Comfort Systems USA

ISIN US1999081045

WKN 907784

Market cap (in EUR)

30,615 m

Country

United States

Sector

Industrials

Dividend yield

0.19%

Overview

Quote

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Description

Comfort Systems USA, Inc. engages in the provision of mechanical and electrical contracting services. It operates through the following segments: Mechanical, Electrical Services, and Corporate. The Mechanical Services segment includes heating, ventilation, and air conditioning, plumbing, piping, and controls, as well as off-site construction, monitoring, and fire protection. The Electrical services segment focuses on installation and servicing of electrical systems. The company was founded by Alfred J. Giardinelli, Jr. And William George III on December 12, 1996 and is headquartered in Houston, TX.

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Industrials Industrial Services Facilities and Construction Services United States

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Financials

Key metrics

Market capitalisation, EUR	30,615 m
EPS, EUR	21.39
P/B ratio	16.0
P/E ratio	42.8
Dividend yield	0.19%

Income statement (2024)

Revenue, EUR	6,497 m
Net income, EUR	483 m
Profit margin	7.43%

What ETF is Comfort Systems USA in?

There are 195 ETFs which contain Comfort Systems USA. All of these ETFs are listed in the table below. The ETF with the largest weighting of Comfort Systems USA is the SPDR S&P 400 U.S. Mid Cap Leaders UCITS ETF USD Unhedged (Acc).

ETF	Weight	Investment focus	Fund size (in m EUR)
Amundi MSCI World Small Cap ESG Broad Transition UCITS ETF Acc	0.54%	Equity World Small Cap Climate Change	3
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.08%	Equity United States Multi-Factor Strategy	9
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.07%	Equity World Equal Weighted	9
UBS Core MSCI World UCITS ETF hCHF acc	0.04%	Equity World	714
Xtrackers MSCI USA Screened UCITS ETF 1C	0.06%	Equity United States Social/Environmental	231
iShares Edge MSCI World Quality Factor UCITS ETF (Acc)	0.18%	Equity World Fundamental/Quality	3,803
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.05%	Equity United States Social/Environmental	13,624
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.05%	Equity United States	48
Jupiter Origin Global Smaller Companies Active UCITS ETF (Acc)	0.96%	Equity World Small Cap	1
UBS Core MSCI World UCITS ETF USD dis	0.04%	Equity World	1,334
WisdomTree Global Quality Dividend Growth UCITS ETF EUR Hedged Acc	0.02%	Equity World Fundamental/Quality	9
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.10%	Equity World Equal Weighted	22
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.05%	Equity United States Social/Environmental	1,697
iShares MSCI ACWI UCITS ETF USD (Dist)	0.03%	Equity World	0
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.03%	Equity World Social/Environmental	64
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.04%	Equity World Social/Environmental	497
Franklin U.S. Equity UCITS ETF	0.19%	Equity United States Multi-Factor Strategy	60
WisdomTree US Quality Growth UCITS ETF USD Unhedged Acc	0.12%	Equity United States Fundamental/Quality	26
iShares World Equity High Income UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	166
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.04%	Equity World	378
iShares U.S. Equity High Income UCITS ETF USD (Dist)	0.47%	Equity United States Social/Environmental	34
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.10%	Equity United States Social/Environmental	34
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	0.05%	Equity United States Social/Environmental Multi-Asset Strategy	21
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.09%	Equity United States	2
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.04%	Equity World	66
Xtrackers MSCI World UCITS ETF 1D	0.04%	Equity World	4,574
Xtrackers MSCI World ESG UCITS ETF 1C	0.09%	Equity World Social/Environmental	5,878
JPMorgan Active US Growth UCITS ETF EUR Hedged (acc)	0.26%	Equity United States Growth	10
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating	0.07%	Equity United States Social/Environmental Climate Change	159
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.05%	Equity World Social/Environmental	444
UBS Factor MSCI USA Quality Screened UCITS ETF hGBP dis	0.57%	Equity United States Fundamental/Quality Climate Change	35
UBS MSCI ACWI Universal UCITS ETF USD dis	0.05%	Equity World Social/Environmental	1,916
Xtrackers MSCI World Quality UCITS ETF 1C 1C	0.18%	Equity World Fundamental/Quality	2,306
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	647
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.04%	Equity World Social/Environmental	1
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.08%	Equity United States Multi-Factor Strategy	96
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.05%	Equity World Social/Environmental	329
WisdomTree Global Quality Dividend Growth UCITS ETF GBP Hedged Dist	0.02%	Equity World Fundamental/Quality	2
iShares MSCI World Momentum Factor Advanced UCITS ETF USD (Acc)	0.42%	Equity World Momentum	213
Xtrackers MSCI World Industrials UCITS ETF 1C	0.38%	Equity World Industrials	511
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.10%	Equity World Equal Weighted	30
UBS Factor MSCI USA Quality Screened UCITS ETF USD dis	0.57%	Equity United States Fundamental/Quality Climate Change	793
SPDR S&P 400 U.S. Mid Cap UCITS ETF USD Unhedged (Dist)	1.08%	Equity United States Mid Cap	16
SPDR S&P 400 U.S. Mid Cap UCITS ETF EUR Hedged (Dist)	1.08%	Equity United States Mid Cap	22
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.04%	Equity World Social/Environmental	25
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR Dist	0.14%	Equity World Social/Environmental	107
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.52%	Equity United States Multi-Factor Strategy	36
UBS Factor MSCI USA Quality Screened UCITS ETF hEUR acc	0.57%	Equity United States Fundamental/Quality Climate Change	77
iShares MSCI World Industrials Sector Advanced UCITS ETF USD (Dist)	0.43%	Equity World Industrials Social/Environmental	89
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.08%	Equity United States Multi-Factor Strategy	26
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.14%	Equity World Social/Environmental	925
WisdomTree US Quality Dividend Growth UCITS ETF - GBP Hedged	0.06%	Equity United States Fundamental/Quality	1
HSBC MSCI World UCITS ETF USD	0.03%	Equity World	12,808
Amundi Russell 1000 Growth UCITS ETF Acc	0.11%	Equity United States Growth	659
Invesco MSCI World Universal Screened UCITS ETF Acc	0.10%	Equity World Social/Environmental	208
WisdomTree Global Quality Dividend Growth UCITS ETF USD	0.02%	Equity World Fundamental/Quality	299
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.05%	Equity World Social/Environmental	48
UBS Core MSCI World UCITS ETF hGBP dis	0.04%	Equity World	94
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.05%	Equity World Social/Environmental	1,392
JPMorgan Active US Growth UCITS ETF USD (acc)	0.26%	Equity United States Growth	362
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.04%	Equity World Social/Environmental	167
Xtrackers MSCI USA UCITS ETF 1C	0.06%	Equity United States	9,317
Xtrackers MSCI World Momentum ESG UCITS ETF	0.42%	Equity World Momentum	216
Invesco Quantitative Strategies ESG Global Equity Multi-Factor UCITS ETF EUR PfHdg Acc	0.80%	Equity World Multi-Factor Strategy	333
UBS Core MSCI World UCITS ETF hEUR acc	0.04%	Equity World	308
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.05%	Equity United States	270
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.09%	Equity World Social/Environmental	900
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF USD Acc	0.14%	Equity World Social/Environmental	49
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.04%	Equity World	979
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.05%	Equity World Social/Environmental	118
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.05%	Equity United States	476
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.06%	Equity North America Social/Environmental	27
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.05%	Equity World Social/Environmental	5,235
iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist)	0.22%	Equity United States Momentum	10
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.06%	Equity World Social/Environmental Climate Change	6
UBS Core MSCI USA UCITS ETF hGBP acc	0.05%	Equity United States	58
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.14%	Equity World Momentum	3,341
Xtrackers MSCI USA Climate Transition UCITS ETF 1D 1D	0.07%	Equity United States Social/Environmental Climate Change	8
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.04%	Equity World	347
iShares Core MSCI World UCITS ETF USD (Acc)	0.04%	Equity World	111,710
WisdomTree Global Quality Growth UCITS ETF USD Unhedged Acc	0.04%	Equity World Fundamental/Quality	3
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.06%	Equity World Social/Environmental Climate Change	2
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.06%	Equity North America Social/Environmental	303
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.04%	Equity World	692
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.04%	Equity World Social/Environmental	54
UBS Core MSCI USA UCITS ETF USD dis	0.05%	Equity United States	1,204
UBS MSCI USA Universal UCITS ETF USD acc	0.08%	Equity United States Social/Environmental Climate Change	3
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.10%	Equity United States Social/Environmental	6
WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc	0.02%	Equity World Fundamental/Quality	642
SPDR MSCI All Country World UCITS ETF (Acc)	0.04%	Equity World	7,475
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc)	0.09%	Equity United States Social/Environmental Climate Change	5
Xtrackers MSCI World Momentum UCITS ETF 1C	0.14%	Equity World Momentum	1,608
iShares MSCI USA UCITS ETF (Acc)	0.06%	Equity United States	2,864
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist)	0.09%	Equity United States Social/Environmental Climate Change	1
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.06%	Equity World	18
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental	188
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	987
UBS Factor MSCI USA Quality Screened UCITS ETF hCHF acc	0.57%	Equity United States Fundamental/Quality Climate Change	32
SPDR S&P 400 U.S. Mid Cap UCITS ETF USD Unhedged (Acc)	1.08%	Equity United States Mid Cap	3,931
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.04%	Equity World Social/Environmental	744
Xtrackers MSCI USA ESG UCITS ETF 1C	0.13%	Equity United States Social/Environmental	8,437
WisdomTree US Quality Dividend Growth UCITS ETF - EUR Hedged Acc	0.06%	Equity United States Fundamental/Quality	41
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.06%	Equity United States	537
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR)	0.11%	Equity United States Social/Environmental Climate Change	430
UBS Core MSCI World UCITS ETF USD acc	0.04%	Equity World	5,939
iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.32%	Equity United States Mid Cap	267
iShares Core MSCI World UCITS ETF USD (Dist)	0.04%	Equity World	519
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.10%	Equity United States Social/Environmental	2,880
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	189
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.04%	Equity World Social/Environmental	2
WisdomTree US Quality Dividend Growth UCITS ETF USD	0.06%	Equity United States Fundamental/Quality	157
UBS MSCI USA NSL UCITS ETF USD acc	0.05%	Equity United States	2,836
HSBC MSCI USA Quality UCITS ETF USD	0.34%	Equity United States Fundamental/Quality	331
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.05%	Equity World Social/Environmental	19
UBS MSCI World UCITS ETF USD dis	0.04%	Equity World	1,368
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.05%	Equity World Social/Environmental	1,941
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.05%	Equity World Social/Environmental	404
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.02%	Equity World	4,171
iShares Edge MSCI USA Quality Factor UCITS ETF	0.30%	Equity United States Fundamental/Quality	1,411
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.06%	Equity United States Social/Environmental	1,372
SPDR MSCI World UCITS ETF	0.04%	Equity World	14,103
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.02%	Equity World	74
JPMorgan Active US Growth UCITS ETF USD (dist)	0.26%	Equity United States Growth	1
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.05%	Equity World Social/Environmental	788
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.05%	Equity United States	499
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.04%	Equity World	328
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.04%	Equity World	252
Xtrackers MSCI World Screened UCITS ETF 1D	0.05%	Equity World Social/Environmental	122
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.03%	Equity World Social/Environmental	5,067
First Trust US Momentum UCITS ETF Class A Accumulation	0.25%	Equity United States Momentum	69
Xtrackers MSCI World Quality ESG UCITS ETF 1C 1C	0.42%	Equity World Fundamental/Quality	128
Xtrackers MSCI World Climate Transition UCITS ETF	0.06%	Equity World Social/Environmental Climate Change	22
UBS Core MSCI USA UCITS ETF USD acc	0.05%	Equity United States	2,106
iShares MSCI World Screened UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental	965
Xtrackers MSCI USA ESG UCITS ETF 2C - EUR Hedged	0.13%	Equity United States Social/Environmental	134
SPDR MSCI World Industrials UCITS ETF	0.38%	Equity World Industrials	120
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	2
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.05%	Equity United States Social/Environmental	7,180
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.04%	Equity World Social/Environmental	15
HSBC MSCI World UCITS ETF CHF hedged	0.03%	Equity World	51
Xtrackers MSCI World ESG UCITS ETF 1D	0.09%	Equity World Social/Environmental	285
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.12%	Equity World Mid Cap	362
iShares MSCI World Screened UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental	4,761
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.05%	Equity World Social/Environmental	293
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental	145
Invesco Quantitative Strategies ESG Global Equity Multi-Factor UCITS ETF Acc	0.80%	Equity World Multi-Factor Strategy	1,226
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.05%	Equity World Social/Environmental	109
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.05%	Equity World Social/Environmental	806
Xtrackers MSCI USA Industrials UCITS ETF 1D	0.70%	Equity United States Industrials	299
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.06%	Equity United States Social/Environmental	15
JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc)	0.57%	Equity United States Small Cap	56
iShares MSCI World UCITS ETF (Dist)	0.04%	Equity World	7,513
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.04%	Equity World	1,556
iShares Edge MSCI USA Quality Factor UCITS ETF USD (Dist)	0.30%	Equity United States Fundamental/Quality	140
HSBC MSCI World UCITS ETF USD (Acc)	0.03%	Equity World	1,483
Xtrackers MSCI USA UCITS ETF 1D	0.06%	Equity United States	256
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.03%	Equity World Multi-Factor Strategy	152
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	4,504
iShares MSCI North America UCITS ETF	0.06%	Equity North America	1,112
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.04%	Equity World	37
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Capitalisation	0.05%	Equity World Social/Environmental	395
Invesco Global Enhanced Equity UCITS ETF Acc	0.10%	Equity World Multi-Factor Strategy	329
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.03%	Equity World Social/Environmental	2
iShares Russell 1000 Growth UCITS ETF USD (Acc)	0.11%	Equity United States Growth	473
UBS Core MSCI World UCITS ETF hGBP acc	0.04%	Equity World	3
First Trust SMID Rising Dividend Achievers UCITS ETF Class A Accumulation	1.64%	Equity United States Dividend	221
iShares MSCI ACWI UCITS ETF USD (Acc)	0.03%	Equity World	22,108
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.08%	Equity United States Multi-Factor Strategy	31
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.04%	Equity World	1,017
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.04%	Equity World Social/Environmental	4
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.03%	Equity World Multi-Factor Strategy	831
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.04%	Equity World	4,927
WisdomTree US Quality Dividend Growth UCITS ETF USD Acc	0.06%	Equity United States Fundamental/Quality	567
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.52%	Equity United States Multi-Factor Strategy	90
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.06%	Equity United States Social/Environmental	14,118
Xtrackers MSCI USA ESG UCITS ETF 1D	0.13%	Equity United States Social/Environmental	205
JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (dist)	0.57%	Equity United States Small Cap	185
Xtrackers MSCI World UCITS ETF 1C	0.04%	Equity World	16,651
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.10%	Equity World Multi-Factor Strategy	0
iShares U.S. Equity High Income UCITS ETF USD (Acc)	0.47%	Equity United States Social/Environmental	2
iShares World Equity High Income UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	12
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.04%	Equity World	480
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	1,294
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.05%	Equity United States Social/Environmental	535
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.05%	Equity World Social/Environmental	1,221
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.04%	Equity World Social/Environmental	84
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.05%	Equity World Social/Environmental	10
SPDR S&P 400 U.S. Mid Cap Leaders UCITS ETF USD Unhedged (Acc)	2.12%	Equity United States Mid Cap	4
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.06%	Equity United States Social/Environmental	944
iShares Edge MSCI USA Momentum Factor UCITS ETF	0.22%	Equity United States Momentum	499
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.07%	Equity United States Social/Environmental	1,345
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.06%	Equity United States	273
iShares MSCI World Quality Factor Advanced UCITS ETF USD (Acc)	0.42%	Equity World Fundamental/Quality	92
Invesco Global Active ESG Equity UCITS ETF EUR PfHdg Dist	0.80%	Equity World Multi-Factor Strategy	120
UBS MSCI USA UCITS ETF USD dis	0.05%	Equity United States	457

Performance

Returns overview

YTD	+8.65%
1 month	+6.60%
3 months	+27.29%
6 months	+93.06%
1 year	+113.92%
3 years	-
5 years	-
Since inception (MAX)	+534.02%
2025	+110.03%
2024	+107.80%
2023	-
2022	-

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).