Xcel Energy

ISIN US98389B1008

 | 

WKN 855009

 

Overview

Quote

Description

Xcel Energy, Inc. operates as a holding company engaged in the generation, purchase, transmission, distribution, and sale of electricity. It operates through the following three segments: Regulated Electric Utility, Regulated Natural Gas Utility and All Others. The Regulated Electric Utility segment generates, transmits, and distributes electricity primarily in Minnesota, Wisconsin, Michigan, North Dakota, South Dakota, Colorado, Texas, and New Mexico. In addition, this segment includes sales for resale and provides wholesale transmission service to various entities in the United States. It also includes commodity trading operations. The Regulated Natural Gas Utility segment transports, stores, and distributes natural gas primarily in portions of Minnesota, Wisconsin, North Dakota, Michigan, and Colorado. The All Others segment engages in steam, appliance repair services, nonutility real estate activities, processing solid waste into refuse-derived fuel and investments in rental housing projects that qualify for low-income housing tax credits. The company was founded in 1909 and is headquartered in Minneapolis, MN.
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Utilities Energy Utilities United States

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Financials

Key metrics

Market capitalisation, EUR 30,115.76 m
EPS, EUR 2.97
P/B ratio 1.89
P/E ratio 18.45
Dividend yield 3.51%

Income statement (2023)

Revenue, EUR 13,140.31 m
Net income, EUR 1,638.15 m
Profit margin 12.47%

What ETF is Xcel Energy in?

There are 149 ETFs which contain Xcel Energy. All of these ETFs are listed in the table below. The ETF with the largest weighting of Xcel Energy is the SPDR S&P US Utilities Select Sector UCITS ETF.
ETF Weight Investment focus Holdings TER Fund size (in m EUR) Return 1Y
UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (hedged to EUR) A-acc 0.10%
Equity
United States
Multi-Factor Strategy
1,991.00 0.28% 8 +13.56%
UBS ETF (IE) MSCI World UCITS ETF (USD) A-acc 0.06%
Equity
World
1,472.00 0.10% 40 +18.17%
UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis 0.62%
Equity
United States
Low Volatility/Risk Weighted
184.00 0.18% 40 +6.83%
Invesco EQQQ Nasdaq-100 UCITS ETF Acc 0.27%
Equity
United States
Technology
101.00 0.30% 1,872 +40.44%
iShares Core MSCI World UCITS ETF USD (Dist) 0.06%
Equity
World
1,482.00 0.20% 220 -
Xtrackers S&P 500 Equal Weight UCITS ETF 1C 0.19%
Equity
United States
Equal Weighted
503.00 0.20% 4,796 +5.95%
Xtrackers MSCI World Utilities UCITS ETF 1C 2.17%
Equity
World
Utilities
79.00 0.25% 136 -4.77%
Invesco FTSE RAFI All World 3000 UCITS ETF 0.07%
Equity
World
Fundamental/Quality
1,207.00 0.39% 53 +9.45%
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist 0.06%
Equity
World
797.00 0.20% 0 -
Lyxor Core US Equity (DR) UCITS ETF - Dist 0.09%
Equity
United States
619.00 0.04% 23 +22.60%
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis 0.08%
Equity
United States
610.00 0.14% 20 +23.43%
SPDR S&P 500 UCITS ETF USD Unhedged (Acc) 0.09%
Equity
United States
506.00 0.03% 2,558 -
UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (hedged to EUR) A-acc 0.62%
Equity
United States
Low Volatility/Risk Weighted
184.00 0.21% 6 +5.28%
HSBC MSCI USA UCITS ETF USD 0.10%
Equity
United States
620.00 0.30% 43 +21.98%
UBS ETF (IE) MSCI World UCITS ETF (USD) A-dis 0.06%
Equity
World
1,472.00 0.10% 168 +18.47%
Invesco Nasdaq-100 UCITS ETF CHF Hedged 0.27%
Equity
United States
Technology
101.00 0.35% 214 +42.49%
Xtrackers MSCI USA Minimum Volatility UCITS ETF 1D 0.86%
Equity
United States
Low Volatility/Risk Weighted
165.00 0.20% 4 +11.58%
UBS ETF (LU) MSCI World UCITS ETF (USD) A-dis 0.05%
Equity
World
1,429.00 0.30% 1,111 +18.11%
iShares Edge MSCI World Minimum Volatility UCITS ETF CHF Hedged (Acc) 0.71%
Equity
World
Low Volatility/Risk Weighted
262.00 0.35% 38 +11.80%
Vanguard FTSE Developed World UCITS ETF Acc 0.05%
Equity
World
2,120.00 0.12% 1,838 +18.47%
iShares S&P 500 Utilities Sector UCITS ETF USD (Acc) 3.63%
Equity
United States
Utilities
31.00 0.15% 223 -8.40%
Amundi Index Equity Global Multi Smart Allocation Scientific Beta UCITS ETF DR USD 0.16%
Equity
World
Multi-Factor Strategy
1,108.00 0.40% 3 +8.13%
Xtrackers S&P 500 Equal Weight UCITS ETF 2D 0.19%
Equity
United States
Equal Weighted
503.00 0.20% 54 -
SPDR MSCI ACWI IMI UCITS ETF 0.08%
Equity
World
3,017.00 0.17% 1,077 +14.91%
JPMorgan Global Equity Premium Income UCITS ETF USD (dist) 0.51%
Equity
World
Value
Alternative Investments
258.00 0.35% 24 -
UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-dis 0.17%
Equity
United States
Value
441.00 0.20% 647 +7.80%
SPDR S&P 500 UCITS ETF 0.09%
Equity
United States
506.00 0.03% 6,501 +22.02%
SPDR MSCI World UCITS ETF 0.05%
Equity
World
1,453.00 0.12% 4,596 +18.17%
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc) 0.19%
Equity
United States
Equal Weighted
504.00 0.22% 535 +10.42%
Goldman Sachs ActiveBeta US Large Cap Equity UCITS ETF CLASS USD (Acc.) 0.12%
Equity
United States
Multi-Factor Strategy
442.00 0.14% 52 +21.14%
Deka MSCI World UCITS ETF Distribution 0.06%
Equity
World
1,473.00 0.31% 2,251 +18.21%
iShares S&P 500 CHF Hedged UCITS ETF (Acc) 0.08%
Equity
United States
504.00 0.20% 506 +22.60%
Vanguard FTSE Developed World UCITS ETF Distributing 0.05%
Equity
World
2,120.00 0.12% 2,366 +18.11%
iShares Global Infrastructure UCITS ETF 1.36%
Equity
World
Infrastructure
251.00 0.65% 1,379 -1.85%
Invesco FTSE RAFI US 1000 UCITS ETF 0.12%
Equity
United States
Fundamental/Quality
1,003.00 0.39% 436 +11.69%
Invesco Nasdaq-100 UCITS ETF EUR Hedged 0.27%
Equity
United States
Technology
101.00 0.35% 208 +38.85%
Vanguard FTSE North America UCITS ETF (USD) Accumulating 0.08%
Equity
North America
623.00 0.10% 951 +21.73%
Deka Nasdaq-100® UCITS ETF 0.27%
Equity
United States
Technology
101.00 0.25% 32 -
Xtrackers MSCI World Minimum Volatility UCITS ETF 1C 0.70%
Equity
World
Low Volatility/Risk Weighted
264.00 0.25% 388 +8.06%
HSBC S&P 500 UCITS ETF USD 0.08%
Equity
United States
502.00 0.09% 5,403 +22.44%
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged 0.19%
Equity
United States
Equal Weighted
503.00 0.30% 249 +4.53%
SPDR MSCI ACWI UCITS ETF USD Hedged (Acc) 0.04%
Equity
World
2,387.00 0.45% 48 +17.59%
UBS ETF (IE) MSCI USA hedged EUR UCITS ETF (EUR) A-acc 0.08%
Equity
United States
610.00 0.10% 322 +20.92%
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged 0.06%
Equity
World
1,484.00 0.17% 19 -
JPMorgan Global Equity Premium Income UCITS ETF USD (acc) 0.51%
Equity
World
Value
Alternative Investments
258.00 0.35% 11 -
SPDR MSCI World UCITS ETF GBP Hedged (Dist) 0.05%
Equity
World
1,453.00 0.17% 32 -
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc 0.06%
Equity
World
797.00 0.20% 1 -
Xtrackers MSCI World UCITS ETF 1D 0.06%
Equity
World
1,484.00 0.12% 2,388 +18.28%
Invesco FTSE All-World UCITS ETF Acc 0.06%
Equity
World
797.00 0.15% 88 -
Xtrackers S&P 500 UCITS ETF 1C EUR hedged 0.08%
Equity
United States
502.00 0.20% 519 +20.57%
CSIF (IE) MSCI USA Blue UCITS ETF B USD 0.11%
Equity
United States
623.00 0.09% 2,657 +22.24%
Vanguard S&P 500 UCITS ETF (USD) Accumulating 0.09%
Equity
United States
501.00 0.07% 8,814 +22.48%
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-acc 0.08%
Equity
United States
610.00 0.07% 888 +22.90%
Xtrackers S&P 500 Equal Weight UCITS ETF 1D GBP Hedged 0.19%
Equity
United States
Equal Weighted
503.00 0.30% 70 +9.89%
Xtrackers S&P 500 UCITS ETF 1D EUR Hedged 0.08%
Equity
United States
502.00 0.20% 33 +20.49%
Invesco S&P 500 Equal Weight UCITS ETF Dist 0.19%
Equity
United States
Equal Weighted
503.00 0.20% 67 +5.79%
HSBC MSCI World UCITS ETF CHF hedged 0.06%
Equity
World
1,413.00 0.18% 15 -
HSBC MSCI World UCITS ETF EUR Hedged (Acc) 0.06%
Equity
World
1,413.00 0.18% 217 +18.44%
UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (USD) A-acc 0.10%
Equity
United States
Multi-Factor Strategy
1,991.00 0.25% 105 +14.62%
Amundi MSCI World UCITS ETF USD Dist (D) 0.06%
Equity
World
1,384.00 0.12% 820 +18.10%
iShares MSCI World CHF Hedged UCITS ETF (Acc) 0.05%
Equity
World
1,482.00 0.55% 961 +19.72%
SPDR S&P 500 Low Volatility UCITS ETF 0.95%
Equity
United States
Low Volatility/Risk Weighted
100.00 0.35% 129 +1.08%
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing 0.13%
Equity
World
Dividend
1,852.00 0.29% 3,862 +6.75%
iShares Russell 1000 Value UCITS ETF USD (Acc) 0.16%
Equity
United States
Value
839.00 0.18% 10 -
Vanguard FTSE North America UCITS ETF Distributing 0.08%
Equity
North America
623.00 0.10% 2,021 +21.75%
UBS ETF (IE) S&P 500 UCITS ETF (hedged to GBP) A-dis 0.09%
Equity
United States
504.00 0.12% 39 +26.22%
Xtrackers S&P 500 UCITS ETF 4C 0.08%
Equity
United States
502.00 0.06% 81 +22.02%
iShares Core S&P 500 UCITS ETF USD (Dist) 0.08%
Equity
United States
503.00 0.07% 14,752 +22.44%
iShares Edge MSCI World Minimum Volatility UCITS ETF GBP hedged (Acc) 0.71%
Equity
World
Low Volatility/Risk Weighted
262.00 0.35% 79 +15.03%
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc) 0.71%
Equity
World
Low Volatility/Risk Weighted
262.00 0.30% 2,467 +8.32%
Invesco S&P 500 Equal Weight UCITS ETF Acc 0.19%
Equity
United States
Equal Weighted
503.00 0.20% 112 +5.91%
iShares MSCI World UCITS ETF (Dist) 0.06%
Equity
World
1,481.00 0.50% 6,280 +18.24%
iShares Core MSCI World UCITS ETF EUR Hedged (Dist) 0.06%
Equity
World
1,482.00 0.30% 989 +18.43%
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist 0.35%
Equity
United States
Multi-Factor Strategy
375.00 0.65% 39 +9.55%
iShares S&P 500 GBP Hedged UCITS ETF (Acc) 0.08%
Equity
United States
504.00 0.20% 785 +26.80%
SPDR S&P 500 EUR Hedged UCITS ETF 0.09%
Equity
United States
506.00 0.05% 551 +20.49%
iShares S&P 500 EUR Hedged UCITS ETF (Acc) 0.08%
Equity
United States
505.00 0.20% 5,714 +20.79%
Vanguard FTSE All-World UCITS ETF (USD) Accumulating 0.05%
Equity
World
3,644.00 0.22% 9,247 +16.21%
UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (USD) A-dis 0.10%
Equity
United States
Multi-Factor Strategy
1,991.00 0.25% 28 +14.47%
Deka MSCI USA Large Cap UCITS ETF 0.09%
Equity
United States
Large Cap
273.00 0.30% 89 +24.75%
HSBC MSCI World UCITS ETF USD (Acc) 0.06%
Equity
World
1,413.00 0.15% 83 +18.49%
iShares Global Infrastructure UCITS ETF USD (Acc) 1.36%
Equity
World
Infrastructure
251.00 0.65% 2 -
Xtrackers MSCI USA UCITS ETF 1D 0.08%
Equity
United States
609.00 0.07% 116 +22.30%
Xtrackers Nasdaq 100 UCITS ETF 1C 0.27%
Equity
United States
Technology
101.00 0.20% 536 +40.48%
HSBC MSCI World UCITS ETF USD 0.06%
Equity
World
1,413.00 0.15% 8,024 +18.40%
UBS ETF (IE) S&P 500 UCITS ETF (hedged to EUR) A-acc 0.09%
Equity
United States
504.00 0.12% 24 +21.08%
iShares MSCI North America UCITS ETF 0.07%
Equity
North America
697.00 0.40% 1,018 +21.63%
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged 0.06%
Equity
World
1,484.00 0.17% 6 -
L&G Global Equity UCITS ETF 0.09%
Equity
World
Social/Environmental
1,243.00 0.10% 79 +19.36%
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc 0.13%
Equity
World
Dividend
1,852.00 0.29% 562 +7.07%
JPMorgan BetaBuilders US Equity UCITS ETF (Dist) 0.08%
Equity
United States
571.00 0.05% 1 +22.95%
Amundi Prime Global UCITS ETF DR (C) 0.06%
Equity
World
1,473.00 0.05% 268 +18.56%
iShares MSCI ACWI UCITS ETF (Acc) 0.05%
Equity
World
2,497.00 0.20% 10,577 +16.57%
HSBC S&P 500 UCITS ETF USD (Acc) 0.08%
Equity
United States
502.00 0.09% 61 +22.37%
Xtrackers MSCI USA UCITS ETF 1C 0.08%
Equity
United States
609.00 0.07% 6,672 +22.30%
UBS ETF (IE) MSCI USA hedged EUR UCITS ETF (EUR) A-dis 0.08%
Equity
United States
610.00 0.10% 115 +21.03%
UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (hedged to CHF) A-acc 0.10%
Equity
United States
Multi-Factor Strategy
1,991.00 0.28% 24 +15.55%
Vanguard S&P 500 UCITS ETF 0.09%
Equity
United States
501.00 0.07% 36,576 +22.03%
SPDR MSCI ACWI UCITS ETF EUR Hedged (Acc) 0.04%
Equity
World
2,387.00 0.45% 389 +15.94%
iShares S&P 500 Equal Weight UCITS ETF USD (Acc) 0.19%
Equity
United States
Equal Weighted
504.00 0.20% 1,111 +6.37%
iShares Core MSCI World UCITS ETF GBP Hedged (Dist) 0.06%
Equity
World
1,482.00 0.30% 932 +24.33%
UBS ETF (IE) MSCI USA hedged CHF UCITS ETF (CHF) A-acc 0.08%
Equity
United States
610.00 0.10% 200 +22.91%
iShares MSCI World EUR Hedged UCITS ETF (Acc) 0.06%
Equity
World
1,483.00 0.55% 3,431 +17.97%
Invesco Nasdaq-100 UCITS ETF GBP Hedged 0.27%
Equity
United States
Technology
101.00 0.35% 239 +45.86%
Deka MSCI USA UCITS ETF 0.08%
Equity
United States
603.00 0.30% 289 +22.11%
Amundi Index Equity Global Multi Smart Allocation Scientific Beta UCITS ETF DR EUR (C) 0.16%
Equity
World
Multi-Factor Strategy
1,108.00 0.40% 34 +8.17%
Invesco FTSE All-World UCITS ETF Dist 0.06%
Equity
World
797.00 0.15% 15 -
JPMorgan BetaBuilders US Equity UCITS ETF (Acc) 0.08%
Equity
United States
571.00 0.05% 17 +22.95%
Invesco EQQQ Nasdaq-100 UCITS ETF 0.27%
Equity
United States
Technology
101.00 0.30% 5,978 +40.87%
iShares Nasdaq 100 UCITS ETF (Acc) 0.27%
Equity
United States
Technology
101.00 0.33% 11,530 +40.65%
Invesco NASDAQ-100 Equal Weight UCITS ETF Acc 0.99%
Equity
Technology
Equal Weighted
101.00 0.20% - -
Amundi Prime Global UCITS ETF DR (D) 0.06%
Equity
World
1,473.00 0.05% 653 +18.42%
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc 0.35%
Equity
United States
Multi-Factor Strategy
375.00 0.65% 46 +9.70%
Xtrackers S&P 500 UCITS ETF 3C CHF hedged 0.08%
Equity
United States
502.00 0.20% 12 +23.24%
UBS ETF (IE) MSCI USA UCITS ETF (hedged to GBP) A-acc 0.08%
Equity
United States
610.00 0.10% 54 +26.90%
Invesco S&P 500 Low Volatility UCITS ETF Acc 0.95%
Equity
United States
Low Volatility/Risk Weighted
100.00 0.25% 14 +1.09%
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged 0.06%
Equity
World
1,484.00 0.17% 133 +24.27%
iShares Core MSCI World UCITS ETF USD (Acc) 0.06%
Equity
World
1,482.00 0.20% 63,601 +18.41%
Xtrackers MSCI World UCITS ETF 1C 0.06%
Equity
World
1,484.00 0.19% 10,233 +18.18%
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist) 0.08%
Equity
United States
504.00 0.10% 2,410 +27.01%
SPDR S&P US Utilities Select Sector UCITS ETF 3.65%
Equity
United States
Utilities
30.00 0.15% 29 -9.04%
Xtrackers MSCI North America High Dividend Yield UCITS ETF 1C 0.33%
Equity
North America
Dividend
176.00 0.39% 126 +5.28%
iShares MSCI World GBP Hedged UCITS ETF (Acc) 0.06%
Equity
World
1,479.00 0.55% 302 +23.85%
iShares Core S&P 500 UCITS ETF (Acc) 0.08%
Equity
United States
504.00 0.07% 70,368 +22.47%
iShares Dow Jones US Select Dividend UCITS ETF (DE) 0.98%
Equity
United States
Dividend
99.00 0.31% 328 -5.31%
L&G US Equity UCITS ETF 0.08%
Equity
United States
Social/Environmental
474.00 0.05% 623 +23.71%
SPDR MSCI World UCITS ETF EUR Hedged (Acc) 0.05%
Equity
World
1,453.00 0.17% 133 -
Amundi Prime USA UCITS ETF DR (D) 0.08%
Equity
United States
475.00 0.05% 66 +22.91%
Amundi Prime USA UCITS ETF DR (C) 0.08%
Equity
United States
475.00 0.05% 37 +22.90%
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-dis 0.08%
Equity
United States
610.00 0.07% 954 +22.65%
Vanguard FTSE All-World UCITS ETF Distributing 0.05%
Equity
World
3,644.00 0.22% 12,283 +16.23%
First Trust Value Line® Dividend Index UCITS ETF Acc 0.61%
Equity
United States
Dividend
162.00 0.70% 14 +0.41%
Amundi US Tech 100 Equal Weight UCITS ETF DR USD D 0.99%
Equity
United States
Technology
Equal Weighted
98.00 0.07% 641 +21.95%
SPDR MSCI ACWI UCITS ETF 0.04%
Equity
World
2,387.00 0.40% 2,568 +16.06%
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged 0.08%
Equity
United States
609.00 0.12% 76 +23.70%
iShares MSCI USA UCITS ETF (Acc) 0.08%
Equity
United States
610.00 0.07% 1,127 +22.78%
iShares Nasdaq 100 UCITS ETF EUR Hedged Acc 0.27%
Equity
United States
Technology
101.00 0.36% 807 +39.16%
iShares Nasdaq 100 UCITS ETF (DE) 0.27%
Equity
United States
Technology
101.00 0.31% 3,708 +40.46%
Amundi MSCI World V UCITS ETF Acc 0.06%
Equity
World
1,470.00 0.12% 4,026 +18.15%
JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating 0.28%
Equity
World
Multi-Factor Strategy
509.00 0.20% 150 +8.85%
SPDR MSCI World Utilities UCITS ETF 2.16%
Equity
World
Utilities
79.00 0.30% 18 -4.43%
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Dist) 0.71%
Equity
World
Low Volatility/Risk Weighted
262.00 0.30% 12 +8.41%
iShares Edge MSCI World Minimum Volatility UCITS ETF EUR Hedged (Acc) 0.71%
Equity
World
Low Volatility/Risk Weighted
262.00 0.35% 103 +9.59%
UBS ETF (IE) S&P 500 UCITS ETF (USD) A-dis 0.09%
Equity
United States
504.00 0.09% 518 +22.39%
UBS ETF (IE) S&P 500 UCITS ETF (hedged to CHF) A-acc 0.09%
Equity
United States
504.00 0.12% 51 +23.10%
Xtrackers S&P 500 UCITS ETF 2C GBP hedged 0.08%
Equity
United States
502.00 0.09% 389 +26.62%
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged 0.08%
Equity
United States
609.00 0.12% 469 +20.95%
UBS ETF (LU) MSCI USA UCITS ETF (USD) A-dis 0.08%
Equity
United States
609.00 0.14% 416 +22.40%
HSBC S&P 500 UCITS ETF CHF Hedged (Acc) 0.08%
Equity
United States
502.00 0.12% 0 -

Performance

Returns overview

YTD -2.92%
1 month +0.11%
3 months -2.33%
6 months +2.38%
1 year -17.34%
3 years +5.27%
5 years -
Since inception (MAX) -4.17%
2023 -18.05%
2022 +16.83%
2021 -
2020 -

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).
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Risk overview

Volatility 1 year 19.99%
Volatility 3 years 20.19%
Volatility 5 years -
Return per risk 1 year -0.87
Return per risk 3 years 0.09
Return per risk 5 years -
Maximum drawdown 1 year -22.68%
Maximum drawdown 3 years -33.39%
Maximum drawdown 5 years -
Maximum drawdown since inception -33.39%

Rolling 1 year volatility

— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH.

Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.