Altria Group, Inc.

ISIN US02209S1033

WKN 200417

Market cap (in EUR)

105,853 m

Country

United States

Sector

Consumer Non-Cyclicals

Dividend yield

5.88%

Overview

Quote

Description

Altria Group, Inc. is a holding company, which engages in the manufacture and sale of cigarettes in the United States. It operates through the following segments: Smokeable Products, Oral Tobacco Products, E-Vapor Products and All Other. The Smokeable Products segment consists of cigarettes manufactured and sold by PM USA, and machine-made large cigars and pipe tobacco manufactured and sold by Middleton. The Oral Tobacco Products segment includes MST products manufactured and sold by USSTC, and oral nicotine pouches manufactured and sold by Helix. The E-Vapor Products segment contracts with third-party importers to supply all of its products and sells its e-vapor products to customers in the United States. The All Other segment refers to the financial results of NJOY, Helix ROW, and the IQOS System heated tobacco business. The company was founded in 1919 and is headquartered in Richmond, VA.

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Consumer Non-Cyclicals Food and Tobacco Production Tobacco Production United States

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Financials

Key metrics

Market capitalisation, EUR	105,853 m
EPS, EUR	4.13
P/B ratio	-
P/E ratio	15.1
Dividend yield	5.88%

Income statement (2025)

Revenue, EUR	17,831 m
Net income, EUR	6,140 m
Profit margin	34.44%

What ETF is Altria Group, Inc. in?

There are 209 ETFs which contain Altria Group, Inc.. All of these ETFs are listed in the table below. The ETF with the largest weighting of Altria Group, Inc. is the Jury Global High Dividend UCITS ETF Dist.

ETF	Weight	Investment focus	Fund size (in m EUR)
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.37%	Equity United States Multi-Factor Strategy	8
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.11%	Equity World Equal Weighted	20
UBS Core MSCI World UCITS ETF hCHF acc	0.13%	Equity World	1,059
UBS Factor MSCI USA Low Volatility UCITS ETF USD dis	0.88%	Equity United States Low Volatility/Risk Weighted	36
Xtrackers Portfolio UCITS ETF 1C	0.02%	Equity World Multi-Asset Strategy	754
Invesco MSCI World Equal Weight UCITS ETF	0.08%	Equity World Equal Weighted	1,563
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc)	0.19%	Equity United States	2
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.17%	Equity United States	41
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc)	0.18%	Equity United States	15,575
UBS Core MSCI World UCITS ETF USD dis	0.13%	Equity World	1,945
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	43
iShares MSCI ACWI UCITS ETF USD (Dist)	0.11%	Equity World	25
UBS MSCI USA Value UCITS ETF USD dis	0.35%	Equity United States Value	660
Amundi Core MSCI USA UCITS ETF Acc	0.19%	Equity United States	3,714
Franklin U.S. Equity UCITS ETF	0.78%	Equity United States Multi-Factor Strategy	70
State Street SPDR S&P Developed Quality Aristocrats UCITS ETF USD Unhedged (Acc)	0.86%	Equity World Fundamental/Quality	33
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.20%	Equity United States Equal Weighted	424
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.11%	Equity World	706
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.30%	Equity World Multi-Factor Strategy	4
JPMorgan Global Equity Multi-Factor UCITS ETF USD (dist)	0.31%	Equity World Multi-Factor Strategy	1
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	15
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.31%	Equity United States	2
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.11%	Equity World	94
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc)	0.17%	Equity World Covered Call Alternative Investments	65
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.09%	Equity World	56
Xtrackers MSCI World UCITS ETF 1D	0.13%	Equity World	4,773
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc)	0.25%	Equity United States Covered Call Alternative Investments	37
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.18%	Equity United States	448
JPMorgan Global Equity Premium Income Active UCITS ETF EUR (dist)	0.17%	Equity World Covered Call Alternative Investments	26
JPMorgan US Equity Premium Income Active UCITS ETF EUR (dist)	0.25%	Equity United States Covered Call Alternative Investments	42
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.19%	Equity United States Equal Weighted	237
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.18%	Equity United States	58
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.13%	Equity World	735
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.37%	Equity United States Multi-Factor Strategy	109
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.49%	Equity United States	132
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.03%	Equity World Multi-Asset Strategy	237
State Street SPDR S&P 500 Low Volatility UCITS ETF USD	0.86%	Equity United States Low Volatility/Risk Weighted	103
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.27%	Equity World Dividend	9,326
HSBC PLUS USA Equity Quant Active UCITS ETF USD Acc	0.51%	Equity United States Multi-Factor Strategy	92
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Acc	0.72%	Equity World Dividend	3
UBS Core S&P 500 UCITS ETF hGBP dis	0.18%	Equity United States	67
iShares Core S&P 500 UCITS ETF USD (Dist)	0.18%	Equity United States	19,255
Xtrackers Portfolio Income UCITS ETF 1D	0.03%	Equity World Multi-Asset Strategy	58
Invesco S&P 500 High Dividend Low Volatility UCITS ETF	3.54%	Equity United States Low Volatility/Risk Weighted	391
Invesco S&P 500 Equal Weight UCITS ETF	0.21%	Equity United States Equal Weighted	1,092
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.09%	Equity World Multi-Asset Strategy	1,185
iShares S&P 500 Consumer Staples Sector UCITS ETF	3.95%	Equity United States Consumer Staples	409
First Trust Global Equity Income UCITS ETF Acc	0.36%	Equity World Fundamental/Quality	59
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (dist)	0.19%	Equity United States Buffer Alternative Investments	5
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.17%	Equity United States Multi-Factor Strategy	40
Amundi Core MSCI USA UCITS ETF UCITS ETF CHF Hedged Acc	0.19%	Equity United States	1
Amundi Prime Global UCITS ETF Acc	0.14%	Equity World	2,856
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.37%	Equity United States Multi-Factor Strategy	28
HSBC MSCI World UCITS ETF USD	0.13%	Equity World	13,631
UBS Core S&P 500 UCITS ETF hEUR acc	0.18%	Equity United States	203
L&G Global Equity UCITS ETF	0.14%	Equity World Social/Environmental	1,513
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.27%	Equity World Dividend	2,801
Xtrackers MSCI USA Consumer Staples UCITS ETF 1D	3.95%	Equity United States Consumer Staples	95
UBS Core MSCI World UCITS ETF hGBP dis	0.13%	Equity World	108
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.09%	Equity World Multi-Asset Strategy	91
Xtrackers MSCI USA UCITS ETF 1C	0.18%	Equity United States	11,238
UBS Core MSCI World UCITS ETF hEUR acc	0.13%	Equity World	905
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.17%	Equity United States	187
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.13%	Equity World	19
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.13%	Equity World	1,158
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.20%	Equity United States Equal Weighted	32
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.17%	Equity United States	578
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc)	0.18%	Equity United States	84
L&G S&P 100 Equal Weight UCITS ETF USD Acc	1.01%	Equity United States Large Cap	32
Amundi Core MSCI World UCITS ETF Acc	0.14%	Equity World	14,256
iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist)	0.33%	Equity United States Momentum	17
UBS Core MSCI USA UCITS ETF hGBP acc	0.17%	Equity United States	33
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.06%	Equity World Multi-Asset Strategy	910
State Street SPDR S&P U.S. Consumer Staples Select Sector UCITS ETF USD	3.96%	Equity United States Consumer Staples	244
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.13%	Equity World	438
iShares Core MSCI World UCITS ETF USD (Acc)	0.13%	Equity World	124,492
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.18%	Equity United States	2,107
Xtrackers MSCI North America High Dividend Yield UCITS ETF 1C	0.86%	Equity North America Dividend	157
iShares Core S&P 500 UCITS ETF USD (Acc)	0.18%	Equity United States	130,945
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.17%	Equity United States	2,448
L&G US Equity UCITS ETF	0.19%	Equity United States Social/Environmental	1,283
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.13%	Equity World	814
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.14%	Equity World	59
UBS Core MSCI USA UCITS ETF USD dis	0.17%	Equity United States	1,277
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.11%	Equity World	22,675
First Trust Value Line® Dividend Index UCITS ETF Acc	0.40%	Equity United States Dividend	7
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.11%	Equity World	14,873
iShares MSCI USA UCITS ETF (Acc)	0.18%	Equity United States	4,323
JPMorgan Global Equity Multi-Factor UCITS ETF USD (acc)	0.31%	Equity World Multi-Factor Strategy	244
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.22%	Equity World	6
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.12%	Equity World	12
Xtrackers S&P 500 UCITS ETF 4D	0.18%	Equity United States	1
UBS Core S&P 500 UCITS ETF USD dis	0.18%	Equity United States	1,205
UBS Core S&P 500 UCITS ETF hCHF acc	0.18%	Equity United States	716
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.06%	Equity World Multi-Asset Strategy	118
L&G S&P 100 UCITS ETF USD Acc	0.25%	Equity United States Large Cap	35
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.18%	Equity United States	624
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (acc)	0.19%	Equity United States Buffer Alternative Investments	8
UBS Core MSCI World UCITS ETF USD acc	0.13%	Equity World	9,943
iShares FTSE All-World UCITS ETF USD (Acc)	0.11%	Equity World	25
iShares Core MSCI World UCITS ETF USD (Dist)	0.13%	Equity World	753
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.19%	Equity United States Equal Weighted	10,856
Invesco RAFI All-World Fundamental Value UCITS ETF	0.20%	Equity World Value	250
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.09%	Equity World	28
UBS MSCI USA NSL UCITS ETF USD acc	0.18%	Equity United States	2,955
UBS Factor MSCI USA Low Volatility UCITS ETF hEUR acc	0.88%	Equity United States Low Volatility/Risk Weighted	4
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.13%	Equity World	79
Amundi Prime All Country World UCITS ETF Acc	0.12%	Equity World	2,468
UBS MSCI World UCITS ETF USD dis	0.13%	Equity World	1,454
Vanguard FTSE Developed World UCITS ETF Acc	0.12%	Equity World	5,694
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.22%	Equity United States	214
Amundi FTSE All World GDP-Weighted UCITS ETF Acc	0.07%	Equity World	21
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.67%	Equity World Multi-Factor Strategy	1,003
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.19%	Equity United States Equal Weighted	582
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.14%	Equity World	6,606
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist)	0.17%	Equity World Covered Call Alternative Investments	1,249
iShares Edge S&P 500 Minimum Volatility UCITS ETF EUR Hedged (Acc)	0.93%	Equity United States Low Volatility/Risk Weighted	33
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist)	0.18%	Equity United States	305
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist)	0.18%	Equity United States	18,244
iShares S&P 500 3% Capped UCITS ETF EUR Hedged Acc	0.22%	Equity United States	31
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.13%	Equity World	17,313
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.20%	Equity United States Equal Weighted	444
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.14%	Equity World	175
Vanguard FTSE Developed World UCITS ETF Distributing	0.12%	Equity World	4,077
Jury Global High Dividend UCITS ETF Dist	5.21%	Equity World Dividend	71
Invesco RAFI US Fundamental Value UCITS ETF Dist	0.27%	Equity United States Value	955
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.17%	Equity North America	2,755
JPMorgan US Equity Premium Income Active UCITS ETF EUR Hedged (dist)	0.25%	Equity United States Covered Call Alternative Investments	17
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.25%	Equity United States Covered Call Alternative Investments	381
HSBC S&P 500 UCITS ETF USD	0.18%	Equity United States	8,698
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.19%	Equity United States Equal Weighted	72
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.19%	Equity United States Equal Weighted	1,410
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.17%	Equity United States	727
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.13%	Equity World	426
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.13%	Equity World	334
Franklin US Dividend Tilt UCITS ETF (Acc)	0.57%	Equity United States Dividend	1
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.13%	Equity World	141
Invesco FTSE All-World UCITS ETF	0.09%	Equity World	3,662
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.18%	Equity United States	29,709
UBS Core MSCI USA UCITS ETF USD acc	0.17%	Equity United States	2,757
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.21%	Equity United States Equal Weighted	353
First Trust Global Equity Income UCITS ETF Dist	0.36%	Equity World Fundamental/Quality	53
HSBC MSCI World UCITS ETF CHF hedged	0.13%	Equity World	77
Amundi Core MSCI World UCITS ETF USD Dist	0.14%	Equity World	1,612
Amundi Core MSCI USA UCITS ETF Dist	0.19%	Equity United States	1,056
BNP Paribas Easy MSCI USA UCITS ETF EUR Acc	0.18%	Equity United States	14
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.19%	Equity United States	20
BNP Paribas Easy MSCI USA UCITS ETF USD Acc	0.18%	Equity United States	17
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.35%	Equity United States Value	838
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.17%	Equity North America	2,903
Xtrackers MSCI World Consumer Staples UCITS ETF 1C	2.61%	Equity World Consumer Staples	824
Xtrackers S&P 500 UCITS ETF 4C	0.18%	Equity United States	2,112
First Trust US Equity Income UCITS ETF GBP Hedged Distributing	1.54%	Equity United States Dividend	0
iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc)	0.93%	Equity United States Low Volatility/Risk Weighted	1,521
iShares MSCI World UCITS ETF (Dist)	0.13%	Equity World	8,100
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.13%	Equity World	1,755
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.18%	Equity United States	1,372
State Street SPDR S&P 500 UCITS ETF EUR Hedged	0.18%	Equity United States	2,520
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.18%	Equity United States	8,648
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.11%	Equity World	45,591
HSBC MSCI World UCITS ETF USD (Acc)	0.13%	Equity World	1,930
Xtrackers S&P 500 Market Leaders UCITS ETF 1C	1.21%	Equity United States Fundamental/Quality	5
Xtrackers MSCI USA UCITS ETF 1D	0.18%	Equity United States	281
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.02%	Equity World Multi-Factor Strategy	217
iShares MSCI North America UCITS ETF	0.17%	Equity North America	1,252
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.17%	Equity United States	127
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.13%	Equity World	52
Invesco Global Enhanced Equity UCITS ETF Acc	0.30%	Equity World Multi-Factor Strategy	857
JPMorgan BetaBuilders US Equity UCITS ETF USD (dist)	0.18%	Equity United States	1
UBS Core MSCI World UCITS ETF hGBP acc	0.13%	Equity World	59
iShares MSCI ACWI UCITS ETF USD (Acc)	0.11%	Equity World	29,882
HSBC S&P 500 UCITS ETF USD (Acc)	0.18%	Equity United States	640
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.55%	Equity World Multi-Factor Strategy	591
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.37%	Equity United States Multi-Factor Strategy	25
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.18%	Equity United States	45,236
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.11%	Equity World	1,622
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.20%	Equity United States Equal Weighted	4,303
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.02%	Equity World Multi-Factor Strategy	1,354
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.13%	Equity World	5,226
Xtrackers FTSE All-World UCITS ETF 1C	0.11%	Equity World	69
Invesco FTSE All-World UCITS ETF	0.09%	Equity World	270
First Trust US Equity Income UCITS ETF Acc	1.54%	Equity United States Dividend	38
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist)	0.93%	Equity United States Low Volatility/Risk Weighted	135
JPMorgan BetaBuilders US Equity UCITS ETF USD (acc)	0.18%	Equity United States	81
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.03%	Equity World Multi-Asset Strategy	101
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.17%	Equity United States Multi-Factor Strategy	138
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Dist	0.72%	Equity World Dividend	139
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.18%	Equity United States	63
State Street SPDR MSCI World Consumer Staples UCITS ETF USD	2.63%	Equity World Consumer Staples	140
Invesco S&P 500 Low Volatility UCITS ETF Acc	0.88%	Equity United States Low Volatility/Risk Weighted	124
Amundi Prime Global UCITS ETF Dist	0.14%	Equity World	1,580
State Street SPDR S&P 500 Quality Aristocrats UCITS ETF USD Unhedged (Acc)	1.58%	Equity United States Fundamental/Quality	604
Xtrackers MSCI World UCITS ETF 1C	0.13%	Equity World	19,784
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.30%	Equity World Multi-Factor Strategy	9
First Trust US Equity Income UCITS ETF Dist	1.54%	Equity United States Dividend	370
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.13%	Equity World	540
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	0.22%	Equity United States	1
UBS Core S&P 500 UCITS ETF USD acc	0.18%	Equity United States	1,802
Amundi Prime All Country World UCITS ETF Dist	0.12%	Equity World	4,594
iShares Edge MSCI USA Momentum Factor UCITS ETF	0.33%	Equity United States Momentum	633
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc)	0.67%	Equity World Multi-Factor Strategy	5
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.18%	Equity United States	350
JPMorgan US Equity Premium Income Active UCITS ETF CHF Hedged (dist)	0.25%	Equity United States Technology Covered Call Alternative Investments	4
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.09%	Equity World	63
Invesco US Enhanced Equity UCITS ETF Acc	0.50%	Equity United States Multi-Factor Strategy	135
Franklin US Dividend Tilt UCITS ETF (Dis)	0.57%	Equity United States Dividend	3
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.18%	Equity United States	665
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.18%	Equity United States	10
UBS MSCI USA UCITS ETF USD dis	0.18%	Equity United States	476

Performance

Returns overview

YTD	+28.42%
1 month	-1.79%
3 months	+12.46%
6 months	+19.47%
1 year	+23.06%
3 years	+53.45%
5 years	+58.74%
Since inception (MAX)	+49.65%
2025	+2.94%
2024	+31.45%
2023	-16.83%
2022	+8.36%

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).