Duke Energy

ISIN US26441C2044

WKN A1J0EV

Market cap (in EUR)

88,621 m

Country

United States

Sector

Utilities

Dividend yield

3.30%

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	88,621 m
EPS, EUR	5.64
P/B ratio	1.9
P/E ratio	19.8
Dividend yield	3.30%

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	8
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	1,056
UBS Factor MSCI USA Low Volatility UCITS ETF USD dis	1.02%	Equity United States Low Volatility/Risk Weighted	36
Xtrackers Portfolio UCITS ETF 1C	0.01%	Equity World Multi-Asset Strategy	756
Invesco MSCI World Equal Weight UCITS ETF	0.07%	Equity World Equal Weighted	1,563
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc)	0.15%	Equity United States	2
State Street SPDR Morningstar Multi-Asset Global Infrastructure UCITS ETF USD	1.04%	Equity World Infrastructure Multi-Asset Strategy	974
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.14%	Equity United States	41
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc)	0.15%	Equity United States	15,575
UBS Core MSCI World UCITS ETF USD dis	0.11%	Equity World	1,939
iShares S&P 500 Utilities Sector UCITS ETF USD (Acc)	6.93%	Equity United States Utilities	1,251
HANetf Nuclear Renaissance UCITS ETF Acc	2.53%	Equity World Uranium	3
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	25
L&G Global Quality Dividends UCITS ETF USD Acc	0.16%	Equity World Dividend	59
UBS MSCI USA Value UCITS ETF USD dis	0.29%	Equity United States Value	656
Amundi Core MSCI USA UCITS ETF Acc	0.15%	Equity United States	3,706
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD	0.05%	Equity United States Social/Environmental	1,425
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.18%	Equity United States Equal Weighted	424
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.09%	Equity World	706
iShares Global Infrastructure UCITS ETF USD (Dist)	2.92%	Equity World Infrastructure	2,275
Xtrackers MSCI World Minimum Volatility UCITS ETF 1C	1.48%	Equity World Low Volatility/Risk Weighted	1,113
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.09%	Equity World Multi-Factor Strategy	4
JPMorgan Global Equity Multi-Factor UCITS ETF USD (dist)	0.27%	Equity World Multi-Factor Strategy	1
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	15
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental Climate Change	396
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	94
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc)	0.79%	Equity World Covered Call Alternative Investments	65
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.04%	Equity World	56
Xtrackers MSCI World UCITS ETF 1D	0.11%	Equity World	4,760
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	447
JPMorgan Global Equity Premium Income Active UCITS ETF EUR (dist)	0.79%	Equity World Covered Call Alternative Investments	26
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.20%	Equity United States Equal Weighted	234
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.15%	Equity United States	58
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.10%	Equity World	733
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.15%	Equity United States Multi-Factor Strategy	109
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.39%	Equity United States	131
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.03%	Equity World Multi-Asset Strategy	237
State Street SPDR S&P 500 Low Volatility UCITS ETF USD	1.25%	Equity United States Low Volatility/Risk Weighted	103
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.22%	Equity World Dividend	9,326
HSBC PLUS USA Equity Quant Active UCITS ETF USD Acc	0.06%	Equity United States Multi-Factor Strategy	92
UBS Core S&P 500 UCITS ETF hGBP dis	0.14%	Equity United States	67
iShares Core S&P 500 UCITS ETF USD (Dist)	0.15%	Equity United States	19,255
Xtrackers Portfolio Income UCITS ETF 1D	0.05%	Equity World Multi-Asset Strategy	58
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc)	1.43%	Equity World Low Volatility/Risk Weighted	2,261
Invesco S&P 500 High Dividend Low Volatility UCITS ETF	1.58%	Equity United States Low Volatility/Risk Weighted	391
Invesco S&P 500 Equal Weight UCITS ETF	0.18%	Equity United States Equal Weighted	1,092
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.08%	Equity World Multi-Asset Strategy	1,185
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	2,773
Fidelity Global Value Research Enhanced UCITS ETF ACC-USD	0.10%	Equity World Value	7
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	166
HSBC MSCI World UCITS ETF USD	0.10%	Equity World	13,595
UBS Core S&P 500 UCITS ETF hEUR acc	0.14%	Equity United States	191
L&G Global Equity UCITS ETF	0.11%	Equity World Social/Environmental	1,513
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.22%	Equity World Dividend	2,801
UBS Core MSCI World UCITS ETF hGBP dis	0.11%	Equity World	107
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.08%	Equity World Multi-Asset Strategy	91
Xtrackers MSCI USA UCITS ETF 1C	0.15%	Equity United States	11,238
UBS Core MSCI World UCITS ETF hEUR acc	0.11%	Equity World	902
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	259
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.11%	Equity World	1,158
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.18%	Equity United States Equal Weighted	32
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.14%	Equity United States	578
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc)	0.15%	Equity United States	84
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	14,217
UBS Core MSCI USA UCITS ETF hGBP acc	0.14%	Equity United States	33
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.05%	Equity World Multi-Asset Strategy	910
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.11%	Equity World	436
iShares Core MSCI World UCITS ETF USD (Acc)	0.11%	Equity World	124,492
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.15%	Equity United States	2,107
State Street SPDR S&P U.S. Utilities Select Sector UCITS ETF USD	6.97%	Equity United States Utilities	188
iShares Core S&P 500 UCITS ETF USD (Acc)	0.15%	Equity United States	130,945
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.16%	Equity United States	2,443
L&G US Equity UCITS ETF	0.15%	Equity United States Social/Environmental	1,283
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.10%	Equity World	814
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.11%	Equity World	59
L&G Global Quality Dividends UCITS ETF USD Dist	0.16%	Equity World Dividend	240
UBS Core MSCI USA UCITS ETF USD dis	0.14%	Equity United States	1,274
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.09%	Equity World	22,675
First Trust Value Line® Dividend Index UCITS ETF Acc	0.40%	Equity United States Dividend	7
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.09%	Equity World	14,873
iShares MSCI USA UCITS ETF (Acc)	0.14%	Equity United States	4,323
JPMorgan Global Equity Multi-Factor UCITS ETF USD (acc)	0.27%	Equity World Multi-Factor Strategy	244
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	106
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	161
UBS Core S&P 500 UCITS ETF USD dis	0.14%	Equity United States	1,202
UBS Core S&P 500 UCITS ETF hCHF acc	0.14%	Equity United States	717
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.05%	Equity World Multi-Asset Strategy	118
L&G S&P 100 UCITS ETF USD Acc	0.20%	Equity United States Large Cap	35
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.15%	Equity United States	622
UBS Core MSCI World UCITS ETF USD acc	0.11%	Equity World	9,885
iShares FTSE All-World UCITS ETF USD (Acc)	0.09%	Equity World	25
iShares Core MSCI World UCITS ETF USD (Dist)	0.11%	Equity World	753
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.20%	Equity United States Equal Weighted	10,637
Xtrackers MSCI World Utilities UCITS ETF 1C	4.24%	Equity World Utilities	886
Invesco RAFI All-World Fundamental Value UCITS ETF	0.14%	Equity World Value	250
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.04%	Equity World	28
UBS MSCI USA NSL UCITS ETF USD acc	0.15%	Equity United States	2,947
UBS Factor MSCI USA Low Volatility UCITS ETF hEUR acc	1.02%	Equity United States Low Volatility/Risk Weighted	4
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	2,464
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	1,450
Vanguard FTSE Developed World UCITS ETF Acc	0.10%	Equity World	5,694
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.18%	Equity United States	214
Amundi FTSE All World GDP-Weighted UCITS ETF Acc	0.05%	Equity World	21
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.20%	Equity United States Equal Weighted	577
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.09%	Equity World	6,606
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist)	0.79%	Equity World Covered Call Alternative Investments	1,249
iShares Edge S&P 500 Minimum Volatility UCITS ETF EUR Hedged (Acc)	0.79%	Equity United States Low Volatility/Risk Weighted	33
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist)	0.15%	Equity United States	305
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist)	0.15%	Equity United States	18,244
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	17,313
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.18%	Equity United States Equal Weighted	444
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.09%	Equity World	175
iShares Nuclear Energy and Uranium Mining UCITS ETF USD (Acc)	6.84%	Equity World Uranium	27
Vanguard FTSE Developed World UCITS ETF Distributing	0.10%	Equity World	4,077
Invesco RAFI US Fundamental Value UCITS ETF Dist	0.26%	Equity United States Value	955
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.14%	Equity North America	2,755
iShares Global Infrastructure UCITS ETF GBP Hedged (Acc)	2.92%	Equity World Infrastructure	76
HSBC S&P 500 UCITS ETF USD	0.15%	Equity United States	8,682
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.20%	Equity United States Equal Weighted	71
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.20%	Equity United States Equal Weighted	1,396
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	425
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.10%	Equity World	334
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	141
Invesco FTSE All-World UCITS ETF	0.04%	Equity World	3,662
Global X U.S. Electrification UCITS ETF USD Accumulating	3.82%	Equity United States Infrastructure Electrification	7
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.15%	Equity United States	29,709
UBS Core MSCI USA UCITS ETF USD acc	0.14%	Equity United States	2,743
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental Climate Change	185
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.18%	Equity United States Equal Weighted	353
HSBC MSCI World UCITS ETF CHF hedged	0.10%	Equity World	77
Amundi Core MSCI World UCITS ETF USD Dist	0.11%	Equity World	1,608
Amundi Core MSCI USA UCITS ETF Dist	0.15%	Equity United States	1,053
BNP Paribas Easy MSCI USA UCITS ETF EUR Acc	0.15%	Equity United States	14
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	838
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.14%	Equity North America	2,903
Xtrackers S&P 500 UCITS ETF 4C	0.15%	Equity United States	2,107
iShares Edge MSCI World Minimum Volatility UCITS ETF GBP hedged (Acc)	1.43%	Equity World Low Volatility/Risk Weighted	59
iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc)	0.79%	Equity United States Low Volatility/Risk Weighted	1,521
iShares MSCI World UCITS ETF (Dist)	0.11%	Equity World	8,100
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.11%	Equity World	1,755
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.14%	Equity United States	1,372
State Street SPDR S&P 500 UCITS ETF EUR Hedged	0.15%	Equity United States	2,520
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.15%	Equity United States	8,648
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.09%	Equity World	45,591
HSBC MSCI World UCITS ETF USD (Acc)	0.10%	Equity World	1,925
Xtrackers MSCI USA UCITS ETF 1D	0.15%	Equity United States	280
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	126
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.11%	Equity World	51
Invesco Global Enhanced Equity UCITS ETF Acc	0.09%	Equity World Multi-Factor Strategy	857
JPMorgan BetaBuilders US Equity UCITS ETF USD (dist)	0.15%	Equity United States	1
UBS Core MSCI World UCITS ETF hGBP acc	0.11%	Equity World	59
iShares MSCI ACWI UCITS ETF USD (Acc)	0.09%	Equity World	29,882
HSBC S&P 500 UCITS ETF USD (Acc)	0.15%	Equity United States	638
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.07%	Equity World Multi-Factor Strategy	590
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.15%	Equity United States Multi-Factor Strategy	25
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.15%	Equity United States	45,236
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.09%	Equity World	1,622
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.18%	Equity United States Equal Weighted	4,303
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.10%	Equity World	5,226
Xtrackers FTSE All-World UCITS ETF 1C	0.09%	Equity World	69
Invesco FTSE All-World UCITS ETF	0.04%	Equity World	270
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist)	0.79%	Equity United States Low Volatility/Risk Weighted	135
JPMorgan BetaBuilders US Equity UCITS ETF USD (acc)	0.15%	Equity United States	81
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.03%	Equity World Multi-Asset Strategy	101
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.30%	Equity United States Multi-Factor Strategy	138
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.15%	Equity United States	63
Invesco S&P 500 Low Volatility UCITS ETF Acc	1.25%	Equity United States Low Volatility/Risk Weighted	124
Amundi Prime Global UCITS ETF Dist	0.11%	Equity World	1,576
Xtrackers MSCI World UCITS ETF 1C	0.11%	Equity World	19,714
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.09%	Equity World Multi-Factor Strategy	9
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.11%	Equity World	540
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	1,733
Amundi Prime All Country World UCITS ETF Dist	0.10%	Equity World	4,597
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.15%	Equity United States	351
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	135
State Street SPDR MSCI World Utilities UCITS ETF USD	4.22%	Equity World Utilities	82
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	663
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.15%	Equity United States	10
UBS MSCI USA UCITS ETF USD dis	0.14%	Equity United States	476
Fidelity US Value Research Enhanced UCITS ETF ACC-USD	0.04%	Equity United States Value	2

Performance

Returns overview

YTD	+12.37%
1 month	+1.89%
3 months	+4.13%
6 months	+13.79%
1 year	+10.35%
3 years	+32.49%
5 years	+29.19%
Since inception (MAX)	+51.00%
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).