF 1D	1.56%	Equity Japan	72
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.10%	Equity World	232
Amundi Japan TOPIX II UCITS ETF EUR Dist	1.32%	Equity Japan	433
Xtrackers MSCI World Screened UCITS ETF 1D	0.10%	Equity World Social/Environmental	118
Franklin FTSE Japan UCITS ETF (Acc)	1.28%	Equity Japan	8
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.09%	Equity World Social/Environmental	4,695
iShares MSCI Japan ESG Enhanced CTB UCITS ETF USD (Dist)	0.40%	Equity Japan Social/Environmental	455
Invesco FTSE All-World UCITS ETF Acc	0.09%	Equity World	2,010
UBS MSCI World Selection UCITS ETF hEUR acc	0.17%	Equity World Social/Environmental	50
Amundi Prime Japan UCITS ETF DR (C)	1.41%	Equity Japan	290
iShares MSCI World Screened UCITS ETF USD (Dist)	0.09%	Equity World Social/Environmental	818
UBS Core MSCI Japan UCITS ETF hEUR dis	1.58%	Equity Japan	42
SPDR MSCI World Industrials UCITS ETF	0.77%	Equity World Industrials	92
WisdomTree Japan Equity UCITS ETF GBP Hedged	2.17%	Equity Japan Dividend	17
HSBC MSCI World UCITS ETF CHF hedged	0.10%	Equity World	52
iShares MSCI World Screened UCITS ETF USD (Acc)	0.09%	Equity World Social/Environmental	4,339
iShares MSCI World CHF Hedged UCITS ETF (Acc)	0.09%	Equity World	1,645
Amundi Core MSCI World UCITS ETF USD Dist	0.09%	Equity World	820
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.11%	Equity World Social/Environmental	271
iShares MSCI Japan UCITS ETF USD (Acc)	1.58%	Equity Japan	1,041
UBS Core MSCI Japan UCITS ETF JPY dis	1.58%	Equity Japan	990
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF (Acc)	0.46%	Equity World Low Volatility/Risk Weighted	257
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.35%	Equity World Social/Environmental Climate Change	5
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.11%	Equity World Social/Environmental	108
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.11%	Equity World Social/Environmental	764
JPMorgan Japan Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	2.09%	Equity Japan Social/Environmental	319
iShares Nikkei 225 UCITS ETF (Acc)	0.66%	Equity Japan	399
UBS MSCI World Selection UCITS ETF USD acc	0.17%	Equity World Social/Environmental	605
Amundi Core MSCI Japan UCITS ETF GBP Hedged Acc	1.52%	Equity Japan	10
iShares MSCI World UCITS ETF (Dist)	0.09%	Equity World	7,552
iShares Core MSCI Japan IMI UCITS ETF EUR Hedged (Acc)	1.23%	Equity Japan	65
WisdomTree Japan Equity UCITS ETF EUR Hedged Acc	2.17%	Equity Japan Dividend	63
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.09%	Equity World	1,433
SPDR MSCI Japan EUR Hedged UCITS ETF	1.58%	Equity Japan	36
iShares MSCI Japan ESG Enhanced CTB UCITS ETF USD (Acc)	0.40%	Equity Japan Social/Environmental	1,234
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.08%	Equity World	25,316
HSBC MSCI World UCITS ETF USD (Acc)	0.10%	Equity World	1,220
iShares MSCI Japan UCITS ETF (Dist)	1.58%	Equity Japan	1,568
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.02%	Equity World Multi-Factor Strategy	124
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.11%	Equity World Social/Environmental	4,431
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.09%	Equity World	55
Invesco Global Enhanced Equity UCITS ETF Acc	0.07%	Equity World Multi-Factor Strategy	194
iShares MSCI World Quality Dividend Advanced UCITS ETF USD (Dist)	0.90%	Equity World Dividend	1,087
WisdomTree Japan Equity UCITS ETF USD Hedged Acc	2.17%	Equity Japan Dividend	69
UBS Core MSCI Japan UCITS ETF hGBP dis	1.58%	Equity Japan	114
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.09%	Equity World Social/Environmental	1
UBS Core MSCI World UCITS ETF hGBP acc	0.09%	Equity World	3
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD (Dist)	0.29%	Equity World Social/Environmental	49
iShares MSCI ACWI UCITS ETF USD (Acc)	0.08%	Equity World	20,904
BNP Paribas Easy MSCI Japan Min TE UCITS ETF USD	1.81%	Equity Japan Social/Environmental	1
Deka MSCI Japan UCITS ETF	1.56%	Equity Japan	63
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.10%	Equity World	886
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.11%	Equity World Social/Environmental	3
JPMorgan Japan Research Enhanced Index Equity (ESG) UCITS ETF JPY (acc)	2.09%	Equity Japan Social/Environmental	146
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.02%	Equity World Multi-Factor Strategy	737
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.08%	Equity World	4,802
Invesco FTSE All-World UCITS ETF Dist	0.09%	Equity World	174
WisdomTree Japan Equity UCITS ETF USD Hedged	2.17%	Equity Japan Dividend	77
iShares MSCI Japan Screened UCITS ETF USD (Dist)	1.70%	Equity Japan Social/Environmental	330
Amundi Prime Global UCITS ETF Dist	0.09%	Equity World	1,339
Xtrackers MSCI World UCITS ETF 1C	0.09%	Equity World	15,987
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.07%	Equity World Multi-Factor Strategy	0
JPMorgan Japan Research Enhanced Index Equity (ESG) UCITS ETF CHF Hedged (acc)	2.09%	Equity Japan Social/Environmental	2
iShares MSCI Japan USD Hedged UCITS ETF (Acc)	1.56%	Equity Japan	373
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.09%	Equity World	461
Xtrackers MSCI Japan Screened UCITS ETF 4C - USD Hedged	1.68%	Equity Japan Social/Environmental	4
Amundi Prime All Country World UCITS ETF Dist	0.08%	Equity World	2,193
Amundi Japan TOPIX II UCITS ETF EUR Hedged Dist	1.32%	Equity Japan	58
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.11%	Equity World Social/Environmental	1,182
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.09%	Equity World Social/Environmental	76
Xtrackers MSCI Japan Screened UCITS ETF 1D	1.68%	Equity Japan Social/Environmental	324
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.09%	Equity World	12
Fidelity Japan Equity Research Enhanced UCITS ETF INC-JPY	1.11%	Equity Japan Social/Environmental	1
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD	0.29%	Equity World Social/Environmental	258
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.32%	Equity World	2,652

Performance

Returns overview

YTD	+15.17%
1 month	+12.64%
3 months	+14.03%
6 months	+18.55%
1 year	+14.60%
3 years	+75.08%
5 years	+136.55%
Since inception (MAX)	+588.79%
2024	+24.02%
2023	+22.06%
2022	+16.64%
2021	+6.54%

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).