UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc (4UBI.DE)
4UBI.DE is a passive ETF by UBS tracking the investment results of the MSCI USA SRI Low Carbon Select 5% Issuer Capped. 4UBI.DE launched on Apr 30, 2020 and has a 0.19% expense ratio.
ETF Info
IE00BJXT3C94
A2PZBD
Apr 30, 2020
1x
MSCI USA SRI Low Carbon Select 5% Issuer Capped
Ireland
Accumulating
Large-Cap
Growth
Expense Ratio
4UBI.DE has an expense ratio of 0.19%, which is considered low.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc (4UBI.DE) returned -8.42% year-to-date (YTD) and 5.94% over the past 12 months.
4UBI.DE
-8.42%
-0.36%
-11.89%
5.94%
12.58%
14.28%
N/A
^GSPC (Benchmark)
2.39%
3.05%
-1.02%
12.04%
15.58%
14.64%
11.14%
Monthly Returns
The table below presents the monthly returns of 4UBI.DE, 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 | 3.11% | -5.03% | -8.79% | -5.20% | 7.64% | 0.49% | -8.42% | ||||||
| 2024 | 3.35% | 4.48% | 3.13% | -3.75% | -0.67% | 6.31% | 1.75% | -1.88% | 3.06% | 1.14% | 10.66% | -3.18% | 26.19% |
| 2023 | 6.36% | 2.33% | -0.11% | -2.14% | 5.25% | 5.74% | 2.73% | 0.94% | -2.77% | -5.32% | 7.83% | 5.04% | 28.05% |
| 2022 | -8.91% | -2.74% | 5.24% | -3.80% | -5.87% | -5.92% | 12.18% | -2.25% | -5.62% | 4.87% | -1.43% | -7.28% | -21.21% |
| 2021 | 2.95% | 0.72% | 7.77% | 2.10% | -0.87% | 6.10% | 2.43% | 3.73% | -1.96% | 9.33% | 2.34% | 2.66% | 43.58% |
| 2020 | 2.82% | 1.04% | 1.02% | 7.89% | -0.65% | -2.86% | 8.16% | 0.25% | 18.50% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of 4UBI.DE is 25, meaning it’s performing worse than 75% of other 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 UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc (4UBI.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the UBS ETF (IE) MSCI USA 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 USA Socially Responsible UCITS ETF (USD) Acc was 24.63%, occurring on Apr 9, 2025. The portfolio has not yet recovered.
The current UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) Acc drawdown is 12.07%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -24.63% | Dec 5, 2024 | 85 | Apr 9, 2025 | — | — | — |
| -24.26% | Nov 23, 2021 | 144 | Jun 16, 2022 | 406 | Jan 16, 2024 | 550 |
| -8.21% | Jul 17, 2024 | 14 | Aug 5, 2024 | 39 | Sep 27, 2024 | 53 |
| -6.63% | Oct 14, 2020 | 13 | Oct 30, 2020 | 6 | Nov 9, 2020 | 19 |
| -6.23% | Sep 3, 2020 | 13 | Sep 21, 2020 | 15 | Oct 12, 2020 | 28 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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