Moody's Corp.

ISIN US6153691059

WKN 915246

Market cap (in EUR)

68,771 m

Country

United States

Sector

Business Services

Dividend yield

0.86%

Overview

Quote

Description

Moody's Corp. engages in the provision of credit ratings, research, tools and analysis to the global capital markets. It operates through the Moody's Investors Service (MIS) and Moody's Analytics (MA) segments. The MIS segment is a credit rating agency, which publishes credit ratings on debt obligations and the entities, including various corporate and governmental obligations, structured finance securities, and commercial paper programs. The MA segment develops products and services, which support financial analysis and risk management activities of institutional participants in global financial markets. The company was founded by John Moody in 1909 and is headquartered in New York, NY.

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Business Services Other Professional Services United States

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Financials

Key metrics

Market capitalisation, EUR	68,771 m
EPS, EUR	12.04
P/B ratio	26.6
P/E ratio	32.7
Dividend yield	0.86%

Income statement (2025)

Revenue, EUR	6,841 m
Net income, EUR	2,180 m
Profit margin	31.86%

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Capital at risk

What ETF is Moody's Corp. in?

There are 396 ETFs which contain Moody's Corp.. All of these ETFs are listed in the table below. The ETF with the largest weighting of Moody's Corp. is the Amundi MSCI USA SRI Climate Paris Aligned UCITS ETF Acc.

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.11%	Equity World Equal Weighted	20
UBS Core MSCI World UCITS ETF hCHF acc	0.08%	Equity World	1,000
Xtrackers MSCI USA Screened UCITS ETF 1C	0.13%	Equity United States Social/Environmental	766
Xtrackers Portfolio UCITS ETF 1C	0.03%	Equity World Multi-Asset Strategy	746
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.59%	Equity United States Social/Environmental Climate Change	320
State Street SPDR MSCI World Financials UCITS ETF USD	0.53%	Equity World Financials	265
iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Dist)	0.03%	Equity United States Social/Environmental	14,860
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.10%	Equity World Social/Environmental Climate Change	8
Amundi MSCI USA Screened UCITS ETF Acc	0.13%	Equity United States Social/Environmental	968
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 2C - EUR Hedged	0.37%	Equity United States Equal Weighted	1,019
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.11%	Equity World Equal Weighted	24
iShares MSCI ACWI UCITS ETF USD (Dist)	0.08%	Equity World	12
Franklin S&P 500 Paris Aligned Climate UCITS ETF	0.58%	Equity United States Social/Environmental Climate Change	307
Amundi Core MSCI USA UCITS ETF Acc	0.12%	Equity United States	3,605
UBS MSCI USA Value UCITS ETF USD dis	0.08%	Equity United States Value	558
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.20%	Equity United States Equal Weighted	387
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.09%	Equity World	657
UBS MSCI USA Socially Responsible UCITS ETF USD dis	0.53%	Equity United States Social/Environmental Climate Change	733
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	0.17%	Equity United States Social/Environmental Multi-Asset Strategy	20
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.20%	Equity United States	2
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.07%	Equity World	55
Xtrackers MSCI World UCITS ETF 1D	0.08%	Equity World	4,839
iShares MSCI USA SRI UCITS ETF GBP Hedged (Dist)	0.53%	Equity United States Social/Environmental	21
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating	0.13%	Equity United States Social/Environmental Climate Change	175
UBS Factor MSCI USA Quality Screened UCITS ETF hGBP dis	1.19%	Equity United States Fundamental/Quality Climate Change	40
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 1C	0.37%	Equity United States Equal Weighted	1,288
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.11%	Equity United States	440
UBS MSCI USA Socially Responsible UCITS ETF hEUR acc	0.53%	Equity United States Social/Environmental Climate Change	19
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.21%	Equity United States Equal Weighted	276
UBS MSCI ACWI Universal UCITS ETF USD dis	0.10%	Equity World Social/Environmental	2,255
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.19%	Equity United States Social/Environmental Climate Change	2,081
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.09%	Equity World	748
WisdomTree Global Quality Dividend Growth UCITS ETF GBP Hedged Dist	0.15%	Equity World Fundamental/Quality	3
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.38%	Equity World Social/Environmental Climate Change	1,293
HSBC PLUS USA Equity Quant Active UCITS ETF USD Acc	0.13%	Equity United States Multi-Factor Strategy	89
UBS MSCI USA Socially Responsible UCITS ETF hGBP dis	0.53%	Equity United States Social/Environmental Climate Change	108
UBS Core S&P 500 UCITS ETF hGBP dis	0.11%	Equity United States	67
UBS Factor MSCI USA Quality Screened UCITS ETF USD dis	1.19%	Equity United States Fundamental/Quality Climate Change	850
iShares Core S&P 500 UCITS ETF USD (Dist)	0.11%	Equity United States	18,977
BNP Paribas Easy ESG Enhanced US UCITS ETF EUR Acc	0.08%	Equity United States Social/Environmental	414
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.24%	Equity World Social/Environmental Climate Change	447
Xtrackers Portfolio Income UCITS ETF 1D	0.03%	Equity World Multi-Asset Strategy	59
Xtrackers MSCI USA Positioning Screened UCITS ETF 1D	0.19%	Equity United States Social/Environmental Climate Change	5
UBS S&P 500 Scored & Screened UCITS ETF hGBP dis	0.17%	Equity United States Social/Environmental	28
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.14%	Equity World Social/Environmental Climate Change	180
UBS Factor MSCI USA Quality Screened UCITS ETF hEUR acc	1.19%	Equity United States Fundamental/Quality Climate Change	49
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.17%	Equity World Social/Environmental Multi-Asset Strategy	26
HSBC MSCI World UCITS ETF USD	0.09%	Equity World	13,425
UBS Core S&P 500 UCITS ETF hEUR acc	0.11%	Equity United States	229
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.28%	Equity World Social/Environmental Climate Change	1,254
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.10%	Equity World Social/Environmental	68
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.10%	Equity World Social/Environmental	1,428
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.38%	Equity World Social/Environmental Climate Change	344
Xtrackers MSCI USA UCITS ETF 1C	0.12%	Equity United States	10,998
UBS Core MSCI World UCITS ETF hEUR acc	0.08%	Equity World	818
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.11%	Equity United States	190
UBS MSCI World Selection UCITS ETF hEUR dis	0.16%	Equity World Social/Environmental	313
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.38%	Equity World Social/Environmental Climate Change	1,777
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.19%	Equity World Social/Environmental	1,080
UBS MSCI World Selection UCITS ETF hCHF acc	0.16%	Equity World Social/Environmental	292
Amundi S&P 500 Equal Weight ESG UCITS ETF EUR Hedged Acc	0.32%	Equity United States Equal Weighted	140
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.12%	Equity North America Social/Environmental	26
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.98%	Equity World Financials Social/Environmental	124
iShares MSCI ACWI SRI UCITS ETF USD (Dist)	0.33%	Equity World Social/Environmental	30
VanEck Morningstar US ESG Wide Moat UCITS ETF A	1.30%	Equity United States Moat	307
Xtrackers MSCI USA Climate Transition UCITS ETF 1D	0.17%	Equity United States Social/Environmental Climate Change	9
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.08%	Equity World Social/Environmental Multi-Asset Strategy	7
HSBC MSCI USA Climate Paris Aligned UCITS ETF USD (Dist)	0.63%	Equity United States Social/Environmental Climate Change	1
iShares Core MSCI World UCITS ETF USD (Acc)	0.09%	Equity World	122,110
UBS S&P 500 ESG Elite UCITS ETF USD acc	0.57%	Equity United States Social/Environmental	439
iShares Core S&P 500 UCITS ETF USD (Acc)	0.11%	Equity United States	128,997
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.17%	Equity World Social/Environmental Multi-Asset Strategy	96
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.12%	Equity North America Social/Environmental	243
Invesco S&P 500 Quality UCITS ETF Dist	0.88%	Equity United States Fundamental/Quality	1
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.13%	Equity United States	116
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.08%	Equity World	780
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc	0.42%	Equity World Social/Environmental	3,017
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc)	0.19%	Equity United States Social/Environmental	384
HSBC MSCI USA Climate Paris Aligned UCITS ETF USD Acc	0.63%	Equity United States Social/Environmental Climate Change	29
UBS Core MSCI USA UCITS ETF USD dis	0.11%	Equity United States	1,262
UBS S&P 500 Scored & Screened UCITS ETF hEUR acc	0.17%	Equity United States Social/Environmental	925
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.20%	Equity United States Social/Environmental	4
WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc	0.15%	Equity World Fundamental/Quality	633
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.17%	Equity World Social/Environmental Multi-Asset Strategy	2
iShares MSCI USA UCITS ETF (Acc)	0.12%	Equity United States	4,197
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.15%	Equity World	8
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.14%	Equity World Social/Environmental Climate Change	3
UBS S&P 500 Climate Transition ESG UCITS ETF hEUR acc	0.46%	Equity United States Social/Environmental Climate Change	1
UBS Factor MSCI USA Quality Screened UCITS ETF hCHF acc	1.19%	Equity United States Fundamental/Quality Climate Change	41
Amundi S&P 500 Screened UCITS ETF Acc	0.17%	Equity United States Social/Environmental	3,557
Amundi MSCI World Screened UCITS ETF Acc	0.09%	Equity World Social/Environmental	1,529
iShares MSCI World SRI UCITS ETF GBP Hedged (Dist)	0.37%	Equity World Social/Environmental	126
iShares Core MSCI World UCITS ETF USD (Dist)	0.09%	Equity World	748
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.21%	Equity United States Equal Weighted	9,620
Franklin S&P World Screened UCITS ETF Acc	0.14%	Equity United States Social/Environmental Climate Change	12
WisdomTree US Quality Dividend Growth UCITS ETF USD	0.28%	Equity United States Fundamental/Quality	177
Amundi MSCI USA ESG Leaders Extra UCITS ETF Acc EUR Hedged	0.24%	Equity United States Social/Environmental	27
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Dist)	0.50%	Equity United States Social/Environmental Climate Change	20
First Trust Growth Strength UCITS ETF Class A USD ACC	2.05%	Equity United States Multi-Factor Strategy Moat	1
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.09%	Equity World	78
UBS S&P 500 Climate Transition ESG UCITS ETF hGBP dis	0.46%	Equity United States Social/Environmental Climate Change	1
UBS MSCI World UCITS ETF USD dis	0.08%	Equity World	1,444
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.14%	Equity United States	183
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.21%	Equity United States Equal Weighted	477
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.04%	Equity World	5,868
Xtrackers USA Biodiversity Focus SRI UCITS ETF 1C	0.23%	Equity United States Social/Environmental	11
iShares Dow Jones Global Leaders Screened UCITS ETF USD (Acc)	0.34%	Equity World Social/Environmental	1,801
UBS MSCI USA Selection UCITS ETF USD acc	0.23%	Equity United States Social/Environmental	2,342
Franklin S&P 500 Screened UCITS ETF Acc	0.27%	Equity United States Social/Environmental Climate Change	4
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.13%	Equity United States Social/Environmental	1,441
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist)	0.12%	Equity United States	300
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist)	0.12%	Equity United States	17,998
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.17%	Equity World Social/Environmental	90
iShares S&P 500 3% Capped UCITS ETF EUR Hedged Acc	0.14%	Equity United States	31
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR USD (A)	0.24%	Equity United States Social/Environmental	329
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.20%	Equity United States Equal Weighted	228
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.04%	Equity World	138
Vanguard FTSE Developed World UCITS ETF Distributing	0.08%	Equity World	4,016
Invesco RAFI US Fundamental Value UCITS ETF Dist	0.06%	Equity United States Value	823
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.10%	Equity World Social/Environmental	669
iShares MSCI World SRI UCITS ETF USD (Dist)	0.37%	Equity World Social/Environmental	1,583
HSBC S&P 500 UCITS ETF USD	0.12%	Equity United States	8,466
Amundi S&P 500 Climate Paris Aligned UCITS ETF Dist	0.59%	Equity United States Social/Environmental Climate Change	2,029
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.21%	Equity United States Equal Weighted	66
HSBC USA Screened Equity UCITS ETF USD	0.17%	Equity United States Social/Environmental Climate Change	715
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.21%	Equity United States Equal Weighted	1,280
Amundi MSCI ACWI SRI Climate Paris Aligned UCITS ETF DR - USD	0.41%	Equity World Social/Environmental	113
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.09%	Equity World	158
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.07%	Equity World Social/Environmental	5,840
iShares MSCI ACWI SRI UCITS ETF USD (Acc)	0.33%	Equity World Social/Environmental	95
Invesco FTSE All-World UCITS ETF Acc	0.07%	Equity World	3,358
Xtrackers MSCI World Quality ESG UCITS ETF 1C	0.88%	Equity World Fundamental/Quality	178
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.11%	Equity United States	28,652
iShares MSCI World Screened UCITS ETF USD (Dist)	0.09%	Equity World Social/Environmental	1,142
Xtrackers MSCI USA ESG UCITS ETF 2C - EUR Hedged	0.28%	Equity United States Social/Environmental	259
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.22%	Equity United States Equal Weighted	335
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.08%	Equity World Social/Environmental	16
HSBC USA Screened Equity UCITS ETF USD (Dist)	0.17%	Equity United States Social/Environmental Climate Change	97
iShares MSCI World Screened UCITS ETF USD (Acc)	0.09%	Equity World Social/Environmental	5,235
Amundi Core MSCI World UCITS ETF USD Dist	0.09%	Equity World	1,558
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.10%	Equity World Social/Environmental	277
UBS MSCI ACWI Socially Responsible UCITS ETF hEUR acc	0.31%	Equity World Social/Environmental Climate Change	805
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.08%	Equity World Social/Environmental	2,700
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.21%	Equity North America Social/Environmental Climate Change	441
BNP Paribas Easy MSCI USA UCITS ETF USD Acc	0.12%	Equity United States	17
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.11%	Equity North America	2,869
Xtrackers S&P 500 UCITS ETF 4C	0.11%	Equity United States	1,327
UBS MSCI World Selection UCITS ETF USD acc	0.16%	Equity World Social/Environmental	712
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.13%	Equity United States Social/Environmental	171
iShares MSCI World SRI UCITS ETF EUR (Acc)	0.37%	Equity World Social/Environmental	6,858
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.09%	Equity World	1,768
State Street SPDR S&P 500 UCITS ETF EUR Hedged	0.12%	Equity United States	2,446
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.07%	Equity World	41,854
HSBC MSCI World UCITS ETF USD (Acc)	0.09%	Equity World	1,880
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.63%	Equity World Financials Social/Environmental	1,262
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Acc)	0.10%	Equity World Social/Environmental	4,339
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.08%	Equity World	51
iShares Russell 1000 Growth UCITS ETF USD (Acc)	0.22%	Equity United States Growth	1,006
HSBC S&P 500 UCITS ETF USD (Acc)	0.12%	Equity United States	636
UBS MSCI ACWI Socially Responsible UCITS ETF hUSD acc	0.31%	Equity World Social/Environmental Climate Change	384
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.23%	Equity World Multi-Factor Strategy	570
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.11%	Equity United States	45,075
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.07%	Equity United States Multi-Factor Strategy	25
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.08%	Equity World	1,586
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.20%	Equity United States Equal Weighted	3,940
Xtrackers Global Growth Leaders Active UCITS ETF 1C	1.30%	Equity World Growth Moat	6
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.06%	Equity World Multi-Factor Strategy	1,268
Xtrackers MSCI USA Financials UCITS ETF 1D	0.99%	Equity United States Financials	629
iShares MSCI USA SRI UCITS ETF USD (Acc)	0.53%	Equity United States Social/Environmental	2,781
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.09%	Equity World	5,282
Amundi MSCI USA SRI Climate Paris Aligned UCITS ETF Acc EUR Hedged	2.42%	Equity United States Social/Environmental	153
State Street SPDR S&P 500 Leaders UCITS ETF USD Unhedged (Acc)	0.27%	Equity United States Social/Environmental	4,700
Xtrackers FTSE All-World UCITS ETF 1C	0.07%	Equity World	30
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	99
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Hedged Acc	0.17%	Equity United States Social/Environmental	55
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.13%	Equity United States Social/Environmental	15,446
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.11%	Equity United States	67
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.19%	Equity United States Social/Environmental Climate Change	2,904
Xtrackers MSCI USA ESG UCITS ETF 1D	0.28%	Equity United States Social/Environmental	307
UBS MSCI USA Selection UCITS ETF hEUR acc	0.23%	Equity United States Social/Environmental	0
Xtrackers MSCI World UCITS ETF 1C	0.08%	Equity World	19,310
iShares MSCI USA Leaders UCITS ETF USD (Dist)	0.25%	Equity United States Social/Environmental	1
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	0.14%	Equity United States	1
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.14%	Equity World Social/Environmental Climate Change	1,001
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.28%	Equity World Social/Environmental Catholic principles	161
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.18%	Equity World Social/Environmental Climate Change	79
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.16%	Equity World Social/Environmental	17
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.10%	Equity World Social/Environmental	1,284
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.09%	Equity World Social/Environmental	99
iShares MSCI USA CTB Enhanced ESG UCITS ETF GBP Hedged (Dist)	0.03%	Equity United States Social/Environmental	423
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.11%	Equity World Social/Environmental	16
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.13%	Equity United States Social/Environmental	719
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.21%	Equity North America Social/Environmental Climate Change	39
UBS MSCI World Socially Responsible UCITS ETF hCHF acc	0.38%	Equity World Social/Environmental Climate Change	337
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.07%	Equity World	60
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc	0.53%	Equity United States Social/Environmental Climate Change	30
UBS S&P 500 Climate Transition ESG UCITS ETF USD acc	0.46%	Equity United States Social/Environmental Climate Change	4
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.07%	Equity United States Multi-Factor Strategy	8
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.08%	Equity World Social/Environmental Multi-Asset Strategy	46
Invesco MSCI World Equal Weight UCITS ETF Acc	0.07%	Equity World Equal Weighted	1,371
iShares Edge MSCI World Quality Factor UCITS ETF (Acc)	0.35%	Equity World Fundamental/Quality	4,748
Invesco MSCI World ESG Climate Paris Aligned UCITS ETF Acc	0.33%	Equity World Social/Environmental Climate Change	25
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc)	0.12%	Equity United States	3
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.08%	Equity World Social/Environmental Multi-Asset Strategy	28
BNP Paribas Easy ESG Enhanced US UCITS ETF USD Acc	0.08%	Equity United States Social/Environmental	54
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.11%	Equity United States	43
Amundi MSCI USA ESG Selection UCITS ETF EUR Hedged Acc	0.23%	Equity United States Social/Environmental	203
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Acc	0.17%	Equity United States Social/Environmental	543
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc)	0.12%	Equity United States	15,319
UBS Core MSCI World UCITS ETF USD dis	0.08%	Equity World	1,857
WisdomTree Global Quality Dividend Growth UCITS ETF EUR Hedged Acc	0.15%	Equity World Fundamental/Quality	12
iShares MSCI USA CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.03%	Equity United States Social/Environmental	1,555
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	43
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.07%	Equity World Social/Environmental	88
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc	0.59%	Equity United States Social/Environmental Climate Change	1,346
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.08%	Equity World Social/Environmental	589
Franklin U.S. Equity UCITS ETF	0.39%	Equity United States Multi-Factor Strategy	66
State Street SPDR S&P Developed Quality Aristocrats UCITS ETF USD Unhedged (Acc)	0.31%	Equity World Fundamental/Quality	32
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.30%	Equity United States Multi-Factor Strategy	134
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.20%	Equity United States Social/Environmental	38
Amundi MSCI World ESG Selection UCITS ETF Acc	0.17%	Equity World Social/Environmental	1,796
UBS S&P 500 ESG Elite UCITS ETF USD dis	0.57%	Equity United States Social/Environmental	511
State Street SPDR S&P U.S. Financials Select Sector UCITS ETF USD	0.95%	Equity United States Financials	610
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	16
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.25%	Equity World Social/Environmental Climate Change	403
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.08%	Equity World	93
Xtrackers MSCI World ESG UCITS ETF 1C	0.19%	Equity World Social/Environmental	5,184
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.11%	Equity United States	56
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc	0.53%	Equity United States Social/Environmental Climate Change	13
Xtrackers MSCI World Quality UCITS ETF 1C	0.35%	Equity World Fundamental/Quality	2,535
iShares MSCI USA Leaders UCITS ETF USD (Acc)	0.25%	Equity United States Social/Environmental	14
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.07%	Equity United States Multi-Factor Strategy	111
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.30%	Equity United States	130
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	228
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 3C - CHF Hedged	0.37%	Equity United States Equal Weighted	2
UBS MSCI USA Socially Responsible UCITS ETF USD dis	0.53%	Equity United States Social/Environmental Climate Change	412
Invesco MSCI USA ESG Climate Paris Aligned UCITS ETF Acc	0.99%	Equity United States Social/Environmental Climate Change	56
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.11%	Equity World Equal Weighted	37
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Hedged Acc	0.11%	Equity World Social/Environmental	106
Amundi S&P 500 Equal Weight ESG UCITS ETF Acc	0.32%	Equity United States Equal Weighted	2,289
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.22%	Equity United States Equal Weighted	1,015
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.08%	Equity World Social/Environmental	61
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.05%	Equity World Multi-Asset Strategy	1,137
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist)	0.02%	Equity United States Multi-Factor Strategy	2
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR Dist	0.59%	Equity World Social/Environmental	107
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.63%	Equity World Financials Social/Environmental	27
Amundi Core MSCI USA UCITS ETF UCITS ETF CHF Hedged Acc	0.12%	Equity United States	1
Amundi Prime Global UCITS ETF Acc	0.09%	Equity World	2,555
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.07%	Equity United States Multi-Factor Strategy	28
WisdomTree US Quality Dividend Growth UCITS ETF - GBP Hedged	0.28%	Equity United States Fundamental/Quality	1
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.42%	Equity World Social/Environmental	240
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.38%	Equity World Social/Environmental Climate Change	4,170
Amundi Russell 1000 Growth UCITS ETF Acc	0.23%	Equity United States Growth	555
L&G Global Equity UCITS ETF	0.08%	Equity World Social/Environmental	1,401
Invesco MSCI World Universal Screened UCITS ETF Acc	0.13%	Equity World Social/Environmental	259
WisdomTree Global Quality Dividend Growth UCITS ETF USD	0.15%	Equity World Fundamental/Quality	226
UBS Core MSCI World UCITS ETF hGBP dis	0.08%	Equity World	105
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.05%	Equity World Multi-Asset Strategy	84
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc)	0.50%	Equity United States Social/Environmental Climate Change	329
UBS MSCI World Socially Responsible UCITS ETF hGBP dis	0.38%	Equity World Social/Environmental Climate Change	2
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	16
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.08%	Equity World	19
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF USD Acc	0.59%	Equity World Social/Environmental	49
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.09%	Equity World	1,163
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.12%	Equity World Social/Environmental	431
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.20%	Equity United States Equal Weighted	24
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.11%	Equity United States	590
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc)	0.11%	Equity United States	88
Amundi Core MSCI World UCITS ETF Acc	0.09%	Equity World	13,799
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.16%	Equity World Social/Environmental Climate Change	7
Amundi MSCI USA ESG Selection UCITS ETF Acc	0.23%	Equity United States Social/Environmental	459
UBS Core MSCI USA UCITS ETF hGBP acc	0.11%	Equity United States	35
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.03%	Equity World Multi-Asset Strategy	870
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.08%	Equity World	459
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.11%	Equity United States	2,125
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.16%	Equity World Social/Environmental Climate Change	5
L&G US Equity UCITS ETF	0.12%	Equity United States Social/Environmental	1,308
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.09%	Equity World	62
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.07%	Equity World	22,432
UBS MSCI USA Universal UCITS ETF USD acc	0.19%	Equity United States Social/Environmental Climate Change	3
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF acc	0.31%	Equity World Social/Environmental Climate Change	486
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.08%	Equity World	13,628
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc)	0.21%	Equity United States Social/Environmental Climate Change	5
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist)	0.21%	Equity United States Social/Environmental Climate Change	1
Xtrackers USA Net Zero Pathway Paris Aligned UCITS ETF 1C	0.16%	Equity United States Social/Environmental Climate Change	11
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.10%	Equity World Social/Environmental	819
iShares MSCI World CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.10%	Equity World Social/Environmental	259
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.08%	Equity World	12
Xtrackers S&P 500 UCITS ETF 4D	0.11%	Equity United States	1
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.08%	Equity World Social/Environmental	963
Xtrackers MSCI USA ESG UCITS ETF 1C	0.28%	Equity United States Social/Environmental	7,648
UBS Core S&P 500 UCITS ETF USD dis	0.11%	Equity United States	1,174
WisdomTree US Quality Dividend Growth UCITS ETF - EUR Hedged Acc	0.28%	Equity United States Fundamental/Quality	14
UBS Core S&P 500 UCITS ETF hCHF acc	0.11%	Equity United States	749
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	111
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.12%	Equity United States	614
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR)	0.27%	Equity United States Social/Environmental Climate Change	357
UBS Core MSCI World UCITS ETF USD acc	0.08%	Equity World	9,209
UBS S&P 500 Scored & Screened UCITS ETF hCHF acc	0.17%	Equity United States Social/Environmental	589
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.20%	Equity United States Social/Environmental	2,645
Invesco S&P 500 CTB Net Zero Pathway ESG UCITS ETF Acc	0.47%	Equity United States Social/Environmental Climate Change	2
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.07%	Equity World	25
UBS MSCI USA NSL UCITS ETF USD acc	0.12%	Equity United States	3,002
HSBC MSCI USA Quality UCITS ETF USD	0.32%	Equity United States Fundamental/Quality	211
Amundi Prime All Country World UCITS ETF Acc	0.07%	Equity World	1,984
Vanguard FTSE Developed World UCITS ETF Acc	0.08%	Equity World	5,520
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.12%	Equity World Social/Environmental	512
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.09%	Equity World Social/Environmental Climate Change	119
iShares Edge MSCI USA Quality Factor UCITS ETF	0.32%	Equity United States Fundamental/Quality	1,498
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF dis	0.31%	Equity World Social/Environmental Climate Change	38
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.28%	Equity World Social/Environmental Catholic principles	104
CT QR Series US Equity Active UCITS ETF USD Acc	0.26%	Equity United States Fundamental/Quality	-
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.08%	Equity World	16,589
UBS MSCI USA Socially Responsible UCITS ETF hEUR dis	0.53%	Equity United States Social/Environmental Climate Change	252
UBS MSCI ACWI Socially Responsible UCITS ETF USD acc	0.31%	Equity World Social/Environmental Climate Change	709
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.11%	Equity North America	2,640
UBS S&P 500 Scored & Screened UCITS ETF USD acc	0.17%	Equity United States Social/Environmental	1,966
iShares MSCI World SRI UCITS ETF USD Hedged (Dist)	0.37%	Equity World Social/Environmental	62
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.11%	Equity United States	693
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.08%	Equity World	419
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.08%	Equity World	320
Xtrackers MSCI World Screened UCITS ETF 1D	0.10%	Equity World Social/Environmental	138
HSBC MSCI World Climate Paris Aligned UCITS ETF GBP Hedged (Acc)	0.24%	Equity World Social/Environmental	17
UBS MSCI ACWI Socially Responsible UCITS ETF USD dis	0.31%	Equity World Social/Environmental Climate Change	46
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR - USD (D)	0.24%	Equity United States Social/Environmental	139
UBS MSCI World Selection UCITS ETF hEUR acc	0.16%	Equity World Social/Environmental	44
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	0
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Dist	0.42%	Equity World Social/Environmental	59
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.08%	Equity World Social/Environmental Climate Change	21
UBS Core MSCI USA UCITS ETF USD acc	0.11%	Equity United States	2,637
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.25%	Equity World Social/Environmental Climate Change	182
iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Acc)	0.03%	Equity United States Social/Environmental	7,738
HSBC MSCI World UCITS ETF CHF hedged	0.09%	Equity World	86
Xtrackers MSCI World ESG UCITS ETF 1D	0.19%	Equity World Social/Environmental	20
Invesco S&P 500 Quality UCITS ETF Acc	0.88%	Equity United States Fundamental/Quality	19
Amundi Core MSCI USA UCITS ETF Dist	0.12%	Equity United States	1,052
BNP Paribas Easy MSCI USA UCITS ETF EUR Acc	0.12%	Equity United States	17
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 4C - GBP Hedged	0.37%	Equity United States Equal Weighted	130
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.11%	Equity United States	21
iShares MSCI World SRI UCITS ETF EUR Hedged (Dist)	0.37%	Equity World Social/Environmental	280
Xtrackers Global Equity Top Active UCITS ETF 1C	0.31%	Equity World Fundamental/Quality	6
UBS MSCI USA Climate Paris Aligned UCITS ETF USD acc	0.63%	Equity United States Social/Environmental Climate Change	118
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.10%	Equity World Social/Environmental	113
iShares Refinitiv Inclusion and Diversity UCITS ETF USD (Acc)	0.85%	Equity World Social/Environmental	59
UBS MSCI ACWI Socially Responsible UCITS ETF hGBP dis	0.31%	Equity World Social/Environmental Climate Change	496
Amundi S&P 500 Screened UCITS ETF Acc EUR Hedged	0.17%	Equity United States Social/Environmental	1,258
iShares MSCI World UCITS ETF (Dist)	0.08%	Equity World	8,086
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)	0.02%	Equity United States Multi-Factor Strategy	98
UBS MSCI USA Socially Responsible UCITS ETF USD acc	0.53%	Equity United States Social/Environmental Climate Change	531
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.12%	Equity United States	1,361
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.11%	Equity United States	8,663
iShares Edge MSCI USA Quality Factor UCITS ETF USD (Dist)	0.32%	Equity United States Fundamental/Quality	334
Xtrackers MSCI USA UCITS ETF 1D	0.12%	Equity United States	277
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.06%	Equity World Multi-Factor Strategy	208
UBS S&P 500 ESG Elite UCITS ETF hEUR acc	0.57%	Equity United States Social/Environmental	260
iShares MSCI North America UCITS ETF	0.11%	Equity North America	1,226
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.13%	Equity United States	96
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Acc	0.11%	Equity World Social/Environmental	397
iShares MSCI USA SRI UCITS ETF EUR Hedged (Acc)	0.53%	Equity United States Social/Environmental	11
JPMorgan BetaBuilders US Equity UCITS ETF USD (dist)	0.12%	Equity United States	3
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.07%	Equity World Social/Environmental	1
Invesco S&P World Financials ESG UCITS ETF Acc	1.16%	Equity World Financials Social/Environmental	4
Xtrackers S&P 500 Scored & Screened UCITS ETF 1C	0.17%	Equity United States Social/Environmental	108
UBS Core MSCI World UCITS ETF hGBP acc	0.08%	Equity World	55
CT QR Series US Equity Active UCITS ETF USD Dist	0.26%	Equity United States Fundamental/Quality	-
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.16%	Equity World Social/Environmental Climate Change	61
UBS S&P 500 Scored & Screened UCITS ETF USD dis	0.17%	Equity United States Social/Environmental	513
iShares MSCI ACWI UCITS ETF USD (Acc)	0.08%	Equity World	29,092
Invesco Dow Jones Islamic Global Developed Markets UCITS ETF Acc	0.12%	Equity World Islamic Investing	964
WisdomTree US Quality Dividend Growth UCITS ETF USD Acc	0.28%	Equity United States Fundamental/Quality	577
Invesco FTSE All-World UCITS ETF Dist	0.07%	Equity World	255
JPMorgan BetaBuilders US Equity UCITS ETF USD (acc)	0.12%	Equity United States	78
iShares MSCI USA SRI UCITS ETF EUR Hedged (Dist)	0.53%	Equity United States Social/Environmental	235
UBS MSCI World Socially Responsible UCITS ETF hEUR acc	0.38%	Equity World Social/Environmental Climate Change	216
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.12%	Equity World Social/Environmental	105
UBS S&P 500 ESG Elite UCITS ETF hGBP dis	0.57%	Equity United States Social/Environmental	10
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF Acc	0.17%	Equity United States Social/Environmental	169
Amundi Prime Global UCITS ETF Dist	0.09%	Equity World	1,546
State Street SPDR S&P 500 Quality Aristocrats UCITS ETF USD Unhedged (Acc)	0.53%	Equity United States Fundamental/Quality	746
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.47%	Equity World Social/Environmental Climate Change	17
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.09%	Equity World	536
iShares S&P 500 Scored and Screened UCITS ETF USD (Acc)	0.19%	Equity United States Social/Environmental	431
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	3
UBS Core S&P 500 UCITS ETF USD acc	0.11%	Equity United States	1,635
Amundi Prime All Country World UCITS ETF Dist	0.07%	Equity World	4,362
Amundi MSCI USA SRI Climate Paris Aligned UCITS ETF Acc	2.42%	Equity United States Social/Environmental	367
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.19%	Equity United States Social/Environmental	1,151
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.12%	Equity United States	354
Xtrackers MSCI World Financials UCITS ETF 1C	0.54%	Equity World Financials	773
iShares S&P 500 Financials Sector UCITS ETF (Acc)	0.95%	Equity United States Financials	1,924
iShares MSCI World Quality Factor Advanced UCITS ETF USD (Acc)	0.83%	Equity World Fundamental/Quality	62
HSBC Developed World Screened Equity UCITS ETF USD	0.16%	Equity World Social/Environmental Climate Change	400
iShares MSCI USA SRI UCITS ETF USD (Dist)	0.53%	Equity United States Social/Environmental	340
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.11%	Equity United States	659
UBS MSCI USA UCITS ETF USD dis	0.12%	Equity United States	495
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.12%	Equity United States	12

Performance

Returns overview

YTD	-14.31%
1 month	+0.10%
3 months	-0.82%
6 months	-9.25%
1 year	-7.74%
3 years	+22.56%
5 years	+35.31%
Since inception (MAX)	+430.67%
2025	+2.33%
2024	+22.18%
2023	+31.15%
2022	-20.62%

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).