UBS ETF (LU) Bloomberg MSCI Global Liquid Corporates Sustainable UCITS ETF (USD) Acc (4UBP.DE)
4UBP.DE is a passive ETF by UBS tracking the investment results of the Bloomberg MSCI Global Liquid Corporates Sustainable Bond. 4UBP.DE launched on Jun 24, 2020 and has a 0.13% expense ratio.
ETF Info
| ISIN | LU2099991536 |
|---|---|
| WKN | A2PYA0 |
| Issuer | UBS |
| Inception Date | Jun 24, 2020 |
| Category | Global Corporate Bonds |
| Leveraged | 1x |
| Index Tracked | Bloomberg MSCI Global Liquid Corporates Sustainable Bond |
| Domicile | Luxembourg |
| Distribution Policy | Accumulating |
| Asset Class | Bond |
Expense Ratio
4UBP.DE has an expense ratio of 0.13%, which is considered low compared to other funds.
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 (LU) Bloomberg MSCI Global Liquid Corporates Sustainable 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 (LU) Bloomberg MSCI Global Liquid Corporates Sustainable UCITS ETF (USD) Acc had a return of 4.90% year-to-date (YTD) and 10.35% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 4.90% | 19.70% |
| 1 month | 1.94% | 1.08% |
| 6 months | 4.35% | 9.56% |
| 1 year | 10.35% | 34.99% |
| 5 years (annualized) | N/A | 14.15% |
| 10 years (annualized) | N/A | 11.26% |
Monthly Returns
The table below presents the monthly returns of 4UBP.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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.19% | -1.02% | 1.35% | -1.38% | 0.18% | 1.83% | 1.03% | 0.06% | 0.90% | 4.90% | |||
| 2023 | 2.22% | -1.35% | 1.00% | -0.60% | 1.35% | -1.18% | -0.12% | 0.40% | -0.46% | -1.35% | 3.14% | 2.74% | 5.80% |
| 2022 | -2.53% | -2.40% | -1.01% | -1.78% | -0.77% | -1.70% | 6.63% | -3.37% | -3.47% | -1.24% | 1.00% | -3.00% | -13.17% |
| 2021 | -0.30% | -2.58% | 1.57% | -1.03% | -0.59% | 3.65% | 1.34% | -0.01% | 0.03% | -0.43% | 2.31% | -0.07% | 3.83% |
| 2020 | 0.36% | -0.76% | -2.17% | 1.06% | 0.53% | 0.78% | -1.82% | -2.06% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of 4UBP.DE is 64, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for UBS ETF (LU) Bloomberg MSCI Global Liquid Corporates Sustainable UCITS ETF (USD) Acc (4UBP.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. 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 (LU) Bloomberg MSCI Global Liquid Corporates Sustainable 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 (LU) Bloomberg MSCI Global Liquid Corporates Sustainable UCITS ETF (USD) Acc was 15.13%, occurring on Oct 20, 2023. The portfolio has not yet recovered.
The current UBS ETF (LU) Bloomberg MSCI Global Liquid Corporates Sustainable UCITS ETF (USD) Acc drawdown is 4.73%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -15.13% | Dec 8, 2021 | 478 | Oct 20, 2023 | — | — | — |
| -6.74% | Jul 9, 2020 | 194 | May 19, 2021 | 128 | Nov 19, 2021 | 322 |
| -0.65% | Nov 22, 2021 | 5 | Nov 26, 2021 | 4 | Dec 2, 2021 | 9 |
| -0.27% | Jul 6, 2020 | 1 | Jul 6, 2020 | 2 | Jul 8, 2020 | 3 |
| -0.03% | Jul 1, 2020 | 1 | Jul 1, 2020 | 1 | Jul 2, 2020 | 2 |
Volatility
Volatility Chart
The current UBS ETF (LU) Bloomberg MSCI Global Liquid Corporates Sustainable UCITS ETF (USD) Acc volatility is 1.24%, 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.