Duke Energy

ISIN US26441C2044

WKN A1J0EV

Market cap (in EUR)

84,381 m

Country

United States

Sector

Utilities

Dividend yield

3.41%

Overview

Quote

Description

Duke Energy Corp. engages in the distribution of natural gas and energy-related services. It operates through the following segments: Electric Utilities and Infrastructure, Gas Utilities and Infrastructure, and Other. The Electric Utilities and Infrastructure segment conducts operations in regulated electric utilities in the Carolinas, Florida and the Midwest. The Gas Utilities and Infrastructure segment focuses on Piedmont, natural gas local distribution companies in Ohio and Kentucky, and natural gas storage and midstream pipeline investments. The Other segment includes interest expense on holding company debt, unallocated corporate costs, and Bison which is a wholly owned captive insurance company. The company was founded on April 30, 1904 and is headquartered in Charlotte, NC.

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Utilities Energy Utilities United States

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Financials

Key metrics

Market capitalisation, EUR	84,381 m
EPS, EUR	5.64
P/B ratio	1.8
P/E ratio	19.1
Dividend yield	3.41%

Income statement (2025)

Revenue, EUR	28,575 m
Net income, EUR	4,403 m
Profit margin	15.41%

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Capital at risk

What ETF is Duke Energy in?

There are 204 ETFs which contain Duke Energy. All of these ETFs are listed in the table below. The ETF with the largest weighting of Duke Energy is the State Street SPDR S&P U.S. Utilities Select Sector UCITS ETF USD.

ETF	Weight	Investment focus	Fund size (in m EUR)
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.17%	Equity United States Multi-Factor Strategy	8
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.05%	Equity World Equal Weighted	19
UBS Core MSCI World UCITS ETF hCHF acc	0.12%	Equity World	954
UBS Factor MSCI USA Low Volatility UCITS ETF USD dis	1.04%	Equity United States Low Volatility/Risk Weighted	35
Xtrackers Portfolio UCITS ETF 1C	0.01%	Equity World Multi-Asset Strategy	729
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	1,295
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc)	0.16%	Equity United States	3
State Street SPDR Morningstar Multi-Asset Global Infrastructure UCITS ETF USD	1.04%	Equity World Infrastructure Multi-Asset Strategy	1,099
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.16%	Equity United States	44
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc)	0.16%	Equity United States	14,699
UBS Core MSCI World UCITS ETF USD dis	0.12%	Equity World	1,827
iShares S&P 500 Utilities Sector UCITS ETF USD (Acc)	6.93%	Equity United States Utilities	1,062
HANetf Nuclear Renaissance UCITS ETF Acc	2.68%	Equity World Uranium	2
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	41
iShares MSCI ACWI UCITS ETF USD (Dist)	0.10%	Equity World	11
L&G Global Quality Dividends UCITS ETF USD Acc	0.17%	Equity World Dividend	26
UBS MSCI USA Value UCITS ETF USD dis	0.31%	Equity United States Value	545
Amundi Core MSCI USA UCITS ETF Acc	0.16%	Equity United States	3,472
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD	0.06%	Equity United States Social/Environmental	1,331
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.20%	Equity United States Equal Weighted	370
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.09%	Equity World	615
iShares Global Infrastructure UCITS ETF USD (Dist)	2.98%	Equity World Infrastructure	2,128
Xtrackers MSCI World Minimum Volatility UCITS ETF 1C	1.50%	Equity World Low Volatility/Risk Weighted	980
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.10%	Equity World Multi-Factor Strategy	3
JPMorgan Global Equity Multi-Factor UCITS ETF USD (dist)	0.29%	Equity World Multi-Factor Strategy	0
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	0.28%	Equity United States	2
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.10%	Equity World	90
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc)	0.84%	Equity World Covered Call Alternative Investments	65
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.04%	Equity World	50
Xtrackers MSCI World UCITS ETF 1D	0.11%	Equity World	4,690
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.16%	Equity United States	423
JPMorgan Global Equity Premium Income Active UCITS ETF EUR (dist)	0.84%	Equity World Covered Call Alternative Investments	20
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.29%	Equity World Social/Environmental Climate Change	134
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.19%	Equity United States Equal Weighted	266
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.16%	Equity United States	54
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.11%	Equity World	705
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.17%	Equity United States Multi-Factor Strategy	109
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.41%	Equity United States	28
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.03%	Equity World Multi-Asset Strategy	223
State Street SPDR S&P 500 Low Volatility UCITS ETF USD	1.30%	Equity United States Low Volatility/Risk Weighted	96
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.24%	Equity World Dividend	8,359
HSBC PLUS USA Equity Quant Active UCITS ETF USD Acc	0.06%	Equity United States Multi-Factor Strategy	87
UBS Core S&P 500 UCITS ETF hGBP dis	0.16%	Equity United States	64
iShares Core S&P 500 UCITS ETF USD (Dist)	0.16%	Equity United States	18,414
Xtrackers Portfolio Income UCITS ETF 1D	0.05%	Equity World Multi-Asset Strategy	59
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc)	1.51%	Equity World Low Volatility/Risk Weighted	2,210
Invesco S&P 500 High Dividend Low Volatility UCITS ETF	1.63%	Equity United States Low Volatility/Risk Weighted	367
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.19%	Equity United States Equal Weighted	1,014
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.08%	Equity World Multi-Asset Strategy	1,098
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.32%	Equity United States Multi-Factor Strategy	39
Amundi Core MSCI USA UCITS ETF UCITS ETF CHF Hedged Acc	0.16%	Equity United States	1
Amundi Prime Global UCITS ETF Acc	0.12%	Equity World	1,974
Fidelity Global Value Research Enhanced UCITS ETF ACC-USD	0.11%	Equity World Value	5
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.17%	Equity United States Multi-Factor Strategy	27
iShares Global Infrastructure UCITS ETF USD (Acc)	2.98%	Equity World Infrastructure	145
HSBC MSCI World UCITS ETF USD	0.11%	Equity World	13,012
UBS Core S&P 500 UCITS ETF hEUR acc	0.16%	Equity United States	221
L&G Global Equity UCITS ETF	0.12%	Equity World Social/Environmental	1,287
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.24%	Equity World Dividend	2,328
UBS Core MSCI World UCITS ETF hGBP dis	0.12%	Equity World	102
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.08%	Equity World Multi-Asset Strategy	81
Xtrackers MSCI USA UCITS ETF 1C	0.16%	Equity United States	10,687
UBS Core MSCI World UCITS ETF hEUR acc	0.12%	Equity World	787
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.16%	Equity United States	184
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.11%	Equity World	18
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.03%	Equity World Social/Environmental	234
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.12%	Equity World	1,125
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.20%	Equity United States Equal Weighted	22
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.16%	Equity United States	570
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc)	0.16%	Equity United States	84
L&G S&P 100 Equal Weight UCITS ETF USD Acc	0.96%	Equity United States Large Cap	29
Amundi Core MSCI World UCITS ETF Acc	0.11%	Equity World	13,328
UBS Core MSCI USA UCITS ETF hGBP acc	0.16%	Equity United States	34
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.05%	Equity World Multi-Asset Strategy	844
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.11%	Equity World	455
iShares Core MSCI World UCITS ETF USD (Acc)	0.12%	Equity World	118,613
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.16%	Equity United States	2,118
State Street SPDR S&P U.S. Utilities Select Sector UCITS ETF USD	6.95%	Equity United States Utilities	177
WisdomTree Emerging Markets Equity Income UCITS ETF	0.00%	Equity Emerging Markets Dividend	151
iShares Core S&P 500 UCITS ETF USD (Acc)	0.16%	Equity United States	125,396
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.16%	Equity United States	129
L&G US Equity UCITS ETF	0.17%	Equity United States Social/Environmental	1,273
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.11%	Equity World	751
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.11%	Equity World	62
L&G Global Quality Dividends UCITS ETF USD Dist	0.17%	Equity World Dividend	175
UBS Core MSCI USA UCITS ETF USD dis	0.16%	Equity United States	1,226
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.10%	Equity World	21,595
First Trust Value Line® Dividend Index UCITS ETF Acc	0.43%	Equity United States Dividend	6
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.10%	Equity World	13,120
iShares MSCI USA UCITS ETF (Acc)	0.16%	Equity United States	4,025
WisdomTree Emerging Markets Equity Income UCITS ETF Acc	0.00%	Equity Emerging Markets Dividend	66
JPMorgan Global Equity Multi-Factor UCITS ETF USD (acc)	0.29%	Equity World Multi-Factor Strategy	224
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.20%	Equity World	8
Fidelity US Equity Research Enhanced UCITS ETF EUR Hedged Acc	0.06%	Equity United States Social/Environmental	104
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.10%	Equity World	10
Xtrackers S&P 500 UCITS ETF 4D	0.16%	Equity United States	1
iShares Edge MSCI World Minimum Volatility UCITS ETF EUR Hedged (Acc)	1.51%	Equity World Low Volatility/Risk Weighted	157
UBS Core S&P 500 UCITS ETF USD dis	0.16%	Equity United States	1,140
UBS Core S&P 500 UCITS ETF hCHF acc	0.16%	Equity United States	658
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.05%	Equity World Multi-Asset Strategy	108
L&G S&P 100 UCITS ETF USD Acc	0.22%	Equity United States Large Cap	4
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.16%	Equity United States	587
UBS Core MSCI World UCITS ETF USD acc	0.12%	Equity World	8,929
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.29%	Equity World Social/Environmental Climate Change	273
iShares Core MSCI World UCITS ETF USD (Dist)	0.12%	Equity World	728
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.19%	Equity United States Equal Weighted	9,171
Xtrackers MSCI World Utilities UCITS ETF 1C	4.22%	Equity World Utilities	781
Invesco RAFI All-World Fundamental Value UCITS ETF	0.15%	Equity World Value	213
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.04%	Equity World	23
UBS MSCI USA NSL UCITS ETF USD acc	0.16%	Equity United States	2,917
UBS Factor MSCI USA Low Volatility UCITS ETF hEUR acc	1.04%	Equity United States Low Volatility/Risk Weighted	4
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.11%	Equity World	76
Amundi Prime All Country World UCITS ETF Acc	0.10%	Equity World	1,886
Xtrackers MSCI USA Minimum Volatility UCITS ETF 1D	1.53%	Equity United States Low Volatility/Risk Weighted	4
UBS MSCI World UCITS ETF USD dis	0.11%	Equity World	1,403
Vanguard FTSE Developed World UCITS ETF Acc	0.11%	Equity World	5,327
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.20%	Equity United States	177
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.19%	Equity United States Equal Weighted	464
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.10%	Equity World	5,577
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist)	0.84%	Equity World Covered Call Alternative Investments	1,219
iShares Edge S&P 500 Minimum Volatility UCITS ETF EUR Hedged (Acc)	0.87%	Equity United States Low Volatility/Risk Weighted	28
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist)	0.16%	Equity United States	291
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist)	0.16%	Equity United States	17,482
iShares S&P 500 3% Capped UCITS ETF EUR Hedged Acc	0.20%	Equity United States	30
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.11%	Equity World	15,992
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.20%	Equity United States Equal Weighted	221
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.10%	Equity World	128
iShares Nuclear Energy and Uranium Mining UCITS ETF USD (Acc)	6.86%	Equity World Uranium	25
Vanguard FTSE Developed World UCITS ETF Distributing	0.11%	Equity World	3,899
Invesco RAFI US Fundamental Value UCITS ETF Dist	0.28%	Equity United States Value	796
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.15%	Equity North America	2,600
iShares Global Infrastructure UCITS ETF GBP Hedged (Acc)	2.98%	Equity World Infrastructure	73
HSBC S&P 500 UCITS ETF USD	0.16%	Equity United States	7,967
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.19%	Equity United States Equal Weighted	63
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.19%	Equity United States Equal Weighted	1,252
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.16%	Equity United States	667
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.11%	Equity World	390
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.11%	Equity World	298
Franklin US Dividend Tilt UCITS ETF (Acc)	0.20%	Equity United States Dividend	1
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.11%	Equity World	151
Invesco FTSE All-World UCITS ETF Acc	0.04%	Equity World	3,204
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.16%	Equity United States	28,263
UBS Core MSCI USA UCITS ETF USD acc	0.16%	Equity United States	2,566
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.19%	Equity United States Equal Weighted	326
HSBC MSCI World UCITS ETF CHF hedged	0.11%	Equity World	83
Amundi Core MSCI World UCITS ETF USD Dist	0.11%	Equity World	1,513
Amundi Core MSCI USA UCITS ETF Dist	0.16%	Equity United States	1,022
BNP Paribas Easy MSCI USA UCITS ETF EUR Acc	0.16%	Equity United States	17
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.16%	Equity United States	21
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.29%	Equity World Social/Environmental Climate Change	9
BNP Paribas Easy MSCI USA UCITS ETF USD Acc	0.16%	Equity United States	17
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.31%	Equity United States Value	479
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.15%	Equity North America	2,780
Xtrackers S&P 500 UCITS ETF 4C	0.16%	Equity United States	1,286
iShares Edge MSCI World Minimum Volatility UCITS ETF GBP hedged (Acc)	1.51%	Equity World Low Volatility/Risk Weighted	58
iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc)	0.87%	Equity United States Low Volatility/Risk Weighted	1,378
iShares MSCI World UCITS ETF (Dist)	0.12%	Equity World	7,854
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.12%	Equity World	1,708
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.17%	Equity United States	1,319
State Street SPDR S&P 500 UCITS ETF EUR Hedged	0.16%	Equity United States	2,383
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.16%	Equity United States	8,390
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.10%	Equity World	40,005
HSBC MSCI World UCITS ETF USD (Acc)	0.11%	Equity World	1,824
Xtrackers MSCI USA UCITS ETF 1D	0.16%	Equity United States	270
iShares MSCI North America UCITS ETF	0.15%	Equity North America	1,187
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.16%	Equity United States	18
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.11%	Equity World	49
Invesco Global Enhanced Equity UCITS ETF Acc	0.10%	Equity World Multi-Factor Strategy	615
JPMorgan BetaBuilders US Equity UCITS ETF USD (dist)	0.16%	Equity United States	4
UBS Core MSCI World UCITS ETF hGBP acc	0.12%	Equity World	53
iShares MSCI ACWI UCITS ETF USD (Acc)	0.10%	Equity World	27,994
HSBC S&P 500 UCITS ETF USD (Acc)	0.16%	Equity United States	618
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.07%	Equity World Multi-Factor Strategy	553
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.17%	Equity United States Multi-Factor Strategy	24
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.16%	Equity United States	43,781
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.10%	Equity World	1,530
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.20%	Equity United States Equal Weighted	3,774
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.11%	Equity World	5,110
Xtrackers FTSE All-World UCITS ETF 1C	0.09%	Equity World	21
Invesco FTSE All-World UCITS ETF Dist	0.04%	Equity World	244
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist)	0.87%	Equity United States Low Volatility/Risk Weighted	124
JPMorgan BetaBuilders US Equity UCITS ETF USD (acc)	0.16%	Equity United States	78
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.03%	Equity World Multi-Asset Strategy	98
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.32%	Equity United States Multi-Factor Strategy	115
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.16%	Equity United States	65
Invesco S&P 500 Low Volatility UCITS ETF Acc	1.29%	Equity United States Low Volatility/Risk Weighted	116
Amundi Prime Global UCITS ETF Dist	0.12%	Equity World	1,503
Xtrackers MSCI World UCITS ETF 1C	0.11%	Equity World	18,689
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.10%	Equity World Multi-Factor Strategy	8
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.12%	Equity World	520
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	0.20%	Equity United States	1
UBS Core S&P 500 UCITS ETF USD acc	0.16%	Equity United States	1,487
Amundi Prime All Country World UCITS ETF Dist	0.10%	Equity World	4,170
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.16%	Equity United States	339
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.04%	Equity World	56
Invesco US Enhanced Equity UCITS ETF Acc	0.19%	Equity United States Multi-Factor Strategy	84
State Street SPDR MSCI World Utilities UCITS ETF USD	4.22%	Equity World Utilities	74
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Dist)	1.51%	Equity World Low Volatility/Risk Weighted	11
Franklin US Dividend Tilt UCITS ETF (Dis)	0.20%	Equity United States Dividend	3
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.16%	Equity United States	637
UBS MSCI USA UCITS ETF USD dis	0.16%	Equity United States	481
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.16%	Equity United States	12
Fidelity US Value Research Enhanced UCITS ETF ACC-USD	0.04%	Equity United States Value	3

Performance

Returns overview

YTD	+6.20%
1 month	+1.05%
3 months	-4.50%
6 months	+8.31%
1 year	+7.75%
3 years	+26.62%
5 years	+28.59%
Since inception (MAX)	+42.71%
2025	+1.44%
2024	+12.80%
2023	-11.52%
2022	+10.98%

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).