Contact Energy

ISIN NZCENE0001S6

WKN 922214

Market cap (in EUR)

4,882 m

Country

New Zealand

Sector

Utilities

Dividend yield

4.78%

Overview

Quote

Description

Contact Energy Ltd. engages in electricity generation business. It operates through the following segments: Wholesale, Customer, and Unallocated. The Wholesale segment includes revenue from the sale of electricity to the wholesale electricity market, to Commercial & Industrial (C&I) customers and to the customer segment. The Customer segment refers to the revenue from delivering energy to customers less the cost of purchasing energy; and costs to service and distribute energy to customers. The Unallocated segment includes corporate functions not directly allocated to the operating segments, and contacts share of earnings from associates and joint ventures. The company was founded on November 8, 1995 and is headquartered in Wellington, New Zealand.

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Utilities Energy Utilities New Zealand

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Financials

Key metrics

Market capitalisation, EUR	4,882 m
EPS, EUR	-
P/B ratio	1.8
P/E ratio	21.6
Dividend yield	4.78%

Income statement (2026)

Revenue, EUR	1,603 m
Net income, EUR	211 m
Profit margin	13.14%

What ETF is Contact Energy in?

There are 207 ETFs which contain Contact Energy. All of these ETFs are listed in the table below. The ETF with the largest weighting of Contact Energy is the L&G APAC ex-Japan Quality Dividends Equal Weight UCITS ETF USD Dist.

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.01%	Equity World Equal Weighted	21
UBS Core MSCI World UCITS ETF hCHF acc	0.00%	Equity World	1,104
Invesco MSCI World Equal Weight UCITS ETF	0.07%	Equity World Equal Weighted	1,689
iShares Edge MSCI World Quality Factor UCITS ETF (Acc)	0.03%	Equity World Fundamental/Quality	5,321
Amundi Core MSCI World Swap UCITS ETF EUR Hedged Acc	0.00%	Equity World	10
Xtrackers MSCI World ex USA UCITS ETF 1C	0.02%	Equity World	6,707
Invesco MSCI World UCITS ETF	0.00%	Equity World	8,530
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental Climate Change	8
State Street SPDR Morningstar Multi-Asset Global Infrastructure UCITS ETF USD	0.04%	Equity World Infrastructure Multi-Asset Strategy	953
UBS Core MSCI World UCITS ETF USD dis	0.00%	Equity World	1,974
iShares MSCI World Utilities Sector Advanced UCITS ETF USD (Acc)	0.25%	Equity World Utilities Social/Environmental	13
UBS MSCI World ex USA UCITS ETF USD acc	0.02%	Equity World	384
UBS MSCI ACWI SF UCITS ETF USD Ukdis	0.00%	Equity World	285
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.09%	Equity World Equal Weighted	25
iShares MSCI ACWI UCITS ETF USD (Dist)	0.00%	Equity World	18
L&G Global Quality Dividends UCITS ETF USD Acc	0.08%	Equity World Dividend	55
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.00%	Equity World Social/Environmental	86
iShares MSCI World Swap UCITS ETF CHF Hedged (Acc)	0.00%	Equity World	7
Xtrackers STOXX Global Select Dividend 100 Swap UCITS ETF 1D	0.93%	Equity World Dividend	1,026
Amundi MSCI Pacific Ex Japan UCITS ETF Dist	0.23%	Equity Asia Pacific	257
iShares World Equity High Income UCITS ETF USD (Dist)	0.10%	Equity World Social/Environmental	562
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.00%	Equity World	749
Amundi MSCI Pacific ESG Broad Transition UCITS ETF Dist	0.04%	Equity Asia Pacific Social/Environmental Climate Change	180
Amundi MSCI World ESG Selection UCITS ETF Acc	0.01%	Equity World Social/Environmental	1,884
iShares World Equity High Income Active UCITS ETF EUR Hedged (Acc)	0.10%	Equity World Social/Environmental	0
iShares Core MSCI Pacific ex Japan UCITS ETF (Acc)	0.23%	Equity Asia Pacific	3,543
Xtrackers FTSE All-World ex US UCITS ETF 1C	0.02%	Equity World	46
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.00%	Equity World	96
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.00%	Equity World	61
Xtrackers MSCI World UCITS ETF 1D	0.01%	Equity World	4,775
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.02%	Equity World Social/Environmental Climate Change	140
Amundi Core MSCI World Swap UCITS ETF Dist	0.00%	Equity World	6,613
Xtrackers MSCI World Quality UCITS ETF 1C	0.03%	Equity World Fundamental/Quality	2,680
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	705
Amundi S&P Global Utilities ESG UCITS ETF DR EUR (A)	0.42%	Equity World Utilities Social/Environmental	138
HSBC MSCI Pacific ex Japan UCITS ETF USD (Acc)	0.23%	Equity Asia Pacific	519
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.01%	Equity World Dividend	9,693
BNP Paribas Easy MSCI World II UCITS ETF Acc	0.00%	Equity World	58
Amundi MSCI World Swap II UCITS ETF Acc	0.00%	Equity World	685
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.09%	Equity World Equal Weighted	42
HSBC Asia Pacific Ex Japan Screened Equity UCITS ETF USD	0.03%	Equity Asia Pacific Social/Environmental Climate Change	506
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.01%	Equity World Social/Environmental	62
HSBC MSCI World Value Screened UCITS ETF USD (Acc)	0.03%	Equity World Value	285
Amundi MSCI World Swap II UCITS ETF Dist	0.00%	Equity World	8,753
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.00%	Equity World Social/Environmental Climate Change	308
Amundi Prime Global UCITS ETF Acc	0.01%	Equity World	3,093
HSBC MSCI AC Asia Pacific ex Japan Climate Paris Aligned UCITS ETF	0.04%	Equity Asia Pacific Social/Environmental Climate Change	16
Amundi Core MSCI World Swap UCITS ETF Acc	0.00%	Equity World	15
HSBC MSCI World UCITS ETF USD	0.01%	Equity World	13,760
iShares MSCI World ex-USA UCITS ETF USD (Dist)	0.02%	Equity World	2
BNP Paribas Easy MSCI Pacific ex Japan Min TE UCITS ETF	0.44%	Equity Asia Pacific Social/Environmental	304
L&G Global Equity UCITS ETF	0.01%	Equity World Social/Environmental	1,688
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.01%	Equity World Dividend	2,855
Invesco MSCI World Universal Screened UCITS ETF Acc	0.01%	Equity World Social/Environmental	260
L&G APAC ex-Japan Quality Dividends Equal Weight UCITS ETF USD Dist	1.57%	Equity Asia Pacific Dividend	55
UBS Core MSCI World UCITS ETF hGBP dis	0.00%	Equity World	113
iShares MSCI World Swap UCITS ETF USD (Acc)	0.00%	Equity World	1,878
Xtrackers MSCI World Utilities UCITS ETF 1D	0.21%	Equity World Utilities	7
Xtrackers MSCI World Minimum Volatility ESG UCITS ETF 1C	0.06%	Equity World Low Volatility/Risk Weighted	30
UBS Core MSCI World UCITS ETF hEUR acc	0.00%	Equity World	955
L&G MSCI World Mid Cap UCITS ETF USD Acc	0.02%	Equity World Mid Cap	7
UBS MSCI World Selection UCITS ETF hEUR dis	0.01%	Equity World Social/Environmental	320
BNP Paribas Easy MSCI World II UCITS ETF Dist	0.00%	Equity World	1
UBS MSCI World Selection UCITS ETF hCHF acc	0.01%	Equity World Social/Environmental	303
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.01%	Equity World	19
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.00%	Equity World	1,178
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.02%	Equity World Social/Environmental	446
Amundi Core MSCI World UCITS ETF Acc	0.01%	Equity World	14,624
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.00%	Equity World Social/Environmental Climate Change	7
iShares MSCI ACWI SRI UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental	28
iShares MSCI World Swap UCITS ETF GBP Hedged (Acc)	0.00%	Equity World	1
Xtrackers MSCI World Swap UCITS ETF 4C EUR hedged	0.00%	Equity World	1,621
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.01%	Equity World	452
Xtrackers MSCI World Swap UCITS ETF 1D	0.00%	Equity World	5,770
iShares Core MSCI World UCITS ETF USD (Acc)	0.00%	Equity World	127,856
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.00%	Equity World Social/Environmental Climate Change	5
iShares MSCI World Quality Dividend Advanced UCITS ETF USD (Acc)	0.06%	Equity World Dividend	519
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.01%	Equity World	62
UBS MSCI ACWI SF UCITS ETF hCHF acc	0.00%	Equity World	1,857
L&G Global Quality Dividends UCITS ETF USD Dist	0.08%	Equity World Dividend	296
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.00%	Equity World	23,401
HSBC MSCI Pacific ex Japan UCITS ETF USD	0.23%	Equity Asia Pacific	685
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.00%	Equity World	15,721
BNP Paribas Easy MSCI World ex USA UCITS ETF EUR Acc	0.02%	Equity World	3
BNP Paribas Easy MSCI ACWI UCITS ETF (Acc)	0.00%	Equity World	60
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.01%	Equity World	6
Amundi MSCI World Ex USA UCITS ETF Dist	0.02%	Equity World	131
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.00%	Equity World Social/Environmental Climate Change	2
iShares MSCI World CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.00%	Equity World Social/Environmental	277
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.00%	Equity World Social/Environmental	668
iShares Global Clean Energy Transition UCITS ETF USD (Acc)	0.25%	Equity World Utilities Social/Environmental Clean Energy	391
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.02%	Equity World	23
Amundi MSCI World Screened UCITS ETF Acc	0.01%	Equity World Social/Environmental	1,645
Amundi MSCI World Ex USA UCITS ETF Acc	0.02%	Equity World	661
UBS Core MSCI World UCITS ETF USD acc	0.00%	Equity World	10,529
iShares Global Clean Energy Transition UCITS ETF USD (Dist)	0.25%	Equity World Utilities Social/Environmental Clean Energy	2,709
iShares MSCI World SRI UCITS ETF GBP Hedged (Dist)	0.04%	Equity World Social/Environmental	129
Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF Distributing	0.09%	Equity Asia Pacific	1,779
iShares FTSE All-World UCITS ETF USD (Acc)	0.00%	Equity World	26
UBS MSCI ACWI SF UCITS ETF hUSD acc	0.00%	Equity World	2,149
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.02%	Equity World Social/Environmental Climate Change	170
iShares Core MSCI World UCITS ETF USD (Dist)	0.00%	Equity World	796
Xtrackers MSCI Global SDG 7 Affordable and Clean Energy UCITS ETF 1C	1.54%	Equity World Social/Environmental Clean Energy	29
Xtrackers MSCI World Utilities UCITS ETF 1C	0.21%	Equity World Utilities	853
Franklin S&P World Screened UCITS ETF Acc	0.01%	Equity United States Social/Environmental Climate Change	13
iShares MSCI ACWI Swap UCITS ETF USD (Acc)	0.00%	Equity World	53
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.00%	Equity World	28
BNP Paribas Easy MSCI World ex USA UCITS ETF Acc	0.02%	Equity World	12
Amundi Prime All Country World UCITS ETF Acc	0.01%	Equity World	2,715
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.01%	Equity World	82
Vanguard FTSE Developed World UCITS ETF Acc	0.00%	Equity World	5,907
L&G Asia Pacific ex Japan Equity UCITS ETF	0.21%	Equity Asia Pacific Social/Environmental	676
Amundi FTSE All World GDP-Weighted UCITS ETF Acc	0.02%	Equity World	24
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.02%	Equity World Social/Environmental	644
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.06%	Equity World	7,126
iShares Dow Jones Global Leaders Screened UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	1,905
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.02%	Equity World Social/Environmental Catholic principles	95
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.01%	Equity World Social/Environmental	88
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.06%	Equity World	201
UBS MSCI ACWI SF UCITS ETF USD Hedged Ukdis	0.00%	Equity World	49
Vanguard FTSE Developed World UCITS ETF Distributing	0.00%	Equity World	4,170
Xtrackers MSCI World Swap UCITS ETF 1C	0.00%	Equity World	5,330
iShares MSCI World SRI UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental	1,584
UBS MSCI ACWI SF UCITS ETF hEUR acc	0.00%	Equity World	1,675
Amundi MSCI All Country World UCITS ETF EUR Acc	0.00%	Equity World	2,389
Xtrackers MSCI World ex USA UCITS ETF 1D	0.02%	Equity World	253
Invesco MSCI Pacific Ex Japan Universal Screened UCITS ETF	0.32%	Equity Asia Pacific Social/Environmental	74
iShares MSCI World SRI UCITS ETF USD Hedged (Dist)	0.04%	Equity World Social/Environmental	70
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.01%	Equity World	445
UBS MSCI ACWI SF UCITS ETF CHF Hedged Ukdis	0.00%	Equity World	86
Xtrackers MSCI World Screened UCITS ETF 1D	0.01%	Equity World Social/Environmental	140
Xtrackers MSCI Pacific ex Japan UCITS ETF 1D	0.23%	Equity Asia Pacific	573
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.01%	Equity World	174
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.00%	Equity World Social/Environmental	6,234
Amundi S&P Global Utilities ESG UCITS ETF DR EUR (D)	0.42%	Equity World Utilities Social/Environmental	18
iShares MSCI ACWI SRI UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	99
Invesco FTSE All-World UCITS ETF	0.00%	Equity World	3,876
UBS MSCI World Selection UCITS ETF hEUR acc	0.01%	Equity World Social/Environmental	99
iShares MSCI World Screened UCITS ETF USD (Dist)	0.00%	Equity World Social/Environmental	1,086
UBS MSCI ACWI SF UCITS ETF USD acc	0.00%	Equity World	3,879
Amundi MSCI World Swap II UCITS ETF USD Hedged Dist	0.00%	Equity World	44
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.01%	Equity World Social/Environmental	18
HSBC MSCI World UCITS ETF CHF hedged	0.01%	Equity World	80
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.12%	Equity World Mid Cap	398
Amundi Core MSCI World UCITS ETF USD Dist	0.01%	Equity World	1,649
iShares MSCI World Screened UCITS ETF USD (Acc)	0.00%	Equity World Social/Environmental	5,361
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	2,893
iShares MSCI World SRI UCITS ETF EUR Hedged (Dist)	0.04%	Equity World Social/Environmental	286
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.02%	Equity World Social/Environmental Climate Change	9
Xtrackers MSCI Global SDGs UCITS ETF 1C	0.30%	Equity World Social/Environmental	7
Amundi MSCI World Swap UCITS ETF USD Acc	0.00%	Equity World	73
Amundi MSCI World Screened UCITS ETF UCITS ETF EUR Hedged Acc	0.01%	Equity World Social/Environmental	3
Amundi MSCI World Swap II UCITS ETF EUR Hedged Dist	0.00%	Equity World	703
Amundi MSCI World Swap II UCITS ETF EUR Hedged Acc	0.00%	Equity World	620
iShares MSCI World Swap UCITS ETF EUR Hedged (Acc)	0.00%	Equity World	105
UBS MSCI World Selection UCITS ETF USD acc	0.01%	Equity World Social/Environmental	650
Amundi MSCI New Energy UCITS ETF Acc	0.47%	Equity World Utilities Social/Environmental Clean Energy	214
Amundi MSCI World Ex USA Screened UCITS ETF Acc	0.02%	Equity World Social/Environmental Climate Change	5
iShares MSCI World UCITS ETF (Dist)	0.00%	Equity World	8,236
iShares MSCI World SRI UCITS ETF EUR (Acc)	0.04%	Equity World Social/Environmental	7,045
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.00%	Equity World	1,826
HSBC Asia Pacific Ex Japan Screened Equity UCITS ETF USD (Dist)	0.03%	Equity Asia Pacific Social/Environmental Climate Change	72
BNP Paribas Easy MSCI World II UCITS ETF EUR Acc	0.00%	Equity World	1
UBS MSCI ACWI SF UCITS ETF GBP Hedged Ukdis	0.00%	Equity World	521
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.00%	Equity World	48,732
HSBC MSCI World UCITS ETF USD (Acc)	0.01%	Equity World	1,978
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.01%	Equity World Multi-Factor Strategy	229
BNP Paribas Easy MSCI ACWI UCITS ETF EUR (Acc)	0.00%	Equity World	60
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Acc)	0.00%	Equity World Social/Environmental	4,414
Amundi MSCI New Energy UCITS ETF Dist	0.47%	Equity World Utilities Social/Environmental Clean Energy	921
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.01%	Equity World	52
Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF (USD) Accumulating	0.09%	Equity Asia Pacific	922
iShares MSCI World Quality Dividend Advanced UCITS ETF USD (Dist)	0.06%	Equity World Dividend	1,496
iShares MSCI Pacific ex-Japan CTB Enhanced ESG UCITS ETF USD (Acc)	0.17%	Equity Asia Pacific Social/Environmental	129
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.00%	Equity World Social/Environmental	1
UBS Core MSCI World UCITS ETF hGBP acc	0.00%	Equity World	63
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental Climate Change	65
iShares MSCI ACWI UCITS ETF USD (Acc)	0.00%	Equity World	30,918
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.00%	Equity World	1,709
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.01%	Equity World Multi-Factor Strategy	1,406
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.00%	Equity World	5,380
Invesco FTSE All-World UCITS ETF	0.00%	Equity World	285
BNP Paribas Easy MSCI World ex USA Min TE UCITS ETF EUR	0.04%	Equity World Social/Environmental	0
Amundi MSCI All Country World UCITS ETF USD Acc	0.00%	Equity World	127
iShares MSCI Pacific ex-Japan UCITS ETF (Dist)	0.23%	Equity Asia Pacific	177
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.02%	Equity World Social/Environmental	110
Amundi MSCI World Swap UCITS ETF EUR Dist	0.00%	Equity World	439
Amundi Prime Global UCITS ETF Dist	0.01%	Equity World	1,629
Xtrackers MSCI World UCITS ETF 1C	0.01%	Equity World	20,650
iShares World Equity High Income Active UCITS ETF USD (Acc)	0.10%	Equity World Social/Environmental	21
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.05%	Equity World Social/Environmental Climate Change	17
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.00%	Equity World	557
State Street SPDR MSCI World UCITS ETF USD Unhedged (Dist)	0.00%	Equity World	0
UBS MSCI ACWI SF UCITS ETF hEUR Ukdis	0.00%	Equity World	43
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.00%	Equity World Social/Environmental Climate Change	1,115
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.02%	Equity World Social/Environmental Catholic principles	165
Amundi Prime All Country World UCITS ETF Dist	0.01%	Equity World	4,685
State Street SPDR MSCI Resilient Future UCITS ETF USD Unhedged (Acc)	0.13%	Equity World Social/Environmental	4
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.00%	Equity World Social/Environmental	102
BNP Paribas Easy MSCI World ex USA Min TE UCITS ETF	0.04%	Equity World Social/Environmental	34
Xtrackers MSCI Pacific ex Japan UCITS ETF 1C	0.23%	Equity Asia Pacific	739
UBS MSCI Pacific ex Japan UCITS ETF USD acc	0.22%	Equity Asia Pacific	20
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.00%	Equity World	69
Amundi MSCI World Swap UCITS ETF EUR Acc	0.00%	Equity World	6,532
State Street SPDR MSCI World Utilities UCITS ETF USD	0.21%	Equity World Utilities	75
HSBC Developed World Screened Equity UCITS ETF USD	0.01%	Equity World Social/Environmental Climate Change	456
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.02%	Equity World	3,150

Performance

Returns overview

YTD	-2.49%
1 month	-1.75%
3 months	-9.47%
6 months	-6.44%
1 year	-0.76%
3 years	+3.16%
5 years	-5.77%
Since inception (MAX)	-3.69%
2025	-5.85%
2024	+6.48%
2023	-0.74%
2022	-3.35%

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).