Phillips 66

ISIN US7185461040

WKN A1JWQU

Market cap (in EUR)

83,071 m

Country

United States

Sector

Energy

Dividend yield

2.04%

Overview

Quote

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Description

Phillips 66 engages in the processing, transportation, storage, and marketing of fuels and other related products. It operates through the following segments: Midstream, Chemicals, Refining, Renewable Fuels, and Marketing and Specialties. The Midstream segment provides crude oil and refined products transportation, terminal, and processing services, as well as natural gas, natural gas liquids, and liquefied petroleum gas transportation, storage, processing, and marketing services. The Chemicals segment produces and markets petrochemicals and plastics worldwide. The Refining segment refines crude oil and other feedstocks into petroleum products such as gasoline, distillates, and aviation fuels. The Renewable Fuels segment processes renewable feedstocks into renewable products at the Rodeo Renewable Energy Complex (Rodeo Complex) and at Humber Refinery. The Marketing and Specialties segment purchases for resale and markets refined petroleum products such as base oils and lubricants, and power generation operations. The company was founded in 1875 and is headquartered in Houston, TX.

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Energy Downstream and Midstream Energy Downstream Energy United States

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Financials

Key metrics

Market capitalisation, EUR	83,071 m
EPS, EUR	15.06
P/B ratio	3.1
P/E ratio	13.8
Dividend yield	2.04%

Income statement (2025)

Revenue, EUR	117,174 m
Net income, EUR	3,895 m
Profit margin	3.32%

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Capital at risk

What ETF is Phillips 66 in?

There are 415 ETFs which contain Phillips 66. All of these ETFs are listed in the table below. The ETF with the largest weighting of Phillips 66 is the Amundi Global Bioenergy UCITS ETF EUR Acc.

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.12%	Equity World Equal Weighted	20
UBS Core MSCI World UCITS ETF hCHF acc	0.11%	Equity World	1,144
Xtrackers MSCI USA Screened UCITS ETF 1C	0.16%	Equity United States Social/Environmental	954
iShares S&P 500 Swap UCITS ETF USD (Acc)	0.15%	Equity United States	13,679
Invesco MSCI World UCITS ETF	0.11%	Equity World	9,056
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF EUR Hedged (Acc)	0.05%	Equity World Low Volatility/Risk Weighted	54
iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Dist)	0.04%	Equity United States Social/Environmental	16,479
BNP Paribas Easy S&P 500 II UCITS ETF EUR (Acc)	0.15%	Equity United States	550
Xtrackers S&P 500 Swap UCITS ETF 1D	0.15%	Equity United States	3,961
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.12%	Equity World Equal Weighted	25
iShares MSCI All Country World UCITS ETF USD (Dist)	0.10%	Equity World	34
UBS MSCI USA Value UCITS ETF USD dis	0.30%	Equity United States Value	687
Amundi Core MSCI USA UCITS ETF Acc	0.14%	Equity United States	4,187
Xtrackers STOXX Global Select Dividend 100 Swap UCITS ETF 1D	0.77%	Equity World Dividend	1,010
iShares World Equity High Income UCITS ETF USD (Dist)	0.03%	Equity World Covered Call Alternative Investments	685
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.26%	Equity United States Equal Weighted	421
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.10%	Equity World	796
Invesco S&P 500 UCITS ETF GBP Hedged Acc	0.15%	Equity United States	1,834
BNP Paribas Easy Alpha Enhanced World UCITS ETF EUR Acc	0.03%	Equity World Multi-Factor Strategy	21
iShares U.S. Equity High Income Active UCITS ETF USD (Dist)	0.03%	Equity United States Covered Call Alternative Investments	53
Vanguard Russell U.S. Mid-Cap UCITS ETF USD Acc	0.71%	Equity United States Mid Cap	4
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.12%	Equity World Multi-Factor Strategy	5
iShares World Equity High Income Active UCITS ETF EUR Hedged (Acc)	0.03%	Equity World Covered Call Alternative Investments	1
Invesco MSCI USA UCITS ETF	0.15%	Equity United States	7,538
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	0.13%	Equity United States Social/Environmental Multi-Asset Strategy	19
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.27%	Equity United States	2
Xtrackers MSCI USA Swap UCITS ETF 1D	0.15%	Equity United States	2,896
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.09%	Equity World	69
Xtrackers MSCI World UCITS ETF 1D	0.11%	Equity World	4,767
iShares S&P 500 Swap UCITS ETF USD (Dist)	0.15%	Equity United States	2,200
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.15%	Equity United States	447
Amundi Core MSCI World Swap UCITS ETF Dist	0.11%	Equity World	6,662
Vanguard Russell 1000 U.S. Growth UCITS ETF USD Dis	0.02%	Equity United States Growth	0
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.25%	Equity United States Equal Weighted	237
UBS MSCI ACWI Universal UCITS ETF USD dis	0.12%	Equity World Social/Environmental	2,223
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.11%	Equity World	745
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.04%	Equity United States Social/Environmental Climate Change	2,694
WisdomTree US High Dividend UCITS ETF Acc	0.70%	Equity United States Dividend	89
Invesco S&P 500 Scored & Screened UCITS ETF EUR Hedged Acc	0.24%	Equity United States Social/Environmental	659
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.22%	Equity World Dividend	9,876
Invesco MSCI North America Swap UCITS ETF Acc	0.14%	Equity North America	-
Amundi S&P 500 Swap UCITS ETF USD Acc	0.15%	Equity United States	3,339
UBS Core S&P 500 UCITS ETF hGBP dis	0.15%	Equity United States	71
iShares Core S&P 500 UCITS ETF USD (Dist)	0.15%	Equity United States	20,194
Amundi S&P 500 Equal Weight UCITS ETF Acc	0.26%	Equity United States Equal Weighted	114
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc)	0.20%	Equity World Low Volatility/Risk Weighted	2,284
HSBC MSCI World Value Screened UCITS ETF USD (Acc)	1.16%	Equity World Value	214
UBS S&P 500 Scored & Screened UCITS ETF hGBP dis	0.24%	Equity United States Social/Environmental	22
Xtrackers S&P 500 Swap UCITS ETF 7C GBP Hedged	0.15%	Equity United States	2
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.02%	Equity World Social/Environmental Climate Change	306
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	35
HSBC MSCI World UCITS ETF USD	0.11%	Equity World	13,904
UBS Core S&P 500 UCITS ETF hEUR acc	0.15%	Equity United States	217
iShares US Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.47%	Equity United States Social/Environmental	8
BNP Paribas Easy S&P 500 II UCITS ETF EUR Hedged (Acc)	0.15%	Equity United States	428
Amundi Core MSCI USA Swap UCITS ETF Acc	0.15%	Equity United States	57
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.12%	Equity World Social/Environmental	68
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.12%	Equity World Social/Environmental	1,330
iShares MSCI World Swap UCITS ETF USD (Acc)	0.11%	Equity World	2,074
Xtrackers MSCI USA UCITS ETF 1C	0.15%	Equity United States	11,825
UBS Core MSCI World UCITS ETF hEUR acc	0.11%	Equity World	958
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.14%	Equity United States	188
UBS MSCI World Selection UCITS ETF hEUR dis	0.21%	Equity World Social/Environmental	317
UBS MSCI World Selection UCITS ETF hCHF acc	0.21%	Equity World Social/Environmental	300
iShares S&P 500 Swap UCITS ETF CHF Hedged (Acc)	0.15%	Equity United States	0
BNP Paribas Easy Alpha Enhanced US UCITS ETF USD Acc	0.14%	Equity United States Multi-Factor Strategy	20
Vanguard Russell 1000 U.S. Value UCITS ETF USD Dist	0.25%	Equity United States Value	1
WisdomTree S&P 500 EUR Daily Hedged	0.15%	Equity United States	5
Amundi Core S&P 500 Swap UCITS ETF EUR Hedged Dist	0.15%	Equity United States	1,122
Amundi MSCI USA ESG Broad Transition UCITS ETF EUR Hedged Acc	0.04%	Equity United States Social/Environmental Climate Change	15
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	6
iShares Core MSCI World UCITS ETF USD (Acc)	0.11%	Equity World	129,791
UBS S&P 500 Equal Weight SF UCITS ETF USD acc	0.26%	Equity United States Equal Weighted	13
WisdomTree Emerging Markets High Dividend UCITS ETF Dist	0.00%	Equity Emerging Markets Dividend	172
iShares Core S&P 500 UCITS ETF USD (Acc)	0.15%	Equity United States	136,374
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	108
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.15%	Equity United States	2,581
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.11%	Equity World	962
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc)	0.24%	Equity United States Social/Environmental	405
UBS MSCI ACWI SF UCITS ETF hCHF acc	0.10%	Equity World	1,857
UBS Core MSCI USA UCITS ETF USD dis	0.14%	Equity United States	1,342
UBS S&P 500 Scored & Screened UCITS ETF hEUR acc	0.24%	Equity United States Social/Environmental	825
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.24%	Equity United States Social/Environmental	4
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	2
Xtrackers World Equity Enhanced Active UCITS ETF 1C	0.14%	Equity World Social/Environmental	470
iShares MSCI USA UCITS ETF (Acc)	0.15%	Equity United States	4,509
iShares MSCI World Energy Sector Advanced UCITS ETF USD (Dist)	3.21%	Equity World Energy Social/Environmental	167
WisdomTree Emerging Markets High Dividend UCITS ETF Acc	0.00%	Equity Emerging Markets Dividend	79
HSBC MSCI WORLD ISLAMIC SCREENED UCITS ETF USD (Acc)	0.55%	Equity World Social/Environmental Islamic Investing	139
JPMorgan Global Equity Multi-Factor UCITS ETF USD (acc)	0.33%	Equity World Multi-Factor Strategy	259
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.18%	Equity World	21
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.02%	Equity World Social/Environmental Climate Change	44
Fidelity US Equity Research Enhanced UCITS ETF EUR Hedged Acc	0.14%	Equity United States Social/Environmental	99
BNP Paribas Easy MSCI USA Min TE UCITS ETF H EUR Acc	0.11%	Equity United States Social/Environmental	0
Amundi S&P 500 Screened UCITS ETF Acc	0.23%	Equity United States Social/Environmental	4,572
UBS MSCI ACWI SF UCITS ETF hUSD acc	0.10%	Equity World	2,187
iShares Core MSCI World UCITS ETF USD (Dist)	0.11%	Equity World	627
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.25%	Equity United States Equal Weighted	11,268
Franklin S&P World Screened UCITS ETF Acc	0.12%	Equity United States Social/Environmental Climate Change	13
WisdomTree US Quality Dividend Growth UCITS ETF USD	0.08%	Equity United States Fundamental/Quality	87
Amundi Core S&P 500 Swap UCITS ETF GBP Hedged Dist	0.15%	Equity United States	1,711
iShares MSCI World Energy Sector UCITS ETF USD (Dist)	2.63%	Equity World Energy	1,234
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.11%	Equity World	42
UBS MSCI World UCITS ETF USD dis	0.11%	Equity World	1,479
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.18%	Equity United States	201
Amundi FTSE All World GDP-Weighted UCITS ETF Acc	0.04%	Equity World	29
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.25%	Equity United States Equal Weighted	606
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.13%	Equity World	7,815
UBS MSCI USA Selection UCITS ETF USD acc	0.28%	Equity United States Social/Environmental	2,608
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.16%	Equity United States Social/Environmental	1,476
Franklin S&P 500 Screened UCITS ETF Acc	0.12%	Equity United States Social/Environmental Climate Change	4
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist)	0.15%	Equity United States	282
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist)	0.15%	Equity United States	18,720
State Street SPDR S&P U.S. Energy Select Sector UCITS ETF USD	4.30%	Equity United States Energy	858
iShares S&P 500 3% Capped UCITS ETF EUR Hedged Acc	0.18%	Equity United States	25
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.26%	Equity United States Equal Weighted	414
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.13%	Equity World	226
Vanguard FTSE Developed World UCITS ETF Distributing	0.10%	Equity World	4,213
Invesco RAFI US Fundamental Value UCITS ETF Dist	0.49%	Equity United States Value	1,088
Xtrackers MSCI World Swap UCITS ETF 1C	0.11%	Equity World	5,359
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.12%	Equity World Social/Environmental	604
iShares MSCI USA Swap UCITS ETF USD (Acc)	0.15%	Equity United States	6,415
UBS MSCI ACWI SF UCITS ETF hEUR acc	0.10%	Equity World	1,653
HSBC S&P 500 UCITS ETF USD	0.15%	Equity United States	8,760
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.25%	Equity United States Equal Weighted	81
HSBC USA Screened Equity UCITS ETF USD	0.08%	Equity United States Social/Environmental Climate Change	829
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.25%	Equity United States Equal Weighted	1,355
Xtrackers S&P 500 Equal Weight Swap UCITS ETF 1C	0.26%	Equity United States Equal Weighted	9
Franklin US Dividend Tilt UCITS ETF (Acc)	0.37%	Equity United States Dividend	1
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.11%	Equity World	215
Invesco FTSE All-World UCITS ETF	0.09%	Equity World	4,112
Invesco S&P 500 Equal Weight Swap UCITS ETF Acc	0.26%	Equity United States Equal Weighted	998
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.15%	Equity United States	32,067
UBS MSCI ACWI SF UCITS ETF USD acc	0.10%	Equity World	3,941
WisdomTree S&P 500	0.15%	Equity United States	189
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.24%	Equity United States Equal Weighted	355
iShares S&P 500 Swap UCITS ETF GBP Hedged (Dist)	0.15%	Equity United States	122
Amundi MSCI World Swap II UCITS ETF USD Hedged Dist	0.11%	Equity World	47
UBS S&P 500 Equal Weight SF UCITS ETF USD dis	0.26%	Equity United States Equal Weighted	0
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.09%	Equity World Social/Environmental	18
HSBC USA Screened Equity UCITS ETF USD (Dist)	0.08%	Equity United States Social/Environmental Climate Change	122
Amundi Core MSCI World UCITS ETF USD Dist	0.11%	Equity World	1,654
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.12%	Equity World Social/Environmental	256
iShares MSCI All Country World Screened UCITS ETF USD (Acc)	0.09%	Equity World Social/Environmental	2,984
Amundi Core S&P 500 Swap UCITS ETF CHF Hedged Dist	0.15%	Equity United States	140
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.05%	Equity North America Social/Environmental Climate Change	495
Invesco MSCI USA UCITS ETF EUR Hedged Acc	0.15%	Equity United States	348
BNP Paribas Easy MSCI USA UCITS ETF USD Acc	0.15%	Equity United States	18
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.14%	Equity North America	3,056
Amundi MSCI World Swap II UCITS ETF EUR Hedged Dist	0.11%	Equity World	649
Xtrackers S&P 500 UCITS ETF 4C	0.15%	Equity United States	2,418
iShares MSCI World Swap UCITS ETF EUR Hedged (Acc)	0.11%	Equity World	103
UBS MSCI World Selection UCITS ETF USD acc	0.21%	Equity World Social/Environmental	723
iShares Edge MSCI World Minimum Volatility UCITS ETF GBP hedged (Acc)	0.20%	Equity World Low Volatility/Risk Weighted	82
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.16%	Equity United States Social/Environmental	121
iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc)	0.96%	Equity United States Low Volatility/Risk Weighted	1,699
Invesco S&P 500 QVM UCITS ETF	1.46%	Equity United States Multi-Factor Strategy	58
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.11%	Equity World	1,830
Xtrackers MSCI USA Swap UCITS ETF 1C	0.15%	Equity United States	4,858
State Street SPDR S&P 500 UCITS ETF EUR Hedged	0.15%	Equity United States	2,694
BNP Paribas Easy MSCI World II UCITS ETF EUR Acc	0.11%	Equity World	1
iShares MSCI USA Islamic UCITS ETF	0.59%	Equity United States Islamic Investing	543
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.09%	Equity World	52,897
HSBC MSCI World UCITS ETF USD (Acc)	0.11%	Equity World	2,213
Amundi S&P 500 Swap UCITS ETF EUR Hedged Acc	0.15%	Equity United States	901
BNP Paribas Easy MSCI ACWI UCITS ETF EUR (Acc)	0.10%	Equity World	70
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	4,665
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.11%	Equity World	54
iShares World Thematic Rotation Active UCITS ETF USD (Acc)	0.08%	Equity World Social/Environmental	10
iShares Russell 1000 Growth UCITS ETF USD (Acc)	0.02%	Equity United States Growth	1,150
UBS S&P 500 SF UCITS ETF USD acc	0.15%	Equity United States	198
HSBC S&P 500 UCITS ETF USD (Acc)	0.15%	Equity United States	566
Xtrackers S&P 500 Equal Weight Swap UCITS ETF 1D	0.26%	Equity United States Equal Weighted	23
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.18%	Equity United States Multi-Factor Strategy	24
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.15%	Equity United States	46,472
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.10%	Equity World	1,751
Amundi MSCI USA ESG Broad Transition UCITS ETF GBP Hedged Dist	0.04%	Equity United States Social/Environmental Climate Change	1
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.26%	Equity United States Equal Weighted	4,259
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.03%	Equity World Multi-Factor Strategy	1,449
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.11%	Equity World	5,365
State Street SPDR S&P 500 Leaders UCITS ETF USD Unhedged (Acc)	0.41%	Equity United States Social/Environmental	4,310
Xtrackers FTSE All-World UCITS ETF 1C	0.09%	Equity World	145
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist)	0.96%	Equity United States Low Volatility/Risk Weighted	140
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.52%	Equity United States Multi-Factor Strategy	134
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Hedged Acc	0.24%	Equity United States Social/Environmental	61
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.16%	Equity United States Social/Environmental	16,645
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.15%	Equity United States	64
Amundi MSCI World Swap UCITS ETF EUR Dist	0.11%	Equity World	451
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.04%	Equity United States Social/Environmental Climate Change	3,439
iShares MSCI World Energy Sector Advanced UCITS ETF USD (Acc)	3.21%	Equity World Energy Social/Environmental	1
UBS MSCI USA Selection UCITS ETF hEUR acc	0.28%	Equity United States Social/Environmental	0
Xtrackers MSCI World UCITS ETF 1C	0.11%	Equity World	21,421
iShares World Equity High Income Active UCITS ETF USD (Acc)	0.03%	Equity World Covered Call Alternative Investments	17
State Street SPDR MSCI World UCITS ETF USD Unhedged (Dist)	0.11%	Equity World	126
Xtrackers MSCI USA Energy UCITS ETF 1D	4.22%	Equity United States Energy	120
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	0.18%	Equity United States	1
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.02%	Equity World Social/Environmental Climate Change	1,595
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.12%	Equity World Social/Environmental	1,264
iShares MSCI USA CTB Enhanced ESG UCITS ETF GBP Hedged (Dist)	0.04%	Equity United States Social/Environmental	600
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.16%	Equity United States Social/Environmental	760
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.05%	Equity North America Social/Environmental Climate Change	47
Franklin Core US Enhanced Equity UCITS ETF Acc	0.09%	Equity United States Multi-Factor Strategy	9
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.09%	Equity World	72
Amundi Global Bioenergy UCITS ETF USD Acc	9.42%	Equity World Social/Environmental Clean Energy	5
Fidelity US Value Research Enhanced UCITS ETF ACC-USD	0.21%	Equity United States Value	2
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.18%	Equity United States Multi-Factor Strategy	8
Xtrackers S&P 500 Swap UCITS ETF 1C	0.15%	Equity United States	3,672
Invesco MSCI World Equal Weight UCITS ETF Acc	0.10%	Equity World Equal Weighted	1,789
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	47
Amundi MSCI USA ESG Broad Transition UCITS ETF UCITS ETF EUR Hedged Dist	0.04%	Equity United States Social/Environmental Climate Change	0
Amundi Core MSCI World Swap UCITS ETF EUR Hedged Acc	0.11%	Equity World	12
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc)	0.14%	Equity United States	3
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	30
UBS Factor MSCI World Selection Minimum Volatility UCITS ETF USD acc	0.53%	Equity World Low Volatility/Risk Weighted	245
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.14%	Equity United States	41
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Acc	0.24%	Equity United States Social/Environmental	594
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc)	0.15%	Equity United States	16,905
WisdomTree US High Dividend UCITS ETF EUR Hedged Acc	0.70%	Equity United States Dividend	1
UBS Core MSCI World UCITS ETF USD dis	0.11%	Equity World	2,046
UBS MSCI ACWI SF UCITS ETF USD Ukdis	0.10%	Equity World	289
iShares MSCI USA CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.04%	Equity United States Social/Environmental	1,806
Xtrackers S&P 500 Swap II UCITS ETF 1D	0.15%	Equity United States	264
iShares MSCI World Swap UCITS ETF CHF Hedged (Acc)	0.11%	Equity World	7
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD	0.14%	Equity United States Social/Environmental	1,536
Invesco US Enhanced Equity UCITS ETF EUR Hdg Acc	0.20%	Equity United States Multi-Factor Strategy	1
iShares World Equity Factor Rotation Active UCITS ETF USD (Acc)	0.15%	Equity World Multi-Factor Strategy	181
Invesco MSCI USA Universal Screened UCITS ETF	0.24%	Equity United States Social/Environmental	45
HSBC MSCI USA Islamic Screened UCITS ETF USD (Acc)	0.90%	Equity United States Social/Environmental Islamic Investing	84
JPMorgan Global Equity Multi-Factor UCITS ETF USD (dist)	0.33%	Equity World Multi-Factor Strategy	1
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.10%	Equity World	97
iShares US Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.47%	Equity United States Social/Environmental	1
Invesco All Country World Enhanced Equity UCITS ETF Acc	0.09%	Equity World Multi-Factor Strategy	22
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.15%	Equity United States	59
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.18%	Equity United States Multi-Factor Strategy	111
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.39%	Equity United States	152
BNP Paribas Easy ESG Enhanced US UCITS ETF EUR Hedged Acc	0.14%	Equity United States Social/Environmental	1
BNP Paribas Easy MSCI World II UCITS ETF Acc	0.11%	Equity World	58
Amundi MSCI World Swap II UCITS ETF Acc	0.11%	Equity World	714
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.12%	Equity World Equal Weighted	42
WisdomTree US High Dividend UCITS ETF GBP Hedged Acc	0.70%	Equity United States Dividend	1
Amundi Core S&P 500 Swap UCITS ETF USD Dist	0.15%	Equity United States	4,815
iShares MSCI USA Swap UCITS ETF EUR Hedged (Acc)	0.15%	Equity United States	159
Invesco S&P 500 Equal Weight UCITS ETF	0.24%	Equity United States Equal Weighted	1,095
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.09%	Equity World Social/Environmental	62
Amundi MSCI World Swap II UCITS ETF Dist	0.11%	Equity World	8,828
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.52%	Equity United States Multi-Factor Strategy	39
Amundi Core MSCI USA UCITS ETF UCITS ETF CHF Hedged Acc	0.14%	Equity United States	1
Vanguard Russell 1000 U.S. Value UCITS ETF USD Acc	0.25%	Equity United States Value	146
Amundi Prime Global UCITS ETF Acc	0.10%	Equity World	3,271
Amundi Core MSCI World Swap UCITS ETF Acc	0.11%	Equity World	15
Fidelity Global Value Research Enhanced UCITS ETF ACC-USD	0.21%	Equity World Value	7
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.18%	Equity United States Multi-Factor Strategy	28
WisdomTree US Quality Dividend Growth UCITS ETF - GBP Hedged	0.08%	Equity United States Fundamental/Quality	1
Amundi Russell 1000 Growth UCITS ETF Acc	0.02%	Equity United States Growth	624
L&G Global Equity UCITS ETF	0.10%	Equity World Social/Environmental	1,849
Vanguard FTSE Global All-Cap UCITS ETF USD Acc	0.08%	Equity World	2,098
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.22%	Equity World Dividend	3,025
Invesco MSCI World Universal Screened UCITS ETF Acc	0.15%	Equity World Social/Environmental	277
UBS Core MSCI World UCITS ETF hGBP dis	0.11%	Equity World	113
iShares FTSE All-World UCITS ETF USD (Dist)	0.10%	Equity World	1
iShares MSCI USA Swap UCITS ETF USD (Dist)	0.15%	Equity United States	344
BNP Paribas Easy MSCI World II UCITS ETF Dist	0.11%	Equity World	1
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	16
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.10%	Equity World	20
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.11%	Equity World	1,159
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.10%	Equity World Social/Environmental	408
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.26%	Equity United States Equal Weighted	34
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.14%	Equity United States	602
Amundi Global Bioenergy UCITS ETF EUR Acc	9.42%	Equity World Social/Environmental Clean Energy	112
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc)	0.15%	Equity United States	96
Amundi Core MSCI World UCITS ETF Acc	0.11%	Equity World	14,894
iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist)	0.56%	Equity United States Momentum	16
Xtrackers S&P 500 Swap UCITS ETF 5C EUR Hedged	0.15%	Equity United States	306
UBS Core MSCI USA UCITS ETF hGBP acc	0.14%	Equity United States	27
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.37%	Equity World Momentum	5,613
iShares MSCI World Swap UCITS ETF GBP Hedged (Acc)	0.11%	Equity World	1
Xtrackers MSCI World Swap UCITS ETF 4C EUR hedged	0.11%	Equity World	1,585
Xtrackers MSCI USA Swap II UCITS ETF 1C	0.15%	Equity United States	107
BNP Paribas Easy Alpha Enhanced World UCITS ETF USD Acc	0.03%	Equity World Multi-Factor Strategy	20
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.11%	Equity World	528
Xtrackers MSCI World Swap UCITS ETF 1D	0.11%	Equity World	5,795
Invesco S&P 500 EUR Hedged UCITS ETF	0.15%	Equity United States	2,815
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.15%	Equity United States	1,747
L&G US Equity UCITS ETF	0.15%	Equity United States Social/Environmental	1,349
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.11%	Equity World	74
Invesco S&P 500 UCITS ETF Dist	0.15%	Equity United States	9,102
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.09%	Equity World	23,885
UBS MSCI USA Universal UCITS ETF USD acc	0.22%	Equity United States Social/Environmental Climate Change	3
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.10%	Equity World	17,337
Xtrackers MSCI World Momentum UCITS ETF 1C	0.28%	Equity World Momentum	2,077
BNP Paribas Easy MSCI ACWI UCITS ETF (Acc)	0.10%	Equity World	68
iShares U.S. Equity High Income Active UCITS ETF GBP Hedged (Dist)	0.03%	Equity United States Covered Call Alternative Investments	1
Amundi Core S&P 500 Swap UCITS ETF EUR Dist	0.15%	Equity United States	3,266
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental	679
iShares MSCI World CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.03%	Equity World Social/Environmental	276
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.10%	Equity World	23
Xtrackers S&P 500 UCITS ETF 4D	0.15%	Equity United States	3
Vanguard Russell U.S. Mid-Cap UCITS ETF USD Dist	0.71%	Equity United States Mid Cap	2
iShares Edge MSCI World Minimum Volatility UCITS ETF EUR Hedged (Acc)	0.20%	Equity World Low Volatility/Risk Weighted	154
UBS Core S&P 500 UCITS ETF USD dis	0.15%	Equity United States	1,267
UBS Core S&P 500 UCITS ETF hCHF acc	0.15%	Equity United States	734
WisdomTree US Quality Dividend Growth UCITS ETF - EUR Hedged Acc	0.08%	Equity United States Fundamental/Quality	10
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.15%	Equity United States	671
Amundi Core MSCI USA Swap UCITS ETF EUR Hedged Acc	0.15%	Equity United States	3
UBS Core MSCI World UCITS ETF USD acc	0.11%	Equity World	11,257
UBS S&P 500 Scored & Screened UCITS ETF hCHF acc	0.24%	Equity United States Social/Environmental	373
iShares FTSE All-World UCITS ETF USD (Acc)	0.10%	Equity World	34
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.24%	Equity United States Social/Environmental	2,675
Invesco RAFI All-World Fundamental Value UCITS ETF	0.26%	Equity World Value	308
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.14%	Equity World Social/Environmental	131
iShares S&P 500 Swap UCITS ETF EUR Hedged (Acc)	0.15%	Equity United States	552
iShares MSCI All Country World Swap UCITS ETF USD (Acc)	0.10%	Equity World	81
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.09%	Equity World	33
UBS MSCI USA NSL UCITS ETF USD acc	0.15%	Equity United States	3,121
Amundi Prime All Country World UCITS ETF Acc	0.09%	Equity World	3,105
Vanguard FTSE Developed World UCITS ETF Acc	0.10%	Equity World	6,022
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.10%	Equity World Social/Environmental	675
State Street Global Screened Enhanced Equity Fund UCITS ETF	0.23%	Equity World Social/Environmental	4
Amundi S&P 500 Swap UCITS ETF USD Dist	0.15%	Equity United States	5
iShares Edge S&P 500 Minimum Volatility UCITS ETF EUR Hedged (Acc)	0.96%	Equity United States Low Volatility/Risk Weighted	42
CT QR Series US Equity Active UCITS ETF USD Acc	0.38%	Equity United States Fundamental/Quality	78
State Street SPDR MSCI World UCITS ETF USD Unhedged (Acc)	0.11%	Equity World	18,231
UBS MSCI ACWI SF UCITS ETF USD Hedged Ukdis	0.10%	Equity World	50
Vanguard FTSE Global All-Cap UCITS ETF USD Dist	0.08%	Equity World	61
State Street All World Enhanced Active Equity UCITS ETF USD Unhedged (Acc)	0.21%	Equity World Multi-Factor Strategy	6
Amundi Core S&P 500 Swap UCITS ETF EUR Hedged Acc	0.15%	Equity United States	1,725
WisdomTree US High Dividend UCITS ETF Dist	0.70%	Equity United States Dividend	55
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.14%	Equity North America	2,978
Amundi MSCI All Country World Swap UCITS ETF EUR Acc	0.10%	Equity World	2,443
UBS S&P 500 Scored & Screened UCITS ETF USD acc	0.24%	Equity United States Social/Environmental	2,132
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.14%	Equity United States	575
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.11%	Equity World	441
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.11%	Equity World	346
UBS MSCI ACWI SF UCITS ETF CHF Hedged Ukdis	0.10%	Equity World	87
First Trust US Momentum UCITS ETF Class A USD ACC	0.69%	Equity United States Momentum	85
UBS MSCI World Selection UCITS ETF hEUR acc	0.21%	Equity World Social/Environmental	96
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	1
iShares MSCI World Islamic UCITS ETF	0.38%	Equity World Islamic Investing	1,488
Invesco S&P 500 Scored & Screened UCITS ETF Acc	0.24%	Equity United States Social/Environmental	3,088
UBS Core MSCI USA UCITS ETF USD acc	0.14%	Equity United States	2,984
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.14%	Equity World Social/Environmental	62
iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Acc)	0.04%	Equity United States Social/Environmental	8,451
HSBC MSCI World UCITS ETF CHF hedged	0.11%	Equity World	89
iShares S&P 500 Energy Sector UCITS ETF (Acc)	4.27%	Equity United States Energy	1,546
Amundi Core MSCI USA UCITS ETF Dist	0.14%	Equity United States	1,161
BNP Paribas Easy MSCI USA UCITS ETF EUR Acc	0.15%	Equity United States	15
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.15%	Equity United States	23
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF USD (Acc)	0.05%	Equity World Low Volatility/Risk Weighted	272
iShares MSCI USA Swap UCITS ETF GBP Hedged (Dist)	0.15%	Equity United States	9
Xtrackers S&P 500 Swap II UCITS ETF 1C	0.15%	Equity United States	5,168
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.12%	Equity World Social/Environmental	129
Amundi MSCI World Swap UCITS ETF USD Acc	0.11%	Equity World	73
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.24%	Equity United States Value	1,041
Amundi MSCI World Swap II UCITS ETF EUR Hedged Acc	0.11%	Equity World	603
Amundi S&P 500 Screened UCITS ETF Acc EUR Hedged	0.23%	Equity United States Social/Environmental	1,507
iShares MSCI World UCITS ETF (Dist)	0.11%	Equity World	8,300
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.15%	Equity United States	1,391
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.15%	Equity United States	8,960
Invesco MSCI USA UCITS ETF Dist	0.15%	Equity United States	1,394
UBS MSCI USA SF UCITS ETF USD acc	0.15%	Equity United States	495
iShares MSCI North America Swap UCITS ETF USD (Acc)	0.14%	Equity North America	2
Invesco MSCI World UCITS ETF Dist	0.11%	Equity World	-
UBS MSCI ACWI SF UCITS ETF GBP Hedged Ukdis	0.10%	Equity World	522
iShares MSCI USA Swap UCITS ETF EUR Hedged (Dist)	0.15%	Equity United States	2
Xtrackers MSCI USA UCITS ETF 1D	0.15%	Equity United States	303
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.03%	Equity World Multi-Factor Strategy	237
iShares MSCI North America UCITS ETF	0.14%	Equity North America	1,425
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.15%	Equity United States	139
Invesco Global Enhanced Equity UCITS ETF Acc	0.12%	Equity World Multi-Factor Strategy	1,122
JPMorgan BetaBuilders US Equity UCITS ETF USD (dist)	0.15%	Equity United States	1
Invesco S&P 500 UCITS ETF	0.15%	Equity United States	38,284
Xtrackers S&P 500 Scored & Screened UCITS ETF 1C	0.24%	Equity United States Social/Environmental	127
UBS Core MSCI World UCITS ETF hGBP acc	0.11%	Equity World	209
CT QR Series US Equity Active UCITS ETF USD Dist	0.38%	Equity United States Fundamental/Quality	1
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental Climate Change	66
UBS S&P 500 Scored & Screened UCITS ETF USD dis	0.24%	Equity United States Social/Environmental	449
iShares MSCI All Country World UCITS ETF USD (Acc)	0.10%	Equity World	32,276
BNP Paribas Easy Alpha Enhanced US UCITS ETF EUR Acc	0.14%	Equity United States Multi-Factor Strategy	20
Invesco FTSE All-World UCITS ETF	0.09%	Equity World	285
WisdomTree US Quality Dividend Growth UCITS ETF USD Acc	0.08%	Equity United States Fundamental/Quality	629
JPMorgan BetaBuilders US Equity UCITS ETF USD (acc)	0.15%	Equity United States	93
Amundi MSCI All Country World Swap UCITS ETF USD Acc	0.10%	Equity World	129
Xtrackers MSCI World Energy UCITS ETF 1C	2.66%	Equity World Energy	1,722
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.10%	Equity World Social/Environmental	98
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF Acc	0.24%	Equity United States Social/Environmental	215
Amundi Prime Global UCITS ETF Dist	0.10%	Equity World	1,675
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.12%	Equity World Multi-Factor Strategy	9
iShares U.S. Equity High Income Active UCITS ETF USD (Acc)	0.03%	Equity United States Covered Call Alternative Investments	4
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	0.25%	Equity World Social/Environmental Multi-Asset Strategy	83
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.11%	Equity World	535
Vanguard Russell 1000 U.S. Growth UCITS ETF USD Acc	0.02%	Equity United States Growth	26
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.14%	Equity World Social/Environmental	1,838
iShares S&P 500 Scored and Screened UCITS ETF USD (Acc)	0.24%	Equity United States Social/Environmental	441
UBS MSCI ACWI SF UCITS ETF hEUR Ukdis	0.10%	Equity World	43
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	3
Amundi Core S&P 500 Swap UCITS ETF Acc	0.15%	Equity United States	16,641
UBS Core S&P 500 UCITS ETF USD acc	0.15%	Equity United States	2,108
Amundi Prime All Country World UCITS ETF Dist	0.09%	Equity World	4,811
Xtrackers US Equity Enhanced Active UCITS ETF 1C	0.45%	Equity United States Social/Environmental	622
iShares Edge MSCI USA Momentum Factor UCITS ETF	0.56%	Equity United States Momentum	567
iShares Edge MSCI USA Minimum Volatility Advanced UCITS ETF	0.46%	Equity United States Low Volatility/Risk Weighted	94
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.15%	Equity United States	383
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.11%	Equity United States Social/Environmental	1,209
State Street SPDR MSCI World Energy UCITS ETF USD	2.64%	Equity World Energy	529
Amundi S&P 500 Swap UCITS ETF EUR Acc	0.15%	Equity United States	2,912
Invesco US Enhanced Equity UCITS ETF Acc	0.20%	Equity United States Multi-Factor Strategy	208
Amundi MSCI World Swap UCITS ETF EUR Acc	0.11%	Equity World	6,696
Xtrackers MSCI USA Swap II UCITS ETF 1D	0.15%	Equity United States	0
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Dist)	0.20%	Equity World Low Volatility/Risk Weighted	11
HSBC Developed World Screened Equity UCITS ETF USD	0.02%	Equity World Social/Environmental Climate Change	469
Franklin US Dividend Tilt UCITS ETF (Dis)	0.37%	Equity United States Dividend	3
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.15%	Equity United States	708
iShares US Equity Enhanced Active UCITS ETF USD (Acc)	0.47%	Equity United States Social/Environmental	1,756
UBS MSCI USA UCITS ETF USD dis	0.15%	Equity United States	492
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.15%	Equity United States	12

Performance

Returns overview

YTD	+101.38%
1 month	+6.77%
3 months	+50.96%
6 months	+37.37%
1 year	+90.28%
3 years	+96.13%
5 years	+268.64%
Since inception (MAX)	+188.41%
2025	+6.93%
2024	-14.50%
2023	+21.56%
2022	+58.56%

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).