Duke Energy

ISIN US26441C2044

WKN A1J0EV

Market cap (in EUR)

86,013 m

Country

United States

Sector

Utilities

Dividend yield

3.38%

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	86,013 m
EPS, EUR	5.64
P/B ratio	1.8
P/E ratio	19.3
Dividend yield	3.38%

Income statement (2025)

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

What ETF is Duke Energy in?

There are 205 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	0.15%	Equity United States Multi-Factor Strategy	10
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.05%	Equity World Equal Weighted	20
UBS Core MSCI World UCITS ETF hCHF acc	0.11%	Equity World	1,025
UBS Factor MSCI USA Low Volatility UCITS ETF USD dis	1.02%	Equity United States Low Volatility/Risk Weighted	37
Xtrackers Portfolio UCITS ETF 1C	0.01%	Equity World Multi-Asset Strategy	757
Invesco MSCI World Equal Weight UCITS ETF	0.07%	Equity World Equal Weighted	1,511
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc)	0.15%	Equity United States	3
State Street SPDR Morningstar Multi-Asset Global Infrastructure UCITS ETF USD	1.04%	Equity World Infrastructure Multi-Asset Strategy	971
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.14%	Equity United States	43
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc)	0.15%	Equity United States	15,384
UBS Core MSCI World UCITS ETF USD dis	0.11%	Equity World	1,917
iShares S&P 500 Utilities Sector UCITS ETF USD (Acc)	6.93%	Equity United States Utilities	1,161
HANetf Nuclear Renaissance UCITS ETF Acc	2.53%	Equity World Uranium	2
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	43
iShares MSCI ACWI UCITS ETF USD (Dist)	0.09%	Equity World	18
L&G Global Quality Dividends UCITS ETF USD Acc	0.16%	Equity World Dividend	44
UBS MSCI USA Value UCITS ETF USD dis	0.29%	Equity United States Value	579
Amundi Core MSCI USA UCITS ETF Acc	0.15%	Equity United States	3,675
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD	0.05%	Equity United States Social/Environmental	1,433
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.18%	Equity United States Equal Weighted	399
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.09%	Equity World	685
iShares Global Infrastructure UCITS ETF USD (Dist)	2.92%	Equity World Infrastructure	2,198
Xtrackers MSCI World Minimum Volatility UCITS ETF 1C	1.48%	Equity World Low Volatility/Risk Weighted	1,092
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.09%	Equity World Multi-Factor Strategy	3
JPMorgan Global Equity Multi-Factor UCITS ETF USD (dist)	0.27%	Equity World Multi-Factor Strategy	0
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	16
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental Climate Change	409
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.25%	Equity United States	2
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.09%	Equity World	95
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc)	0.79%	Equity World Covered Call Alternative Investments	66
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.04%	Equity World	55
Xtrackers MSCI World UCITS ETF 1D	0.11%	Equity World	4,919
Franklin US Income Equity Focus UCITS ETF (Dis)	1.98%	Equity United States Dividend	22
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.15%	Equity United States	444
JPMorgan Global Equity Premium Income Active UCITS ETF EUR (dist)	0.79%	Equity World Covered Call Alternative Investments	24
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.20%	Equity United States Equal Weighted	277
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.15%	Equity United States	56
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.10%	Equity World	706
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.15%	Equity United States Multi-Factor Strategy	114
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.39%	Equity United States	132
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.03%	Equity World Multi-Asset Strategy	233
State Street SPDR S&P 500 Low Volatility UCITS ETF USD	1.25%	Equity United States Low Volatility/Risk Weighted	101
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.22%	Equity World Dividend	8,984
HSBC PLUS USA Equity Quant Active UCITS ETF USD Acc	0.06%	Equity United States Multi-Factor Strategy	94
UBS Core S&P 500 UCITS ETF hGBP dis	0.14%	Equity United States	68
iShares Core S&P 500 UCITS ETF USD (Dist)	0.15%	Equity United States	19,237
Xtrackers Portfolio Income UCITS ETF 1D	0.05%	Equity World Multi-Asset Strategy	59
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc)	1.43%	Equity World Low Volatility/Risk Weighted	2,210
Invesco S&P 500 High Dividend Low Volatility UCITS ETF	1.58%	Equity United States Low Volatility/Risk Weighted	382
Invesco S&P 500 Equal Weight UCITS ETF	0.18%	Equity United States Equal Weighted	1,055
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.08%	Equity World Multi-Asset Strategy	1,170
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.30%	Equity United States Multi-Factor Strategy	40
Amundi Core MSCI USA UCITS ETF UCITS ETF CHF Hedged Acc	0.15%	Equity United States	1
Amundi Prime Global UCITS ETF Acc	0.11%	Equity World	2,743
Fidelity Global Value Research Enhanced UCITS ETF ACC-USD	0.10%	Equity World Value	6
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.15%	Equity United States Multi-Factor Strategy	28
iShares Global Infrastructure UCITS ETF USD (Acc)	2.92%	Equity World Infrastructure	149
HSBC MSCI World UCITS ETF USD	0.10%	Equity World	13,607
UBS Core S&P 500 UCITS ETF hEUR acc	0.14%	Equity United States	195
L&G Global Equity UCITS ETF	0.11%	Equity World Social/Environmental	1,495
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.22%	Equity World Dividend	2,642
UBS Core MSCI World UCITS ETF hGBP dis	0.11%	Equity World	143
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.08%	Equity World Multi-Asset Strategy	88
Xtrackers MSCI USA UCITS ETF 1C	0.15%	Equity United States	11,262
UBS Core MSCI World UCITS ETF hEUR acc	0.11%	Equity World	864
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.14%	Equity United States	187
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.11%	Equity World	19
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.03%	Equity World Social/Environmental	258
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.11%	Equity World	1,183
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.18%	Equity United States Equal Weighted	30
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.14%	Equity United States	615
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc)	0.15%	Equity United States	86
L&G S&P 100 Equal Weight UCITS ETF USD Acc	0.89%	Equity United States Large Cap	31
Amundi Core MSCI World UCITS ETF Acc	0.11%	Equity World	14,092
UBS Core MSCI USA UCITS ETF hGBP acc	0.14%	Equity United States	47
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.05%	Equity World Multi-Asset Strategy	894
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.11%	Equity World	444
iShares Core MSCI World UCITS ETF USD (Acc)	0.11%	Equity World	123,901
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.15%	Equity United States	2,149
State Street SPDR S&P U.S. Utilities Select Sector UCITS ETF USD	6.97%	Equity United States Utilities	187
iShares Core S&P 500 UCITS ETF USD (Acc)	0.15%	Equity United States	131,517
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.16%	Equity United States	2,444
L&G US Equity UCITS ETF	0.15%	Equity United States Social/Environmental	1,297
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.10%	Equity World	798
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.11%	Equity World	60
L&G Global Quality Dividends UCITS ETF USD Dist	0.16%	Equity World Dividend	203
UBS Core MSCI USA UCITS ETF USD dis	0.14%	Equity United States	1,277
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.09%	Equity World	22,662
First Trust Value Line® Dividend Index UCITS ETF Acc	0.40%	Equity United States Dividend	8
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.09%	Equity World	14,239
iShares MSCI USA UCITS ETF (Acc)	0.14%	Equity United States	4,385
JPMorgan Global Equity Multi-Factor UCITS ETF USD (acc)	0.27%	Equity World Multi-Factor Strategy	237
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.18%	Equity World	6
Fidelity US Equity Research Enhanced UCITS ETF EUR Hedged Acc	0.05%	Equity United States Social/Environmental	107
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.10%	Equity World	12
Xtrackers S&P 500 UCITS ETF 4D	0.15%	Equity United States	1
iShares Edge MSCI World Minimum Volatility UCITS ETF EUR Hedged (Acc)	1.43%	Equity World Low Volatility/Risk Weighted	159
UBS Core S&P 500 UCITS ETF USD dis	0.14%	Equity United States	1,213
UBS Core S&P 500 UCITS ETF hCHF acc	0.14%	Equity United States	738
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.05%	Equity World Multi-Asset Strategy	115
L&G S&P 100 UCITS ETF USD Acc	0.20%	Equity United States Large Cap	3
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.15%	Equity United States	613
UBS Core MSCI World UCITS ETF USD acc	0.11%	Equity World	9,924
iShares FTSE All-World UCITS ETF USD (Acc)	0.09%	Equity World	26
iShares Core MSCI World UCITS ETF USD (Dist)	0.11%	Equity World	767
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.20%	Equity United States Equal Weighted	10,357
Xtrackers MSCI World Utilities UCITS ETF 1C	4.24%	Equity World Utilities	849
Invesco RAFI All-World Fundamental Value UCITS ETF	0.14%	Equity World Value	235
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.04%	Equity World	26
UBS MSCI USA NSL UCITS ETF USD acc	0.15%	Equity United States	3,010
UBS Factor MSCI USA Low Volatility UCITS ETF hEUR acc	1.02%	Equity United States Low Volatility/Risk Weighted	5
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.11%	Equity World	79
Amundi Prime All Country World UCITS ETF Acc	0.10%	Equity World	2,219
Xtrackers MSCI USA Minimum Volatility UCITS ETF 1D	1.48%	Equity United States Low Volatility/Risk Weighted	4
UBS MSCI World UCITS ETF USD dis	0.10%	Equity World	1,462
Vanguard FTSE Developed World UCITS ETF Acc	0.10%	Equity World	5,661
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.18%	Equity United States	210
Amundi FTSE All World GDP-Weighted UCITS ETF Acc	0.05%	Equity World	14
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.20%	Equity United States Equal Weighted	529
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.09%	Equity World	6,281
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist)	0.79%	Equity World Covered Call Alternative Investments	1,256
iShares Edge S&P 500 Minimum Volatility UCITS ETF EUR Hedged (Acc)	0.79%	Equity United States Low Volatility/Risk Weighted	28
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist)	0.15%	Equity United States	307
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist)	0.15%	Equity United States	18,313
iShares S&P 500 3% Capped UCITS ETF EUR Hedged Acc	0.18%	Equity United States	31
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.10%	Equity World	17,160
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.18%	Equity United States Equal Weighted	245
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.09%	Equity World	156
iShares Nuclear Energy and Uranium Mining UCITS ETF USD (Acc)	6.84%	Equity World Uranium	26
Vanguard FTSE Developed World UCITS ETF Distributing	0.10%	Equity World	4,076
Invesco RAFI US Fundamental Value UCITS ETF Dist	0.26%	Equity United States Value	863
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.14%	Equity North America	2,730
iShares Global Infrastructure UCITS ETF GBP Hedged (Acc)	2.92%	Equity World Infrastructure	78
HSBC S&P 500 UCITS ETF USD	0.15%	Equity United States	8,602
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.20%	Equity United States Equal Weighted	69
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.20%	Equity United States Equal Weighted	1,327
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.14%	Equity United States	725
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.11%	Equity World	430
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.10%	Equity World	329
Franklin US Dividend Tilt UCITS ETF (Acc)	0.19%	Equity United States Dividend	1
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.11%	Equity World	142
Invesco FTSE All-World UCITS ETF	0.04%	Equity World	3,501
Global X U.S. Electrification UCITS ETF USD Accumulating	3.82%	Equity United States Infrastructure	6
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.15%	Equity United States	29,158
UBS Core MSCI USA UCITS ETF USD acc	0.14%	Equity United States	2,751
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental Climate Change	192
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.18%	Equity United States Equal Weighted	348
HSBC MSCI World UCITS ETF CHF hedged	0.10%	Equity World	79
Amundi Core MSCI World UCITS ETF USD Dist	0.11%	Equity World	1,605
Amundi Core MSCI USA UCITS ETF Dist	0.15%	Equity United States	1,063
BNP Paribas Easy MSCI USA UCITS ETF EUR Acc	0.15%	Equity United States	17
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.15%	Equity United States	20
BNP Paribas Easy MSCI USA UCITS ETF USD Acc	0.15%	Equity United States	17
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.28%	Equity United States Value	609
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.14%	Equity North America	2,905
Xtrackers S&P 500 UCITS ETF 4C	0.15%	Equity United States	1,615
iShares Edge MSCI World Minimum Volatility UCITS ETF GBP hedged (Acc)	1.43%	Equity World Low Volatility/Risk Weighted	58
iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc)	0.79%	Equity United States Low Volatility/Risk Weighted	1,475
iShares MSCI World UCITS ETF (Dist)	0.11%	Equity World	8,140
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.11%	Equity World	1,757
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.14%	Equity United States	1,376
State Street SPDR S&P 500 UCITS ETF EUR Hedged	0.15%	Equity United States	2,415
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.15%	Equity United States	8,639
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.09%	Equity World	44,135
HSBC MSCI World UCITS ETF USD (Acc)	0.10%	Equity World	1,926
Xtrackers MSCI USA UCITS ETF 1D	0.15%	Equity United States	281
iShares MSCI North America UCITS ETF	0.14%	Equity North America	1,252
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.16%	Equity United States	121
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.11%	Equity World	53
Invesco Global Enhanced Equity UCITS ETF Acc	0.09%	Equity World Multi-Factor Strategy	733
JPMorgan BetaBuilders US Equity UCITS ETF USD (dist)	0.15%	Equity United States	3
UBS Core MSCI World UCITS ETF hGBP acc	0.11%	Equity World	78
iShares MSCI ACWI UCITS ETF USD (Acc)	0.09%	Equity World	29,634
HSBC S&P 500 UCITS ETF USD (Acc)	0.15%	Equity United States	647
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.07%	Equity World Multi-Factor Strategy	585
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.15%	Equity United States Multi-Factor Strategy	32
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.15%	Equity United States	45,725
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.09%	Equity World	1,636
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.18%	Equity United States Equal Weighted	4,136
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.10%	Equity World	5,271
Xtrackers FTSE All-World UCITS ETF 1C	0.09%	Equity World	44
Invesco FTSE All-World UCITS ETF	0.04%	Equity World	264
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist)	0.79%	Equity United States Low Volatility/Risk Weighted	128
JPMorgan BetaBuilders US Equity UCITS ETF USD (acc)	0.15%	Equity United States	79
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.03%	Equity World Multi-Asset Strategy	100
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.30%	Equity United States Multi-Factor Strategy	138
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.15%	Equity United States	61
Invesco S&P 500 Low Volatility UCITS ETF Acc	1.25%	Equity United States Low Volatility/Risk Weighted	122
Amundi Prime Global UCITS ETF Dist	0.11%	Equity World	1,575
Xtrackers MSCI World UCITS ETF 1C	0.11%	Equity World	19,711
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.09%	Equity World Multi-Factor Strategy	8
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.11%	Equity World	539
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	0.18%	Equity United States	1
UBS Core S&P 500 UCITS ETF USD acc	0.14%	Equity United States	1,699
Amundi Prime All Country World UCITS ETF Dist	0.10%	Equity World	4,559
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.15%	Equity United States	358
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.04%	Equity World	63
Invesco US Enhanced Equity UCITS ETF Acc	0.09%	Equity United States Multi-Factor Strategy	114
State Street SPDR MSCI World Utilities UCITS ETF USD	4.22%	Equity World Utilities	81
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Dist)	1.43%	Equity World Low Volatility/Risk Weighted	11
Franklin US Dividend Tilt UCITS ETF (Dis)	0.19%	Equity United States Dividend	3
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.15%	Equity United States	661
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.15%	Equity United States	9
UBS MSCI USA UCITS ETF USD dis	0.14%	Equity United States	503
Fidelity US Value Research Enhanced UCITS ETF ACC-USD	0.04%	Equity United States Value	2

Performance

Returns overview

YTD	+7.95%
1 month	+0.98%
3 months	-5.90%
6 months	+7.85%
1 year	+10.27%
3 years	+32.24%
5 years	+30.99%
Since inception (MAX)	+45.07%
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).