Northrop Grumman

ISIN US6668071029

WKN 851915

Market cap (in EUR)

66,052 m

Country

United States

Sector

Industrials

Dividend yield

1.76%

Overview

Quote

Description

Northrop Grumman Corp. engages in the provision of advanced aircraft systems. It operates through the following segments: Aeronautics Systems, Defense Systems, Mission Systems, and Space Systems. The Aeronautics Systems segment is involved in the design, development, production, integration, sustainment, and modernization of advanced aircraft systems for the U.S. Air Force, the U.S. Navy, other U.S. government agencies, and international customers. The Defense Systems segment includes integrated battle management systems, weapons systems and aircraft, and mission systems sustainment and modernization. The Mission Systems segment offers advanced mission solutions and multifunction systems, primarily for the U.S. defense and intelligence community, and international customers. The Space Systems segment delivers end-to-end mission solutions through the design, development, integration, production and operation of space, missile defense, launch and strategic missile systems for national security, civil government, commercial, and international customers. The company was founded by John K. Northrop, Thomas V. Jones, and Kent Kresa in 1939 and is headquartered in Falls Church, VA.

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Industrials Industrial Manufacturing Aerospace and Defense Manufacturing United States

Chart

Financials

Key metrics

Market capitalisation, EUR	66,052 m
EPS, EUR	27.04
P/B ratio	4.2
P/E ratio	17.0
Dividend yield	1.76%

Income statement (2025)

Revenue, EUR	37,189 m
Net income, EUR	3,707 m
Profit margin	9.97%

What ETF is Northrop Grumman in?

There are 206 ETFs which contain Northrop Grumman. All of these ETFs are listed in the table below. The ETF with the largest weighting of Northrop Grumman is the Global X Defence Tech UCITS ETF USD Accumulating.

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)	0.07%	Equity World Equal Weighted	20
UBS Core MSCI World UCITS ETF hCHF acc	0.08%	Equity World	1,045
Xtrackers Portfolio UCITS ETF 1C	0.01%	Equity World Multi-Asset Strategy	748
Invesco MSCI World Equal Weight UCITS ETF	0.04%	Equity World Equal Weighted	1,582
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc)	0.11%	Equity United States	2
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.11%	Equity United States	40
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc)	0.11%	Equity United States	15,411
UBS Core MSCI World UCITS ETF USD dis	0.08%	Equity World	1,934
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.08%	Equity World Equal Weighted	25
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	43
iShares MSCI ACWI UCITS ETF USD (Dist)	0.07%	Equity World	19
UBS MSCI USA Value UCITS ETF USD dis	0.23%	Equity United States Value	673
Amundi Core MSCI USA UCITS ETF Acc	0.11%	Equity United States	3,671
First Trust Capital Strength UCITS ETF Acc	1.72%	Equity United States Fundamental/Quality	8
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD	0.19%	Equity United States Social/Environmental	1,409
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.15%	Equity United States Equal Weighted	425
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.09%	Equity World	707
Xtrackers MSCI World Minimum Volatility UCITS ETF 1C	0.55%	Equity World Low Volatility/Risk Weighted	1,149
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.04%	Equity World Multi-Factor Strategy	4
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)	0.20%	Equity World Social/Environmental Climate Change	393
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.21%	Equity United States	2
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.08%	Equity World	93
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.08%	Equity World	55
Xtrackers MSCI World UCITS ETF 1D	0.08%	Equity World	4,727
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.11%	Equity United States	444
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.19%	Equity United States Equal Weighted	238
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.11%	Equity United States	60
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.09%	Equity World	729
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.15%	Equity United States Multi-Factor Strategy	108
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.31%	Equity United States	132
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.03%	Equity World Multi-Asset Strategy	236
HSBC PLUS USA Equity Quant Active UCITS ETF USD Acc	0.23%	Equity United States Multi-Factor Strategy	91
Xtrackers MSCI World Industrials UCITS ETF 1C	0.68%	Equity World Industrials	1,182
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.08%	Equity World Equal Weighted	41
UBS Core S&P 500 UCITS ETF hGBP dis	0.11%	Equity United States	66
iShares Core S&P 500 UCITS ETF USD (Dist)	0.12%	Equity United States	18,979
Xtrackers Portfolio Income UCITS ETF 1D	0.02%	Equity World Multi-Asset Strategy	58
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc)	0.58%	Equity World Low Volatility/Risk Weighted	2,311
Invesco S&P 500 Equal Weight UCITS ETF	0.13%	Equity United States Equal Weighted	1,141
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.08%	Equity World Social/Environmental	60
Vanguard LifeStrategy 80% Equity UCITS ETF Accumulating	0.08%	Equity World Multi-Asset Strategy	1,176
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.26%	Equity United States Multi-Factor Strategy	39
Amundi Core MSCI USA UCITS ETF UCITS ETF CHF Hedged Acc	0.11%	Equity United States	1
Amundi Prime Global UCITS ETF Acc	0.09%	Equity World	2,851
Fidelity Global Value Research Enhanced UCITS ETF ACC-USD	0.40%	Equity World Value	7
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.15%	Equity United States Multi-Factor Strategy	28
HSBC MSCI World UCITS ETF USD	0.09%	Equity World	13,186
UBS Core S&P 500 UCITS ETF hEUR acc	0.11%	Equity United States	201
L&G Global Equity UCITS ETF	0.09%	Equity World Social/Environmental	1,508
VanEck Morningstar Global Wide Moat UCITS ETF	1.02%	Equity World Moat	149
State Street SPDR S&P U.S. Industrials Select Sector UCITS ETF USD	1.40%	Equity United States Industrials	864
UBS Core MSCI World UCITS ETF hGBP dis	0.08%	Equity World	108
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.08%	Equity World Multi-Asset Strategy	90
Xtrackers MSCI USA UCITS ETF 1C	0.11%	Equity United States	11,098
UBS Core MSCI World UCITS ETF hEUR acc	0.08%	Equity World	899
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.11%	Equity United States	186
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.08%	Equity World	19
First Trust Indxx Global Aerospace & Defence UCITS ETF Class A USD ACC	3.70%	Equity World Industrials Military & Defense	133
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.15%	Equity World Social/Environmental	232
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.09%	Equity World	1,131
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.10%	Equity World Social/Environmental	434
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.15%	Equity United States Equal Weighted	33
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.11%	Equity United States	569
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc)	0.12%	Equity United States	81
Amundi Core MSCI World UCITS ETF Acc	0.08%	Equity World	14,124
UBS Core MSCI USA UCITS ETF hGBP acc	0.11%	Equity United States	33
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.05%	Equity World Multi-Asset Strategy	913
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.08%	Equity World	433
iShares Core MSCI World UCITS ETF USD (Acc)	0.09%	Equity World	123,324
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.12%	Equity United States	2,075
Xtrackers MSCI North America High Dividend Yield UCITS ETF 1C	0.52%	Equity North America Dividend	169
iShares Core S&P 500 UCITS ETF USD (Acc)	0.12%	Equity United States	129,301
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.13%	Equity United States	2,458
L&G US Equity UCITS ETF	0.13%	Equity United States Social/Environmental	1,266
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.09%	Equity World	807
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.08%	Equity World	59
UBS Core MSCI USA UCITS ETF USD dis	0.11%	Equity United States	1,265
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.07%	Equity World	22,401
First Trust Value Line® Dividend Index UCITS ETF Acc	0.41%	Equity United States Dividend	7
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.08%	Equity World	14,683
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc)	0.19%	Equity United States Social/Environmental Climate Change	5
iShares MSCI USA UCITS ETF (Acc)	0.11%	Equity United States	4,269
iShares Global Aerospace & Defence UCITS ETF USD (Acc)	3.55%	Equity World Industrials Military & Defense	1,625
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist)	0.19%	Equity United States Social/Environmental Climate Change	1
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.15%	Equity World	6
Fidelity US Equity Research Enhanced UCITS ETF EUR Hedged Acc	0.19%	Equity United States Social/Environmental	105
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.07%	Equity World	12
Xtrackers S&P 500 UCITS ETF 4D	0.11%	Equity United States	1
iShares Edge MSCI World Minimum Volatility UCITS ETF EUR Hedged (Acc)	0.58%	Equity World Low Volatility/Risk Weighted	161
UBS Core S&P 500 UCITS ETF USD dis	0.11%	Equity United States	1,190
Invesco Defence Innovation UCITS ETF	1.25%	Equity World Industrials Military & Defense	129
UBS Core S&P 500 UCITS ETF hCHF acc	0.11%	Equity United States	704
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.05%	Equity World Multi-Asset Strategy	120
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.11%	Equity United States	617
UBS Core MSCI World UCITS ETF USD acc	0.08%	Equity World	9,938
iShares FTSE All-World UCITS ETF USD (Acc)	0.07%	Equity World	25
iShares Core MSCI World UCITS ETF USD (Dist)	0.09%	Equity World	756
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.19%	Equity United States Equal Weighted	10,971
State Street SPDR S&P U.S. Dividend Aristocrats UCITS ETF EUR Hedged (Dist)	0.53%	Equity United States Dividend	49
Invesco RAFI All-World Fundamental Value UCITS ETF	0.07%	Equity World Value	256
State Street SPDR S&P U.S. Dividend Aristocrats UCITS ETF USD Unhedged (Dist)	0.53%	Equity United States Dividend	3,349
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.08%	Equity World	27
UBS MSCI USA NSL UCITS ETF USD acc	0.12%	Equity United States	2,918
First Trust Growth Strength UCITS ETF Class A USD ACC	1.64%	Equity United States Multi-Factor Strategy Moat	1
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.08%	Equity World	78
Amundi Prime All Country World UCITS ETF Acc	0.08%	Equity World	2,480
Xtrackers MSCI USA Minimum Volatility UCITS ETF 1D	0.77%	Equity United States Low Volatility/Risk Weighted	4
UBS MSCI World UCITS ETF USD dis	0.09%	Equity World	1,440
Vanguard FTSE Developed World UCITS ETF Acc	0.08%	Equity World	5,637
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.14%	Equity United States	211
Amundi FTSE All World GDP-Weighted UCITS ETF Acc	0.04%	Equity World	21
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.65%	Equity World Multi-Factor Strategy	989
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.19%	Equity United States Equal Weighted	589
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.10%	Equity World Social/Environmental	549
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.10%	Equity World	6,591
VanEck Morningstar US Wide Moat UCITS ETF A	1.29%	Equity United States Equal Weighted Moat	35
iShares Edge S&P 500 Minimum Volatility UCITS ETF EUR Hedged (Acc)	0.20%	Equity United States Low Volatility/Risk Weighted	33
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist)	0.11%	Equity United States	280
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist)	0.11%	Equity United States	17,992
iShares S&P 500 3% Capped UCITS ETF EUR Hedged Acc	0.14%	Equity United States	30
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.09%	Equity World	17,098
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.15%	Equity United States Equal Weighted	446
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.10%	Equity World	173
Vanguard FTSE Developed World UCITS ETF Distributing	0.08%	Equity World	4,024
Invesco RAFI US Fundamental Value UCITS ETF Dist	0.19%	Equity United States Value	953
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.11%	Equity North America	2,741
HSBC S&P 500 UCITS ETF USD	0.12%	Equity United States	8,592
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.19%	Equity United States Equal Weighted	74
HANetf Future of Defence UCITS ETF	3.68%	Equity World Military & Defense	2,729
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.19%	Equity United States Equal Weighted	1,445
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.11%	Equity United States	712
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.08%	Equity World	423
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.09%	Equity World	330
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.08%	Equity World	142
Invesco FTSE All-World UCITS ETF	0.08%	Equity World	3,673
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.12%	Equity United States	29,377
UBS Core MSCI USA UCITS ETF USD acc	0.11%	Equity United States	2,727
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.20%	Equity World Social/Environmental Climate Change	183
State Street SPDR MSCI World Industrials UCITS ETF USD	0.75%	Equity World Industrials	190
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.13%	Equity United States Equal Weighted	357
UBS MSCI USA Tech 125 Universal UCITS ETF USD acc	0.10%	Equity United States Social/Environmental Innovation	31
HSBC MSCI World UCITS ETF CHF hedged	0.09%	Equity World	75
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.08%	Equity World Social/Environmental	16
Amundi Core MSCI World UCITS ETF USD Dist	0.08%	Equity World	1,599
Amundi Core MSCI USA UCITS ETF Dist	0.11%	Equity United States	1,045
BNP Paribas Easy MSCI USA UCITS ETF EUR Acc	0.12%	Equity United States	14
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.12%	Equity United States	20
BNP Paribas Easy MSCI USA UCITS ETF USD Acc	0.12%	Equity United States	17
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.23%	Equity United States Value	856
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.11%	Equity North America	2,886
Xtrackers S&P 500 UCITS ETF 4C	0.11%	Equity United States	2,143
Xtrackers MSCI USA Industrials UCITS ETF 1D	1.20%	Equity United States Industrials	291
iShares Edge MSCI World Minimum Volatility UCITS ETF GBP hedged (Acc)	0.58%	Equity World Low Volatility/Risk Weighted	60
iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc)	0.20%	Equity United States Low Volatility/Risk Weighted	1,545
iShares MSCI World UCITS ETF (Dist)	0.08%	Equity World	8,022
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.09%	Equity World	1,742
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.11%	Equity United States	1,351
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.12%	Equity United States	8,511
State Street SPDR S&P 500 UCITS ETF EUR Hedged	0.11%	Equity United States	2,487
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.07%	Equity World	45,254
HSBC MSCI World UCITS ETF USD (Acc)	0.09%	Equity World	1,912
Xtrackers MSCI USA UCITS ETF 1D	0.11%	Equity United States	277
iShares MSCI North America UCITS ETF	0.11%	Equity North America	1,237
Global X Defence Tech UCITS ETF USD Accumulating	7.80%	Equity World Industrials Military & Defense	462
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.13%	Equity United States	127
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.08%	Equity World	51
Invesco Global Enhanced Equity UCITS ETF Acc	0.04%	Equity World Multi-Factor Strategy	851
JPMorgan BetaBuilders US Equity UCITS ETF USD (dist)	0.12%	Equity United States	1
UBS Core MSCI World UCITS ETF hGBP acc	0.08%	Equity World	58
iShares MSCI ACWI UCITS ETF USD (Acc)	0.07%	Equity World	29,494
HSBC S&P 500 UCITS ETF USD (Acc)	0.12%	Equity United States	631
iShares S&P 500 Industrials Sector UCITS ETF	1.39%	Equity United States Industrials	696
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.23%	Equity World Multi-Factor Strategy	585
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.15%	Equity United States Multi-Factor Strategy	24
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.12%	Equity United States	44,595
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.08%	Equity World	1,634
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.15%	Equity United States Equal Weighted	4,411
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.08%	Equity World	5,163
Xtrackers FTSE All-World UCITS ETF 1C	0.07%	Equity World	77
Invesco FTSE All-World UCITS ETF	0.08%	Equity World	274
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist)	0.20%	Equity United States Low Volatility/Risk Weighted	135
JPMorgan BetaBuilders US Equity UCITS ETF USD (acc)	0.12%	Equity United States	80
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	0.26%	Equity United States Multi-Factor Strategy	137
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.11%	Equity United States	62
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.10%	Equity World Social/Environmental	105
Amundi Prime Global UCITS ETF Dist	0.09%	Equity World	1,577
First Trust Bloomberg Scarce Resources UCITS ETF Class A USD ACC	1.08%	Equity World	1
Xtrackers MSCI World UCITS ETF 1C	0.08%	Equity World	19,664
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.04%	Equity World Multi-Factor Strategy	8
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.08%	Equity World	534
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	0.14%	Equity United States	1
UBS Core S&P 500 UCITS ETF USD acc	0.11%	Equity United States	1,839
Amundi Prime All Country World UCITS ETF Dist	0.08%	Equity World	4,543
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc)	0.65%	Equity World Multi-Factor Strategy	5
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.13%	Equity United States Social/Environmental	1,105
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.11%	Equity United States	344
Franklin Core US Enhanced Equity UCITS ETF Acc	0.41%	Equity United States Multi-Factor Strategy	8
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.08%	Equity World	59
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Dist)	0.58%	Equity World Low Volatility/Risk Weighted	11
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.11%	Equity United States	655
Fidelity US Value Research Enhanced UCITS ETF ACC-USD	0.50%	Equity United States Value	2
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.12%	Equity United States	10
UBS MSCI USA UCITS ETF USD dis	0.11%	Equity United States	471

Performance

Returns overview

YTD	-7.22%
1 month	+4.09%
3 months	-6.81%
6 months	-21.54%
1 year	-8.42%
3 years	+13.54%
5 years	+52.34%
Since inception (MAX)	+286.17%
2025	+14.66%
2024	+1.74%
2023	-18.41%
2022	+57.56%

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).