HANetf Future of Defence UCITS ETF - Accumulating (NATO.L)
The Future of Defence ETF (NATO) aims to provide exposure to companies benefiting from NATO and NATO+ allies' defense and cybersecurity spending. It capitalizes on rising global military expenditures and increased demand for both physical and cyber defense solutions amid geopolitical tensions and record defense spending levels.
ETF Info
IE000OJ5TQP4
Jul 4, 2023
1x
EQM Future of Defence Index
Ireland
Accumulating
Mid-Cap
Growth
Expense Ratio
NATO.L features an expense ratio of 0.49%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in HANetf Future of Defence UCITS ETF - Accumulating, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
HANetf Future of Defence UCITS ETF - Accumulating had a return of 12.10% year-to-date (YTD) and 37.20% in the last 12 months.
NATO.L
12.10%
6.53%
18.82%
37.20%
N/A
N/A
^GSPC (Benchmark)
4.01%
1.13%
9.82%
22.80%
12.93%
11.26%
Monthly Returns
The table below presents the monthly returns of NATO.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 7.65% | 12.10% | |||||||||||
| 2024 | 3.39% | 8.53% | 5.04% | -3.77% | 1.67% | 0.87% | 2.34% | 5.58% | -0.11% | 1.16% | 6.93% | -2.80% | 31.99% |
| 2023 | 3.79% | -1.40% | -2.21% | 1.19% | 8.56% | 6.10% | 16.64% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 89, NATO.L is among the top 11% of ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for HANetf Future of Defence UCITS ETF - Accumulating (NATO.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the HANetf Future of Defence UCITS ETF - Accumulating. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the HANetf Future of Defence UCITS ETF - Accumulating was 21.84%, occurring on Jan 15, 2024. Recovery took 3 trading sessions.
The current HANetf Future of Defence UCITS ETF - Accumulating drawdown is 3.79%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -21.84% | Jan 15, 2024 | 1 | Jan 15, 2024 | 3 | Jan 18, 2024 | 4 |
| -7.12% | Jul 20, 2023 | 55 | Oct 5, 2023 | 3 | Oct 10, 2023 | 58 |
| -6.91% | Jul 17, 2024 | 14 | Aug 5, 2024 | 7 | Aug 14, 2024 | 21 |
| -6.88% | Nov 12, 2024 | 42 | Jan 13, 2025 | 8 | Jan 23, 2025 | 50 |
| -5.74% | Apr 2, 2024 | 14 | Apr 19, 2024 | 21 | May 21, 2024 | 35 |
Volatility
Volatility Chart
The current HANetf Future of Defence UCITS ETF - Accumulating volatility is 6.18%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.