Truist Financial Corp.

ISIN US89832Q1094

WKN A2PWMZ

Market cap (in EUR)

53,077 m

Country

United States

Sector

Finance

Dividend yield

4.27%

Overview

Quote

Description

Truist Financial Corp. is a financial holding company, which engages in the provision of banking services to individuals, businesses, and municipalities. It operates through the following segments: Consumer Banking and Wealth, Corporate and Commercial Banking, and Other, Treasury and Corporate. The Consumer Banking and Wealth segment consists of Retail Community Banking, National Consumer Finance, Services, Payments, Wealth Management and Banking Products and Professional Services and Mortgage Banking. The Corporate and Commercial Banking segment consists of Corporate and Investment Banking, Commercial Community Banking and Commercial Real Estate. The Other, Treasury and Corporate segment includes management of the company’s investment securities portfolio. The company was founded on December 6, 2019, and is headquartered in Charlotte, NC.

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Finance Banking United States Banks United States

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Financials

Key metrics

Market capitalisation, EUR	53,077 m
EPS, EUR	3.48
P/B ratio	1.0
P/E ratio	12.1
Dividend yield	4.27%

Income statement (2025)

Revenue, EUR	27,043 m
Net income, EUR	4,704 m
Profit margin	17.40%

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What ETF is Truist Financial Corp. in?

There are 396 ETFs which contain Truist Financial Corp.. All of these ETFs are listed in the table below. The ETF with the largest weighting of Truist Financial Corp. is the iShares S&P U.S. Banks UCITS ETF USD (Dist).

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.10%	Equity World Equal Weighted	20
UBS Core MSCI World UCITS ETF hCHF acc	0.07%	Equity World	999
Xtrackers MSCI USA Screened UCITS ETF 1C	0.11%	Equity United States Social/Environmental	784
Xtrackers Portfolio UCITS ETF 1C	0.05%	Equity World Multi-Asset Strategy	757
State Street SPDR MSCI World Financials UCITS ETF USD	0.46%	Equity World Financials	268
iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Dist)	0.03%	Equity United States Social/Environmental	14,944
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.07%	Equity World Social/Environmental Climate Change	8
Amundi MSCI USA Screened UCITS ETF Acc	0.12%	Equity United States Social/Environmental	975
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 2C - EUR Hedged	0.40%	Equity United States Equal Weighted	1,029
iShares MSCI ACWI UCITS ETF USD (Dist)	0.07%	Equity World	12
UBS MSCI USA Value UCITS ETF USD dis	0.20%	Equity United States Value	566
Amundi Core MSCI USA UCITS ETF Acc	0.10%	Equity United States	3,639
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.22%	Equity United States Equal Weighted	385
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.08%	Equity World	669
UBS MSCI USA Socially Responsible UCITS ETF USD dis	0.48%	Equity United States Social/Environmental Climate Change	744
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.13%	Equity World Multi-Factor Strategy	3
JPMorgan US Value Equity Active UCITS ETF USD (dist)	0.27%	Equity United States Value	6
State Street SPDR S&P Global Dividend Aristocrats Screened UCITS ETF USD Unhedged (Dist)	1.10%	Equity World Dividend	21
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	0.11%	Equity United States Social/Environmental Multi-Asset Strategy	20
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.18%	Equity United States	2
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.06%	Equity World	56
Xtrackers MSCI World UCITS ETF 1D	0.07%	Equity World	4,883
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc)	0.01%	Equity United States Covered Call Alternative Investments	36
Xtrackers MSCI Fintech Innovation UCITS ETF 1C	0.89%	Equity World Technology Social/Environmental Fintech	11
iShares MSCI USA SRI UCITS ETF GBP Hedged (Dist)	0.47%	Equity United States Social/Environmental	20
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.07%	Equity World Social/Environmental	559
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating	0.04%	Equity United States Social/Environmental Climate Change	177
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 1C	0.40%	Equity United States Equal Weighted	1,293
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.10%	Equity United States	437
UBS MSCI USA Socially Responsible UCITS ETF hEUR acc	0.47%	Equity United States Social/Environmental Climate Change	19
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.22%	Equity United States Equal Weighted	274
UBS MSCI ACWI Universal UCITS ETF USD dis	0.05%	Equity World Social/Environmental	2,287
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.07%	Equity World	732
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.03%	Equity United States Social/Environmental Climate Change	2,134
WisdomTree US Equity Income UCITS ETF Acc	1.78%	Equity United States Dividend	89
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.06%	Equity World Social/Environmental	2
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.07%	Equity World Social/Environmental	71
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.26%	Equity World Value	406
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.33%	Equity World Social/Environmental Climate Change	1,254
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.15%	Equity World Dividend	8,650
iShares S&P U.S. Banks UCITS ETF EUR Hedged (Acc)	4.07%	Equity United States Financials	0
UBS MSCI USA Socially Responsible UCITS ETF hGBP dis	0.47%	Equity United States Social/Environmental Climate Change	109
UBS Core S&P 500 UCITS ETF hGBP dis	0.11%	Equity United States	67
iShares Core S&P 500 UCITS ETF USD (Dist)	0.11%	Equity United States	19,073
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.02%	Equity World Social/Environmental Climate Change	449
Xtrackers Portfolio Income UCITS ETF 1D	0.02%	Equity World Multi-Asset Strategy	59
Invesco S&P 500 High Dividend Low Volatility UCITS ETF	1.84%	Equity United States Low Volatility/Risk Weighted	367
UBS S&P 500 Scored & Screened UCITS ETF hGBP dis	0.16%	Equity United States Social/Environmental	28
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.02%	Equity World Social/Environmental Climate Change	184
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.08%	Equity World Social/Environmental Multi-Asset Strategy	26
HSBC MSCI World UCITS ETF USD	0.07%	Equity World	13,542
UBS Core S&P 500 UCITS ETF hEUR acc	0.11%	Equity United States	204
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.04%	Equity World Social/Environmental Climate Change	1,264
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.05%	Equity World Social/Environmental	68
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.05%	Equity World Social/Environmental	1,429
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.33%	Equity World Social/Environmental Climate Change	351
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.06%	Equity World Social/Environmental	219
Xtrackers MSCI USA UCITS ETF 1C	0.10%	Equity United States	11,107
UBS Core MSCI World UCITS ETF hEUR acc	0.07%	Equity World	809
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.10%	Equity United States	189
UBS MSCI World Selection UCITS ETF hEUR dis	0.15%	Equity World Social/Environmental	311
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.33%	Equity World Social/Environmental Climate Change	1,813
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.17%	Equity World Social/Environmental	1,108
UBS MSCI World Selection UCITS ETF hCHF acc	0.15%	Equity World Social/Environmental	289
State Street SPDR MSCI World Value UCITS ETF USD Unhedged (Acc)	0.47%	Equity World Value	190
Amundi S&P 500 Equal Weight ESG UCITS ETF EUR Hedged Acc	0.36%	Equity United States Equal Weighted	139
iShares Edge MSCI World Value Factor UCITS ETF	0.26%	Equity World Value	6,488
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.11%	Equity North America Social/Environmental	26
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.12%	Equity World Financials Social/Environmental	124
iShares MSCI ACWI SRI UCITS ETF USD (Dist)	0.29%	Equity World Social/Environmental	30
Xtrackers MSCI USA Climate Transition UCITS ETF 1D	0.02%	Equity United States Social/Environmental Climate Change	9
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)	0.08%	Equity World	123,020
State Street SPDR MSCI USA Value UCITS ETF USD	0.81%	Equity United States Value	200
WisdomTree Emerging Markets Equity Income UCITS ETF	0.00%	Equity Emerging Markets Dividend	155
iShares Core S&P 500 UCITS ETF USD (Acc)	0.11%	Equity United States	130,224
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.08%	Equity World Social/Environmental Multi-Asset Strategy	98
iShares MSCI World Quality Dividend Advanced UCITS ETF USD (Acc)	0.12%	Equity World Dividend	431
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.11%	Equity North America Social/Environmental	245
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.10%	Equity United States	117
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.08%	Equity World	773
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc	0.30%	Equity World Social/Environmental	3,110
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc)	0.17%	Equity United States Social/Environmental	384
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.06%	Equity World Social/Environmental	59
UBS Core MSCI USA UCITS ETF USD dis	0.10%	Equity United States	1,271
UBS S&P 500 Scored & Screened UCITS ETF hEUR acc	0.16%	Equity United States Social/Environmental	935
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.07%	Equity United States Social/Environmental	4
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.08%	Equity World Social/Environmental Multi-Asset Strategy	2
iShares MSCI USA UCITS ETF (Acc)	0.11%	Equity United States	4,293
WisdomTree Emerging Markets Equity Income UCITS ETF Acc	0.00%	Equity Emerging Markets Dividend	67
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.13%	Equity World	8
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.02%	Equity World Social/Environmental Climate Change	4
Amundi S&P 500 Screened UCITS ETF Acc	0.16%	Equity United States Social/Environmental	3,676
Amundi MSCI World Screened UCITS ETF Acc	0.08%	Equity World Social/Environmental	1,543
iShares MSCI World SRI UCITS ETF GBP Hedged (Dist)	0.33%	Equity World Social/Environmental	126
JPMorgan US Value Equity Active UCITS ETF USD (acc)	0.27%	Equity United States Value	67
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0.13%	Equity World Social/Environmental Climate Change	37
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (acc)	0.13%	Equity World Social/Environmental Climate Change	500
iShares Core MSCI World UCITS ETF USD (Dist)	0.08%	Equity World	753
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.22%	Equity United States Equal Weighted	9,750
Franklin S&P World Screened UCITS ETF Acc	0.07%	Equity United States Social/Environmental Climate Change	12
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.06%	Equity World Social/Environmental	4
Amundi MSCI USA ESG Leaders Extra UCITS ETF Acc EUR Hedged	0.22%	Equity United States Social/Environmental	27
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.08%	Equity World	79
UBS MSCI World UCITS ETF USD dis	0.07%	Equity World	1,455
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.13%	Equity United States	185
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR Hedged (acc)	0.13%	Equity World Social/Environmental Climate Change	15
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.22%	Equity United States Equal Weighted	479
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.08%	Equity World	6,039
Xtrackers USA Biodiversity Focus SRI UCITS ETF 1C	0.21%	Equity United States Social/Environmental	11
UBS MSCI USA Selection UCITS ETF USD acc	0.20%	Equity United States Social/Environmental	2,350
Franklin S&P 500 Screened UCITS ETF Acc	0.12%	Equity United States Social/Environmental Climate Change	4
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.11%	Equity United States Social/Environmental	1,448
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist)	0.10%	Equity United States	298
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist)	0.10%	Equity United States	18,168
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.15%	Equity World Social/Environmental	92
iShares S&P 500 3% Capped UCITS ETF EUR Hedged Acc	0.13%	Equity United States	31
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.22%	Equity United States Equal Weighted	225
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR USD (A)	0.22%	Equity United States Social/Environmental	347
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.08%	Equity World	143
iShares S&P U.S. Banks UCITS ETF USD (Dist)	4.07%	Equity United States Financials	10
Vanguard FTSE Developed World UCITS ETF Distributing	0.07%	Equity World	4,038
Invesco RAFI US Fundamental Value UCITS ETF Dist	0.26%	Equity United States Value	829
JPMorgan US Equity Premium Income Active UCITS ETF EUR Hedged (dist)	0.01%	Equity United States Covered Call Alternative Investments	17
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.05%	Equity World Social/Environmental	672
iShares MSCI World SRI UCITS ETF USD (Dist)	0.33%	Equity World Social/Environmental	1,598
HSBC S&P 500 UCITS ETF USD	0.10%	Equity United States	8,527
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.22%	Equity United States Equal Weighted	66
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.22%	Equity United States Equal Weighted	1,285
Amundi MSCI ACWI SRI Climate Paris Aligned UCITS ETF DR - USD	0.31%	Equity World Social/Environmental	115
Franklin US Dividend Tilt UCITS ETF (Acc)	0.34%	Equity United States Dividend	1
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.08%	Equity World	159
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.06%	Equity World Social/Environmental	5,916
iShares MSCI ACWI SRI UCITS ETF USD (Acc)	0.29%	Equity World Social/Environmental	97
Invesco FTSE All-World UCITS ETF Acc	0.06%	Equity World	3,418
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.10%	Equity United States	29,289
iShares MSCI World Screened UCITS ETF USD (Dist)	0.09%	Equity World Social/Environmental	1,151
Xtrackers MSCI USA ESG UCITS ETF 2C - EUR Hedged	0.24%	Equity United States Social/Environmental	255
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.22%	Equity United States Equal Weighted	336
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.06%	Equity World Social/Environmental	17
iShares MSCI World Screened UCITS ETF USD (Acc)	0.09%	Equity World Social/Environmental	5,282
Amundi Core MSCI World UCITS ETF USD Dist	0.08%	Equity World	1,576
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.05%	Equity World Social/Environmental	278
UBS MSCI ACWI Socially Responsible UCITS ETF hEUR acc	0.27%	Equity World Social/Environmental Climate Change	813
iShares S&P U.S. Banks UCITS ETF USD (Acc)	4.07%	Equity United States Financials	879
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.07%	Equity World Social/Environmental	2,732
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.03%	Equity North America Social/Environmental Climate Change	448
BNP Paribas Easy MSCI USA UCITS ETF USD Acc	0.10%	Equity United States	17
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.10%	Equity North America	2,882
Xtrackers S&P 500 UCITS ETF 4C	0.10%	Equity United States	1,336
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.07%	Equity World Social/Environmental	886
UBS MSCI World Selection UCITS ETF USD acc	0.15%	Equity World Social/Environmental	715
iShares Edge MSCI USA Value Factor UCITS ETF USD (Dist)	0.48%	Equity United States Value	290
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.11%	Equity United States Social/Environmental	180
iShares MSCI World SRI UCITS ETF EUR (Acc)	0.33%	Equity World Social/Environmental	6,944
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.08%	Equity World	1,761
State Street SPDR S&P 500 UCITS ETF EUR Hedged	0.10%	Equity United States	2,438
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.06%	Equity World	42,768
HSBC MSCI World UCITS ETF USD (Acc)	0.07%	Equity World	1,904
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.61%	Equity World Financials Social/Environmental	1,300
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Acc)	0.11%	Equity World Social/Environmental	4,328
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.07%	Equity World	51
iShares MSCI World Quality Dividend Advanced UCITS ETF USD (Dist)	0.12%	Equity World Dividend	1,376
HSBC S&P 500 UCITS ETF USD (Acc)	0.10%	Equity United States	643
UBS MSCI ACWI Socially Responsible UCITS ETF hUSD acc	0.27%	Equity World Social/Environmental Climate Change	393
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.05%	Equity World Multi-Factor Strategy	574
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.13%	Equity United States Multi-Factor Strategy	25
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.10%	Equity United States	45,213
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.07%	Equity World	1,601
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.22%	Equity United States Equal Weighted	3,916
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.02%	Equity World Multi-Factor Strategy	1,299
Xtrackers MSCI USA Financials UCITS ETF 1D	0.88%	Equity United States Financials	640
iShares MSCI USA SRI UCITS ETF USD (Acc)	0.47%	Equity United States Social/Environmental	2,844
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.07%	Equity World	5,323
State Street SPDR S&P 500 Leaders UCITS ETF USD Unhedged (Acc)	0.23%	Equity United States Social/Environmental	4,596
Xtrackers FTSE All-World UCITS ETF 1C	0.07%	Equity World	35
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	100
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.37%	Equity United States Multi-Factor Strategy	140
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Hedged Acc	0.15%	Equity United States Social/Environmental	55
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.11%	Equity United States Social/Environmental	15,614
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.10%	Equity United States	66
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.03%	Equity United States Social/Environmental Climate Change	2,970
Xtrackers MSCI USA ESG UCITS ETF 1D	0.24%	Equity United States Social/Environmental	307
UBS MSCI USA Selection UCITS ETF hEUR acc	0.20%	Equity United States Social/Environmental	0
Xtrackers MSCI World UCITS ETF 1C	0.07%	Equity World	19,494
iShares MSCI USA Leaders UCITS ETF USD (Dist)	0.22%	Equity United States Social/Environmental	1
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	0.13%	Equity United States	1
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.02%	Equity World Social/Environmental Climate Change	1,037
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.09%	Equity World Social/Environmental Catholic principles	164
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.14%	Equity World Social/Environmental	17
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.09%	Equity World Social/Environmental	99
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.05%	Equity World Social/Environmental	1,305
iShares MSCI USA CTB Enhanced ESG UCITS ETF GBP Hedged (Dist)	0.03%	Equity United States Social/Environmental	421
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.05%	Equity World Social/Environmental	15
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.11%	Equity United States Social/Environmental	710
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.03%	Equity North America Social/Environmental Climate Change	40
JPMorgan US Equity Premium Income Active UCITS ETF CHF Hedged (dist)	0.01%	Equity United States Technology Covered Call Alternative Investments	3
UBS MSCI World Socially Responsible UCITS ETF hCHF acc	0.33%	Equity World Social/Environmental Climate Change	338
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.06%	Equity World	59
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc	0.47%	Equity United States Social/Environmental Climate Change	30
Fidelity US Value Research Enhanced UCITS ETF ACC-USD	0.15%	Equity United States Value	3
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.13%	Equity United States Multi-Factor Strategy	8
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	1,408
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	46
Xtrackers MSCI World Value UCITS ETF 1C	0.26%	Equity World Value	4,401
Invesco MSCI World ESG Climate Paris Aligned UCITS ETF Acc	0.03%	Equity World Social/Environmental Climate Change	25
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc)	0.10%	Equity United States	3
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	28
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.10%	Equity United States	43
Amundi MSCI USA ESG Selection UCITS ETF EUR Hedged Acc	0.21%	Equity United States Social/Environmental	204
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Acc	0.15%	Equity United States Social/Environmental	546
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc)	0.10%	Equity United States	15,755
WisdomTree US Equity Income UCITS ETF EUR Hedged Acc	1.78%	Equity United States Dividend	1
UBS Core MSCI World UCITS ETF USD dis	0.07%	Equity World	1,849
iShares MSCI USA CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.03%	Equity United States Social/Environmental	1,546
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	42
Xtrackers MSCI USA Banks UCITS ETF 1D	3.37%	Equity United States Financials	24
L&G Global Quality Dividends UCITS ETF USD Acc	0.20%	Equity World Dividend	28
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.06%	Equity World Social/Environmental	92
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.07%	Equity World Social/Environmental	597
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.09%	Equity United States Multi-Factor Strategy	136
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.07%	Equity United States Social/Environmental	38
Amundi MSCI World ESG Selection UCITS ETF Acc	0.15%	Equity World Social/Environmental	1,816
State Street SPDR S&P U.S. Financials Select Sector UCITS ETF USD	0.88%	Equity United States Financials	615
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	16
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental Climate Change	407
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.07%	Equity World	94
Xtrackers MSCI World ESG UCITS ETF 1C	0.17%	Equity World Social/Environmental	5,191
JPMorgan US Equity Premium Income Active UCITS ETF EUR (dist)	0.01%	Equity United States Covered Call Alternative Investments	41
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.10%	Equity United States	56
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc	0.48%	Equity United States Social/Environmental Climate Change	13
iShares MSCI USA Leaders UCITS ETF USD (Acc)	0.22%	Equity United States Social/Environmental	14
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.13%	Equity United States Multi-Factor Strategy	112
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.27%	Equity United States	130
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	231
WisdomTree US Value UCITS ETF USD (Acc)	0.75%	Equity United States Value	9
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 3C - CHF Hedged	0.40%	Equity United States Equal Weighted	2
UBS MSCI USA Socially Responsible UCITS ETF USD dis	0.47%	Equity United States Social/Environmental Climate Change	419
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Hedged Acc	0.05%	Equity World Social/Environmental	106
WisdomTree US Equity Income UCITS ETF GBP Hedged Acc	1.78%	Equity United States Dividend	1
Amundi S&P 500 Equal Weight ESG UCITS ETF Acc	0.36%	Equity United States Equal Weighted	2,302
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.13%	Equity World Social/Environmental Climate Change	294
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.22%	Equity United States Equal Weighted	1,023
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.06%	Equity World Social/Environmental	61
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.06%	Equity World Multi-Asset Strategy	1,150
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR Dist	0.37%	Equity World Social/Environmental	108
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.61%	Equity World Financials Social/Environmental	27
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.37%	Equity United States Multi-Factor Strategy	41
Amundi Core MSCI USA UCITS ETF UCITS ETF CHF Hedged Acc	0.10%	Equity United States	1
Amundi Prime Global UCITS ETF Acc	0.08%	Equity World	2,594
Fidelity Global Value Research Enhanced UCITS ETF ACC-USD	0.07%	Equity World Value	6
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.13%	Equity United States Multi-Factor Strategy	28
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.30%	Equity World Social/Environmental	228
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.33%	Equity World Social/Environmental Climate Change	4,245
L&G Global Equity UCITS ETF	0.08%	Equity World Social/Environmental	1,420
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.15%	Equity World Dividend	2,460
Invesco MSCI World Universal Screened UCITS ETF Acc	0.04%	Equity World Social/Environmental	266
UBS Core MSCI World UCITS ETF hGBP dis	0.07%	Equity World	105
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.06%	Equity World Multi-Asset Strategy	84
UBS MSCI World Socially Responsible UCITS ETF hGBP dis	0.33%	Equity World Social/Environmental Climate Change	2
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	16
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.07%	Equity World	19
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF USD Acc	0.37%	Equity World Social/Environmental	50
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.08%	Equity World	1,167
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.03%	Equity World Social/Environmental	434
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.22%	Equity United States Equal Weighted	26
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.10%	Equity United States	602
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc)	0.11%	Equity United States	89
Amundi Core MSCI World UCITS ETF Acc	0.08%	Equity World	13,921
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.07%	Equity World Social/Environmental	5,520
Amundi MSCI USA ESG Selection UCITS ETF Acc	0.21%	Equity United States Social/Environmental	467
UBS Core MSCI USA UCITS ETF hGBP acc	0.10%	Equity United States	35
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.04%	Equity World Multi-Asset Strategy	881
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.07%	Equity World	461
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.11%	Equity United States	2,108
ODDO BHF US Equity Active UCITS ETF (Acc)	0.28%	Equity United States Social/Environmental	86
L&G US Equity UCITS ETF	0.11%	Equity United States Social/Environmental	1,318
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.08%	Equity World	63
L&G Global Quality Dividends UCITS ETF USD Dist	0.20%	Equity World Dividend	181
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.06%	Equity World	22,615
UBS MSCI USA Universal UCITS ETF USD acc	0.09%	Equity United States Social/Environmental Climate Change	3
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF acc	0.27%	Equity World Social/Environmental Climate Change	490
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.07%	Equity World	13,876
Xtrackers USA Net Zero Pathway Paris Aligned UCITS ETF 1C	0.03%	Equity United States Social/Environmental Climate Change	11
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.11%	Equity World Social/Environmental	822
iShares MSCI World CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.11%	Equity World Social/Environmental	258
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.07%	Equity World	12
Xtrackers S&P 500 UCITS ETF 4D	0.10%	Equity United States	1
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.07%	Equity World Social/Environmental	951
Xtrackers MSCI USA ESG UCITS ETF 1C	0.24%	Equity United States Social/Environmental	7,678
UBS Core S&P 500 UCITS ETF USD dis	0.11%	Equity United States	1,183
UBS Core S&P 500 UCITS ETF hCHF acc	0.11%	Equity United States	731
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.04%	Equity World Multi-Asset Strategy	111
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.10%	Equity United States	610
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR)	0.10%	Equity United States Social/Environmental Climate Change	350
UBS Core MSCI World UCITS ETF USD acc	0.07%	Equity World	9,382
UBS S&P 500 Scored & Screened UCITS ETF hCHF acc	0.16%	Equity United States Social/Environmental	574
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.07%	Equity United States Social/Environmental	2,709
Invesco RAFI All-World Fundamental Value UCITS ETF	0.14%	Equity World Value	235
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	157
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.06%	Equity World	25
UBS MSCI USA NSL UCITS ETF USD acc	0.11%	Equity United States	3,023
Amundi Prime All Country World UCITS ETF Acc	0.07%	Equity World	2,049
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	0.07%	Equity World Social/Environmental	28
Vanguard FTSE Developed World UCITS ETF Acc	0.07%	Equity World	5,594
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.07%	Equity World Social/Environmental	1,727
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.03%	Equity World Social/Environmental	523
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.08%	Equity World Social/Environmental Climate Change	120
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF dis	0.27%	Equity World Social/Environmental Climate Change	38
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.09%	Equity World Social/Environmental Catholic principles	106
CT QR Series US Equity Active UCITS ETF USD Acc	0.20%	Equity United States Fundamental/Quality	-
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.08%	Equity World	16,844
WisdomTree US Equity Income UCITS ETF	1.78%	Equity United States Dividend	50
UBS MSCI USA Socially Responsible UCITS ETF hEUR dis	0.48%	Equity United States Social/Environmental Climate Change	253
UBS MSCI ACWI Socially Responsible UCITS ETF USD acc	0.27%	Equity World Social/Environmental Climate Change	720
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.10%	Equity North America	2,661
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.01%	Equity United States Covered Call Alternative Investments	352
UBS S&P 500 Scored & Screened UCITS ETF USD acc	0.16%	Equity United States Social/Environmental	1,986
iShares MSCI World SRI UCITS ETF USD Hedged (Dist)	0.33%	Equity World Social/Environmental	64
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.10%	Equity United States	708
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.07%	Equity World	418
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.08%	Equity World	321
Xtrackers MSCI World Screened UCITS ETF 1D	0.08%	Equity World Social/Environmental	140
HSBC MSCI World Climate Paris Aligned UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental	17
UBS MSCI ACWI Socially Responsible UCITS ETF USD dis	0.27%	Equity World Social/Environmental Climate Change	47
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR - USD (D)	0.22%	Equity United States Social/Environmental	139
UBS MSCI World Selection UCITS ETF hEUR acc	0.15%	Equity World Social/Environmental	44
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	0
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Dist	0.30%	Equity World Social/Environmental	69
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.09%	Equity World Social/Environmental Climate Change	22
UBS Core MSCI USA UCITS ETF USD acc	0.10%	Equity United States	2,713
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental Climate Change	190
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	54
iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Acc)	0.03%	Equity United States Social/Environmental	7,850
HSBC MSCI World UCITS ETF CHF hedged	0.07%	Equity World	84
Xtrackers MSCI World ESG UCITS ETF 1D	0.17%	Equity World Social/Environmental	21
Amundi Core MSCI USA UCITS ETF Dist	0.10%	Equity United States	1,063
BNP Paribas Easy MSCI USA UCITS ETF EUR Acc	0.10%	Equity United States	17
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 4C - GBP Hedged	0.40%	Equity United States Equal Weighted	129
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.11%	Equity United States	27
iShares MSCI World SRI UCITS ETF EUR Hedged (Dist)	0.33%	Equity World Social/Environmental	280
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.05%	Equity World Social/Environmental	114
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.20%	Equity United States Value	519
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF CHF Hedged (acc)	0.13%	Equity World Social/Environmental Climate Change	1
UBS MSCI ACWI Socially Responsible UCITS ETF hGBP dis	0.27%	Equity World Social/Environmental Climate Change	503
Amundi S&P 500 Screened UCITS ETF Acc EUR Hedged	0.16%	Equity United States Social/Environmental	1,274
iShares MSCI World UCITS ETF (Dist)	0.08%	Equity World	8,112
JPMorgan US Value Equity Active UCITS ETF EUR Hedged (acc)	0.27%	Equity United States Value	4
WisdomTree Global Value UCITS ETF USD (Acc)	0.44%	Equity World Value	1
UBS MSCI USA Socially Responsible UCITS ETF USD acc	0.47%	Equity United States Social/Environmental Climate Change	543
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.11%	Equity United States	1,365
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.10%	Equity United States	8,615
Xtrackers MSCI USA UCITS ETF 1D	0.10%	Equity United States	280
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.02%	Equity World Multi-Factor Strategy	212
iShares MSCI North America UCITS ETF	0.10%	Equity North America	1,243
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.10%	Equity United States	114
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Acc	0.05%	Equity World Social/Environmental	406
Invesco Global Enhanced Equity UCITS ETF Acc	0.13%	Equity World Multi-Factor Strategy	677
iShares MSCI USA SRI UCITS ETF EUR Hedged (Acc)	0.47%	Equity United States Social/Environmental	21
JPMorgan BetaBuilders US Equity UCITS ETF USD (dist)	0.10%	Equity United States	4
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.06%	Equity World Social/Environmental	1
Invesco S&P World Financials ESG UCITS ETF Acc	0.18%	Equity World Financials Social/Environmental	4
Xtrackers S&P 500 Scored & Screened UCITS ETF 1C	0.15%	Equity United States Social/Environmental	118
UBS Core MSCI World UCITS ETF hGBP acc	0.07%	Equity World	57
CT QR Series US Equity Active UCITS ETF USD Dist	0.20%	Equity United States Fundamental/Quality	-
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental Climate Change	62
UBS S&P 500 Scored & Screened UCITS ETF USD dis	0.16%	Equity United States Social/Environmental	514
iShares MSCI ACWI UCITS ETF USD (Acc)	0.07%	Equity World	29,567
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.06%	Equity World Social/Environmental	27
Invesco FTSE All-World UCITS ETF Dist	0.06%	Equity World	257
JPMorgan BetaBuilders US Equity UCITS ETF USD (acc)	0.10%	Equity United States	78
iShares MSCI USA SRI UCITS ETF EUR Hedged (Dist)	0.47%	Equity United States Social/Environmental	234
iShares Edge MSCI USA Value Factor UCITS ETF	0.48%	Equity United States Value	4,203
UBS MSCI World Socially Responsible UCITS ETF hEUR acc	0.33%	Equity World Social/Environmental Climate Change	220
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.03%	Equity World Social/Environmental	105
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF Acc	0.15%	Equity United States Social/Environmental	175
Amundi Prime Global UCITS ETF Dist	0.08%	Equity World	1,560
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.13%	Equity World Multi-Factor Strategy	8
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.08%	Equity World	536
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.01%	Equity World Social/Environmental Climate Change	17
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	1,827
iShares S&P 500 Scored and Screened UCITS ETF USD (Acc)	0.17%	Equity United States Social/Environmental	435
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	3
UBS Core S&P 500 UCITS ETF USD acc	0.11%	Equity United States	1,652
Amundi Prime All Country World UCITS ETF Dist	0.07%	Equity World	4,415
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.10%	Equity United States	349
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.03%	Equity United States Social/Environmental	1,139
Xtrackers MSCI World Financials UCITS ETF 1C	0.47%	Equity World Financials	781
iShares S&P 500 Financials Sector UCITS ETF (Acc)	0.87%	Equity United States Financials	1,945
Invesco US Enhanced Equity UCITS ETF Acc	0.54%	Equity United States Multi-Factor Strategy	89
HSBC Developed World Screened Equity UCITS ETF USD	0.01%	Equity World Social/Environmental Climate Change	403
iShares MSCI USA SRI UCITS ETF USD (Dist)	0.47%	Equity United States Social/Environmental	337
Franklin US Dividend Tilt UCITS ETF (Dis)	0.34%	Equity United States Dividend	3
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.10%	Equity United States	656
UBS MSCI USA UCITS ETF USD dis	0.11%	Equity United States	499
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.10%	Equity United States	11

Performance

Returns overview

YTD	+1.97%
1 month	+7.33%
3 months	+10.96%
6 months	+1.59%
1 year	+27.01%
3 years	+45.74%
5 years	-7.84%
Since inception (MAX)	+55.84%
2025	+7.93%
2024	+16.82%
2023	-18.03%
2022	-17.90%

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).