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Essential Utilities

ISIN US29670G1022

WKN A2PZEK

Market cap (in EUR)

9,284.48 m

Country

United States

Sector

Utilities

Dividend yield

3.39%

Overview

Quote

Description

Essential Utilities, Inc. is a holding company, which engages in providing water, wastewater, and natural gas services through its subsidiaries. It operates through the Regulated Water and Regulated Natural Gas segments. The Regulated Water segment includes water and wastewater regulated utility companies. The Regulated Natural Gas segment refers to natural gas utility companies, which provide natural gas distribution services. The company was founded in 1968 and is headquartered in Bryn Mawr, PA.

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Utilities Water Utilities United States

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Financials

Key metrics

Market capitalisation, EUR	9,284.48 m
EPS, EUR	2.08
P/B ratio	1.64
P/E ratio	17.21
Dividend yield	3.39%

Income statement (2024)

Revenue, EUR	1,928.56 m
Net income, EUR	550.35 m
Profit margin	28.54%

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What ETF is Essential Utilities in?

There are 204 ETFs which contain Essential Utilities. All of these ETFs are listed in the table below. The ETF with the largest weighting of Essential Utilities is the iShares Global Water UCITS ETF USD (Acc).

ETF	Weight	Investment focus	Fund size (in m EUR)
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.09%	Equity United States Multi-Factor Strategy	8
UBS Core MSCI World UCITS ETF hCHF acc	0.02%	Equity World	358
Xtrackers MSCI USA Screened UCITS ETF 1C	0.02%	Equity United States Social/Environmental	135
UBS Factor MSCI USA Low Volatility UCITS ETF USD dis	0.50%	Equity United States Low Volatility/Risk Weighted	37
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	517
iShares Global Water UCITS ETF	4.97%	Equity World Water	1,946
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.01%	Equity United States Social/Environmental	9,743
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.02%	Equity United States	48
Amundi MSCI USA ESG Leaders UCITS ETF Acc EUR Hedged	0.05%	Equity United States Social/Environmental	343
WisdomTree US Equity Income UCITS ETF EUR Hedged Acc	0.27%	Equity United States Dividend	1
UBS Core MSCI World UCITS ETF USD dis	0.02%	Equity World	614
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.01%	Equity United States Social/Environmental	542
SPDR S&P U.S. Dividend Aristocrats Screened UCITS ETF USD Unhedged (Dist)	1.81%	Equity United States Dividend	27
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.02%	Equity World Social/Environmental	45
UBS MSCI USA Value UCITS ETF USD dis	0.04%	Equity United States Value	448
Amundi MSCI USA UCITS ETF Acc	0.02%	Equity United States	1,407
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.02%	Equity World Social/Environmental	435
iShares Global Infrastructure UCITS ETF USD (Dist)	0.35%	Equity World Infrastructure	1,475
UBS MSCI USA Socially Responsible UCITS ETF USD dis	0.10%	Equity United States Social/Environmental	1,092
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.04%	Equity United States Social/Environmental	30
Amundi MSCI World ESG Leaders UCITS ETF Acc	0.03%	Equity World Social/Environmental	1,673
UBS S&P USA Dividend Aristocrats ESG Elite UCITS ETF USD dis	2.71%	Equity United States Dividend	10
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.01%	Equity World	60
Xtrackers MSCI World UCITS ETF 1D	0.02%	Equity World	3,986
iShares MSCI USA SRI UCITS ETF GBP Hedged (Dist)	0.11%	Equity United States Social/Environmental	20
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.06%	Equity World Social/Environmental Climate Change	141
UBS MSCI USA Socially Responsible UCITS ETF hEUR acc	0.10%	Equity United States Social/Environmental	65
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc	0.10%	Equity United States Social/Environmental	12
UBS MSCI ACWI Universal UCITS ETF USD dis	0.02%	Equity World Social/Environmental	1,939
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.03%	Equity United States Social/Environmental Climate Change	2,396
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	318
WisdomTree US Equity Income UCITS ETF Acc	0.27%	Equity United States Dividend	74
iShares MSCI USA Leaders UCITS ETF USD (Acc)	0.04%	Equity United States Social/Environmental	6
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.09%	Equity United States Multi-Factor Strategy	84
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.03%	Equity United States	39
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.07%	Equity World Social/Environmental	1,106
UBS MSCI USA Socially Responsible UCITS ETF USD dis	0.10%	Equity United States Social/Environmental	439
UBS MSCI USA Socially Responsible UCITS ETF hGBP dis	0.10%	Equity United States Social/Environmental	126
WisdomTree US Equity Income UCITS ETF GBP Hedged Acc	0.27%	Equity United States Dividend	2
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist)	0.02%	Equity United States Multi-Factor Strategy	1
Amundi MSCI World Minimum Volatility Advanced UCITS ETF Acc	0.02%	Equity World Low Volatility/Risk Weighted Climate Change	-
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.00%	Equity World Social/Environmental Climate Change	261
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.09%	Equity United States Multi-Factor Strategy	28
iShares Global Infrastructure UCITS ETF USD (Acc)	0.35%	Equity World Infrastructure	44
HSBC MSCI World UCITS ETF USD	0.01%	Equity World	10,592
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.06%	Equity World Social/Environmental	3,957
Invesco MSCI World ESG Universal Screened UCITS ETF Acc	0.02%	Equity World Social/Environmental	234
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.02%	Equity World Social/Environmental	48
UBS Core MSCI World UCITS ETF hGBP dis	0.02%	Equity World	47
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.02%	Equity World Social/Environmental	1,176
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.07%	Equity World Social/Environmental	282
BNP Paribas Easy ECPI Global ESG Infrastructure UCITS ETF EUR Capitalisation	1.07%	Equity World Infrastructure Social/Environmental	266
Xtrackers MSCI USA UCITS ETF 1C	0.02%	Equity United States	8,372
UBS Core MSCI World UCITS ETF hEUR acc	0.02%	Equity World	221
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.02%	Equity United States	103
UBS MSCI World Socially Responsible UCITS ETF hGBP dis	0.07%	Equity World Social/Environmental	3
UBS MSCI World Selection UCITS ETF hEUR dis	0.03%	Equity World Social/Environmental	257
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.06%	Equity World Social/Environmental	1,459
UBS MSCI World Selection UCITS ETF hCHF acc	0.03%	Equity World Social/Environmental	217
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.02%	Equity World	888
BNP Paribas Easy MSCI World ESG Filtered Min TE UCITS ETF USD Acc	0.05%	Equity World Social/Environmental	89
iShares MSCI World SRI UCITS ETF CHF Hedged (Dist)	0.08%	Equity World Social/Environmental	80
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.02%	Equity United States	312
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.02%	Equity North America Social/Environmental	24
Amundi MSCI World UCITS ETF Acc	0.01%	Equity World	8,682
Deka MSCI USA UCITS ETF	0.02%	Equity United States	333
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental Climate Change	5
UBS S&P USA Dividend Aristocrats ESG Elite UCITS ETF hEUR dis	2.71%	Equity United States Dividend	0
Amundi MSCI USA ESG Leaders UCITS ETF Acc	0.05%	Equity United States Social/Environmental	710
iShares MSCI ACWI SRI UCITS ETF USD (Dist)	0.07%	Equity World Social/Environmental	22
Deka MSCI USA MC UCITS ETF	0.16%	Equity United States Mid Cap	46
UBS Core MSCI USA UCITS ETF hGBP acc	0.02%	Equity United States	37
Xtrackers MSCI USA Climate Transition UCITS ETF 1D 1D	0.16%	Equity United States Social/Environmental Climate Change	7
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.02%	Equity World	436
iShares Core MSCI World UCITS ETF USD (Acc)	0.02%	Equity World	92,362
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental Climate Change	2
Xtrackers MSCI North America High Dividend Yield UCITS ETF 1C	0.09%	Equity North America Dividend	104
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.02%	Equity North America Social/Environmental	282
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	477
UBS Core MSCI USA UCITS ETF USD dis	0.02%	Equity United States	1,023
Xtrackers Global Infrastructure ESG UCITS ETF 1C 1C	0.83%	Equity World Infrastructure Social/Environmental	5
First Trust Value Line® Dividend Index UCITS ETF Acc	0.46%	Equity United States Dividend	6
UBS MSCI USA Universal UCITS ETF USD acc	0.03%	Equity United States Social/Environmental Climate Change	3
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF acc	0.05%	Equity World Social/Environmental	555
Invesco MSCI USA ESG Universal Screened UCITS ETF GBP Hedged Acc	0.04%	Equity United States Social/Environmental	3
SPDR MSCI All Country World UCITS ETF (Acc)	0.01%	Equity World	3,952
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc)	0.03%	Equity United States Social/Environmental Climate Change	4
iShares MSCI USA UCITS ETF (Acc)	0.02%	Equity United States	1,783
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist)	0.03%	Equity United States Social/Environmental Climate Change	1
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	925
SPDR S&P 400 US Mid Cap UCITS ETF	0.37%	Equity United States Mid Cap	3,731
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.02%	Equity World Social/Environmental	548
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.02%	Equity United States	415
UBS Core MSCI World UCITS ETF USD acc	0.02%	Equity World	2,179
iShares MSCI World SRI UCITS ETF GBP Hedged (Dist)	0.08%	Equity World Social/Environmental	110
iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.33%	Equity United States Mid Cap	285
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.06%	Equity World Social/Environmental Climate Change	845
iShares Core MSCI World UCITS ETF USD (Dist)	0.02%	Equity World	386
SPDR S&P U.S. Dividend Aristocrats UCITS ETF EUR Hedged (Dist)	0.59%	Equity United States Dividend	42
Invesco MSCI USA ESG Universal Screened UCITS ETF Acc	0.04%	Equity United States Social/Environmental	2,611
Xtrackers MSCI World Utilities UCITS ETF 1C	0.56%	Equity World Utilities	444
Invesco FTSE RAFI All World 3000 UCITS ETF	0.06%	Equity World Fundamental/Quality	81
SPDR S&P US Dividend Aristocrats UCITS ETF	0.59%	Equity United States Dividend	2,992
Amundi MSCI USA ESG Leaders Extra UCITS ETF Acc EUR Hedged	0.04%	Equity United States Social/Environmental	0
UBS MSCI USA NSL UCITS ETF USD acc	0.02%	Equity United States	2,456
UBS Factor MSCI USA Low Volatility UCITS ETF hEUR acc	0.50%	Equity United States Low Volatility/Risk Weighted	5
HSBC MSCI USA UCITS ETF USD	0.02%	Equity United States	335
UBS MSCI World UCITS ETF USD dis	0.02%	Equity World	1,244
BNP Paribas Easy MSCI World ESG Filtered Min TE UCITS ETF EUR Acc	0.05%	Equity World Social/Environmental	373
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.01%	Equity World	2,579
iShares Edge MSCI USA Quality Factor UCITS ETF	0.12%	Equity United States Fundamental/Quality	1,916
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF dis	0.05%	Equity World Social/Environmental	28
UBS MSCI USA Selection UCITS ETF USD acc	0.04%	Equity United States Social/Environmental	1,950
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.05%	Equity World Social/Environmental Catholic principles	63
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.02%	Equity United States Social/Environmental	1,172
Amundi MSCI World ESG Leaders UCITS ETF Hedged EUR Acc	0.03%	Equity World Social/Environmental	186
SPDR MSCI World UCITS ETF	0.02%	Equity World	10,780
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR USD (A)	0.04%	Equity United States Social/Environmental	635
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.01%	Equity World	36
Deka MSCI World UCITS ETF Distribution	0.02%	Equity World	3,461
WisdomTree US Equity Income UCITS ETF	0.27%	Equity United States Dividend	45
Invesco FTSE RAFI US 1000 UCITS ETF	0.03%	Equity United States Fundamental/Quality	460
UBS MSCI USA Socially Responsible UCITS ETF hEUR dis	0.10%	Equity United States Social/Environmental	106
UBS MSCI ACWI Socially Responsible UCITS ETF USD acc	0.05%	Equity World Social/Environmental	594
iShares Global Infrastructure UCITS ETF GBP Hedged (Acc)	0.35%	Equity World Infrastructure	29
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.02%	Equity World Social/Environmental	588
iShares MSCI World SRI UCITS ETF USD (Dist)	0.08%	Equity World Social/Environmental	1,373
iShares MSCI World SRI UCITS ETF USD Hedged (Dist)	0.08%	Equity World Social/Environmental	50
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.02%	Equity United States	321
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.02%	Equity World	191
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.02%	Equity World	161
Xtrackers MSCI World Screened UCITS ETF 1D	0.02%	Equity World Social/Environmental	108
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.02%	Equity World Social/Environmental	3,945
iShares MSCI ACWI SRI UCITS ETF USD (Acc)	0.07%	Equity World Social/Environmental	69
UBS MSCI ACWI Socially Responsible UCITS ETF USD dis	0.05%	Equity World Social/Environmental	32
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR - USD (D)	0.04%	Equity United States Social/Environmental	188
UBS MSCI World Selection UCITS ETF hEUR acc	0.03%	Equity World Social/Environmental	33
Xtrackers MSCI World Climate Transition UCITS ETF	0.08%	Equity World Social/Environmental Climate Change	26
UBS Core MSCI USA UCITS ETF USD acc	0.02%	Equity United States	1,554
iShares MSCI World Screened UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	695
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.01%	Equity United States Social/Environmental	7,123
HSBC MSCI World UCITS ETF CHF hedged	0.01%	Equity World	41
BNP Paribas Easy ECPI Global ESG Blue Economy UCITS ETF USD	2.22%	Equity World Social/Environmental	1
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.13%	Equity World Mid Cap	264
iShares MSCI World CHF Hedged UCITS ETF (Acc)	0.02%	Equity World	1,394
iShares MSCI World Screened UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	3,839
Amundi MSCI World UCITS ETF DR - USD (D)	0.01%	Equity World	820
iShares Global Water UCITS ETF USD (Acc)	4.97%	Equity World Water	45
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.02%	Equity World Social/Environmental	288
UBS MSCI ACWI Socially Responsible UCITS ETF hEUR acc	0.05%	Equity World Social/Environmental	650
Amundi MSCI USA UCITS ETF Dist	0.02%	Equity United States	-
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.00%	Equity North America Social/Environmental Climate Change	526
iShares MSCI World SRI UCITS ETF EUR Hedged (Dist)	0.08%	Equity World Social/Environmental	420
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.06%	Equity World Social/Environmental Climate Change	5
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.02%	Equity World Social/Environmental	102
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.04%	Equity United States Value	158
UBS MSCI World Selection UCITS ETF USD acc	0.03%	Equity World Social/Environmental	472
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.02%	Equity United States Social/Environmental	3
UBS MSCI ACWI Socially Responsible UCITS ETF hGBP dis	0.05%	Equity World Social/Environmental	473
JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc)	0.20%	Equity United States Small Cap	53
iShares MSCI World UCITS ETF (Dist)	0.02%	Equity World	6,930
VanEck Morningstar US SMID Moat UCITS ETF A	0.78%	Equity United States Small Cap Moat	15
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)	0.02%	Equity United States Multi-Factor Strategy	54
iShares MSCI World SRI UCITS ETF EUR (Acc)	0.08%	Equity World Social/Environmental	6,886
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.02%	Equity World	1,180
UBS MSCI USA Socially Responsible UCITS ETF USD acc	0.10%	Equity United States Social/Environmental	448
iShares Edge MSCI USA Quality Factor UCITS ETF USD (Dist)	0.12%	Equity United States Fundamental/Quality	690
HSBC MSCI World UCITS ETF USD (Acc)	0.01%	Equity World	818
Xtrackers MSCI USA UCITS ETF 1D	0.02%	Equity United States	224
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.02%	Equity World Multi-Factor Strategy	97
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	3,888
iShares MSCI North America UCITS ETF	0.02%	Equity North America	1,107
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.02%	Equity World	42
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.02%	Equity World Social/Environmental	2
iShares MSCI ACWI UCITS ETF USD (Acc)	0.01%	Equity World	17,649
UBS MSCI ACWI Socially Responsible UCITS ETF hUSD acc	0.05%	Equity World Social/Environmental	287
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.09%	Equity United States Multi-Factor Strategy	24
BNP Paribas Easy ECPI Global ESG Blue Economy UCITS ETF EUR	2.22%	Equity World Social/Environmental	115
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	415
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.02%	Equity World Multi-Factor Strategy	566
iShares MSCI USA SRI UCITS ETF USD (Acc)	0.11%	Equity United States Social/Environmental	3,130
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.01%	Equity World	4,159
BNP Paribas Easy ECPI Global ESG Infrastructure UCITS ETF USD Capitalisation	1.07%	Equity World Infrastructure Social/Environmental	1
iShares MSCI USA SRI UCITS ETF EUR Hedged (Dist)	0.11%	Equity United States Social/Environmental	289
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.02%	Equity United States Social/Environmental	10,474
UBS MSCI World Socially Responsible UCITS ETF hEUR acc	0.07%	Equity World Social/Environmental	126
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.03%	Equity United States Social/Environmental Climate Change	2,070
JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (dist)	0.20%	Equity United States Small Cap	155
Xtrackers MSCI World UCITS ETF 1C	0.02%	Equity World	14,104
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.01%	Equity World	383
iShares MSCI USA Leaders UCITS ETF USD (Dist)	0.04%	Equity United States Social/Environmental	1
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.00%	Equity World Social/Environmental Climate Change	1,225
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.02%	Equity World Social/Environmental	1,064
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.01%	Equity World Social/Environmental	65
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.01%	Equity United States Social/Environmental	131
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.02%	Equity United States Social/Environmental	227
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.00%	Equity North America Social/Environmental Climate Change	26
BNP Paribas Easy MSCI North America ESG Filtered Min TE UCITS ETF	0.07%	Equity North America Social/Environmental	1,055
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.02%	Equity United States	219
UBS MSCI World Socially Responsible UCITS ETF hCHF acc	0.07%	Equity World Social/Environmental	162
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc	0.10%	Equity United States Social/Environmental	28
SPDR MSCI World Utilities UCITS ETF USD	0.57%	Equity World Utilities	39
iShares MSCI USA SRI UCITS ETF USD (Dist)	0.11%	Equity United States Social/Environmental	324
UBS MSCI USA UCITS ETF USD dis	0.02%	Equity United States	572

Performance

Returns overview

YTD	-2.64%
1 month	-0.46%
3 months	-7.31%
6 months	-8.64%
1 year	-3.18%
3 years	-21.56%
5 years	-19.92%
Since inception (MAX)	-8.79%
2024	-3.23%
2023	-26.46%
2022	+2.74%
2021	+15.90%

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).