Citigroup, Inc.

ISIN US1729674242

WKN A1H92V

Market cap (in EUR)

208,626 m

Country

United States

Sector

Finance

Dividend yield

1.70%

Overview

Quote

Description

Citigroup, Inc. is a holding company, which engages in the provision of financial products and services. It operates through the following segments: Services, Markets, Banking, Wealth, U.S. Personal Banking (USPB), and All Other. The Services segment includes Treasury and Trade Solutions (TTS) which provides an integrated suite of tailored cash management, trade, and working capital solutions to multinational corporations, financial institutions and public sector organizations, and Securities Services, which offers cross-border support for clients, providing on-the-ground local market expertise, post-trade technologies, customized data solutions, and a wide range of securities services solutions that can be tailored to meet client needs. The Markets segment provides corporate, institutional, and public sector clients around the world with a full range of sales and trading services across equities, foreign exchange, rates, spread products, and commodities. The Banking segment offers Investment Banking and Corporate Lending services. The Wealth segment includes Private Bank, Wealth at Work, and Citigold and provides financial services to a range of client segments through banking, lending, mortgages, investment, custody, and trust product offerings. The USPB segment includes Branded Cards and Retail Services, which have proprietary card portfolios and co-branded card portfolios within Branded Cards, and co-brand and private label relationships within Retail Services. The All Other segment consists of activities not assigned to the reportable operating segments, including certain unallocated costs of global functions, other corporate expenses, and net treasury results. The company was founded in 1812 and is headquartered in New York, NY.

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Finance Investment Services United States

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Financials

Key metrics

Market capitalisation, EUR	208,626 m
EPS, EUR	6.96
P/B ratio	1.3
P/E ratio	17.5
Dividend yield	1.70%

Income statement (2025)

Revenue, EUR	149,942 m
Net income, EUR	12,532 m
Profit margin	8.36%

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What ETF is Citigroup, Inc. in?

There are 390 ETFs which contain Citigroup, Inc.. All of these ETFs are listed in the table below. The ETF with the largest weighting of Citigroup, Inc. is the Xtrackers MSCI USA Banks UCITS ETF 1D.

ETF	Weight	Investment focus	Fund size (in m EUR)
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	0.26%	Equity World	1,003
Xtrackers MSCI USA Screened UCITS ETF 1C	0.40%	Equity United States Social/Environmental	770
Xtrackers Portfolio UCITS ETF 1C	0.21%	Equity World Multi-Asset Strategy	748
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.12%	Equity United States Social/Environmental Climate Change	322
State Street SPDR MSCI World Financials UCITS ETF USD	1.66%	Equity World Financials	262
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.50%	Equity United States Social/Environmental	14,943
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.29%	Equity World Social/Environmental Climate Change	8
Amundi MSCI USA Screened UCITS ETF Acc	0.40%	Equity United States Social/Environmental	961
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.11%	Equity World Equal Weighted	24
Global X Stablecoin & Tokenisation UCITS ETF USD Accumulating	3.71%	Equity World Blockchain	1
iShares MSCI ACWI UCITS ETF USD (Dist)	0.23%	Equity World	12
Amundi Global Gender Equality UCITS ETF Acc	0.80%	Equity World Social/Environmental Gender Equality	36
UBS MSCI USA Value UCITS ETF USD dis	0.71%	Equity United States Value	563
Amundi Core MSCI USA UCITS ETF Acc	0.37%	Equity United States	3,600
Franklin S&P 500 Paris Aligned Climate UCITS ETF	0.13%	Equity United States Social/Environmental Climate Change	309
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.62%	Equity United States Social/Environmental	1,048
iShares World Equity High Income UCITS ETF USD (Dist)	0.26%	Equity World Social/Environmental	391
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.22%	Equity United States Equal Weighted	383
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.22%	Equity World	658
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.68%	Equity World Multi-Factor Strategy	3
JPMorgan US Value Equity Active UCITS ETF USD (dist)	0.85%	Equity United States Value	6
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	0.33%	Equity United States Social/Environmental Multi-Asset Strategy	20
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.64%	Equity United States	2
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.22%	Equity World	55
Xtrackers MSCI World UCITS ETF 1D	0.24%	Equity World	4,845
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.62%	Equity United States Social/Environmental	10,611
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc)	0.10%	Equity United States Covered Call Alternative Investments	35
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating	0.68%	Equity United States Social/Environmental Climate Change	176
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.44%	Equity World Social/Environmental	560
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.37%	Equity United States	442
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.23%	Equity United States Equal Weighted	277
UBS MSCI ACWI Universal UCITS ETF USD dis	0.22%	Equity World Social/Environmental	2,260
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.49%	Equity United States Social/Environmental Climate Change	2,092
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.27%	Equity World	776
UBS Global Gender Equality UCITS ETF hUSD acc	1.20%	Equity World Social/Environmental Gender Equality	4
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.38%	Equity World Social/Environmental	2
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.44%	Equity World Social/Environmental	73
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	1.04%	Equity World Value	397
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.44%	Equity World Dividend	8,622
iShares S&P U.S. Banks UCITS ETF EUR Hedged (Acc)	7.40%	Equity United States Financials	0
UBS Core S&P 500 UCITS ETF hGBP dis	0.36%	Equity United States	67
iShares Core S&P 500 UCITS ETF USD (Dist)	0.36%	Equity United States	19,079
BNP Paribas Easy ESG Enhanced US UCITS ETF EUR Acc	0.35%	Equity United States Social/Environmental	415
Xtrackers Portfolio Income UCITS ETF 1D	0.04%	Equity World Multi-Asset Strategy	59
HSBC MSCI World Value Screened UCITS ETF USD (Acc)	2.53%	Equity World Value	266
Xtrackers MSCI USA Positioning Screened UCITS ETF 1D	0.59%	Equity United States Social/Environmental Climate Change	5
UBS S&P 500 Scored & Screened UCITS ETF hGBP dis	0.53%	Equity United States Social/Environmental	21
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (dist)	0.56%	Equity United States Buffer Alternative Investments	5
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.15%	Equity World Social/Environmental Climate Change	181
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.24%	Equity World Social/Environmental Multi-Asset Strategy	26
HSBC MSCI World UCITS ETF USD	0.27%	Equity World	13,458
UBS Core S&P 500 UCITS ETF hEUR acc	0.36%	Equity United States	230
iShares US Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.36%	Equity United States Social/Environmental Multi-Asset Strategy	8
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.22%	Equity World Social/Environmental	68
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.22%	Equity World Social/Environmental	1,432
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.38%	Equity World Social/Environmental	218
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR Hedged (acc)	0.88%	Equity United States Social/Environmental Climate Change	144
Xtrackers MSCI USA UCITS ETF 1C	0.37%	Equity United States	11,053
UBS Core MSCI World UCITS ETF hEUR acc	0.26%	Equity World	824
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.36%	Equity United States	191
State Street SPDR MSCI World Value UCITS ETF USD Unhedged (Acc)	1.67%	Equity World Value	189
Amundi S&P 500 Equal Weight ESG UCITS ETF EUR Hedged Acc	0.37%	Equity United States Equal Weighted	140
iShares Edge MSCI World Value Factor UCITS ETF	1.04%	Equity World Value	6,446
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.36%	Equity North America Social/Environmental	26
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	1.18%	Equity World Financials Social/Environmental	123
UBS Global Gender Equality UCITS ETF USD acc	1.20%	Equity World Social/Environmental Gender Equality	72
Xtrackers MSCI USA Climate Transition UCITS ETF 1D	0.43%	Equity United States Social/Environmental Climate Change	9
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.14%	Equity World Social/Environmental Multi-Asset Strategy	7
iShares Core MSCI World UCITS ETF USD (Acc)	0.26%	Equity World	122,452
State Street SPDR MSCI USA Value UCITS ETF USD	2.70%	Equity United States Value	201
iShares Core S&P 500 UCITS ETF USD (Acc)	0.36%	Equity United States	129,586
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.24%	Equity World Social/Environmental Multi-Asset Strategy	97
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.36%	Equity North America Social/Environmental	245
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.88%	Equity United States Social/Environmental Climate Change	18
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.32%	Equity United States	117
Invesco CoinShares Global Blockchain UCITS ETF Acc	1.71%	Equity World Technology Blockchain	944
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.27%	Equity World	778
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc)	0.59%	Equity United States Social/Environmental	386
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.38%	Equity World Social/Environmental	58
UBS Core MSCI USA UCITS ETF USD dis	0.36%	Equity United States	1,268
UBS S&P 500 Scored & Screened UCITS ETF hEUR acc	0.53%	Equity United States Social/Environmental	930
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.34%	Equity United States Social/Environmental	4
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.24%	Equity World Social/Environmental Multi-Asset Strategy	2
iShares MSCI USA UCITS ETF (Acc)	0.36%	Equity United States	4,217
JPMorgan Global Equity Multi-Factor UCITS ETF USD (acc)	0.24%	Equity World Multi-Factor Strategy	233
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.45%	Equity World	8
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.15%	Equity World Social/Environmental Climate Change	3
UBS S&P 500 Climate Transition ESG UCITS ETF hEUR acc	0.56%	Equity United States Social/Environmental Climate Change	1
Amundi S&P 500 Screened UCITS ETF Acc	0.54%	Equity United States Social/Environmental	3,577
Amundi MSCI World Screened UCITS ETF Acc	0.30%	Equity World Social/Environmental	1,533
L&G S&P 100 UCITS ETF USD Acc	0.51%	Equity United States Large Cap	4
JPMorgan US Value Equity Active UCITS ETF USD (acc)	0.85%	Equity United States Value	66
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0.52%	Equity World Social/Environmental Climate Change	37
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.56%	Equity World Social/Environmental Climate Change	273
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (acc)	0.52%	Equity World Social/Environmental Climate Change	497
iShares Core MSCI World UCITS ETF USD (Dist)	0.26%	Equity World	750
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.23%	Equity United States Equal Weighted	9,572
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.38%	Equity World Social/Environmental	4
Franklin S&P World Screened UCITS ETF Acc	0.23%	Equity United States Social/Environmental Climate Change	12
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Dist)	0.21%	Equity United States Social/Environmental Climate Change	21
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.27%	Equity World	79
UBS S&P 500 Climate Transition ESG UCITS ETF hGBP dis	0.56%	Equity United States Social/Environmental Climate Change	1
UBS MSCI World UCITS ETF USD dis	0.26%	Equity World	1,448
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.44%	Equity United States	183
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR Hedged (acc)	0.52%	Equity World Social/Environmental Climate Change	16
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.00%	Equity World Multi-Factor Strategy	963
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.23%	Equity United States Equal Weighted	477
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.26%	Equity World	5,870
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.39%	Equity United States Social/Environmental	1,449
Franklin S&P 500 Screened UCITS ETF Acc	0.37%	Equity United States Social/Environmental Climate Change	4
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist)	0.36%	Equity United States	302
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist)	0.36%	Equity United States	18,091
iShares S&P 500 3% Capped UCITS ETF EUR Hedged Acc	0.44%	Equity United States	31
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.26%	Equity World	138
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.22%	Equity United States Equal Weighted	226
iShares S&P U.S. Banks UCITS ETF USD (Dist)	7.40%	Equity United States Financials	10
Vanguard FTSE Developed World UCITS ETF Distributing	0.20%	Equity World	4,026
Invesco RAFI US Fundamental Value UCITS ETF Dist	1.14%	Equity United States Value	822
JPMorgan US Equity Premium Income Active UCITS ETF EUR Hedged (dist)	0.10%	Equity United States Covered Call Alternative Investments	19
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.22%	Equity World Social/Environmental	670
HSBC S&P 500 UCITS ETF USD	0.36%	Equity United States	8,491
Amundi S&P 500 Climate Paris Aligned UCITS ETF Dist	0.12%	Equity United States Social/Environmental Climate Change	2,029
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.23%	Equity United States Equal Weighted	66
HSBC USA Screened Equity UCITS ETF USD	1.88%	Equity United States Social/Environmental Climate Change	722
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.23%	Equity United States Equal Weighted	1,278
Franklin US Dividend Tilt UCITS ETF (Acc)	0.57%	Equity United States Dividend	1
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.27%	Equity World	158
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.23%	Equity World Social/Environmental	5,858
Invesco FTSE All-World UCITS ETF Acc	0.22%	Equity World	3,363
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.34%	Equity United States	28,782
iShares MSCI World Screened UCITS ETF USD (Dist)	0.29%	Equity World Social/Environmental	1,145
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.23%	Equity United States Equal Weighted	335
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.23%	Equity World Social/Environmental	16
HSBC USA Screened Equity UCITS ETF USD (Dist)	1.88%	Equity United States Social/Environmental Climate Change	98
iShares MSCI World Screened UCITS ETF USD (Acc)	0.29%	Equity World Social/Environmental	5,228
Amundi Core MSCI World UCITS ETF USD Dist	0.27%	Equity World	1,562
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.22%	Equity World Social/Environmental	279
iShares S&P U.S. Banks UCITS ETF USD (Acc)	7.40%	Equity United States Financials	827
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.25%	Equity World Social/Environmental	2,705
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.37%	Equity North America Social/Environmental Climate Change	443
BNP Paribas Easy MSCI USA UCITS ETF USD Acc	0.37%	Equity United States	17
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.32%	Equity North America	2,881
Xtrackers S&P 500 UCITS ETF 4C	0.37%	Equity United States	1,329
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.62%	Equity United States Social/Environmental	1,130
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.44%	Equity World Social/Environmental	880
iShares Edge MSCI USA Value Factor UCITS ETF USD (Dist)	1.93%	Equity United States Value	341
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.40%	Equity United States Social/Environmental	172
VanEck World Equal Weight Screened UCITS ETF A	0.45%	Equity World Equal Weighted	1,333
VanEck Multi-Asset Conservative Allocation UCITS ETF	0.19%	Equity World Social/Environmental Multi-Asset Strategy	21
Invesco S&P 500 QVM UCITS ETF	1.93%	Equity United States Multi-Factor Strategy	66
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.26%	Equity World	1,770
State Street SPDR S&P 500 UCITS ETF EUR Hedged	0.36%	Equity United States	2,460
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.18%	Equity World	41,789
HSBC MSCI World UCITS ETF USD (Acc)	0.27%	Equity World	1,885
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	2.04%	Equity World Financials Social/Environmental	1,244
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.25%	Equity World Social/Environmental	4,353
JPMorgan US Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.62%	Equity United States Social/Environmental	64
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.24%	Equity World	51
UBS Global Gender Equality UCITS ETF hCHF acc	1.20%	Equity World Social/Environmental Gender Equality	59
iShares Russell 1000 Growth UCITS ETF USD (Acc)	0.12%	Equity United States Growth	1,013
VanEck Multi-Asset Balanced Allocation UCITS ETF	0.52%	Equity World Social/Environmental Multi-Asset Strategy	40
UBS Global Gender Equality UCITS ETF hCHF dis	1.20%	Equity World Social/Environmental Gender Equality	6
HSBC S&P 500 UCITS ETF USD (Acc)	0.36%	Equity United States	639
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.58%	Equity United States Multi-Factor Strategy	25
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.34%	Equity United States	45,260
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.24%	Equity World	1,590
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.22%	Equity United States Equal Weighted	3,913
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.09%	Equity World Multi-Factor Strategy	1,264
Xtrackers MSCI USA Financials UCITS ETF 1D	3.09%	Equity United States Financials	618
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.26%	Equity World	5,301
Xtrackers FTSE All-World UCITS ETF 1C	0.22%	Equity World	22
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.03%	Equity World Multi-Asset Strategy	99
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Hedged Acc	0.54%	Equity United States Social/Environmental	56
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.28%	Equity United States Multi-Factor Strategy	120
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.39%	Equity United States Social/Environmental	15,559
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.37%	Equity United States	67
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.49%	Equity United States Social/Environmental Climate Change	2,919
Xtrackers MSCI World UCITS ETF 1C	0.24%	Equity World	19,332
iShares World Equity High Income UCITS ETF USD (Acc)	0.26%	Equity World Social/Environmental	15
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	0.44%	Equity United States	1
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.15%	Equity World Social/Environmental Climate Change	994
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.01%	Equity World Social/Environmental Climate Change	79
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.50%	Equity World Social/Environmental	17
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.50%	Equity United States Social/Environmental	424
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.29%	Equity World Social/Environmental	99
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.22%	Equity World Social/Environmental	1,286
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.24%	Equity World Social/Environmental	16
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.39%	Equity United States Social/Environmental	723
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.37%	Equity North America Social/Environmental Climate Change	39
JPMorgan US Equity Premium Income Active UCITS ETF CHF Hedged (dist)	0.10%	Equity United States Technology Covered Call Alternative Investments	3
Franklin Core US Enhanced Equity UCITS ETF Acc	1.40%	Equity United States Multi-Factor Strategy	5
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.22%	Equity World	60
UBS S&P 500 Climate Transition ESG UCITS ETF USD acc	0.56%	Equity United States Social/Environmental Climate Change	4
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0.88%	Equity United States Social/Environmental Climate Change	2
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.58%	Equity United States Multi-Factor Strategy	8
iShares MSCI World Value Factor Advanced UCITS ETF USD (Acc)	2.44%	Equity World Value	519
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.14%	Equity World Social/Environmental Multi-Asset Strategy	46
Invesco MSCI World Equal Weight UCITS ETF Acc	0.09%	Equity World Equal Weighted	1,372
Xtrackers MSCI World Value UCITS ETF 1C	1.06%	Equity World Value	4,471
iShares MSCI USA Value Factor Advanced UCITS ETF USD (Acc)	2.52%	Equity United States Value	174
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc)	0.37%	Equity United States	3
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.14%	Equity World Social/Environmental Multi-Asset Strategy	27
BNP Paribas Easy ESG Enhanced US UCITS ETF USD Acc	0.35%	Equity United States Social/Environmental	54
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.36%	Equity United States	43
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Acc	0.54%	Equity United States Social/Environmental	546
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc)	0.36%	Equity United States	15,192
UBS Core MSCI World UCITS ETF USD dis	0.26%	Equity World	1,862
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.50%	Equity United States Social/Environmental	1,563
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	43
Xtrackers MSCI USA Banks UCITS ETF 1D	12.09%	Equity United States Financials	24
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.23%	Equity World Social/Environmental	88
L&G Global Quality Dividends UCITS ETF USD Acc	0.23%	Equity World Dividend	27
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc	0.12%	Equity United States Social/Environmental Climate Change	1,354
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.20%	Equity World Social/Environmental	591
Franklin U.S. Equity UCITS ETF	1.39%	Equity United States Multi-Factor Strategy	66
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.64%	Equity United States Multi-Factor Strategy	135
iShares World Equity Factor Rotation Active UCITS ETF USD (Acc)	0.92%	Equity World Multi-Factor Strategy	223
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.62%	Equity United States Social/Environmental	50
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.34%	Equity United States Social/Environmental	38
Amundi MSCI World IMI Value Advanced UCITS ETF Acc	2.35%	Equity World Value Climate Change	479
JPMorgan Global Equity Multi-Factor UCITS ETF USD (dist)	0.24%	Equity World Multi-Factor Strategy	0
State Street SPDR S&P U.S. Financials Select Sector UCITS ETF USD	3.01%	Equity United States Financials	565
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	16
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.24%	Equity World	93
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF CHF Hedged (acc)	0.88%	Equity United States Social/Environmental Climate Change	14
iShares US Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.36%	Equity United States Social/Environmental Multi-Asset Strategy	0
UBS Global Gender Equality UCITS ETF USD dis	1.20%	Equity World Social/Environmental Gender Equality	13
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.56%	Equity World Social/Environmental Climate Change	139
JPMorgan US Equity Premium Income Active UCITS ETF EUR (dist)	0.10%	Equity United States Covered Call Alternative Investments	40
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.37%	Equity United States	56
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.58%	Equity United States Multi-Factor Strategy	112
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.93%	Equity United States	130
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.03%	Equity World Multi-Asset Strategy	228
WisdomTree US Value UCITS ETF USD (Acc)	0.40%	Equity United States Value	9
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.11%	Equity World Equal Weighted	37
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Hedged Acc	0.24%	Equity World Social/Environmental	107
Amundi S&P 500 Equal Weight ESG UCITS ETF Acc	0.37%	Equity United States Equal Weighted	2,291
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.52%	Equity World Social/Environmental Climate Change	293
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.23%	Equity World Social/Environmental	61
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.23%	Equity United States Equal Weighted	1,017
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist)	0.17%	Equity United States Multi-Factor Strategy	2
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.09%	Equity World Multi-Asset Strategy	1,135
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (acc)	0.88%	Equity United States Social/Environmental Climate Change	517
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	2.04%	Equity World Financials Social/Environmental	27
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.28%	Equity United States Multi-Factor Strategy	40
Amundi Core MSCI USA UCITS ETF UCITS ETF CHF Hedged Acc	0.37%	Equity United States	1
Amundi Prime Global UCITS ETF Acc	0.28%	Equity World	2,563
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.58%	Equity United States Multi-Factor Strategy	28
Amundi Russell 1000 Growth UCITS ETF Acc	0.12%	Equity United States Growth	559
L&G Global Equity UCITS ETF	0.28%	Equity World Social/Environmental	1,406
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.44%	Equity World Dividend	2,394
Invesco MSCI World Universal Screened UCITS ETF Acc	0.21%	Equity World Social/Environmental	250
UBS Core MSCI World UCITS ETF hGBP dis	0.26%	Equity World	105
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.09%	Equity World Multi-Asset Strategy	84
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc)	0.21%	Equity United States Social/Environmental Climate Change	330
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	16
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.26%	Equity World	19
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.26%	Equity World	1,165
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.26%	Equity World Social/Environmental	432
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.36%	Equity United States	594
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.22%	Equity United States Equal Weighted	24
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc)	0.36%	Equity United States	88
L&G S&P 100 Equal Weight UCITS ETF USD Acc	1.15%	Equity United States Large Cap	29
Amundi Core MSCI World UCITS ETF Acc	0.27%	Equity World	13,829
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.44%	Equity World Social/Environmental	5,547
iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist)	1.12%	Equity United States Momentum	15
JPMorgan US Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	0.62%	Equity United States Social/Environmental	33
UBS Core MSCI USA UCITS ETF hGBP acc	0.36%	Equity United States	35
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.70%	Equity World Momentum	4,684
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.06%	Equity World Multi-Asset Strategy	870
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.24%	Equity World	463
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.36%	Equity United States	2,175
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF GBP Hedged (dist)	0.88%	Equity United States Social/Environmental Climate Change	-
L&G US Equity UCITS ETF	0.39%	Equity United States Social/Environmental	1,315
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.27%	Equity World	63
L&G Global Quality Dividends UCITS ETF USD Dist	0.23%	Equity World Dividend	178
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.18%	Equity World	22,463
UBS MSCI USA Universal UCITS ETF USD acc	0.39%	Equity United States Social/Environmental Climate Change	3
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.24%	Equity World	13,623
Xtrackers MSCI World Momentum UCITS ETF 1C	0.66%	Equity World Momentum	1,972
Xtrackers USA Net Zero Pathway Paris Aligned UCITS ETF 1C	0.40%	Equity United States Social/Environmental Climate Change	11
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.25%	Equity World Social/Environmental	822
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.25%	Equity World Social/Environmental	260
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.24%	Equity World	12
Xtrackers S&P 500 UCITS ETF 4D	0.37%	Equity United States	1
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.20%	Equity World Social/Environmental	963
UBS Core S&P 500 UCITS ETF USD dis	0.36%	Equity United States	1,179
UBS Core S&P 500 UCITS ETF hCHF acc	0.36%	Equity United States	719
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.06%	Equity World Multi-Asset Strategy	111
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.37%	Equity United States	613
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (acc)	0.56%	Equity United States Buffer Alternative Investments	8
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR)	0.43%	Equity United States Social/Environmental Climate Change	359
UBS Core MSCI World UCITS ETF USD acc	0.26%	Equity World	9,230
UBS S&P 500 Scored & Screened UCITS ETF hCHF acc	0.53%	Equity United States Social/Environmental	470
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.34%	Equity United States Social/Environmental	2,642
Invesco RAFI All-World Fundamental Value UCITS ETF	0.57%	Equity World Value	219
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.23%	Equity World Social/Environmental Multi-Asset Strategy	142
Invesco S&P 500 CTB Net Zero Pathway ESG UCITS ETF Acc	0.56%	Equity United States Social/Environmental Climate Change	2
Invesco Global Buyback Achievers UCITS ETF	5.40%	Equity World Buyback	136
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.22%	Equity World	25
UBS MSCI USA NSL UCITS ETF USD acc	0.37%	Equity United States	3,016
Amundi Prime All Country World UCITS ETF Acc	0.24%	Equity World	1,979
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	0.44%	Equity World Social/Environmental	27
Vanguard FTSE Developed World UCITS ETF Acc	0.20%	Equity World	5,528
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.44%	Equity World Social/Environmental	1,684
UBS Global Gender Equality UCITS ETF hGBP acc	1.20%	Equity World Social/Environmental Gender Equality	3
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.26%	Equity World Social/Environmental	514
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.28%	Equity World Social/Environmental Climate Change	120
CT QR Series US Equity Active UCITS ETF USD Acc	1.30%	Equity United States Fundamental/Quality	-
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.27%	Equity World	16,571
State Street All World Enhanced Active Equity UCITS ETF USD Unhedged (Acc)	0.48%	Equity World Multi-Factor Strategy	6
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.32%	Equity North America	2,651
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.10%	Equity United States Covered Call Alternative Investments	345
First Trust Indxx Innovative Transaction & Process UCITS ETF Acc	0.88%	Equity World Technology Blockchain	45
UBS S&P 500 Scored & Screened UCITS ETF USD acc	0.53%	Equity United States Social/Environmental	1,977
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.36%	Equity United States	697
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.24%	Equity World	420
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.27%	Equity World	325
Xtrackers MSCI World Screened UCITS ETF 1D	0.29%	Equity World Social/Environmental	138
First Trust US Momentum UCITS ETF Class A USD ACC	1.68%	Equity United States Momentum	82
UBS Global Gender Equality UCITS ETF hEUR acc	1.20%	Equity World Social/Environmental Gender Equality	19
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	0
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.31%	Equity World Social/Environmental Climate Change	22
UBS Core MSCI USA UCITS ETF USD acc	0.36%	Equity United States	2,650
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.23%	Equity World Social/Environmental Multi-Asset Strategy	55
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.50%	Equity United States Social/Environmental	7,756
HSBC MSCI World UCITS ETF CHF hedged	0.27%	Equity World	86
Amundi Core MSCI USA UCITS ETF Dist	0.37%	Equity United States	1,057
BNP Paribas Easy MSCI USA UCITS ETF EUR Acc	0.37%	Equity United States	17
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.37%	Equity United States	21
iShares AI Adopters & Applications UCITS ETF USD (Acc)	2.14%	Equity World Social/Environmental Artificial Intelligence	152
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.56%	Equity World Social/Environmental Climate Change	9
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.22%	Equity World Social/Environmental	113
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.55%	Equity United States Value	513
L&G Global Brands UCITS ETF USD Acc	0.72%	Equity World Fundamental/Quality Moat	43
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF CHF Hedged (acc)	0.52%	Equity World Social/Environmental Climate Change	1
Xtrackers MSCI World Value ESG UCITS ETF 1C	2.50%	Equity World Value	279
Amundi S&P 500 Screened UCITS ETF Acc EUR Hedged	0.54%	Equity United States Social/Environmental	1,265
iShares MSCI World UCITS ETF (Dist)	0.27%	Equity World	8,109
JPMorgan US Value Equity Active UCITS ETF EUR Hedged (acc)	0.85%	Equity United States Value	4
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)	0.17%	Equity United States Multi-Factor Strategy	91
WisdomTree Global Value UCITS ETF USD (Acc)	0.26%	Equity World Value	1
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.36%	Equity United States	1,368
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.36%	Equity United States	8,701
Xtrackers MSCI USA UCITS ETF 1D	0.37%	Equity United States	278
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.09%	Equity World Multi-Factor Strategy	209
iShares MSCI North America UCITS ETF	0.35%	Equity North America	1,226
Franklin US Mega Cap 100 UCITS ETF Acc	0.52%	Equity United States Large Cap	92
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.32%	Equity United States	91
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Acc	0.24%	Equity World Social/Environmental	397
Invesco Global Enhanced Equity UCITS ETF Acc	0.68%	Equity World Multi-Factor Strategy	636
JPMorgan BetaBuilders US Equity UCITS ETF USD (dist)	0.36%	Equity United States	3
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.23%	Equity World Social/Environmental	1
Invesco S&P World Financials ESG UCITS ETF Acc	2.24%	Equity World Financials Social/Environmental	4
Xtrackers S&P 500 Scored & Screened UCITS ETF 1C	0.54%	Equity United States Social/Environmental	109
UBS Core MSCI World UCITS ETF hGBP acc	0.26%	Equity World	55
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	1.48%	Equity World Social/Environmental Climate Change	62
CT QR Series US Equity Active UCITS ETF USD Dist	1.30%	Equity United States Fundamental/Quality	-
UBS S&P 500 Scored & Screened UCITS ETF USD dis	0.53%	Equity United States Social/Environmental	515
iShares MSCI ACWI UCITS ETF USD (Acc)	0.23%	Equity World	29,136
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.38%	Equity World Social/Environmental	27
Invesco FTSE All-World UCITS ETF Dist	0.22%	Equity World	255
JPMorgan BetaBuilders US Equity UCITS ETF USD (acc)	0.36%	Equity United States	78
iShares Edge MSCI USA Value Factor UCITS ETF	1.93%	Equity United States Value	4,142
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.26%	Equity World Social/Environmental	105
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF Acc	0.54%	Equity United States Social/Environmental	170
Amundi Prime Global UCITS ETF Dist	0.28%	Equity World	1,550
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.68%	Equity World Multi-Factor Strategy	8
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	0.30%	Equity World Social/Environmental Multi-Asset Strategy	65
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.26%	Equity World	538
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.19%	Equity World Social/Environmental Climate Change	17
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.23%	Equity World Social/Environmental Multi-Asset Strategy	1,893
iShares S&P 500 Scored and Screened UCITS ETF USD (Acc)	0.59%	Equity United States Social/Environmental	434
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	3
UBS Core S&P 500 UCITS ETF USD acc	0.36%	Equity United States	1,642
Amundi Prime All Country World UCITS ETF Dist	0.24%	Equity World	4,360
iShares Edge MSCI USA Momentum Factor UCITS ETF	1.12%	Equity United States Momentum	540
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc)	0.00%	Equity World Multi-Factor Strategy	4
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.37%	Equity United States	356
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.36%	Equity United States Social/Environmental	1,150
Xtrackers MSCI World Financials UCITS ETF 1C	1.65%	Equity World Financials	764
iShares S&P 500 Financials Sector UCITS ETF (Acc)	3.00%	Equity United States Financials	1,889
Invesco US Enhanced Equity UCITS ETF Acc	0.93%	Equity United States Multi-Factor Strategy	89
HSBC Developed World Screened Equity UCITS ETF USD	1.48%	Equity World Social/Environmental Climate Change	401
Franklin US Dividend Tilt UCITS ETF (Dis)	0.57%	Equity United States Dividend	3
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.37%	Equity United States	663
iShares US Equity Enhanced Active UCITS ETF USD (Acc)	0.36%	Equity United States Social/Environmental Multi-Asset Strategy	1,340
UBS MSCI USA UCITS ETF USD dis	0.36%	Equity United States	498
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.36%	Equity United States	12

Performance

Returns overview

YTD	+17.11%
1 month	+11.34%
3 months	+26.44%
6 months	+23.13%
1 year	+77.57%
3 years	+167.17%
5 years	+90.19%
Since inception (MAX)	+215.57%
2025	+57.28%
2024	+38.12%
2023	+7.82%
2022	-16.49%

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).