Southern Copper Corp.

ISIN US84265V1052

 | 

WKN A0HG1Y

Market cap (in EUR)
155,067 m
Country
United States
Sector
Non-Energy Materials
Dividend yield
1.67%
 

Overview

Quote

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Beschrijving

Southern Copper Corp. engages in the development, production, and exploration of copper, molybdenum, zinc, and silver. It operates through the following segments: Peruvian Operations, Mexican Open-Pit Operations, and Mexican Underground Mining Operations. The Peruvian Operations segment focuses on the Toquepala and Cuajone mine complexes and the smelting and refining plants, industrial railroad, and port facilities that service both mines. The Mexican Open-Pit Operations segment comprises the La Caridad and Buenavista mine complexes, the smelting, and refining plants and support facilities, which service both mines. The Mexican Underground Mining Operations segment is involved in the operation of five underground mines, a coal mine, and several industrial processing facilities. The company was founded on December 12, 1952 and is headquartered in Phoenix, AZ.
Toon meer Toon minder
Non-Energy Materials Mining and Mineral Products Metal Ore Mining United States

Grafiek

Financiële kerngegevens

Kerncijfers

Marktkapitalisatie, EUR 155,067 m
WPA, EUR 5.72
KBV 14.3
K/W 32.1
Dividendrendement 1.67%

Income statement (2025)

Omzet, EUR 11,896 m
Netto-inkomen, EUR 3,843 m
Winstmarge 32.30%
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What ETF is Southern Copper Corp. in?

There are 176 ETFs which contain Southern Copper Corp.. All of these ETFs are listed in the table below. The ETF with the largest weighting of Southern Copper Corp. is the HANetf Sprott Pure Play Copper Miners UCITS ETF USD Acc.
ETF Weging Investeringsfocus Fondsgrootte (in m EUR)
iShares FTSE All-World UCITS ETF USD (Acc) 0.02%
Equity
World
34
UBS MSCI ACWI SF UCITS ETF hUSD acc 0.01%
Equity
World
2,120
iShares MSCI EM UCITS ETF (Dist) 0.15%
Equity
Emerging Markets
8,928
iShares Moderate Portfolio UCITS ETF EUR (Acc) 0.01%
Equity
World
Social/Environmental
Multi-Asset Strategy
47
iShares MSCI EM Swap UCITS ETF USD (Acc) 0.15%
Equity
Emerging Markets
227
Amundi MSCI Emerging Markets Swap II UCITS ETF EUR Acc 0.15%
Equity
Emerging Markets
920
JPMorgan Global Emerging Markets Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc) 0.54%
Equity
Emerging Markets
Social/Environmental
Climate Change
38
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc) 0.00%
Equity
World
Social/Environmental
5
HSBC MSCI Emerging Markets UCITS ETF USD 0.14%
Equity
Emerging Markets
3,755
iShares MSCI All Country World Swap UCITS ETF USD (Acc) 0.01%
Equity
World
70
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc) 0.01%
Equity
World
Social/Environmental
Multi-Asset Strategy
29
iShares Core MSCI Emerging Markets IMI UCITS ETF 0.13%
Equity
Emerging Markets
1,625
iShares MSCI EM UCITS ETF (Acc) 0.15%
Equity
Emerging Markets
9,060
BNP Paribas Easy MSCI Emerging ex China UCITS ETF Acc 0.18%
Equity
Emerging Markets
66
Xtrackers MSCI Emerging Markets UCITS ETF 1C 0.14%
Equity
Emerging Markets
12,464
Amundi Prime All Country World UCITS ETF Acc 0.02%
Equity
World
2,919
Vanguard FTSE Developed World UCITS ETF Acc 0.02%
Equity
World
5,912
Amundi FTSE All World GDP-Weighted UCITS ETF Acc 0.01%
Equity
World
24
UBS MSCI ACWI SF UCITS ETF USD Ukdis 0.01%
Equity
World
283
BNP Paribas Easy MSCI Emerging ex China UCITS ETF EUR Acc 0.18%
Equity
Emerging Markets
1
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C 0.07%
Equity
World
Social/Environmental
Climate Change
134
iShares MSCI All Country World UCITS ETF USD (Dist) 0.01%
Equity
World
28
UBS ETF (LU) MSCI Emerging Markets UCITS ETF (USD) A-UKdis 0.15%
Equity
Emerging Markets
104
JPMorgan Strategic Allocation Moderate Active UCITS ETF EUR (acc) 0.00%
Equity
World
Social/Environmental
Multi-Asset Strategy
7
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc) 0.00%
Equity
World
7,515
L&G Global Quality Dividends UCITS ETF USD Acc 0.15%
Equity
World
Dividend
63
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged 0.02%
Equity
World
Social/Environmental
85
Xtrackers MSCI Emerging Markets ex China UCITS ETF 1C 0.18%
Equity
Emerging Markets
153
iShares Dow Jones Global Leaders Screened UCITS ETF USD (Acc) 0.07%
Equity
World
Social/Environmental
1,931
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing 0.02%
Equity
World
Social/Environmental
553
UBS MSCI EM Climate Paris Aligned UCITS ETF USD acc 0.85%
Equity
Emerging Markets
Social/Environmental
Climate Change
641
Franklin U.S. Equity UCITS ETF 0.13%
Equity
United States
Multi-Factor Strategy
67
iShares MSCI EM IMI Screened UCITS ETF USD (Dist) 0.14%
Equity
Emerging Markets
Social/Environmental
1,238
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist) 0.00%
Equity
World
218
UBS MSCI ACWI SF UCITS ETF USD Hedged Ukdis 0.01%
Equity
World
49
Vanguard FTSE Global All-Cap UCITS ETF USD Dist 0.01%
Equity
World
9
Scalable MSCI AC World Xtrackers UCITS ETF 1C 0.01%
Equity
World
763
Vanguard FTSE Developed World UCITS ETF Distributing 0.02%
Equity
World
4,156
Invesco RAFI US Fundamental Value UCITS ETF Dist 0.02%
Equity
United States
Value
1,036
iShares MSCI EM Latin America UCITS ETF (Dist) 2.03%
Equity
Latin America
1,812
Vanguard FTSE North America UCITS ETF (USD) Accumulating 0.02%
Equity
North America
2,883
UBS MSCI ACWI Universal UCITS ETF hEUR acc 0.02%
Equity
World
Social/Environmental
598
UBS MSCI ACWI SF UCITS ETF hEUR acc 0.01%
Equity
World
1,659
JPMorgan Global Equity Multi-Factor UCITS ETF USD (dist) 0.31%
Equity
World
Multi-Factor Strategy
1
JPMorgan Global Emerging Markets Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist) 0.54%
Equity
Emerging Markets
Social/Environmental
Climate Change
8
HSBC USA Screened Equity UCITS ETF USD 0.04%
Equity
United States
Social/Environmental
Climate Change
795
UBS Core MSCI EM UCITS ETF USD dis 0.15%
Equity
Emerging Markets
2,848
Amundi MSCI All Country World UCITS ETF EUR Acc 0.01%
Equity
World
2,380
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc) 0.02%
Equity
World
95
State Street SPDR MSCI Emerging Markets UCITS ETF USD 0.15%
Equity
Emerging Markets
1,959
UBS MSCI ACWI Climate Paris Aligned UCITS ETF hEUR acc 0.13%
Equity
World
Social/Environmental
Climate Change
215
UBS MSCI ACWI SF UCITS ETF CHF Hedged Ukdis 0.01%
Equity
World
87
Xtrackers MSCI AC World Screened UCITS ETF 1C 0.02%
Equity
World
Social/Environmental
6,294
Fidelity Emerging Markets Equity Research Enhanced UCITS ETF ACC-USD 0.05%
Equity
Emerging Markets
Social/Environmental
2,838
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating 0.04%
Equity
United States
Social/Environmental
Climate Change
150
JPMorgan Global Emerging Markets Research Enhanced Index Equity Active UCITS ETF USD (acc) 0.03%
Equity
Emerging Markets
Social/Environmental
2,205
Robeco 3D EM Equity UCITS ETF USD Dis 0.10%
Equity
Emerging Markets
Social/Environmental
29
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc) 0.01%
Equity
World
Social/Environmental
Multi-Asset Strategy
1
iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) 0.13%
Equity
Emerging Markets
39,035
BNP Paribas Easy MSCI Emerging UCITS ETF Acc 0.15%
Equity
Emerging Markets
65
UBS MSCI ACWI SF UCITS ETF USD acc 0.01%
Equity
World
3,818
Vanguard Russell 1000 U.S. Growth UCITS ETF USD Dis 0.01%
Equity
United States
Growth
0
UBS MSCI ACWI Universal UCITS ETF USD dis 0.02%
Equity
World
Social/Environmental
2,191
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc 0.04%
Equity
World
Social/Environmental
18
Amundi Core MSCI Emerging Markets UCITS ETF Acc 0.14%
Equity
Emerging Markets
4,295
HSBC USA Screened Equity UCITS ETF USD (Dist) 0.04%
Equity
United States
Social/Environmental
Climate Change
117
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc) 0.00%
Equity
World
Social/Environmental
87
UBS MSCI ACWI Universal UCITS ETF hGBP acc 0.02%
Equity
World
Social/Environmental
256
iShares MSCI All Country World Screened UCITS ETF USD (Acc) 0.02%
Equity
World
Social/Environmental
2,882
First Trust Indxx Future Economy Metals UCITS ETF Class A USD ACC 2.77%
Equity
World
Basic Materials
5
iShares MSCI EM IMI Screened UCITS ETF USD (Acc) 0.14%
Equity
Emerging Markets
Social/Environmental
5,673
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing 0.04%
Equity
World
Dividend
9,897
iShares Emerging Markets Equity Enhanced Active UCITS ETF (Dist) 0.27%
Equity
Emerging Markets
Social/Environmental
150
iShares MSCI EM CTB Enhanced ESG UCITS ETF USD (Dist) 0.19%
Equity
Emerging Markets
Social/Environmental
1,056
iShares MSCI EM Latin America UCITS ETF USD (Acc) 2.03%
Equity
Latin America
7
UBS MSCI ACWI Universal UCITS ETF hJPY acc 0.02%
Equity
World
Social/Environmental
122
Amundi MSCI Emerging Markets Swap UCITS ETF USD Acc 0.15%
Equity
Emerging Markets
1,476
Amundi MSCI Emerging Markets Swap II UCITS ETF USD Acc 0.15%
Equity
Emerging Markets
45
iShares MSCI EM CTB Enhanced ESG UCITS ETF USD (Acc) 0.19%
Equity
Emerging Markets
Social/Environmental
7,842
iShares Russell 1000 Value UCITS ETF USD (Acc) 0.04%
Equity
United States
Value
991
Vanguard FTSE North America UCITS ETF (USD) Distributing 0.02%
Equity
North America
2,989
Amundi Core MSCI Emerging Markets UCITS ETF EUR Dist 0.14%
Equity
Emerging Markets
1,138
Invesco MSCI Emerging Markets Universal Screened UCITS ETF Acc 0.15%
Equity
Emerging Markets
Social/Environmental
155
Amundi MSCI Emerging Markets Latin America UCITS ETF USD 2.03%
Equity
Latin America
336
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C 0.04%
Equity
World
Social/Environmental
60
UBS MSCI ACWI Climate Paris Aligned UCITS ETF hCHF acc 0.13%
Equity
World
Social/Environmental
Climate Change
390
JPMorgan Global Emerging Markets Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (acc) 0.54%
Equity
Emerging Markets
Social/Environmental
Climate Change
222
UBS MSCI ACWI Climate Paris Aligned UCITS ETF hUSD acc 0.13%
Equity
World
Social/Environmental
Climate Change
363
Vanguard Russell 1000 U.S. Value UCITS ETF USD Acc 0.04%
Equity
United States
Value
139
Amundi Prime Global UCITS ETF Acc 0.02%
Equity
World
3,121
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc) 0.02%
Equity
World
Social/Environmental
Multi-Asset Strategy
29
Vanguard FTSE All-World UCITS ETF (USD) Accumulating 0.02%
Equity
World
51,203
UBS MSCI ACWI SF UCITS ETF GBP Hedged Ukdis 0.01%
Equity
World
517
BNP Paribas Easy MSCI ACWI UCITS ETF EUR (Acc) 0.01%
Equity
World
65
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing 0.01%
Equity
World
Multi-Factor Strategy
233
Amundi MSCI Emerging Markets Latin America UCITS ETF EUR (C) 2.03%
Equity
Latin America
991
Franklin US Mega Cap 100 UCITS ETF Acc 0.03%
Equity
United States
Large Cap
81
Amundi Russell 1000 Growth UCITS ETF Acc 0.01%
Equity
United States
Growth
592
L&G Global Equity UCITS ETF 0.01%
Equity
World
Social/Environmental
1,784
Vanguard FTSE Global All-Cap UCITS ETF USD Acc 0.01%
Equity
World
556
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc 0.04%
Equity
World
Dividend
2,972
UBS MSCI ACWI Universal UCITS ETF hCHF dis 0.02%
Equity
World
Social/Environmental
62
JPMorgan BetaBuilders US Equity UCITS ETF USD (dist) 0.03%
Equity
United States
1
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged 0.02%
Equity
World
Social/Environmental
1
JPMorgan Global Emerging Markets Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) 0.03%
Equity
Emerging Markets
Social/Environmental
101
iShares Russell 1000 Growth UCITS ETF USD (Acc) 0.01%
Equity
United States
Growth
1,102
JPMorgan Global Emerging Markets Research Enhanced Index Equity Active UCITS ETF EUR (acc) 0.03%
Equity
Emerging Markets
Social/Environmental
34
HSBC Developed World Screened Equity UCITS ETF USD (Dist) 0.02%
Equity
World
Social/Environmental
Climate Change
64
UBS MSCI ACWI Universal UCITS ETF hCHF acc 0.02%
Equity
World
Social/Environmental
1,317
iShares Essential Metals Producers UCITS ETF USD (Acc) 3.11%
Equity
World
Basic Materials
Clean Energy
778
Xtrackers MSCI Emerging Markets UCITS ETF 1D 0.14%
Equity
Emerging Markets
790
iShares FTSE All-World UCITS ETF USD (Dist) 0.02%
Equity
World
1
iShares MSCI All Country World UCITS ETF USD (Acc) 0.01%
Equity
World
31,511
iShares Emerging Markets Equity Enhanced Active UCITS ETF USD (Acc) 0.27%
Equity
Emerging Markets
Social/Environmental
1,352
BNP Paribas Easy MSCI Emerging UCITS ETF EUR Acc 0.15%
Equity
Emerging Markets
4
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc) 0.00%
Equity
World
Social/Environmental
203
Xtrackers MSCI Emerging Markets Swap UCITS ETF 1C 0.15%
Equity
Emerging Markets
893
HSBC MSCI Emerging Markets UCITS ETF USD (Acc) 0.14%
Equity
Emerging Markets
1,583
Xtrackers MSCI EM Latin America Swap UCITS ETF 1C 2.03%
Equity
Latin America
122
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc) 0.02%
Equity
World
1,763
iShares Conservative Portfolio UCITS ETF EUR (Acc) 0.01%
Equity
World
Social/Environmental
Multi-Asset Strategy
16
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc) 0.00%
Equity
World
Social/Environmental
28
Franklin FTSE Developed World UCITS ETF USD Capitalisation 0.02%
Equity
World
19
iShares Copper Miners UCITS ETF USD (Acc) 4.19%
Equity
World
Basic Materials
660
UBS Core MSCI EM UCITS ETF USD acc 0.15%
Equity
Emerging Markets
8,141
Vanguard Russell 1000 U.S. Value UCITS ETF USD Dist 0.04%
Equity
United States
Value
2
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating 0.01%
Equity
World
Multi-Factor Strategy
1,430
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing 0.03%
Equity
North America
Social/Environmental
28
Xtrackers FTSE All-World UCITS ETF 1C 0.01%
Equity
World
133
JPMorgan BetaBuilders US Equity UCITS ETF USD (acc) 0.03%
Equity
United States
83
BNP Paribas Easy MSCI Emerging Min TE UCITS ETF 0.18%
Equity
Emerging Markets
Social/Environmental
1,785
Amundi MSCI All Country World UCITS ETF USD Acc 0.01%
Equity
World
125
Amundi Core MSCI Emerging Markets Swap UCITS ETF Acc 0.15%
Equity
Emerging Markets
5,304
UBS MSCI EM SF UCITS ETF USD acc 0.15%
Equity
Emerging Markets
157
HANetf Sprott Pure Play Copper Miners UCITS ETF USD Acc 5.48%
Equity
World
Basic Materials
Social/Environmental
110
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc) 0.01%
Equity
World
Social/Environmental
Multi-Asset Strategy
6
Amundi Core MSCI Emerging Markets Swap UCITS ETF Dist 0.15%
Equity
Emerging Markets
5,462
Robeco 3D EM Equity UCITS ETF USD Acc 0.10%
Equity
Emerging Markets
Social/Environmental
803
Amundi Prime Global UCITS ETF Dist 0.02%
Equity
World
1,630
Invesco MSCI Emerging Markets UCITS ETF 0.15%
Equity
Emerging Markets
437
UBS MSCI ACWI Climate Paris Aligned UCITS ETF hGBP acc 0.13%
Equity
World
Social/Environmental
Climate Change
154
Amundi Core MSCI Emerging Markets UCITS ETF USD Dist 0.14%
Equity
Emerging Markets
91
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc 0.02%
Equity
World
Social/Environmental
Climate Change
17
Vanguard Russell 1000 U.S. Growth UCITS ETF USD Acc 0.01%
Equity
United States
Growth
9
Xtrackers MSCI Emerging Markets Climate Transition UCITS ETF 1C 0.47%
Equity
Emerging Markets
Social/Environmental
Climate Change
38
iShares Growth Portfolio UCITS ETF EUR (Acc) 0.02%
Equity
World
Social/Environmental
Multi-Asset Strategy
108
UBS MSCI ACWI SF UCITS ETF hEUR Ukdis 0.01%
Equity
World
43
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc) 0.01%
Equity
World
Social/Environmental
Multi-Asset Strategy
3
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating 0.03%
Equity
North America
Social/Environmental
260
L&G US Equity UCITS ETF 0.03%
Equity
United States
Social/Environmental
1,323
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc 0.13%
Equity
World
Social/Environmental
Climate Change
216
Amundi Prime All Country World UCITS ETF Dist 0.02%
Equity
World
4,594
UBS MSCI ACWI SF UCITS ETF hCHF acc 0.01%
Equity
World
1,849
iShares MSCI EM ex-China UCITS ETF USD (Dist) 0.19%
Equity
Emerging Markets
1,151
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist) 0.00%
Equity
World
Social/Environmental
60
HSBC MSCI Emerging Markets Climate Paris Aligned UCITS ETF 0.85%
Equity
Emerging Markets
Social/Environmental
Climate Change
34
L&G Global Quality Dividends UCITS ETF USD Dist 0.15%
Equity
World
Dividend
322
Vanguard FTSE All-World UCITS ETF (USD) Distributing 0.02%
Equity
World
23,550
VanEck S&P Global Mining UCITS ETF A 0.83%
Equity
World
Basic Materials
2,017
UBS MSCI ACWI Universal UCITS ETF hUSD acc 0.02%
Equity
World
Social/Environmental
1,226
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc) 0.02%
Equity
World
16,612
iShares Growth Portfolio UCITS ETF USD Hedged (Acc) 0.02%
Equity
World
Social/Environmental
Multi-Asset Strategy
2
iShares MSCI EM ex-China UCITS ETF USD (Acc) 0.19%
Equity
Emerging Markets
4,864
JPMorgan Strategic Allocation Growth Active UCITS ETF EUR (acc) 0.00%
Equity
World
Social/Environmental
Multi-Asset Strategy
6
JPMorgan Strategic Allocation Conservative Active UCITS ETF EUR (acc) 0.00%
Equity
World
Social/Environmental
Multi-Asset Strategy
6
UBS MSCI EM ex China UCITS ETF USD acc 0.18%
Equity
Emerging Markets
90
Xtrackers USA Net Zero Pathway Paris Aligned UCITS ETF 1C 0.21%
Equity
United States
Social/Environmental
Climate Change
11
JPMorgan Global Equity Multi-Factor UCITS ETF USD (acc) 0.31%
Equity
World
Multi-Factor Strategy
255
BNP Paribas Easy MSCI ACWI UCITS ETF (Acc) 0.01%
Equity
World
65
Amundi MSCI Emerging Markets ESG Broad Transition UCITS ETF Acc 0.30%
Equity
Emerging Markets
Social/Environmental
Climate Change
1,869
Amundi MSCI Emerging Ex China UCITS ETF Acc 0.18%
Equity
Emerging Markets
4,497
Xtrackers MSCI Emerging Markets Swap UCITS ETF 1D 0.15%
Equity
Emerging Markets
180
Amundi MSCI Emerging Markets Swap UCITS ETF EUR Acc 0.15%
Equity
Emerging Markets
4,255
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating 0.02%
Equity
World
Social/Environmental
1,056
HSBC Developed World Screened Equity UCITS ETF USD 0.02%
Equity
World
Social/Environmental
Climate Change
460
Franklin MSCI Emerging Markets Paris Aligned Climate UCITS ETF 0.86%
Equity
Emerging Markets
Social/Environmental
Climate Change
8

Prestaties

Rendementsoverzicht

YTD +31,05%
1 maand -0,71%
3 maanden +5,35%
6 maanden +0,33%
1 jaar +84,98%
3 jaar +122,73%
5 jaar +219,38%
Since inception +178,91%
2025 +48,36%
2024 +7,06%
2023 +33,37%
2022 +13,72%

Maandelijks rendement in een heat map

Risico

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-rendementen zijn inclusief dividenduitkeringen (indien van toepassing).
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Risico-overzicht

Volatiliteit 1 jaar 49,00%
Volatiliteit 3 jaar 40,26%
Volatiliteit 5 jaar 38,10%
Rendement/Risico 1 jaar 1,73
Rendement/Risico 3 jaar 0,76
Rendement/Risico 5 jaar 0,69
Maximaal waardedaling 1 jaar -29,47%
Maximaal waardedaling 3 jaar -42,00%
Maximaal waardedaling 5 jaar -42,00%
Maximaal waardedaling sinds aanvang -42,00%

Voortschrijdende volatiliteit over 1 jaar

— Gegevens verstrekt door Trackinsight, etfinfo, Xignite Inc., gettex, FactSet en justETF GmbH.

Standaard zijn ETF-rendementen inclusief dividenduitkeringen (indien van toepassing). Er is geen garantie voor de volledigheid, juistheid en correctheid van de getoonde informatie.