UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) Acc (4UBH.DE)
4UBH.DE is a passive ETF by UBS tracking the investment results of the MSCI World SRI Low Carbon Select 5% Issuer Capped. 4UBH.DE launched on May 7, 2020 and has a 0.19% expense ratio.
ETF Info
| ISIN | IE00BK72HJ67 |
|---|---|
| WKN | A2PZBJ |
| Issuer | UBS |
| Inception Date | May 7, 2020 |
| Category | Global Equities |
| Index Tracked | MSCI World SRI Low Carbon Select 5% Issuer Capped |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Asset Class Size | Large |
Asset Class Style | Growth |
Expense Ratio
4UBH.DE features an expense ratio of 0.19%, 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 UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) Acc, 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
UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) Acc had a return of 7.81% year-to-date (YTD) and 25.22% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 7.81% | 7.26% |
| 1 month | -3.19% | -2.63% |
| 6 months | 22.83% | 22.78% |
| 1 year | 25.22% | 22.71% |
| 5 years (annualized) | N/A | 11.87% |
| 10 years (annualized) | N/A | 10.55% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 3.26% | 4.39% | 3.32% | |||||||||
| 2023 | -4.56% | 7.91% | 4.53% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of 4UBH.DE is 83, placing it in the top 17% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) Acc(4UBH.DE)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) Acc (4UBH.DE) 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.
Worst Drawdowns
The table below displays the maximum drawdowns of the UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) Acc. 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 UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) Acc was 32.37%, occurring on Jun 16, 2022. The portfolio has not yet recovered.
The current UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) Acc drawdown is 6.18%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.37% | Nov 10, 2021 | 153 | Jun 16, 2022 | — | — | — |
| -19.2% | Feb 16, 2021 | 17 | Mar 10, 2021 | 17 | Apr 6, 2021 | 34 |
| -6.62% | Oct 13, 2020 | 13 | Oct 29, 2020 | 5 | Nov 5, 2020 | 18 |
| -6.58% | Sep 7, 2021 | 22 | Oct 6, 2021 | 12 | Oct 22, 2021 | 34 |
| -6.48% | Sep 3, 2020 | 16 | Sep 24, 2020 | 12 | Oct 12, 2020 | 28 |
Volatility
Volatility Chart
The current UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) Acc volatility is 3.75%, 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.