Valterra Platinum Ltd.

ISIN ZAE000013181

WKN 856547

Market cap (in EUR)

21,183 m

Country

South Africa

Sector

Non-Energy Materials

Dividend yield

1.67%

Overview

Quote

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Description

Valterra Platinum Ltd. engages in the integrated producers of platinum group metals. Its provides a complete resource-to-market service, supplying network of global customers with a range of mined, recycled and traded products. The firm specializes in mined, recycled, and traded metal which include palladium, platinum, rhodium, ruthenium, iridium, and osmium. The company was founded on July 13, 1946 and is headquartered in Johannesburg, South Africa.

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Non-Energy Materials Mining and Mineral Products Metal Ore Mining South Africa

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Financials

Key metrics

Market capitalisation, EUR	21,183 m
EPS, EUR	-
P/B ratio	3.6
P/E ratio	10.8
Dividend yield	1.67%

Cuenta de resultados (2025)

Revenue, EUR	5,773 m
Net income, EUR	765 m
Profit margin	13.26%

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Capital at risk

¿Qué ETF contiene Valterra Platinum Ltd.?

Hay 167 ETF que contienen Valterra Platinum Ltd.. Todos estos ETF están listados en la siguiente tabla. El ETF con la mayor ponderación de Valterra Platinum Ltd. es el iShares MSCI South Africa UCITS ETF.

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares FTSE All-World UCITS ETF USD (Acc)	0.02%	Acciones Mundial	34
UBS MSCI ACWI SF UCITS ETF hUSD acc	0.02%	Acciones Mundial	2.125
iShares MSCI EM UCITS ETF (Dist)	0.18%	Acciones Mercados emergentes	8.758
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.00%	Acciones Mundial Social/Medioambiental Estrategia multiactivos	47
iShares MSCI EM Swap UCITS ETF USD (Acc)	0.18%	Acciones Mercados emergentes	222
Amundi MSCI Emerging Markets Swap II UCITS ETF EUR Acc	0.18%	Acciones Mercados emergentes	893
iShares MSCI EM SRI UCITS ETF USD (Dist)	1.16%	Acciones Mercados emergentes Social/Medioambiental	470
Invesco RAFI All-World Fundamental Value UCITS ETF	0.07%	Acciones Mundial Valor	282
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.01%	Acciones Mundial Social/Medioambiental	5
HSBC MSCI Emerging Markets UCITS ETF USD	0.17%	Acciones Mercados emergentes	3.645
iShares MSCI All Country World Swap UCITS ETF USD (Acc)	0.02%	Acciones Mundial	70
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Acciones Mundial Social/Medioambiental Estrategia multiactivos	29
iShares Core MSCI Emerging Markets IMI UCITS ETF	0.15%	Acciones Mercados emergentes	1.557
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.01%	Acciones Mundial	32
iShares MSCI EM UCITS ETF (Acc)	0.17%	Acciones Mercados emergentes	8.888
BNP Paribas Easy MSCI Emerging ex China UCITS ETF Acc	0.22%	Acciones Mercados emergentes	64
Xtrackers MSCI Emerging Markets UCITS ETF 1C	0.15%	Acciones Mercados emergentes	12.095
Amundi Prime All Country World UCITS ETF Acc	0.02%	Acciones Mundial	2.950
Amundi FTSE All World GDP-Weighted UCITS ETF Acc	0.02%	Acciones Mundial	24
UBS MSCI EM ex China Socially Responsible UCITS ETF USD acc	0.97%	Acciones Mercados emergentes Social/Medioambiental Cambio climático	16
UBS MSCI ACWI SF UCITS ETF USD Ukdis	0.02%	Acciones Mundial	282
BNP Paribas Easy MSCI Emerging ex China UCITS ETF EUR Acc	0.22%	Acciones Mercados emergentes	1
iShares MSCI South Africa UCITS ETF	5.43%	Acciones Sudáfrica	210
iShares MSCI All Country World UCITS ETF USD (Dist)	0.02%	Acciones Mundial	31
UBS ETF (LU) MSCI Emerging Markets UCITS ETF (USD) A-UKdis	0.16%	Acciones Mercados emergentes	101
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.01%	Acciones Mundial	7.481
JPMorgan Strategic Allocation Moderate Active UCITS ETF EUR (acc)	0.01%	Acciones Mundial Social/Medioambiental Estrategia multiactivos	7
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.02%	Acciones Mundial Social/Medioambiental	85
Xtrackers MSCI Emerging Markets ex China UCITS ETF 1C	0.20%	Acciones Mercados emergentes	147
iShares Dow Jones Global Leaders Screened UCITS ETF USD (Acc)	0.09%	Acciones Mundial Social/Medioambiental	1.928
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.02%	Acciones Mundial Social/Medioambiental	549
Franklin FTSE Emerging ex China UCITS ETF USD Capitalisation	0.24%	Acciones Mercados emergentes	6
Vanguard FTSE All-World Ex-U.S. UCITS ETF USD Acc	0.04%	Acciones Mundial	62
HSBC Emerging Market Screened Equity UCITS ETF USD	0.09%	Acciones Mercados emergentes Social/Medioambiental Cambio climático	165
iShares MSCI EM IMI Screened UCITS ETF USD (Dist)	0.16%	Acciones Mercados emergentes Social/Medioambiental	1.215
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.01%	Acciones Mundial	221
UBS MSCI ACWI SF UCITS ETF USD Hedged Ukdis	0.02%	Acciones Mundial	49
Vanguard FTSE Global All-Cap UCITS ETF USD Dist	0.02%	Acciones Mundial	39
HSBC MSCI Emerging Markets Islamic Screened Capped UCITS ETF USD (Acc)	0.87%	Acciones Mercados emergentes Social/Medioambiental Inversión islámica	160
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.02%	Acciones Mundial	768
JPMorgan All Country Research Enhanced Index Equity Paris Aligned Active UCITS ETF EUR (acc)	0.03%	Acciones Mundial Social/Medioambiental Cambio climático	1
WisdomTree Strategic Metals and Rare Earths Miners UCITS ETF USD Unhedged Acc	0.54%	Acciones Mundial Materiales básicos Social/Medioambiental	768
Invesco MSCI ACWI Islamic M-Series UCITS ETF Acc	0.05%	Acciones Mundial Inversión islámica	106
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.03%	Acciones Mundial Social/Medioambiental	594
UBS MSCI ACWI SF UCITS ETF hEUR acc	0.02%	Acciones Mundial	1.649
JPMorgan All Country Research Enhanced Index Equity Paris Aligned Active UCITS ETF EUR (dist)	0.03%	Acciones Mundial Social/Medioambiental Cambio climático	0
Amundi MSCI Emerging Ex China ESG Selection UCITS ETF Acc	0.40%	Acciones Mercados emergentes Social/Medioambiental	901
UBS Core MSCI EM UCITS ETF USD dis	0.16%	Acciones Mercados emergentes	2.764
Amundi MSCI All Country World UCITS ETF EUR Acc	0.02%	Acciones Mundial	2.382
Xtrackers FTSE All-World ex US UCITS ETF 1C	0.04%	Acciones Mundial	46
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.02%	Acciones Mundial	95
Franklin FTSE Emerging Markets UCITS ETF Dist	0.18%	Acciones Mercados emergentes	3
Vanguard FTSE All-World Ex-U.S. UCITS ETF USD Dist	0.04%	Acciones Mundial	8
State Street SPDR MSCI Emerging Markets UCITS ETF USD	0.16%	Acciones Mercados emergentes	1.928
UBS MSCI ACWI SF UCITS ETF CHF Hedged Ukdis	0.02%	Acciones Mundial	87
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.01%	Acciones Mundial	63
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.02%	Acciones Mundial Social/Medioambiental	6.124
Fidelity Emerging Markets Equity Research Enhanced UCITS ETF ACC-USD	0.04%	Acciones Mercados emergentes Social/Medioambiental	2.838
JPMorgan Global Emerging Markets Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.09%	Acciones Mercados emergentes Social/Medioambiental	2.164
iShares MSCI All Country World SRI UCITS ETF USD (Acc)	0.08%	Acciones Mundial Social/Medioambiental	98
Invesco FTSE All-World UCITS ETF	0.01%	Acciones Mundial	3.963
JPMorgan All Country Research Enhanced Index Equity Paris Aligned Active UCITS ETF USD (acc)	0.03%	Acciones Mundial Social/Medioambiental Cambio climático	2
Robeco 3D EM Equity UCITS ETF USD Dis	0.20%	Acciones Mercados emergentes Social/Medioambiental	29
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Acciones Mundial Social/Medioambiental Estrategia multiactivos	1
iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc)	0.15%	Acciones Mercados emergentes	38.331
BNP Paribas Easy MSCI Emerging UCITS ETF Acc	0.18%	Acciones Mercados emergentes	63
UBS MSCI ACWI SF UCITS ETF USD acc	0.02%	Acciones Mundial	3.812
UBS MSCI ACWI Universal UCITS ETF USD dis	0.03%	Acciones Mundial Social/Medioambiental	2.181
State Street Emerging Markets Systematic Equity Tilted Enhanced Fund UCITS ETF	0.07%	Acciones Mercados emergentes Social/Medioambiental Cambio climático	1
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.02%	Acciones Mundial Social/Medioambiental	18
Amundi Core MSCI Emerging Markets UCITS ETF Acc	0.15%	Acciones Mercados emergentes	4.166
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.01%	Acciones Mundial Social/Medioambiental	86
Xtrackers Emerging Markets Net Zero Pathway Paris Aligned UCITS ETF	0.19%	Acciones Mercados emergentes Social/Medioambiental Cambio climático	15
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.03%	Acciones Mundial Social/Medioambiental	255
iShares MSCI All Country World Screened UCITS ETF USD (Acc)	0.02%	Acciones Mundial Social/Medioambiental	2.869
iShares MSCI EM IMI Screened UCITS ETF USD (Acc)	0.16%	Acciones Mercados emergentes Social/Medioambiental	5.566
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.04%	Acciones Mundial Dividendo	9.879
iShares Emerging Markets Equity Enhanced Active UCITS ETF (Dist)	0.15%	Acciones Mercados emergentes Social/Medioambiental	147
iShares MSCI EM CTB Enhanced ESG UCITS ETF USD (Dist)	0.05%	Acciones Mercados emergentes Social/Medioambiental	1.036
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.03%	Acciones Mundial Social/Medioambiental	121
Amundi MSCI Emerging Markets Swap UCITS ETF USD Acc	0.18%	Acciones Mercados emergentes	1.424
Amundi MSCI Emerging Markets Swap II UCITS ETF USD Acc	0.18%	Acciones Mercados emergentes	44
iShares MSCI EM CTB Enhanced ESG UCITS ETF USD (Acc)	0.05%	Acciones Mercados emergentes Social/Medioambiental	7.693
UBS MSCI EM Socially Responsible UCITS ETF USD acc	0.70%	Acciones Mercados emergentes Social/Medioambiental Cambio climático	731
Invesco Emerging Markets Enhanced Equity UCITS ETF Acc	0.14%	Acciones Mercados emergentes Estrategia Multi-Factor	145
Amundi Core MSCI Emerging Markets UCITS ETF EUR Dist	0.15%	Acciones Mercados emergentes	1.104
WisdomTree Emerging Markets ex-State-Owned Enterprises UCITS ETF	0.31%	Acciones Mercados emergentes Social/Medioambiental	20
Invesco MSCI Emerging Markets Universal Screened UCITS ETF Acc	0.30%	Acciones Mercados emergentes Social/Medioambiental	152
iShares MSCI EM SRI UCITS ETF	1.16%	Acciones Mercados emergentes Social/Medioambiental	2.831
Franklin FTSE Emerging Markets UCITS ETF (Acc)	0.18%	Acciones Mercados emergentes	9
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.02%	Acciones Mundial Social/Medioambiental	60
State Street Emerging Markets Screened Enhanced Equity Fund UCITS ETF	0.12%	Acciones Mercados emergentes Social/Medioambiental	120
Vanguard ESG Emerging Markets All Cap UCITS ETF (USD) Distributing	0.21%	Acciones Mercados emergentes Social/Medioambiental	20
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Acciones Mundial Social/Medioambiental Estrategia multiactivos	31
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.02%	Acciones Mundial	50.961
UBS MSCI ACWI SF UCITS ETF GBP Hedged Ukdis	0.02%	Acciones Mundial	518
Amundi MSCI Emerging Markets ESG Selection UCITS ETF Acc	0.28%	Acciones Mercados emergentes Social/Medioambiental	958
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.02%	Acciones Mundial Estrategia Multi-Factor	232
BNP Paribas Easy MSCI ACWI UCITS ETF EUR (Acc)	0.02%	Acciones Mundial	67
Vanguard FTSE Global All-Cap UCITS ETF USD Acc	0.02%	Acciones Mundial	1.472
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.04%	Acciones Mundial Dividendo	2.990
Vanguard FTSE Emerging Markets UCITS ETF (USD) Distributing	0.18%	Acciones Mercados emergentes	3.125
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.03%	Acciones Mundial Social/Medioambiental	67
iShares MSCI Emerging Markets Islamic UCITS ETF	0.52%	Acciones Mercados emergentes Inversión islámica	715
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.02%	Acciones Mundial Social/Medioambiental	1
JPMorgan Global Emerging Markets Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.09%	Acciones Mercados emergentes Social/Medioambiental	99
JPMorgan Global Emerging Markets Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.09%	Acciones Mercados emergentes Social/Medioambiental	34
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.03%	Acciones Mundial Social/Medioambiental	1.305
iShares Essential Metals Producers UCITS ETF USD (Acc)	3.98%	Acciones Mundial Materiales básicos Energía limpia	750
Xtrackers MSCI Emerging Markets UCITS ETF 1D	0.15%	Acciones Mercados emergentes	759
iShares FTSE All-World UCITS ETF USD (Dist)	0.02%	Acciones Mundial	1
iShares MSCI All Country World UCITS ETF USD (Acc)	0.02%	Acciones Mundial	31.539
BNP Paribas Easy MSCI Emerging UCITS ETF EUR Acc	0.18%	Acciones Mercados emergentes	4
iShares Emerging Markets Equity Enhanced Active UCITS ETF USD (Acc)	0.15%	Acciones Mercados emergentes Social/Medioambiental	1.326
HSBC Emerging Market Screened Equity UCITS ETF USD (Dist)	0.09%	Acciones Mercados emergentes Social/Medioambiental Cambio climático	77
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.01%	Acciones Mundial Social/Medioambiental	202
Xtrackers MSCI Emerging Markets Swap UCITS ETF 1C	0.18%	Acciones Mercados emergentes	866
HSBC MSCI Emerging Markets UCITS ETF USD (Acc)	0.17%	Acciones Mercados emergentes	1.540
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.02%	Acciones Mundial	1.745
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.01%	Acciones Mundial Social/Medioambiental	28
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.00%	Acciones Mundial Social/Medioambiental Estrategia multiactivos	16
UBS Core MSCI EM UCITS ETF USD acc	0.16%	Acciones Mercados emergentes	7.895
Amundi Prime Emerging Markets UCITS ETF DR (C)	0.14%	Acciones Mercados emergentes	886
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.02%	Acciones Mundial Estrategia Multi-Factor	1.425
Vanguard FTSE Emerging Markets UCITS ETF (USD) Accumulating	0.18%	Acciones Mercados emergentes	2.040
Xtrackers FTSE All-World UCITS ETF 1C	0.02%	Acciones Mundial	133
Invesco FTSE All-World UCITS ETF	0.01%	Acciones Mundial	279
BNP Paribas Easy MSCI Emerging Min TE UCITS ETF	0.19%	Acciones Mercados emergentes Social/Medioambiental	1.734
iShares MSCI All Country World SRI UCITS ETF USD (Dist)	0.08%	Acciones Mundial Social/Medioambiental	27
Amundi MSCI All Country World UCITS ETF USD Acc	0.02%	Acciones Mundial	126
Amundi Core MSCI Emerging Markets Swap UCITS ETF Acc	0.18%	Acciones Mercados emergentes	5.146
UBS MSCI EM SF UCITS ETF USD acc	0.18%	Acciones Mercados emergentes	153
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Acciones Mundial Social/Medioambiental Estrategia multiactivos	6
Amundi Core MSCI Emerging Markets Swap UCITS ETF Dist	0.18%	Acciones Mercados emergentes	5.295
Robeco 3D EM Equity UCITS ETF USD Acc	0.20%	Acciones Mercados emergentes Social/Medioambiental	803
Vanguard ESG Emerging Markets All Cap UCITS ETF (USD) Accumulating	0.21%	Acciones Mercados emergentes Social/Medioambiental	101
Invesco MSCI Emerging Markets UCITS ETF	0.18%	Acciones Mercados emergentes	426
Amundi Core MSCI Emerging Markets UCITS ETF USD Dist	0.15%	Acciones Mercados emergentes	88
Xtrackers MSCI Emerging Markets Climate Transition UCITS ETF 1C	0.11%	Acciones Mercados emergentes Social/Medioambiental Cambio climático	37
UBS MSCI ACWI SF UCITS ETF hEUR Ukdis	0.02%	Acciones Mundial	43
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.01%	Acciones Mundial Social/Medioambiental Estrategia multiactivos	107
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Acciones Mundial Social/Medioambiental Estrategia multiactivos	3
UBS MSCI ACWI SF UCITS ETF hCHF acc	0.02%	Acciones Mundial	1.842
Amundi Prime All Country World UCITS ETF Dist	0.02%	Acciones Mundial	4.609
iShares MSCI EM ex-China UCITS ETF USD (Dist)	0.22%	Acciones Mercados emergentes	1.121
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.01%	Acciones Mundial Social/Medioambiental	60
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.02%	Acciones Mundial	23.395
VanEck S&P Global Mining UCITS ETF A	1.08%	Acciones Mundial Materiales básicos	2.100
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.03%	Acciones Mundial Social/Medioambiental	1.226
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.02%	Acciones Mundial	16.604
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Acciones Mundial Social/Medioambiental Estrategia multiactivos	2
iShares MSCI EM ex-China UCITS ETF USD (Acc)	0.22%	Acciones Mercados emergentes	4.751
JPMorgan Strategic Allocation Growth Active UCITS ETF EUR (acc)	0.01%	Acciones Mundial Social/Medioambiental Estrategia multiactivos	6
JPMorgan Strategic Allocation Conservative Active UCITS ETF EUR (acc)	0.00%	Acciones Mundial Social/Medioambiental Estrategia multiactivos	6
First Trust IPOX Europe Equity Opportunities UCITS ETF Acc	1.81%	Acciones Europa Estrategia OPA	1
UBS MSCI EM ex China UCITS ETF USD acc	0.22%	Acciones Mercados emergentes	87
BNP Paribas Easy MSCI ACWI UCITS ETF (Acc)	0.02%	Acciones Mundial	65
Amundi MSCI Emerging Markets ESG Broad Transition UCITS ETF Acc	0.07%	Acciones Mercados emergentes Social/Medioambiental Cambio climático	1.814
HANetf Gold Miners Screened UCITS ETF (Acc)	0.03%	Acciones Mundial Materiales básicos Social/Medioambiental Minería de oro	59
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.01%	Acciones Mundial	71
Amundi MSCI Emerging Ex China UCITS ETF Acc	0.22%	Acciones Mercados emergentes	4.331
Xtrackers MSCI Emerging Markets Swap UCITS ETF 1D	0.18%	Acciones Mercados emergentes	176
Invesco RAFI Emerging Markets Fundamental Value UCITS ETF Dist	0.34%	Acciones Mercados emergentes Valor	88
Amundi MSCI Emerging Markets Swap UCITS ETF EUR Acc	0.18%	Acciones Mercados emergentes	4.136
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.02%	Acciones Mundial Social/Medioambiental	1.050
UBS MSCI EM Socially Responsible UCITS ETF USD dis	0.70%	Acciones Mercados emergentes Social/Medioambiental Cambio climático	2.267
L&G Emerging Markets Equity UCITS ETF USD Acc	0.14%	Acciones Mercados emergentes Social/Medioambiental	130

Performance

Returns overview

YTD	-1.23%
1 month	-0.90%
3 months	+7.14%
6 months	-5.31%
1 year	+55.60%
3 years	+114.79%
5 years	-3.31%
Since inception (MAX)	+195.31%
2025	+173.57%
2024	-41.01%
2023	-43.23%
2022	-16.22%

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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Risiko im Überblick

Volatilität 1 Jahr	63,52%
Volatilität 3 Jahre	57,63%
Volatilität 5 Jahre	57,01%
Rendite zu Risiko 1 Jahr	0,91
Rendite zu Risiko 3 Jahre	0,50
Rendite zu Risiko 5 Jahre	-0,01
Maximum Drawdown 1 Jahr	-43,03%
Maximum Drawdown 3 Jahre	-43,47%
Maximum Drawdown 5 Jahre	-82,31%
Maximum Drawdown seit Auflage	-82,31%

Rollierende 1 Jahres-Volatilität

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