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 416 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	21
UBS Core MSCI World UCITS ETF hCHF acc	0.11%	Equity World	1,206
Xtrackers MSCI USA Screened UCITS ETF 1C	0.16%	Equity United States Social/Environmental	971
iShares S&P 500 Swap UCITS ETF USD (Acc)	0.15%	Equity United States	13,503
Invesco MSCI World UCITS ETF Acc	0.11%	Equity World	9,430
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF EUR Hedged (Acc)	0.05%	Equity World Low Volatility/Risk Weighted	69
iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Dist)	0.04%	Equity United States Social/Environmental	16,718
BNP Paribas Easy S&P 500 II UCITS ETF EUR (Acc)	0.15%	Equity United States	549
Xtrackers S&P 500 Swap UCITS ETF 1D	0.15%	Equity United States	3,863
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.12%	Equity World Equal Weighted	26
iShares MSCI All Country World UCITS ETF USD (Dist)	0.10%	Equity World	36
UBS MSCI USA Value UCITS ETF USD dis	0.30%	Equity United States Value	769
Amundi Core MSCI USA UCITS ETF Acc	0.14%	Equity United States	4,564
Xtrackers STOXX Global Select Dividend 100 Swap UCITS ETF 1D	0.77%	Equity World Dividend	1,036
iShares World Equity High Income UCITS ETF USD (Dist)	0.03%	Equity World Covered Call Alternative Investments	817
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.26%	Equity United States Equal Weighted	458
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.10%	Equity World	852
Invesco S&P 500 UCITS ETF GBP Hedged Acc	0.15%	Equity United States	1,883
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	56
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	7,423
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	0.13%	Equity United States Social/Environmental Multi-Asset Strategy	20
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	2,944
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.09%	Equity World	76
Xtrackers MSCI World UCITS ETF 1D	0.11%	Equity World	4,703
iShares S&P 500 Swap UCITS ETF USD (Dist)	0.15%	Equity United States	2,252
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.15%	Equity United States	454
Amundi Core MSCI World Swap UCITS ETF Dist	0.11%	Equity World	6,806
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	256
UBS MSCI ACWI Universal UCITS ETF USD dis	0.12%	Equity World Social/Environmental	2,194
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	2,458
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	653
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.22%	Equity World Dividend	10,175
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	3,413
UBS Core S&P 500 UCITS ETF hGBP dis	0.15%	Equity United States	75
iShares Core S&P 500 UCITS ETF USD (Dist)	0.15%	Equity United States	20,595
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	2,440
HSBC MSCI World Value Screened UCITS ETF USD (Acc)	1.16%	Equity World Value	219
UBS S&P 500 Scored & Screened UCITS ETF hGBP dis	0.24%	Equity United States Social/Environmental	23
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	277
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	14,422
UBS Core S&P 500 UCITS ETF hEUR acc	0.15%	Equity United States	220
iShares US Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.47%	Equity United States Social/Environmental	11
BNP Paribas Easy S&P 500 II UCITS ETF EUR Hedged (Acc)	0.15%	Equity United States	446
Amundi Core MSCI USA Swap UCITS ETF Acc	0.15%	Equity United States	58
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.12%	Equity World Social/Environmental	66
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.12%	Equity World Social/Environmental	1,351
iShares MSCI World Swap UCITS ETF USD (Acc)	0.11%	Equity World	2,203
Xtrackers MSCI USA UCITS ETF 1C	0.15%	Equity United States	12,180
UBS Core MSCI World UCITS ETF hEUR acc	0.11%	Equity World	965
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.14%	Equity United States	192
UBS MSCI World Selection UCITS ETF hEUR dis	0.21%	Equity World Social/Environmental	320
UBS MSCI World Selection UCITS ETF hCHF acc	0.21%	Equity World Social/Environmental	375
iShares S&P 500 Swap UCITS ETF CHF Hedged (Acc)	0.15%	Equity United States	1
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	1,113
Amundi MSCI USA ESG Broad Transition UCITS ETF EUR Hedged Acc	0.04%	Equity United States Social/Environmental Climate Change	14
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	7
iShares Core MSCI World UCITS ETF USD (Acc)	0.11%	Equity World	132,896
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	182
iShares Core S&P 500 UCITS ETF USD (Acc)	0.15%	Equity United States	139,790
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	111
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.15%	Equity United States	2,692
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.11%	Equity World	997
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc)	0.24%	Equity United States Social/Environmental	317
UBS MSCI ACWI SF UCITS ETF hCHF acc	0.10%	Equity World	1,927
UBS Core MSCI USA UCITS ETF USD dis	0.14%	Equity United States	1,369
UBS S&P 500 Scored & Screened UCITS ETF hEUR acc	0.24%	Equity United States Social/Environmental	862
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	501
iShares MSCI USA UCITS ETF (Acc)	0.15%	Equity United States	4,769
iShares MSCI World Energy Sector Advanced UCITS ETF USD (Dist)	3.21%	Equity World Energy Social/Environmental	161
WisdomTree Emerging Markets High Dividend UCITS ETF Acc	0.00%	Equity Emerging Markets Dividend	84
HSBC MSCI WORLD ISLAMIC SCREENED UCITS ETF USD (Acc)	0.55%	Equity World Social/Environmental Islamic Investing	175
JPMorgan Global Equity Multi-Factor UCITS ETF USD (acc)	0.33%	Equity World Multi-Factor Strategy	269
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.18%	Equity World	18
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.02%	Equity World Social/Environmental Climate Change	43
Fidelity US Equity Research Enhanced UCITS ETF EUR Hedged Acc	0.14%	Equity United States Social/Environmental	101
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	4,127
UBS MSCI ACWI SF UCITS ETF hUSD acc	0.10%	Equity World	2,196
iShares Core MSCI World UCITS ETF USD (Dist)	0.11%	Equity World	629
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.25%	Equity United States Equal Weighted	11,766
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	89
Amundi Core S&P 500 Swap UCITS ETF GBP Hedged Dist	0.15%	Equity United States	1,846
iShares MSCI World Energy Sector UCITS ETF USD (Dist)	2.63%	Equity World Energy	1,431
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.11%	Equity World	28
UBS MSCI World UCITS ETF USD dis	0.11%	Equity World	1,508
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.18%	Equity United States	205
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	649
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.13%	Equity World	8,371
UBS MSCI USA Selection UCITS ETF USD acc	0.28%	Equity United States Social/Environmental	2,634
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.16%	Equity United States Social/Environmental	1,498
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	297
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist)	0.15%	Equity United States	19,398
State Street SPDR S&P U.S. Energy Select Sector UCITS ETF USD	4.30%	Equity United States Energy	940
iShares S&P 500 3% Capped UCITS ETF EUR Hedged Acc	0.18%	Equity United States	26
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.26%	Equity United States Equal Weighted	416
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.13%	Equity World	244
Vanguard FTSE Developed World UCITS ETF Distributing	0.10%	Equity World	4,245
Invesco RAFI US Fundamental Value UCITS ETF Dist	0.49%	Equity United States Value	1,177
Xtrackers MSCI World Swap UCITS ETF 1C	0.11%	Equity World	5,471
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.12%	Equity World Social/Environmental	606
iShares MSCI USA Swap UCITS ETF USD (Acc)	0.15%	Equity United States	6,618
UBS MSCI ACWI SF UCITS ETF hEUR acc	0.10%	Equity World	1,665
HSBC S&P 500 UCITS ETF USD	0.15%	Equity United States	9,218
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.25%	Equity United States Equal Weighted	103
HSBC USA Screened Equity UCITS ETF USD	0.08%	Equity United States Social/Environmental Climate Change	848
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.25%	Equity United States Equal Weighted	1,343
Xtrackers S&P 500 Equal Weight Swap UCITS ETF 1C	0.26%	Equity United States Equal Weighted	10
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	203
Invesco FTSE All-World UCITS ETF Acc	0.09%	Equity World	4,262
Invesco S&P 500 Equal Weight Swap UCITS ETF Acc	0.26%	Equity United States Equal Weighted	918
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.15%	Equity United States	33,475
UBS MSCI ACWI SF UCITS ETF USD acc	0.10%	Equity World	4,031
WisdomTree S&P 500	0.15%	Equity United States	200
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.24%	Equity United States Equal Weighted	372
iShares S&P 500 Swap UCITS ETF GBP Hedged (Dist)	0.15%	Equity United States	123
Amundi MSCI World Swap II UCITS ETF USD Hedged Dist	0.11%	Equity World	48
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	121
Amundi Core MSCI World UCITS ETF USD Dist	0.11%	Equity World	1,640
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.12%	Equity World Social/Environmental	261
iShares MSCI All Country World Screened UCITS ETF USD (Acc)	0.09%	Equity World Social/Environmental	2,907
Amundi Core S&P 500 Swap UCITS ETF CHF Hedged Dist	0.15%	Equity United States	146
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.05%	Equity North America Social/Environmental Climate Change	449
Invesco MSCI USA UCITS ETF EUR Hedged Acc	0.15%	Equity United States	352
BNP Paribas Easy MSCI USA UCITS ETF USD Acc	0.15%	Equity United States	21
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.14%	Equity North America	3,126
Amundi MSCI World Swap II UCITS ETF EUR Hedged Dist	0.11%	Equity World	648
Xtrackers S&P 500 UCITS ETF 4C	0.15%	Equity United States	2,667
iShares MSCI World Swap UCITS ETF EUR Hedged (Acc)	0.11%	Equity World	96
UBS MSCI World Selection UCITS ETF USD acc	0.21%	Equity World Social/Environmental	828
iShares Edge MSCI World Minimum Volatility UCITS ETF GBP hedged (Acc)	0.20%	Equity World Low Volatility/Risk Weighted	83
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.16%	Equity United States Social/Environmental	122
iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc)	0.96%	Equity United States Low Volatility/Risk Weighted	1,794
Invesco S&P 500 QVM UCITS ETF	1.46%	Equity United States Multi-Factor Strategy	59
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.11%	Equity World	1,855
Xtrackers MSCI USA Swap UCITS ETF 1C	0.15%	Equity United States	4,880
State Street SPDR S&P 500 UCITS ETF EUR Hedged	0.15%	Equity United States	2,760
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	575
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.09%	Equity World	55,656
HSBC MSCI World UCITS ETF USD (Acc)	0.11%	Equity World	2,297
Amundi S&P 500 Swap UCITS ETF EUR Hedged Acc	0.15%	Equity United States	897
BNP Paribas Easy MSCI ACWI UCITS ETF EUR (Acc)	0.10%	Equity World	76
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	4,669
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.11%	Equity World	57
iShares World Thematic Rotation Active UCITS ETF USD (Acc)	0.08%	Equity World Social/Environmental	37
iShares Russell 1000 Growth UCITS ETF USD (Acc)	0.02%	Equity United States Growth	1,162
UBS S&P 500 SF UCITS ETF USD acc	0.15%	Equity United States	202
HSBC S&P 500 UCITS ETF USD (Acc)	0.15%	Equity United States	579
Xtrackers S&P 500 Equal Weight Swap UCITS ETF 1D	0.26%	Equity United States Equal Weighted	20
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.18%	Equity United States Multi-Factor Strategy	25
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.15%	Equity United States	47,807
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.10%	Equity World	1,813
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	4,841
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.03%	Equity World Multi-Factor Strategy	1,488
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.11%	Equity World	5,428
State Street SPDR S&P 500 Leaders UCITS ETF USD Unhedged (Acc)	0.41%	Equity United States Social/Environmental	4,470
Xtrackers FTSE All-World UCITS ETF 1C	0.09%	Equity World	169
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist)	0.96%	Equity United States Low Volatility/Risk Weighted	143
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.52%	Equity United States Multi-Factor Strategy	140
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Hedged Acc	0.24%	Equity United States Social/Environmental	56
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.16%	Equity United States Social/Environmental	16,789
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.15%	Equity United States	69
Amundi MSCI World Swap UCITS ETF EUR Dist	0.11%	Equity World	463
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.04%	Equity United States Social/Environmental Climate Change	3,151
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	22,149
iShares World Equity High Income Active UCITS ETF USD (Acc)	0.03%	Equity World Covered Call Alternative Investments	21
State Street SPDR MSCI World UCITS ETF USD Unhedged (Dist)	0.11%	Equity World	140
Xtrackers MSCI USA Energy UCITS ETF 1D	4.22%	Equity United States Energy	134
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	1,465
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.12%	Equity World Social/Environmental	1,271
iShares MSCI USA CTB Enhanced ESG UCITS ETF GBP Hedged (Dist)	0.04%	Equity United States Social/Environmental	618
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.16%	Equity United States Social/Environmental	705
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.05%	Equity North America Social/Environmental Climate Change	43
Franklin Core US Enhanced Equity UCITS ETF Acc	0.09%	Equity United States Multi-Factor Strategy	10
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.09%	Equity World	67
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	3,873
Invesco MSCI World Equal Weight UCITS ETF Acc	0.10%	Equity World Equal Weighted	1,878
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	48
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	31
UBS Factor MSCI World Selection Minimum Volatility UCITS ETF USD acc	0.53%	Equity World Low Volatility/Risk Weighted	307
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.14%	Equity United States	42
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Acc	0.24%	Equity United States Social/Environmental	605
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc)	0.15%	Equity United States	17,542
WisdomTree US High Dividend UCITS ETF EUR Hedged Acc	0.70%	Equity United States Dividend	2
UBS Core MSCI World UCITS ETF USD dis	0.11%	Equity World	2,141
UBS MSCI ACWI SF UCITS ETF USD Ukdis	0.10%	Equity World	293
iShares MSCI USA CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.04%	Equity United States Social/Environmental	1,600
Xtrackers S&P 500 Swap II UCITS ETF 1D	0.15%	Equity United States	174
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	1,545
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	184
Invesco MSCI USA Universal Screened UCITS ETF Dist	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	94
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	107
iShares US Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.47%	Equity United States Social/Environmental	0
Invesco All Country World Enhanced Equity UCITS ETF Acc	0.09%	Equity World Multi-Factor Strategy	77
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	114
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.39%	Equity United States	159
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	56
Amundi MSCI World Swap II UCITS ETF Acc	0.11%	Equity World	762
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.12%	Equity World Equal Weighted	43
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	4,979
iShares MSCI USA Swap UCITS ETF EUR Hedged (Acc)	0.15%	Equity United States	165
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.24%	Equity United States Equal Weighted	1,150
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.09%	Equity World Social/Environmental	61
Amundi MSCI World Swap II UCITS ETF Dist	0.11%	Equity World	9,014
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.52%	Equity United States Multi-Factor Strategy	40
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	154
Amundi Prime Global UCITS ETF Acc	0.10%	Equity World	3,369
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	29
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	594
L&G Global Equity UCITS ETF	0.10%	Equity World Social/Environmental	1,965
Vanguard FTSE Global All-Cap UCITS ETF USD Acc	0.08%	Equity World	3,374
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.22%	Equity World Dividend	3,201
Invesco MSCI World Universal Screened UCITS ETF Acc	0.15%	Equity World Social/Environmental	282
UBS Core MSCI World UCITS ETF hGBP dis	0.11%	Equity World	159
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	351
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	1,171
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.10%	Equity World Social/Environmental	419
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.26%	Equity United States Equal Weighted	40
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.14%	Equity United States	617
Amundi Global Bioenergy UCITS ETF EUR Acc	9.42%	Equity World Social/Environmental Clean Energy	133
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc)	0.15%	Equity United States	102
Amundi Core MSCI World UCITS ETF Acc	0.11%	Equity World	15,721
Amundi Core MSCI USA Swap UCITS ETF GBP Hedged Dist	0.15%	Equity United States	2
iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist)	0.56%	Equity United States Momentum	14
Xtrackers S&P 500 Swap UCITS ETF 5C EUR Hedged	0.15%	Equity United States	309
UBS Core MSCI USA UCITS ETF hGBP acc	0.14%	Equity United States	24
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.37%	Equity World Momentum	5,513
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	1,633
Xtrackers MSCI USA Swap II UCITS ETF 1C	0.15%	Equity United States	109
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	483
Xtrackers MSCI World Swap UCITS ETF 1D	0.11%	Equity World	5,956
Invesco S&P 500 EUR Hedged UCITS ETF	0.15%	Equity United States	2,837
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.15%	Equity United States	1,796
L&G US Equity UCITS ETF	0.15%	Equity United States Social/Environmental	1,382
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.11%	Equity World	73
Invesco S&P 500 UCITS ETF Dist	0.15%	Equity United States	9,384
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.09%	Equity World	24,152
UBS MSCI USA Universal UCITS ETF USD acc	0.22%	Equity United States Social/Environmental Climate Change	4
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.10%	Equity World	18,301
Xtrackers MSCI World Momentum UCITS ETF 1C	0.28%	Equity World Momentum	2,001
BNP Paribas Easy MSCI ACWI UCITS ETF (Acc)	0.10%	Equity World	71
iShares U.S. Equity High Income Active UCITS ETF GBP Hedged (Dist)	0.03%	Equity United States Covered Call Alternative Investments	2
Amundi Core S&P 500 Swap UCITS ETF EUR Dist	0.15%	Equity United States	3,395
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental	683
iShares MSCI World CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.03%	Equity World Social/Environmental	285
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.10%	Equity World	24
Xtrackers S&P 500 UCITS ETF 4D	0.15%	Equity United States	4
Vanguard Russell U.S. Mid-Cap UCITS ETF USD Dist	0.71%	Equity United States Mid Cap	3
iShares Edge MSCI World Minimum Volatility UCITS ETF EUR Hedged (Acc)	0.20%	Equity World Low Volatility/Risk Weighted	164
UBS Core S&P 500 UCITS ETF USD dis	0.15%	Equity United States	1,299
UBS Core S&P 500 UCITS ETF hCHF acc	0.15%	Equity United States	788
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	685
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	11,781
UBS S&P 500 Scored & Screened UCITS ETF hCHF acc	0.24%	Equity United States Social/Environmental	390
iShares FTSE All-World UCITS ETF USD (Acc)	0.10%	Equity World	35
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.24%	Equity United States Social/Environmental	2,732
Invesco RAFI All-World Fundamental Value UCITS ETF	0.26%	Equity World Value	418
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.14%	Equity World Social/Environmental	138
iShares S&P 500 Swap UCITS ETF EUR Hedged (Acc)	0.15%	Equity United States	684
iShares MSCI All Country World Swap UCITS ETF USD (Acc)	0.10%	Equity World	92
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.09%	Equity World	31
UBS MSCI USA NSL UCITS ETF USD acc	0.15%	Equity United States	3,122
Amundi Prime All Country World UCITS ETF Acc	0.09%	Equity World	3,381
Vanguard FTSE Developed World UCITS ETF Acc	0.10%	Equity World	6,187
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.10%	Equity World Social/Environmental	765
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	81
State Street SPDR MSCI World UCITS ETF USD Unhedged (Acc)	0.11%	Equity World	18,696
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	115
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	1,768
WisdomTree US High Dividend UCITS ETF Dist	0.70%	Equity United States Dividend	57
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.14%	Equity North America	3,109
Amundi MSCI All Country World Swap UCITS ETF EUR Acc	0.10%	Equity World	2,523
UBS S&P 500 Scored & Screened UCITS ETF USD acc	0.24%	Equity United States Social/Environmental	2,165
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.14%	Equity United States	577
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.11%	Equity World	444
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.11%	Equity World	358
UBS MSCI ACWI SF UCITS ETF CHF Hedged Ukdis	0.10%	Equity World	90
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	97
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	1,537
Invesco S&P 500 Scored & Screened UCITS ETF Acc	0.24%	Equity United States Social/Environmental	3,115
UBS Core MSCI USA UCITS ETF USD acc	0.14%	Equity United States	3,047
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.14%	Equity World Social/Environmental	3
iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Acc)	0.04%	Equity United States Social/Environmental	8,424
HSBC MSCI World UCITS ETF CHF hedged	0.11%	Equity World	92
iShares S&P 500 Energy Sector UCITS ETF (Acc)	4.27%	Equity United States Energy	1,775
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 Acc	0.15%	Equity United States	25
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF USD (Acc)	0.05%	Equity World Low Volatility/Risk Weighted	242
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	5,365
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.12%	Equity World Social/Environmental	132
Amundi MSCI World Swap UCITS ETF USD Acc	0.11%	Equity World	79
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.24%	Equity United States Value	1,118
Amundi MSCI World Swap II UCITS ETF EUR Hedged Acc	0.11%	Equity World	607
Amundi S&P 500 Screened UCITS ETF Acc EUR Hedged	0.23%	Equity United States Social/Environmental	1,390
iShares MSCI World UCITS ETF (Dist)	0.11%	Equity World	8,515
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.15%	Equity United States	1,439
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.15%	Equity United States	9,325
Invesco MSCI USA UCITS ETF Dist	0.15%	Equity United States	1,380
UBS MSCI USA SF UCITS ETF USD acc	0.15%	Equity United States	492
iShares MSCI North America Swap UCITS ETF USD (Acc)	0.14%	Equity North America	3
Invesco MSCI World UCITS ETF Dist	0.11%	Equity World	-
UBS MSCI ACWI SF UCITS ETF GBP Hedged Ukdis	0.10%	Equity World	523
iShares MSCI USA Swap UCITS ETF EUR Hedged (Dist)	0.15%	Equity United States	1
Xtrackers MSCI USA UCITS ETF 1D	0.15%	Equity United States	302
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.03%	Equity World Multi-Factor Strategy	247
iShares MSCI North America UCITS ETF	0.14%	Equity North America	1,433
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.15%	Equity United States	145
Invesco Global Enhanced Equity UCITS ETF Acc	0.12%	Equity World Multi-Factor Strategy	1,383
JPMorgan BetaBuilders US Equity UCITS ETF USD (dist)	0.15%	Equity United States	1
Invesco S&P 500 UCITS ETF Acc	0.15%	Equity United States	38,504
Xtrackers S&P 500 Scored & Screened UCITS ETF 1C	0.24%	Equity United States Social/Environmental	125
UBS Core MSCI World UCITS ETF hGBP acc	0.11%	Equity World	290
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	61
UBS S&P 500 Scored & Screened UCITS ETF USD dis	0.24%	Equity United States Social/Environmental	447
iShares MSCI All Country World UCITS ETF USD (Acc)	0.10%	Equity World	31,796
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 Dist	0.09%	Equity World	297
WisdomTree US Quality Dividend Growth UCITS ETF USD Acc	0.08%	Equity United States Fundamental/Quality	635
JPMorgan BetaBuilders US Equity UCITS ETF USD (acc)	0.15%	Equity United States	98
Amundi MSCI All Country World Swap UCITS ETF USD Acc	0.10%	Equity World	131
Xtrackers MSCI World Energy UCITS ETF 1C	2.66%	Equity World Energy	1,905
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.10%	Equity World Social/Environmental	99
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF Acc	0.24%	Equity United States Social/Environmental	221
Amundi Prime Global UCITS ETF Dist	0.10%	Equity World	1,785
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.12%	Equity World Multi-Factor Strategy	10
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	91
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.11%	Equity World	552
Vanguard Russell 1000 U.S. Growth UCITS ETF USD Acc	0.02%	Equity United States Growth	25
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.14%	Equity World Social/Environmental	2,009
iShares S&P 500 Scored and Screened UCITS ETF USD (Acc)	0.24%	Equity United States Social/Environmental	465
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	17,256
UBS Core S&P 500 UCITS ETF USD acc	0.15%	Equity United States	2,262
Amundi Prime All Country World UCITS ETF Dist	0.09%	Equity World	5,262
Xtrackers US Equity Enhanced Active UCITS ETF 1C	0.45%	Equity United States Social/Environmental	644
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	99
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.15%	Equity United States	399
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.11%	Equity United States Social/Environmental	1,339
State Street SPDR MSCI World Energy UCITS ETF USD	2.64%	Equity World Energy	585
Amundi S&P 500 Swap UCITS ETF EUR Acc	0.15%	Equity United States	3,040
Invesco US Enhanced Equity UCITS ETF Acc	0.20%	Equity United States Multi-Factor Strategy	242
Amundi MSCI World Swap UCITS ETF EUR Acc	0.11%	Equity World	6,853
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	480
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	740
iShares US Equity Enhanced Active UCITS ETF USD (Acc)	0.47%	Equity United States Social/Environmental	1,991
UBS MSCI USA UCITS ETF USD dis	0.15%	Equity United States	498
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.15%	Equity United States	12

Performance

Returns overview

YTD	+122.26%
1 month	+10.36%
3 months	+34.50%
6 months	+78.57%
1 year	+115.89%
3 years	+126.67%
5 years	+254.52%
Since inception (MAX)	+218.30%
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).