UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) A-dis (4UBK.DE)
4UBK.DE is a passive ETF by UBS Fund Management (Luxembourg) S.A. tracking the investment results of the MSCI USA SRI Low Carbon Select 5% Issuer Capped. 4UBK.DE launched on Apr 30, 2020 and has a 0.19% expense ratio.
ETF Info
IE00BJXT3B87
A2PZBC
Apr 30, 2020
1x
MSCI USA SRI Low Carbon Select 5% Issuer Capped
Ireland
Distributing
Expense Ratio
4UBK.DE has an expense ratio of 0.19%, which is considered low.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) A-dis, 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
4UBK.DE
N/A
N/A
N/A
N/A
N/A
N/A
^GSPC (Benchmark)
-10.18%
-6.92%
-9.92%
5.42%
12.98%
9.70%
Monthly Returns
The table below presents the monthly returns of 4UBK.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 | 0.00% | 0.00% | |||||||||||
| 2024 | 0.00% | 0.00% | 0.00% | ||||||||||
| 2023 | 0.00% | 0.00% | 0.00% | ||||||||||
| 2022 | 0.00% | 0.00% | 0.00% | ||||||||||
| 2021 | 0.00% | 0.00% | 0.00% | ||||||||||
| 2020 | 0.00% | 0.00% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of 4UBK.DE is 66, indicating average performance compared to other ETFs on our website. Here’s 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) A-dis (4UBK.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Not enough dataDividends
Dividend History
UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) A-dis provided a 0.00% dividend yield over the last twelve months, with an annual payout of €0.17 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|
| Dividend | €0.17 | €0.08 | €0.13 | €0.12 | €0.09 | €0.02 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.21% |
Monthly Dividends
The table displays the monthly dividend distributions for UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) A-dis. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | €0.09 | €0.09 | |||||||||||
| 2024 | €0.01 | €0.08 | €0.08 | ||||||||||
| 2023 | €0.06 | €0.06 | €0.13 | ||||||||||
| 2022 | €0.06 | €0.07 | €0.12 | ||||||||||
| 2021 | €0.05 | €0.05 | €0.09 | ||||||||||
| 2020 | €0.02 | €0.02 |
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 UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) A-dis. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The portfolio has not yet recovered.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.