UnitedHealth Group

ISIN US91324P1021

WKN 869561

Market cap (in EUR)

206,286 m

Country

United States

Sector

Healthcare

Dividend yield

3.25%

Overview

Quote

Description

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

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Healthcare Healthcare Services Healthcare Support Services United States

Chart

Financials

Key metrics

Market capitalisation, EUR	206,286 m
EPS, EUR	11.69
P/B ratio	2.5
P/E ratio	20.3
Dividend yield	3.25%

Income statement (2025)

Revenue, EUR	396,730 m
Net income, EUR	10,687 m
Profit margin	2.69%

What ETF is UnitedHealth Group in?

There are 389 ETFs which contain UnitedHealth Group. All of these ETFs are listed in the table below. The ETF with the largest weighting of UnitedHealth Group is the SPDR S&P U.S. Health Care Select Sector UCITS ETF USD.

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	9
UBS Core MSCI World UCITS ETF hCHF acc	0.36%	Equity World	770
Xtrackers MSCI USA Screened UCITS ETF 1C	0.54%	Equity United States Social/Environmental	259
Xtrackers Portfolio UCITS ETF 1C	0.10%	Equity World Multi-Asset Strategy	685
iShares MSCI World Health Care Sector Advanced UCITS ETF USD (Acc)	3.31%	Equity World Health Care Social/Environmental	164
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.53%	Equity United States Social/Environmental	12,920
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF EUR Hedged (Acc)	0.33%	Equity World Low Volatility/Risk Weighted	78
Amundi MSCI USA Screened UCITS ETF Acc	0.55%	Equity United States Social/Environmental	423
JPMorgan Nasdaq Hedged Equity Laddered Overlay Active UCITS ETF USD (Acc)	0.18%	Equity United States Buffer Alternative Investments	9
Fidelity US Fundamental Large Cap Core UCITS ETF ACC-USD	0.85%	Equity United States Large Cap	205
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 2C - EUR Hedged	0.33%	Equity United States Equal Weighted	699
iShares MSCI ACWI UCITS ETF USD (Dist)	0.32%	Equity World	2
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF EUR (Dist)	0.18%	Equity United States Covered Call Alternative Investments	1
UBS MSCI USA Value UCITS ETF USD dis	1.00%	Equity United States Value	441
Amundi Core MSCI USA UCITS ETF Acc	0.51%	Equity United States	2,734
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.58%	Equity United States Social/Environmental	1,061
iShares World Equity High Income UCITS ETF USD (Dist)	0.26%	Equity World Social/Environmental	179
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.19%	Equity United States Equal Weighted	342
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.33%	Equity World	413
iShares U.S. Equity High Income UCITS ETF USD (Dist)	0.64%	Equity United States Social/Environmental	32
JPMorgan Active US Value UCITS ETF USD (dist)	1.19%	Equity United States Value	6
Harbor Health Care UCITS ETF Accumulating	4.74%	Equity World Health Care Innovation	12
iShares MSCI World Health Care Sector Advanced UCITS ETF USD (Dist)	3.31%	Equity World Health Care Social/Environmental	524
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	0.47%	Equity United States Social/Environmental Multi-Asset Strategy	19
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.88%	Equity United States	2
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc)	0.62%	Equity World Covered Call Alternative Investments	76
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.30%	Equity World	34
Xtrackers MSCI World UCITS ETF 1D	0.37%	Equity World	4,596
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.58%	Equity United States Social/Environmental	8,878
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc)	0.42%	Equity United States Covered Call Alternative Investments	28
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating	0.45%	Equity United States Social/Environmental Climate Change	153
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.43%	Equity World Social/Environmental	451
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 1C	0.33%	Equity United States Equal Weighted	1,305
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.52%	Equity United States	473
JPMorgan Global Equity Premium Income Active UCITS ETF EUR (Dist)	0.61%	Equity World Covered Call Alternative Investments	4
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.19%	Equity United States Equal Weighted	220
iShares S&P 500 Health Care Sector UCITS ETF (Acc)	5.21%	Equity United States Health Care	2,325
UBS MSCI ACWI Universal UCITS ETF USD dis	0.29%	Equity World Social/Environmental	1,990
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.46%	Equity United States Social/Environmental Climate Change	1,744
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.37%	Equity World	682
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.38%	Equity World Social/Environmental	1
WisdomTree Global Quality Dividend Growth UCITS ETF GBP Hedged Dist	1.79%	Equity World Fundamental/Quality	3
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.43%	Equity World Social/Environmental	91
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.79%	Equity World Dividend	7,217
HSBC PLUS USA Equity Quant Active UCITS ETF USD Acc	0.51%	Equity United States Multi-Factor Strategy	74
UBS Core S&P 500 UCITS ETF hGBP dis	0.51%	Equity United States	64
iShares Core S&P 500 UCITS ETF USD (Dist)	0.51%	Equity United States	17,175
BNP Paribas Easy ESG Enhanced US UCITS ETF EUR Acc	0.37%	Equity United States Social/Environmental	247
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.41%	Equity World Social/Environmental Climate Change	472
Xtrackers Portfolio Income UCITS ETF 1D	0.07%	Equity World Multi-Asset Strategy	60
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc)	0.32%	Equity World Low Volatility/Risk Weighted	2,202
UBS S&P 500 Scored & Screened UCITS ETF hGBP dis	0.75%	Equity United States Social/Environmental	20
Amundi MSCI World Minimum Volatility Advanced UCITS ETF Acc	0.53%	Equity World Low Volatility/Risk Weighted Climate Change	191
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (Dist)	0.64%	Equity United States Buffer Alternative Investments	5
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.19%	Equity World Social/Environmental Climate Change	196
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.16%	Equity World Social/Environmental Multi-Asset Strategy	21
HSBC MSCI World UCITS ETF USD	0.37%	Equity World	12,481
UBS Core S&P 500 UCITS ETF hEUR acc	0.51%	Equity United States	264
iShares US Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.56%	Equity United States Social/Environmental Multi-Asset Strategy	8
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.42%	Equity World Social/Environmental Climate Change	1,384
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.29%	Equity World Social/Environmental	57
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.29%	Equity World Social/Environmental	1,393
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.38%	Equity World Social/Environmental	173
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.55%	Equity United States Social/Environmental Climate Change	140
Xtrackers MSCI USA UCITS ETF 1C	0.50%	Equity United States	9,143
UBS Core MSCI World UCITS ETF hEUR acc	0.36%	Equity World	388
Xtrackers MSCI World Minimum Volatility ESG UCITS ETF 1C	0.22%	Equity World Low Volatility/Risk Weighted	17
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.50%	Equity United States	266
Amundi S&P 500 Equal Weight ESG UCITS ETF EUR Hedged Acc	0.29%	Equity United States Equal Weighted	63
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.54%	Equity North America Social/Environmental	24
JPMorgan Nasdaq Hedged Equity Laddered Overlay Active UCITS ETF USD (Dist)	0.18%	Equity United States Buffer Alternative Investments	7
Xtrackers MSCI USA Climate Transition UCITS ETF 1D	0.50%	Equity United States Social/Environmental Climate Change	8
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.10%	Equity World Social/Environmental Multi-Asset Strategy	6
iShares Core MSCI World UCITS ETF USD (Acc)	0.36%	Equity World	110,236
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (acc)	0.18%	Equity United States Covered Call Alternative Investments	72
Xtrackers MSCI North America High Dividend Yield UCITS ETF 1C	2.43%	Equity North America Dividend	117
iShares Core S&P 500 UCITS ETF USD (Acc)	0.51%	Equity United States	113,765
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.16%	Equity World Social/Environmental Multi-Asset Strategy	74
iShares S&P 500 Health Care Sector UCITS ETF EUR Hedged (Dist)	5.21%	Equity United States Health Care	120
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.54%	Equity North America Social/Environmental	271
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc)	0.55%	Equity United States Social/Environmental Climate Change	48
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.51%	Equity United States	116
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.36%	Equity World	684
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc)	0.75%	Equity United States Social/Environmental	309
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.38%	Equity World Social/Environmental	50
UBS Core MSCI USA UCITS ETF USD dis	0.50%	Equity United States	1,165
UBS S&P 500 Scored & Screened UCITS ETF hEUR acc	0.75%	Equity United States Social/Environmental	967
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.40%	Equity United States Social/Environmental	5
WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc	1.79%	Equity World Fundamental/Quality	632
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.16%	Equity World Social/Environmental Multi-Asset Strategy	1
iShares MSCI USA UCITS ETF (Acc)	0.50%	Equity United States	2,890
Fidelity Global Equity Research Enhanced PAB UCITS ETF USD (Acc)	0.39%	Equity World Social/Environmental Climate Change	305
JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating	0.21%	Equity World Multi-Factor Strategy	203
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.19%	Equity World Social/Environmental Climate Change	3
UBS S&P 500 Climate Transition ESG UCITS ETF hEUR acc	0.31%	Equity United States Social/Environmental Climate Change	1
UBS Factor MSCI USA Prime Value Screened UCITS ETF hGBP dis	2.42%	Equity United States Value Climate Change	5
Amundi S&P 500 Screened UCITS ETF Acc	0.76%	Equity United States Social/Environmental	3,366
Amundi MSCI World Screened UCITS ETF Acc	0.40%	Equity World Social/Environmental	1,010
L&G S&P 100 UCITS ETF USD Acc	0.68%	Equity United States Large Cap	3
Xtrackers S&P 500 GARP UCITS ETF 1C	2.39%	Equity United States Multi-Factor Strategy	8
JPMorgan Active US Value UCITS ETF USD (acc)	1.19%	Equity United States Value	62
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.44%	Equity World Social/Environmental Climate Change	43
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.02%	Equity World Social/Environmental Climate Change	411
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.44%	Equity World Social/Environmental Climate Change	303
iShares Core MSCI World UCITS ETF USD (Dist)	0.36%	Equity World	483
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.19%	Equity United States Equal Weighted	7,885
Franklin S&P World Screened UCITS ETF Acc	0.45%	Equity United States Social/Environmental Climate Change	6
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.38%	Equity World Social/Environmental	2
WisdomTree US Quality Dividend Growth UCITS ETF USD	1.25%	Equity United States Fundamental/Quality	151
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Dist)	0.04%	Equity United States Social/Environmental Climate Change	32
UBS MSCI World UCITS ETF USD dis	0.36%	Equity World	1,344
UBS S&P 500 Climate Transition ESG UCITS ETF hGBP dis	0.31%	Equity United States Social/Environmental Climate Change	1
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.62%	Equity United States	334
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.44%	Equity World Social/Environmental Climate Change	15
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.19%	Equity United States Equal Weighted	385
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (dist)	0.18%	Equity United States Covered Call Alternative Investments	2,214
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.30%	Equity World	4,236
Xtrackers USA Biodiversity Focus SRI UCITS ETF 1C	0.80%	Equity United States Social/Environmental	10
Franklin S&P 500 Screened UCITS ETF Acc	0.60%	Equity United States Social/Environmental Climate Change	3
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.53%	Equity United States Social/Environmental	1,276
SPDR S&P 500 UCITS ETF (Dist)	0.51%	Equity United States	14,997
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.30%	Equity World	77
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.19%	Equity United States Equal Weighted	149
Vanguard FTSE Developed World UCITS ETF Distributing	0.35%	Equity World	3,537
Invesco FTSE RAFI US 1000 UCITS ETF	0.70%	Equity United States Fundamental/Quality	604
JPMorgan US Equity Premium Income Active UCITS ETF EUR Hedged (Dist)	0.42%	Equity United States Covered Call Alternative Investments	8
UBS MSCI World Mega Cap UCITS ETF USD acc	0.90%	Equity World Large Cap	3
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.29%	Equity World Social/Environmental	663
HSBC S&P 500 UCITS ETF USD	0.51%	Equity United States	7,186
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.19%	Equity United States Equal Weighted	57
HSBC USA SCREENED EQUITY UCITS ETF USD	0.09%	Equity United States Social/Environmental Climate Change	687
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.20%	Equity United States Equal Weighted	1,192
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.36%	Equity World Social/Environmental	5,112
Invesco FTSE All-World UCITS ETF Acc	0.30%	Equity World	2,264
UBS Factor MSCI USA Prime Value Screened UCITS ETF hEUR acc	2.42%	Equity United States Value Climate Change	16
Xtrackers MSCI USA Health Care UCITS ETF 1D	5.05%	Equity United States Health Care	974
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.51%	Equity United States	25,731
iShares MSCI World Screened UCITS ETF USD (Dist)	0.39%	Equity World Social/Environmental	955
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.20%	Equity United States Equal Weighted	291
UBS MSCI USA Tech 125 Universal UCITS ETF USD acc	0.31%	Equity United States Social/Environmental Innovation	32
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.32%	Equity World Social/Environmental	15
HSBC USA Screened Equity UCITS ETF USD (Dist)	0.09%	Equity United States Social/Environmental Climate Change	108
iShares MSCI World Screened UCITS ETF USD (Acc)	0.39%	Equity World Social/Environmental	4,908
Amundi Core MSCI World UCITS ETF USD Dist	0.36%	Equity World	1,367
iShares Ageing Population UCITS ETF	0.52%	Equity World Health Care Social/Environmental Ageing Population	575
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.29%	Equity World Social/Environmental	288
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.35%	Equity World Social/Environmental	179
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.39%	Equity North America Social/Environmental Climate Change	471
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.48%	Equity North America	2,485
Xtrackers S&P 500 UCITS ETF 4C	0.52%	Equity United States	944
Amundi S&P Global Health Care ESG UCITS ETF DR EUR (A)	5.09%	Equity World Health Care Social/Environmental	249
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.58%	Equity United States Social/Environmental	950
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.43%	Equity World Social/Environmental	858
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.54%	Equity United States Social/Environmental	43
iShares Edge MSCI World Minimum Volatility UCITS ETF GBP hedged (Acc)	0.32%	Equity World Low Volatility/Risk Weighted	71
VanEck World Equal Weight Screened UCITS ETF A	0.23%	Equity World Equal Weighted	1,217
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.36%	Equity World	1,595
SPDR S&P 500 EUR Hedged UCITS ETF	0.51%	Equity United States	2,311
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.31%	Equity World	28,956
iShares Dow Jones Industrial Average UCITS ETF (Acc)	4.21%	Equity United States	1,462
HSBC MSCI World UCITS ETF USD (Acc)	0.37%	Equity World	1,492
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.36%	Equity World Social/Environmental	3,889
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF CHF Hedged (acc)	0.58%	Equity United States Social/Environmental	57
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.37%	Equity World	42
VanEck Multi-Asset Balanced Allocation UCITS ETF	0.11%	Equity World Social/Environmental Multi-Asset Strategy	39
HSBC S&P 500 UCITS ETF USD (Acc)	0.51%	Equity United States	420
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.39%	Equity World Multi-Factor Strategy	625
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	1.08%	Equity United States Multi-Factor Strategy	32
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.51%	Equity United States	41,830
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.32%	Equity World	1,033
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.19%	Equity United States Equal Weighted	3,517
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.35%	Equity World Multi-Factor Strategy	894
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.36%	Equity World	4,878
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.17%	Equity World Multi-Asset Strategy	91
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Hedged Acc	0.76%	Equity United States Social/Environmental	49
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.33%	Equity United States Multi-Factor Strategy	86
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.53%	Equity United States Social/Environmental	13,685
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.52%	Equity United States	61
VanEck Multi-Asset Growth Allocation UCITS ETF	0.13%	Equity World Social/Environmental Multi-Asset Strategy	32
Amundi S&P Global Health Care ESG UCITS ETF DR EUR (D)	5.16%	Equity World Health Care Social/Environmental	127
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.46%	Equity United States Social/Environmental Climate Change	2,635
Xtrackers MSCI World UCITS ETF 1C	0.37%	Equity World	16,495
JPMorgan Active US Equity UCITS ETF USD (acc)	0.99%	Equity United States Social/Environmental	45
iShares World Equity High Income UCITS ETF USD (Acc)	0.26%	Equity World Social/Environmental	16
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	0.62%	Equity United States	1
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.19%	Equity World Social/Environmental Climate Change	926
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.37%	Equity World Social/Environmental Climate Change	33
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.55%	Equity World Social/Environmental	16
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.53%	Equity United States Social/Environmental	532
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.39%	Equity World Social/Environmental	85
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.29%	Equity World Social/Environmental	1,182
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.29%	Equity World Social/Environmental	9
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.53%	Equity United States Social/Environmental	927
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.39%	Equity North America Social/Environmental Climate Change	34
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.30%	Equity World	17
UBS S&P 500 Climate Transition ESG UCITS ETF USD acc	0.31%	Equity United States Social/Environmental Climate Change	1
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.55%	Equity United States Social/Environmental Climate Change	2
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	1.08%	Equity United States Multi-Factor Strategy	8
SPDR MSCI World Health Care UCITS ETF	3.66%	Equity World Health Care	554
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.10%	Equity World Social/Environmental Multi-Asset Strategy	37
Invesco MSCI World Equal Weight UCITS ETF Acc	0.09%	Equity World Equal Weighted	941
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc)	0.51%	Equity United States	9
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.10%	Equity World Social/Environmental Multi-Asset Strategy	16
BNP Paribas Easy ESG Enhanced US UCITS ETF USD Acc	0.37%	Equity United States Social/Environmental	30
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.50%	Equity United States	46
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Acc	0.76%	Equity United States Social/Environmental	525
SPDR S&P 500 UCITS ETF (Acc)	0.51%	Equity United States	11,570
UBS Core MSCI World UCITS ETF USD dis	0.36%	Equity World	1,351
WisdomTree Global Quality Dividend Growth UCITS ETF EUR Hedged Acc	1.79%	Equity World Fundamental/Quality	9
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.53%	Equity United States Social/Environmental	1,712
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.17%	Equity World Multi-Asset Strategy	35
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.36%	Equity World Social/Environmental	69
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.36%	Equity World Social/Environmental	488
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD	0.48%	Equity United States Social/Environmental	1,092
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	1.22%	Equity United States Multi-Factor Strategy	142
iShares World Equity Factor Rotation Active UCITS ETF USD (Acc)	0.29%	Equity World Multi-Factor Strategy	228
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.58%	Equity United States Social/Environmental	8
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.40%	Equity United States Social/Environmental	31
Xtrackers MSCI World Minimum Volatility UCITS ETF 1C	0.32%	Equity World Low Volatility/Risk Weighted	656
JPMorgan Global Equity Multi-Factor UCITS ETF USD (Dist)	0.21%	Equity World Multi-Factor Strategy	0
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.17%	Equity World Multi-Asset Strategy	14
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.42%	Equity World Social/Environmental Climate Change	314
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.32%	Equity World	65
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.55%	Equity United States Social/Environmental Climate Change	8
iShares US Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.56%	Equity United States Social/Environmental Multi-Asset Strategy	0
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.02%	Equity World Social/Environmental Climate Change	129
JPMorgan US Equity Premium Income Active UCITS ETF EUR (Dist)	0.42%	Equity United States Covered Call Alternative Investments	0
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.52%	Equity United States	47
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	1.08%	Equity United States Multi-Factor Strategy	96
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.17%	Equity World Multi-Asset Strategy	198
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 3C - CHF Hedged	0.33%	Equity United States Equal Weighted	3
Xtrackers World Green Tech Innovators UCITS ETF 1C	1.29%	Equity World Social/Environmental Innovation	13
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF EUR Hedged (Dist)	0.18%	Equity United States Covered Call Alternative Investments	1
Amundi S&P 500 Equal Weight ESG UCITS ETF Acc	0.29%	Equity United States Equal Weighted	1,997
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc)	0.44%	Equity World Social/Environmental Climate Change	260
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.32%	Equity World Social/Environmental	24
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.20%	Equity United States Equal Weighted	819
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.51%	Equity World Multi-Asset Strategy	912
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.55%	Equity United States Social/Environmental Climate Change	474
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.33%	Equity United States Multi-Factor Strategy	36
Amundi Prime Global UCITS ETF Acc	0.37%	Equity World	1,120
Fidelity Global Quality Value UCITS ETF ACC-USD	0.48%	Equity World Multi-Factor Strategy	4
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	1.07%	Equity United States Multi-Factor Strategy	25
WisdomTree US Quality Dividend Growth UCITS ETF - GBP Hedged	1.25%	Equity United States Fundamental/Quality	1
L&G Global Equity UCITS ETF	0.37%	Equity World Social/Environmental	909
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.79%	Equity World Dividend	1,704
Invesco MSCI World Universal Screened UCITS ETF Acc	0.30%	Equity World Social/Environmental	208
WisdomTree Global Quality Dividend Growth UCITS ETF USD	1.79%	Equity World Fundamental/Quality	275
UBS Core MSCI World UCITS ETF hGBP dis	0.36%	Equity World	95
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.51%	Equity World Multi-Asset Strategy	68
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc)	0.04%	Equity United States Social/Environmental Climate Change	376
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	14
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.39%	Equity World	17
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.31%	Equity World Social/Environmental	199
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.36%	Equity World	985
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.35%	Equity World Social/Environmental	124
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.50%	Equity United States	487
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.19%	Equity United States Equal Weighted	18
L&G S&P 100 Equal Weight UCITS ETF USD Acc	0.91%	Equity United States Large Cap	32
Amundi Core MSCI World UCITS ETF Acc	0.36%	Equity World	12,216
SPDR S&P U.S. Health Care Select Sector UCITS ETF USD	5.23%	Equity United States Health Care	483
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.43%	Equity World Social/Environmental	4,958
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.48%	Equity World Social/Environmental Climate Change	6
UBS Core MSCI USA UCITS ETF hGBP acc	0.50%	Equity United States	40
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.33%	Equity World Multi-Asset Strategy	702
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.37%	Equity World	367
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.51%	Equity United States	2,985
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.48%	Equity World Social/Environmental Climate Change	2
L&G US Equity UCITS ETF	0.52%	Equity United States Social/Environmental	991
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.36%	Equity World	39
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.31%	Equity World	19,171
UBS MSCI USA Universal UCITS ETF USD acc	0.50%	Equity United States Social/Environmental Climate Change	3
SPDR MSCI All Country World UCITS ETF (Acc)	0.32%	Equity World	7,873
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc)	0.64%	Equity United States Social/Environmental Climate Change	5
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist)	0.64%	Equity United States Social/Environmental Climate Change	1
Xtrackers USA Net Zero Pathway Paris Aligned UCITS ETF 1C	0.53%	Equity United States Social/Environmental Climate Change	11
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.36%	Equity World Social/Environmental	213
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.36%	Equity World Social/Environmental	973
Xtrackers S&P 500 UCITS ETF 4D	0.52%	Equity United States	1
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.36%	Equity World Social/Environmental	732
UBS Core S&P 500 UCITS ETF USD dis	0.51%	Equity United States	1,048
iShares Edge MSCI World Minimum Volatility UCITS ETF EUR Hedged (Acc)	0.32%	Equity World Low Volatility/Risk Weighted	158
WisdomTree US Quality Dividend Growth UCITS ETF - EUR Hedged Acc	1.25%	Equity United States Fundamental/Quality	42
UBS Core S&P 500 UCITS ETF hCHF acc	0.51%	Equity United States	546
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.33%	Equity World Multi-Asset Strategy	91
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.50%	Equity United States	547
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (Acc)	0.64%	Equity United States Buffer Alternative Investments	8
UBS Core MSCI World UCITS ETF USD acc	0.36%	Equity World	6,332
UBS S&P 500 Scored & Screened UCITS ETF hCHF acc	0.75%	Equity United States Social/Environmental	533
Xtrackers MSCI World Health Care UCITS ETF 1C	3.64%	Equity World Health Care	2,997
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.40%	Equity United States Social/Environmental	2,775
Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (EUR)	1.70%	Equity United States Sector Strategy Value Climate Change	8
Invesco FTSE RAFI All World 3000 UCITS ETF	0.40%	Equity World Fundamental/Quality	157
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.39%	Equity World Social/Environmental Multi-Asset Strategy	189
Invesco S&P 500 CTB Net Zero Pathway ESG UCITS ETF Acc	0.30%	Equity United States Social/Environmental Climate Change	2
Amundi MSCI USA Mega Cap UCITS ETF Acc	0.87%	Equity United States Large Cap	12
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.30%	Equity World	6
UBS MSCI USA NSL UCITS ETF USD acc	0.50%	Equity United States	2,808
JPMorgan Active US Equity UCITS ETF EUR Hedged (acc)	0.99%	Equity United States Social/Environmental	5
HSBC MSCI USA Quality UCITS ETF USD	0.96%	Equity United States Fundamental/Quality	321
Amundi Prime All Country World UCITS ETF Acc	0.34%	Equity World	1,038
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.43%	Equity World Social/Environmental	20
Xtrackers MSCI USA Minimum Volatility UCITS ETF 1D	0.41%	Equity United States Low Volatility/Risk Weighted	4
Vanguard FTSE Developed World UCITS ETF Acc	0.35%	Equity World	4,929
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.43%	Equity World Social/Environmental	1,857
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.35%	Equity World Social/Environmental	377
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.38%	Equity World Social/Environmental Climate Change	132
iShares Edge MSCI USA Quality Factor UCITS ETF	0.95%	Equity United States Fundamental/Quality	1,323
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist)	0.61%	Equity World Covered Call Alternative Investments	1,168
SPDR MSCI World UCITS ETF	0.36%	Equity World	13,906
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.48%	Equity North America	2,080
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.42%	Equity United States Covered Call Alternative Investments	274
UBS S&P 500 Scored & Screened UCITS ETF USD acc	0.75%	Equity United States Social/Environmental	1,740
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.50%	Equity United States	525
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.37%	Equity World	361
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.36%	Equity World	258
Xtrackers MSCI World Screened UCITS ETF 1D	0.39%	Equity World Social/Environmental	119
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	0
Xtrackers MSCI World Climate Transition UCITS ETF	0.36%	Equity World Social/Environmental Climate Change	22
UBS Core MSCI USA UCITS ETF USD acc	0.50%	Equity United States	2,168
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.42%	Equity World Social/Environmental Climate Change	129
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.39%	Equity World Social/Environmental Multi-Asset Strategy	2
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.53%	Equity United States Social/Environmental	7,012
HSBC MSCI World UCITS ETF CHF hedged	0.37%	Equity World	53
Goshawk Global Balanced Fund UCITS ETF Accumulating	1.00%	Equity World Growth Multi-Asset Strategy	19
Amundi Core MSCI USA UCITS ETF Dist	0.51%	Equity United States	909
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.52%	Equity United States	6
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF (Acc)	0.33%	Equity World Low Volatility/Risk Weighted	251
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.02%	Equity World Social/Environmental Climate Change	8
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.29%	Equity World Social/Environmental	105
iShares Russell 1000 Value UCITS ETF USD (Acc)	1.00%	Equity United States Value	353
L&G Global Brands UCITS ETF USD Acc	1.15%	Equity World Fundamental/Quality Moat	47
iShares Refinitiv Inclusion and Diversity UCITS ETF USD (Acc)	1.04%	Equity World Social/Environmental	39
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.44%	Equity World Social/Environmental Climate Change	1
Amundi S&P 500 Screened UCITS ETF Acc EUR Hedged	0.76%	Equity United States Social/Environmental	1,042
iShares MSCI World UCITS ETF (Dist)	0.36%	Equity World	7,362
JPMorgan Active US Value UCITS ETF EUR Hedged (acc)	1.19%	Equity United States Value	4
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.51%	Equity United States	1,264
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.51%	Equity United States	7,918
iShares Edge MSCI USA Quality Factor UCITS ETF USD (Dist)	0.95%	Equity United States Fundamental/Quality	134
Xtrackers MSCI USA UCITS ETF 1D	0.50%	Equity United States	249
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.35%	Equity World Multi-Factor Strategy	159
iShares MSCI North America UCITS ETF	0.47%	Equity North America	1,081
Franklin US Mega Cap 100 UCITS ETF Acc	0.76%	Equity United States Large Cap	89
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.51%	Equity United States	0
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Capitalisation	0.29%	Equity World Social/Environmental	407
Invesco Global Enhanced Equity UCITS ETF Acc	0.20%	Equity World Multi-Factor Strategy	365
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	0.50%	Equity United States	2
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.36%	Equity World Social/Environmental	1
Xtrackers S&P 500 Scored & Screened UCITS ETF 1C	0.75%	Equity United States Social/Environmental	94
UBS Core MSCI World UCITS ETF hGBP acc	0.36%	Equity World	38
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD (Dist)	0.08%	Equity World Social/Environmental Climate Change	50
UBS S&P 500 Scored & Screened UCITS ETF USD dis	0.75%	Equity United States Social/Environmental	515
iShares MSCI ACWI UCITS ETF USD (Acc)	0.32%	Equity World	22,393
Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (USD)	1.70%	Equity United States Sector Strategy Value Climate Change	5
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.38%	Equity World Social/Environmental	10
Invesco Dow Jones Islamic Global Developed Markets UCITS ETF Acc	0.50%	Equity World Islamic Investing	960
WisdomTree US Quality Dividend Growth UCITS ETF USD Acc	1.25%	Equity United States Fundamental/Quality	535
Invesco FTSE All-World UCITS ETF Dist	0.30%	Equity World	194
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	0.50%	Equity United States	71
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Dist	0.23%	Equity World Dividend	126
UBS Factor MSCI USA Prime Value Screened UCITS ETF USD dis	2.42%	Equity United States Value Climate Change	159
Amundi MDAX UCITS ETF Dist	4.49%	Equity Germany Mid Cap	317
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF Acc	0.76%	Equity United States Social/Environmental	126
JPMorgan Active US Equity UCITS ETF USD (dist)	0.99%	Equity United States Social/Environmental	7
Amundi Prime Global UCITS ETF Dist	0.38%	Equity World	1,124
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.20%	Equity World Multi-Factor Strategy	7
iShares U.S. Equity High Income UCITS ETF USD (Acc)	0.64%	Equity United States Social/Environmental	2
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	0.33%	Equity World Social/Environmental Multi-Asset Strategy	44
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.84%	Equity World Social/Environmental Climate Change	15
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.36%	Equity World	481
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.39%	Equity World Social/Environmental Multi-Asset Strategy	1,261
iShares S&P 500 Scored and Screened UCITS ETF USD (Acc)	0.75%	Equity United States Social/Environmental	386
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	3
UBS Core S&P 500 UCITS ETF USD acc	0.51%	Equity United States	1,347
Amundi Prime All Country World UCITS ETF Dist	0.34%	Equity World	2,939
Invesco S&P World Health Care ESG UCITS ETF Acc	2.20%	Equity World Health Care Social/Environmental	20
Xtrackers US Equity Enhanced Active UCITS ETF 1C	0.09%	Equity United States Social/Environmental	159
iShares Edge MSCI USA Minimum Volatility Advanced UCITS ETF	0.47%	Equity United States Low Volatility/Risk Weighted	101
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.50%	Equity United States	288
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.48%	Equity United States Social/Environmental	1,355
Invesco US Enhanced Equity UCITS ETF Acc	0.30%	Equity United States Multi-Factor Strategy	51
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Dist)	0.32%	Equity World Low Volatility/Risk Weighted	16
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD	0.08%	Equity World Social/Environmental Climate Change	245
Franklin US Dividend Tilt UCITS ETF (Dis)	0.58%	Equity United States Dividend	3
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.52%	Equity United States	541
iShares US Equity Enhanced Active UCITS ETF USD (Acc)	0.56%	Equity United States Social/Environmental Multi-Asset Strategy	893
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.51%	Equity United States	6
UBS MSCI USA UCITS ETF USD dis	0.50%	Equity United States	441

Performance

Returns overview

YTD	-16.95%
1 month	-21.60%
3 months	-16.66%
6 months	+10.32%
1 year	-52.44%
3 years	-48.57%
5 years	-14.00%
Since inception (MAX)	+170.76%
2025	-39.41%
2024	-2.69%
2023	-5.55%
2022	+16.68%

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).