Fisher & Paykel

ISIN NZFAPE0001S2

WKN 881319

Market cap (in EUR)

11,894 m

Country

New Zealand

Sector

Healthcare

Dividend yield

1.53%

Overview

Quote

Description

Fisher & Paykel Healthcare Corp. Ltd. engages in the design, manufacture, and marketing of products and systems for use in acute and chronic respiratory care, surgery, and treatment of obstructive sleep apnea. It operates through the following geographical segments: North America, Europe, Asia Pacific, and Other. The Other segment includes New Zealand, Latin America, Africa, and the Middle East. The company was founded in 1969 and is headquartered in Auckland, New Zealand.

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Healthcare Healthcare Equipment Other Medical Devices New Zealand

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Financials

Key metrics

Market capitalisation, EUR	11,894 m
EPS, EUR	-
P/B ratio	11.1
P/E ratio	50.0
Dividend yield	1.53%

Income statement (2025)

Revenue, EUR	1,185 m
Net income, EUR	237 m
Profit margin	20.03%

What ETF is Fisher & Paykel in?

There are 197 ETFs which contain Fisher & Paykel. All of these ETFs are listed in the table below. The ETF with the largest weighting of Fisher & Paykel 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	20
UBS Core MSCI World UCITS ETF hCHF acc	0.02%	Equity World	1,045
State Street SPDR MSCI World Health Care UCITS ETF USD	0.17%	Equity World Health Care	569
Xtrackers Portfolio UCITS ETF 1C	0.00%	Equity World Multi-Asset Strategy	753
iShares MSCI World Health Care Sector Advanced UCITS ETF USD (Acc)	0.04%	Equity World Health Care Social/Environmental	294
Invesco MSCI World Equal Weight UCITS ETF	0.08%	Equity World Equal Weighted	1,551
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	46
Xtrackers MSCI World ex USA UCITS ETF 1C	0.05%	Equity World	5,957
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	28
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.10%	Equity World Social/Environmental Climate Change	8
UBS Core MSCI World UCITS ETF USD dis	0.02%	Equity World	1,931
UBS MSCI World ex USA UCITS ETF USD acc	0.05%	Equity World	343
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.10%	Equity World Equal Weighted	25
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	44
iShares MSCI ACWI UCITS ETF USD (Dist)	0.01%	Equity World	18
L&G Global Quality Dividends UCITS ETF USD Acc	0.17%	Equity World Dividend	58
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.01%	Equity World Social/Environmental	80
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.01%	Equity World Social/Environmental	586
Amundi MSCI Pacific Ex Japan UCITS ETF Dist	0.58%	Equity Asia Pacific	265
iShares World Equity High Income UCITS ETF USD (Dist)	0.19%	Equity World Social/Environmental	481
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.01%	Equity World	703
L&G Asia Pacific ex Japan ESG Paris Aligned UCITS ETF USD Accumulating ETF	1.11%	Equity Asia Pacific Social/Environmental Climate Change	103
Amundi MSCI Pacific ESG Broad Transition UCITS ETF Dist	0.16%	Equity Asia Pacific Social/Environmental Climate Change	172
iShares MSCI World Health Care Sector Advanced UCITS ETF USD (Dist)	0.04%	Equity World Health Care Social/Environmental	539
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	15
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental Climate Change	410
iShares Core MSCI Pacific ex Japan UCITS ETF (Acc)	0.58%	Equity Asia Pacific	3,405
Xtrackers FTSE All-World ex US UCITS ETF 1C	0.03%	Equity World	43
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.00%	Equity World	94
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.00%	Equity World	56
Xtrackers MSCI World UCITS ETF 1D	0.01%	Equity World	4,749
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.01%	Equity World Social/Environmental	581
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.05%	Equity World Social/Environmental Climate Change	137
UBS MSCI ACWI Universal UCITS ETF USD dis	0.01%	Equity World Social/Environmental	2,195
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	763
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.01%	Equity World Social/Environmental	72
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.01%	Equity World Social/Environmental	82
Vanguard ESG Developed Asia Pacific All Cap UCITS ETF (USD) Distributing	0.11%	Equity Asia Pacific Social/Environmental	49
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	235
HSBC MSCI Pacific ex Japan UCITS ETF USD (Acc)	0.58%	Equity Asia Pacific	514
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.10%	Equity World Equal Weighted	40
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Hedged Acc	0.04%	Equity World Social/Environmental	107
HSBC Asia Pacific Ex Japan Screened Equity UCITS ETF USD	0.07%	Equity Asia Pacific Social/Environmental Climate Change	489
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.01%	Equity World Social/Environmental	60
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.01%	Equity World Multi-Asset Strategy	1,189
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.01%	Equity World Social/Environmental Climate Change	308
Amundi Prime Global UCITS ETF Acc	0.02%	Equity World	2,756
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	27
HSBC MSCI World UCITS ETF USD	0.02%	Equity World	13,547
iShares MSCI World ex-USA UCITS ETF USD (Dist)	0.05%	Equity World	0
BNP Paribas Easy MSCI Pacific ex Japan Min TE UCITS ETF	0.48%	Equity Asia Pacific Social/Environmental	294
L&G Global Equity UCITS ETF	0.01%	Equity World Social/Environmental	1,505
Invesco MSCI World Universal Screened UCITS ETF Acc	0.01%	Equity World Social/Environmental	253
L&G APAC ex-Japan Quality Dividends Equal Weight UCITS ETF USD Dist	1.38%	Equity Asia Pacific Dividend	52
Vanguard ESG Developed Asia Pacific All Cap UCITS ETF (USD) Accumulating	0.11%	Equity Asia Pacific Social/Environmental	300
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.01%	Equity World Social/Environmental	64
UBS Core MSCI World UCITS ETF hGBP dis	0.02%	Equity World	108
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.01%	Equity World Social/Environmental	1,385
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	90
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.01%	Equity World Social/Environmental	215
Xtrackers MSCI World Minimum Volatility ESG UCITS ETF 1C	0.06%	Equity World Low Volatility/Risk Weighted	29
UBS Core MSCI World UCITS ETF hEUR acc	0.02%	Equity World	904
L&G MSCI World Mid Cap UCITS ETF USD Acc	0.10%	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	0.04%	Equity World Social/Environmental	257
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.02%	Equity World	1,180
Amundi Core MSCI World UCITS ETF Acc	0.02%	Equity World	14,179
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.01%	Equity World Social/Environmental	5,541
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental Climate Change	7
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.01%	Equity World Social/Environmental Climate Change	54
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	905
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	0.01%	Equity World	442
iShares Core MSCI World UCITS ETF USD (Acc)	0.02%	Equity World	123,853
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental Climate Change	5
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	100
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	812
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.02%	Equity World	59
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.01%	Equity World Social/Environmental	58
L&G Global Quality Dividends UCITS ETF USD Dist	0.17%	Equity World Dividend	232
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.01%	Equity World	22,490
HSBC MSCI Pacific ex Japan UCITS ETF USD	0.58%	Equity Asia Pacific	672
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.00%	Equity World	14,670
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	2
Xtrackers World Equity Enhanced Active UCITS ETF 1C	0.09%	Equity World Social/Environmental	414
Fidelity Global Equity Research Enhanced PAB UCITS ETF USD (Acc)	0.12%	Equity World Social/Environmental Climate Change	700
HSBC MSCI WORLD ISLAMIC SCREENED UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental Islamic Investing	110
BNP Paribas Easy MSCI World ex USA UCITS ETF EUR Acc	0.05%	Equity World	2
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.03%	Equity World	6
Amundi MSCI World Ex USA UCITS ETF Dist	0.06%	Equity World	125
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental Climate Change	2
iShares MSCI World CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.00%	Equity World Social/Environmental	268
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.00%	Equity World Social/Environmental	591
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.01%	Equity World Social/Environmental	964
Amundi MSCI World Screened UCITS ETF Acc	0.02%	Equity World Social/Environmental	1,584
Amundi MSCI World Ex USA UCITS ETF Acc	0.06%	Equity World	626
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	118
UBS Core MSCI World UCITS ETF USD acc	0.02%	Equity World	9,851
Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF Distributing	0.22%	Equity Asia Pacific	1,678
iShares FTSE All-World UCITS ETF USD (Acc)	0.01%	Equity World	25
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.05%	Equity World Social/Environmental Climate Change	193
iShares Core MSCI World UCITS ETF USD (Dist)	0.02%	Equity World	749
Xtrackers MSCI World Health Care UCITS ETF 1C	0.17%	Equity World Health Care	3,167
Franklin S&P World Screened UCITS ETF Acc	0.02%	Equity United States Social/Environmental Climate Change	12
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.01%	Equity World Social/Environmental	5
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.00%	Equity World	26
Fidelity Pacific ex-Japan Equity Research Enhanced UCITS ETF ACC-USD	0.83%	Equity Asia Pacific Social/Environmental	395
BNP Paribas Easy MSCI World ex USA UCITS ETF Acc	0.05%	Equity World	11
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.01%	Equity World	79
Amundi Prime All Country World UCITS ETF Acc	0.01%	Equity World	2,410
UBS MSCI World UCITS ETF USD dis	0.02%	Equity World	1,450
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	0.01%	Equity World Social/Environmental	29
Vanguard FTSE Developed World UCITS ETF Acc	0.01%	Equity World	5,666
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.01%	Equity World Social/Environmental	1,730
L&G Asia Pacific ex Japan Equity UCITS ETF	0.48%	Equity Asia Pacific Social/Environmental	669
Amundi FTSE All World GDP-Weighted UCITS ETF Acc	0.07%	Equity World	17
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.05%	Equity World Social/Environmental Climate Change	120
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.00%	Equity World	6,459
iShares Dow Jones Global Leaders Screened UCITS ETF USD (Acc)	0.06%	Equity World Social/Environmental	1,812
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.03%	Equity World Social/Environmental Catholic principles	97
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.01%	Equity World	17,213
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.00%	Equity World	169
Vanguard FTSE Developed World UCITS ETF Distributing	0.01%	Equity World	4,046
Ossiam Bloomberg Asia Pacific ex Japan PAB NR UCITS ETF 1C (EUR)	1.15%	Equity Asia Pacific Social/Environmental Climate Change	182
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.01%	Equity World Social/Environmental	633
Xtrackers MSCI World ex USA UCITS ETF 1D	0.05%	Equity World	238
Invesco MSCI Pacific Ex Japan Universal Screened UCITS ETF	0.51%	Equity Asia Pacific Social/Environmental	72
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.01%	Equity World	426
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.01%	Equity World	329
Xtrackers MSCI World Screened UCITS ETF 1D	0.01%	Equity World Social/Environmental	135
Xtrackers MSCI Pacific ex Japan UCITS ETF 1D	0.59%	Equity Asia Pacific	544
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.01%	Equity World	141
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.01%	Equity World Social/Environmental	5,936
Invesco FTSE All-World UCITS ETF	0.00%	Equity World	3,565
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	1
iShares MSCI World Islamic UCITS ETF	0.05%	Equity World Islamic Investing	1,253
iShares MSCI World Screened UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	1,059
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental Climate Change	183
HSBC MSCI World UCITS ETF CHF hedged	0.02%	Equity World	78
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)	0.14%	Equity World Mid Cap	387
Amundi Core MSCI World UCITS ETF USD Dist	0.02%	Equity World	1,606
iShares MSCI World Screened UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	5,248
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.01%	Equity World Social/Environmental	268
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	2,801
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.05%	Equity World Social/Environmental Climate Change	9
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.01%	Equity World Social/Environmental	113
Amundi S&P Global Health Care ESG UCITS ETF DR EUR (A)	0.22%	Equity World Health Care Social/Environmental	529
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.01%	Equity World Social/Environmental	891
Amundi MSCI World Ex USA Screened UCITS ETF	0.06%	Equity World Social/Environmental Climate Change	5
iShares MSCI World UCITS ETF (Dist)	0.01%	Equity World	8,072
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.02%	Equity World	1,743
HSBC Asia Pacific Ex Japan Screened Equity UCITS ETF USD (Dist)	0.07%	Equity Asia Pacific Social/Environmental Climate Change	73
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.01%	Equity World	44,747
HSBC MSCI World UCITS ETF USD (Acc)	0.02%	Equity World	1,915
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.02%	Equity World Multi-Factor Strategy	214
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Acc)	0.00%	Equity World Social/Environmental	4,312
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.01%	Equity World	52
Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF (USD) Accumulating	0.22%	Equity Asia Pacific	884
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Acc	0.04%	Equity World Social/Environmental	382
iShares MSCI Pacific ex-Japan CTB Enhanced ESG UCITS ETF USD (Acc)	0.20%	Equity Asia Pacific Social/Environmental	131
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.01%	Equity World Social/Environmental	1
UBS Core MSCI World UCITS ETF hGBP acc	0.02%	Equity World	59
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental Climate Change	60
iShares MSCI ACWI UCITS ETF USD (Acc)	0.01%	Equity World	29,594
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.00%	Equity World	1,591
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.01%	Equity World Social/Environmental	27
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.02%	Equity World Multi-Factor Strategy	1,335
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.01%	Equity World	5,225
Invesco Dow Jones Islamic Global Developed Markets UCITS ETF	0.02%	Equity World Islamic Investing	936
Xtrackers FTSE All-World UCITS ETF 1C	0.02%	Equity World	69
Invesco FTSE All-World UCITS ETF	0.00%	Equity World	267
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	100
iShares MSCI Pacific ex-Japan UCITS ETF (Dist)	0.58%	Equity Asia Pacific	158
Amundi S&P Global Health Care ESG UCITS ETF DR EUR (D)	0.22%	Equity World Health Care Social/Environmental	124
Amundi Prime Global UCITS ETF Dist	0.02%	Equity World	1,573
Xtrackers MSCI World UCITS ETF 1C	0.01%	Equity World	19,687
iShares World Equity High Income Active UCITS ETF USD (Acc)	0.19%	Equity World Social/Environmental	19
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.02%	Equity World	543
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.01%	Equity World Social/Environmental Climate Change	17
UBS MSCI Pacific ex Japan UCITS ETF USD dis	0.57%	Equity Asia Pacific	85
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	3
Xtrackers S&P/ASX 200 UCITS ETF 1D	0.23%	Equity Australia	63
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.01%	Equity World Social/Environmental Climate Change	1,041
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.03%	Equity World Social/Environmental Catholic principles	161
Amundi Prime All Country World UCITS ETF Dist	0.01%	Equity World	4,543
Invesco S&P World Health Care ESG UCITS ETF	0.21%	Equity World Health Care Social/Environmental	9
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.02%	Equity World Social/Environmental	17
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.01%	Equity World Social/Environmental	99
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.01%	Equity World Social/Environmental	1,312
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.04%	Equity World Social/Environmental	17
Xtrackers MSCI Pacific ex Japan UCITS ETF 1C	0.59%	Equity Asia Pacific	672
UBS MSCI Pacific ex Japan UCITS ETF USD acc	0.57%	Equity Asia Pacific	19
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.00%	Equity World	65
HSBC Developed World Screened Equity UCITS ETF USD	0.01%	Equity World Social/Environmental Climate Change	422
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.05%	Equity World	2,937

Performance

Returns overview

YTD	+5.94%
1 month	+6.87%
3 months	+9.47%
6 months	+1.48%
1 year	+5.42%
3 years	+49.04%
5 years	+6.94%
Since inception (MAX)	+13.39%
2025	-6.76%
2024	+47.78%
2023	-0.68%
2022	-29.72%

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).