Sun Communities

ISIN US8666741041

WKN 888745

Market cap (in EUR)

13,046 m

Country

United States

Sector

Finance

Dividend yield

3.47%

Overview

Quote

Description

Sun Communities, Inc. provides real estate management services. The firm operates through the following segments: Manufactured Home Communities, Recreational Vehicle, and Marina. The Manufactured Home Communities segment owns, operates, and develops manufactured housing communities and is in the business of acquiring, operating, and developing ground up communities to provide housing solutions. The Recreational Vehicle segment focuses on the development of recreational vehicle resorts and is in the business of acquiring, operating and developing ground up resorts throughout the U.S. and in Ontario, Canada. The Marina segment operates marinas and is in the business of acquiring and operating marinas throughout the U.S. The company was founded in 1975 and is headquartered in Southfield, MI.

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Finance Real Estate Real Estate Investment Trusts (REITs) United States

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Financials

Key metrics

Market capitalisation, EUR	13,046 m
EPS, EUR	9.50
P/B ratio	2.2
P/E ratio	11.1
Dividend yield	3.47%

Income statement (2025)

Revenue, EUR	2,059 m
Net income, EUR	-56 m
Profit margin	-2.73%

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Capital at risk

What ETF is Sun Communities in?

There are 197 ETFs which contain Sun Communities. All of these ETFs are listed in the table below. The ETF with the largest weighting of Sun Communities is the HSBC FTSE EPRA NAREIT Developed Islamic UCITS ETF USD (Acc).

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.04%	Equity World Equal Weighted	20
UBS Core MSCI World UCITS ETF hCHF acc	0.02%	Equity World	965
Xtrackers MSCI USA Screened UCITS ETF 1C	0.03%	Equity United States Social/Environmental	720
Xtrackers Portfolio UCITS ETF 1C	0.01%	Equity World Multi-Asset Strategy	734
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	1,281
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	45
BNP Paribas Easy FTSE EPRA Nareit Global Developed Green CTB UCITS ETF EUR Acc	0.76%	Real Estate World	35
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc)	0.03%	Equity United States	3
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.01%	Equity United States Social/Environmental	14,368
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	27
Amundi MSCI USA Screened UCITS ETF Acc	0.03%	Equity United States Social/Environmental	936
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.03%	Equity United States	44
UBS Core MSCI World UCITS ETF USD dis	0.02%	Equity World	1,837
CT QR Series Global Equity Active UCITS ETF USD Dist	0.06%	Equity World Fundamental/Quality	-
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.01%	Equity United States Social/Environmental	1,527
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	41
iShares MSCI ACWI UCITS ETF USD (Dist)	0.02%	Equity World	11
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.02%	Equity World Social/Environmental	87
UBS MSCI USA Value UCITS ETF USD dis	0.06%	Equity United States Value	543
Amundi Core MSCI USA UCITS ETF Acc	0.03%	Equity United States	3,500
HSBC FTSE EPRA NAREIT Developed UCITS ETF USD	0.82%	Real Estate World	1,786
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.02%	Equity World Social/Environmental	534
iShares Developed Markets Property Yield UCITS ETF	0.95%	Real Estate World	1,041
State Street SPDR Dow Jones Global Real Estate UCITS ETF USD Unhedged (Acc)	0.96%	Real Estate World	47
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.01%	Equity World	622
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.03%	Equity United States Social/Environmental	37
Xtrackers MSCI World Minimum Volatility UCITS ETF 1C	0.14%	Equity World Low Volatility/Risk Weighted	972
JPMorgan Global Equity Multi-Factor UCITS ETF USD (dist)	0.19%	Equity World Multi-Factor Strategy	0
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	16
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.05%	Equity United States	2
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.01%	Equity World	91
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc)	0.30%	Equity World Covered Call Alternative Investments	65
JPMorgan Global Equity Premium Income Active UCITS ETF EUR (dist)	0.30%	Equity World Covered Call Alternative Investments	19
HSBC FTSE EPRA Nareit Developed Climate Paris Aligned UCITS ETF USD (Dist)	0.43%	Real Estate World	11
HSBC FTSE EPRA Nareit Developed Climate Paris Aligned UCITS ETF USD (Acc)	0.43%	Real Estate World	26
UBS MSCI ACWI Universal UCITS ETF USD dis	0.02%	Equity World Social/Environmental	2,236
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	713
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.01%	Equity United States Social/Environmental Climate Change	2,055
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.07%	Equity United States	28
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	225
WisdomTree US Value UCITS ETF USD (Acc)	0.52%	Equity United States Value	9
iShares Global Real Estate Environmental Tilt UCITS ETF USD (Dist)	0.63%	Real Estate World	13
Xtrackers Portfolio Income UCITS ETF 1D	0.00%	Equity World Multi-Asset Strategy	59
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc)	0.13%	Equity World Low Volatility/Risk Weighted	2,202
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.02%	Equity World Social/Environmental	59
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.02%	Equity World Multi-Asset Strategy	1,104
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.01%	Equity World Social/Environmental Climate Change	178
Amundi Core MSCI USA UCITS ETF UCITS ETF CHF Hedged Acc	0.03%	Equity United States	1
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	26
HSBC MSCI World UCITS ETF USD	0.01%	Equity World	13,130
CT QR Series Global Equity Active UCITS ETF USD Acc	0.06%	Equity World Fundamental/Quality	-
Amundi Russell 1000 Growth UCITS ETF Acc	0.01%	Equity United States Growth	549
Invesco MSCI World Universal Screened UCITS ETF Acc	0.01%	Equity World Social/Environmental	244
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.02%	Equity World Social/Environmental	66
UBS Core MSCI World UCITS ETF hGBP dis	0.02%	Equity World	103
iShares Developed Markets Property Yield UCITS ETF USD (Acc)	0.95%	Real Estate World	220
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.02%	Equity World Social/Environmental	1,415
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	81
Xtrackers MSCI USA UCITS ETF 1C	0.03%	Equity United States	10,834
UBS Core MSCI World UCITS ETF hEUR acc	0.02%	Equity World	796
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.03%	Equity United States	189
L&G MSCI World Mid Cap UCITS ETF USD Acc	0.13%	Equity World Mid Cap	7
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	16
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.02%	Equity World	18
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.02%	Equity World	1,135
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.03%	Equity United States	581
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.03%	Equity North America Social/Environmental	25
Amundi Core MSCI World UCITS ETF Acc	0.02%	Equity World	13,446
iShares US Property Yield UCITS ETF	1.46%	Real Estate United States	574
UBS Core MSCI USA UCITS ETF hGBP acc	0.03%	Equity United States	34
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	850
Xtrackers MSCI USA Climate Transition UCITS ETF 1D	0.06%	Equity United States Social/Environmental Climate Change	9
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	7
iShares Core MSCI World UCITS ETF USD (Acc)	0.02%	Equity World	120,187
WisdomTree Emerging Markets Equity Income UCITS ETF	0.00%	Equity Emerging Markets Dividend	152
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	94
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.03%	Equity North America Social/Environmental	240
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	760
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.02%	Equity World	63
UBS Core MSCI USA UCITS ETF USD dis	0.03%	Equity United States	1,243
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.02%	Equity World	21,837
First Trust Value Line® Dividend Index UCITS ETF Acc	0.41%	Equity United States Dividend	6
UBS MSCI USA Universal UCITS ETF USD acc	0.03%	Equity United States Social/Environmental Climate Change	3
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.03%	Equity United States Social/Environmental	4
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.01%	Equity World	13,173
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	2
iShares MSCI USA UCITS ETF (Acc)	0.03%	Equity United States	4,080
WisdomTree Emerging Markets Equity Income UCITS ETF Acc	0.00%	Equity Emerging Markets Dividend	66
iShares US Property Yield UCITS ETF USD (Acc)	1.46%	Real Estate United States	19
JPMorgan Global Equity Multi-Factor UCITS ETF USD (acc)	0.19%	Equity World Multi-Factor Strategy	224
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.03%	Equity World	8
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental Climate Change	3
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.00%	Equity World Social/Environmental	253
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.00%	Equity World Social/Environmental	768
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.02%	Equity World Social/Environmental	931
Amundi MSCI World Screened UCITS ETF Acc	0.02%	Equity World Social/Environmental	1,499
iShares Edge MSCI World Minimum Volatility UCITS ETF EUR Hedged (Acc)	0.13%	Equity World Low Volatility/Risk Weighted	157
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	109
iShares Developed Markets Property Yield UCITS ETF GBP Hedged (Dist)	0.95%	Real Estate World	102
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.03%	Equity United States	596
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR)	0.24%	Equity United States Social/Environmental Climate Change	352
UBS Core MSCI World UCITS ETF USD acc	0.02%	Equity World	9,023
iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.33%	Equity United States Mid Cap	252
iShares Core MSCI World UCITS ETF USD (Dist)	0.02%	Equity World	736
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.03%	Equity United States Social/Environmental	2,566
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	152
UBS MSCI USA NSL UCITS ETF USD acc	0.03%	Equity United States	2,957
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.02%	Equity World	77
Xtrackers MSCI USA Minimum Volatility UCITS ETF 1D	0.55%	Equity United States Low Volatility/Risk Weighted	4
UBS MSCI World UCITS ETF USD dis	0.02%	Equity World	1,418
Vanguard FTSE Developed World UCITS ETF Acc	0.02%	Equity World	5,373
Amundi FTSE EPRA NAREIT Global UCITS ETF Acc	0.83%	Real Estate World	360
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.00%	Equity World	5,589
Xtrackers USA Biodiversity Focus SRI UCITS ETF 1C	0.06%	Equity United States Social/Environmental	10
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist)	0.30%	Equity World Covered Call Alternative Investments	1,216
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.03%	Equity World Social/Environmental Catholic principles	102
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.03%	Equity United States Social/Environmental	1,395
CT QR Series US Equity Active UCITS ETF USD Acc	0.09%	Equity United States Fundamental/Quality	-
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.02%	Equity World	16,166
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.00%	Equity World	128
Vanguard FTSE Developed World UCITS ETF Distributing	0.02%	Equity World	3,962
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.03%	Equity North America	2,637
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.02%	Equity World Social/Environmental	653
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.03%	Equity United States	676
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.02%	Equity World	297
Franklin US Dividend Tilt UCITS ETF (Acc)	0.08%	Equity United States Dividend	1
Xtrackers MSCI World Screened UCITS ETF 1D	0.02%	Equity World Social/Environmental	135
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.02%	Equity World	145
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.02%	Equity World Social/Environmental	5,729
HSBC FTSE EPRA NAREIT Developed UCITS ETF USD (Acc)	0.82%	Real Estate World	760
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	0
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.04%	Equity World Social/Environmental Climate Change	21
UBS Core MSCI USA UCITS ETF USD acc	0.03%	Equity United States	2,603
iShares MSCI World Screened UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	1,119
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	53
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.01%	Equity United States Social/Environmental	7,577
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.02%	Equity World Social/Environmental	16
HSBC MSCI World UCITS ETF CHF hedged	0.01%	Equity World	67
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.13%	Equity World Mid Cap	391
iShares MSCI World Screened UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	5,112
Amundi Core MSCI World UCITS ETF USD Dist	0.02%	Equity World	1,526
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.02%	Equity World Social/Environmental	271
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	2,624
Amundi Core MSCI USA UCITS ETF Dist	0.03%	Equity United States	1,036
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.01%	Equity North America Social/Environmental Climate Change	436
BNP Paribas Easy MSCI USA UCITS ETF EUR Acc	0.03%	Equity United States	17
BNP Paribas Easy MSCI USA UCITS ETF USD Acc	0.03%	Equity United States	17
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.02%	Equity World Social/Environmental	110
UBS FTSE EPRA Nareit Developed Green UCITS ETF USD dis	1.36%	Real Estate World	192
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.04%	Equity United States Value	481
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.03%	Equity North America	2,814
iShares Edge MSCI World Minimum Volatility UCITS ETF GBP hedged (Acc)	0.13%	Equity World Low Volatility/Risk Weighted	58
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.03%	Equity United States Social/Environmental	162
iShares MSCI World UCITS ETF (Dist)	0.02%	Equity World	7,937
WisdomTree Global Value UCITS ETF USD (Acc)	0.33%	Equity World Value	1
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.02%	Equity World	1,727
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.02%	Equity World	40,344
HSBC MSCI World UCITS ETF USD (Acc)	0.01%	Equity World	1,837
HSBC FTSE EPRA NAREIT Developed Islamic UCITS ETF USD (Acc)	2.15%	Real Estate World	10
Xtrackers MSCI USA UCITS ETF 1D	0.03%	Equity United States	273
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.01%	Equity World Multi-Factor Strategy	202
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.00%	Equity World Social/Environmental	4,159
iShares MSCI North America UCITS ETF	0.02%	Equity North America	1,280
iShares Developed Markets Property Yield UCITS ETF EUR Hedged (Acc)	0.95%	Real Estate World	77
JPMorgan BetaBuilders US Equity UCITS ETF USD (dist)	0.02%	Equity United States	4
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.02%	Equity World Social/Environmental	1
iShares Russell 1000 Growth UCITS ETF USD (Acc)	0.01%	Equity United States Growth	962
UBS Core MSCI World UCITS ETF hGBP acc	0.02%	Equity World	54
VanEck Multi-Asset Balanced Allocation UCITS ETF	0.23%	Equity World Social/Environmental Multi-Asset Strategy	40
CT QR Series US Equity Active UCITS ETF USD Dist	0.09%	Equity United States Fundamental/Quality	-
iShares MSCI ACWI UCITS ETF USD (Acc)	0.02%	Equity World	28,319
State Street SPDR Dow Jones Global Real Estate UCITS ETF USD Unhedged (Dist)	0.96%	Real Estate World	304
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	1,537
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.01%	Equity World Multi-Factor Strategy	1,215
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.02%	Equity World	5,178
Invesco Dow Jones Islamic Global Developed Markets UCITS ETF Acc	0.03%	Equity World Islamic Investing	946
Goldman Sachs MSCI World Private Equity Return Tracker UCITS ETF USD (Acc)	0.46%	Equity World Private Equity	10
JPMorgan BetaBuilders US Equity UCITS ETF USD (acc)	0.02%	Equity United States	79
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	98
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.03%	Equity United States Social/Environmental	15,194
VanEck Global Real Estate UCITS ETF	1.21%	Real Estate World	362
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.01%	Equity United States Social/Environmental Climate Change	2,863
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.02%	Equity World	527
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	1,742
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	3
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.01%	Equity World Social/Environmental Climate Change	968
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.03%	Equity World Social/Environmental Catholic principles	157
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.02%	Equity World Social/Environmental	97
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.02%	Equity World Social/Environmental	1,257
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.01%	Equity United States Social/Environmental	415
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.03%	Equity United States Social/Environmental	714
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.01%	Equity North America Social/Environmental Climate Change	38
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.03%	Equity United States	344
Amundi FTSE EPRA NAREIT Global UCITS ETF Dist	0.83%	Real Estate World	59
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Dist)	0.13%	Equity World Low Volatility/Risk Weighted	11
Franklin US Dividend Tilt UCITS ETF (Dis)	0.08%	Equity United States Dividend	3
UBS MSCI USA UCITS ETF USD dis	0.03%	Equity United States	487

Performance

Returns overview

YTD	+1.37%
1 month	+2.63%
3 months	-7.46%
6 months	+3.50%
1 year	+0.61%
3 years	-9.71%
5 years	-
Since inception (MAX)	-31.94%
2025	-3.92%
2024	-8.48%
2023	-11.46%
2022	-

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).