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UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc (4UBQ.D...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

IE00BHXMHL11

WKN

A2PEVA

Issuer

UBS

Inception Date

Apr 18, 2019

Leveraged

1x

Index Tracked

S&P 500 ESG

Domicile

Ireland

Distribution Policy

Accumulating

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

4UBQ.DE has an expense ratio of 0.10%, which is considered low.


Share Price Chart


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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


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S&P 500

Returns By Period

UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc (4UBQ.DE) returned -8.03% year-to-date (YTD) and 6.57% over the past 12 months.


4UBQ.DE

YTD

-8.03%

1M

12.82%

6M

-7.44%

1Y

6.57%

3Y*

13.79%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

1.39%

1M

12.89%

6M

1.19%

1Y

12.45%

3Y*

15.19%

5Y*

14.95%

10Y*

10.86%

*Annualized

Monthly Returns

The table below presents the monthly returns of 4UBQ.DE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20252.91%-3.55%-8.92%-6.18%8.42%-8.03%
20244.10%3.87%3.87%-1.76%1.58%6.85%-0.69%-0.68%1.47%2.33%8.50%-1.55%31.02%
20234.26%0.51%0.98%0.60%4.65%3.97%2.31%0.50%-2.18%-3.04%5.93%3.66%24.03%
2022-5.61%-1.61%6.15%-3.44%-3.80%-5.66%11.47%-1.81%-5.90%5.62%-2.01%-6.52%-13.92%
20210.93%2.96%7.26%3.01%-1.54%6.20%2.43%3.76%-2.13%7.16%3.20%3.99%43.62%
2020-2.26%7.71%-2.17%-2.59%7.23%1.01%8.66%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of 4UBQ.DE is 32, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of 4UBQ.DE is 3232
Overall Rank
The Sharpe Ratio Rank of 4UBQ.DE is 3636
Sharpe Ratio Rank
The Sortino Ratio Rank of 4UBQ.DE is 3030
Sortino Ratio Rank
The Omega Ratio Rank of 4UBQ.DE is 3333
Omega Ratio Rank
The Calmar Ratio Rank of 4UBQ.DE is 3232
Calmar Ratio Rank
The Martin Ratio Rank of 4UBQ.DE is 3030
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc (4UBQ.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc Sharpe ratios as of May 20, 2025 (values are recalculated daily):

  • 1-Year: 0.35
  • All Time: 0.95

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History


UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc doesn't pay dividends

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) S&P 500 ESG 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) S&P 500 ESG UCITS ETF USD Acc was 23.35%, occurring on Apr 9, 2025. The portfolio has not yet recovered.

The current UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc drawdown is 10.77%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-23.35%Feb 20, 202535Apr 9, 2025
-16.74%Jan 5, 2022115Jun 16, 202243Aug 16, 2022158
-14.89%Aug 19, 202295Dec 30, 2022144Jul 25, 2023239
-8.73%Jul 17, 202414Aug 5, 202445Oct 7, 202459
-8.7%Sep 3, 202013Sep 21, 202016Oct 13, 202029

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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