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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

ISINIE00BHXMHL11
WKNA2PEVA
IssuerUBS
Inception DateApr 18, 2019
CategoryLarge Cap Blend Equities
Leveraged1x
Index TrackedS&P 500 ESG
DomicileIreland
Distribution PolicyAccumulating
Asset ClassEquity

Asset Class Size

Large

Asset Class Style

Growth

Expense Ratio

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


Expense ratio chart for 4UBQ.DE: current value at 0.10% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.10%

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.


Popular comparisons: 4UBQ.DE vs. VUAA.L, 4UBQ.DE vs. VUAG.L, 4UBQ.DE vs. SCHD, 4UBQ.DE vs. SPHQ, 4UBQ.DE vs. ESG, 4UBQ.DE vs. VOO, 4UBQ.DE vs. FLXI.DE

Performance

Performance Chart

The chart shows the growth of an initial investment of €10,000 in UBS ETF (IE) S&P 500 ESG 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.


-4.00%-2.00%0.00%2.00%4.00%6.00%8.00%10.00%MayJuneJulyAugustSeptemberOctober
7.66%
7.24%
4UBQ.DE (UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc)
Benchmark (^GSPC)

Returns By Period

UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc had a return of 19.85% year-to-date (YTD) and 26.99% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date19.85%19.68%
1 month1.47%1.07%
6 months7.55%9.66%
1 year26.99%33.12%
5 years (annualized)14.59%14.47%
10 years (annualized)N/A11.27%

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
20244.10%3.87%3.87%-1.76%1.58%6.85%-0.69%-0.68%1.47%19.85%
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%
2022-6.68%-1.39%-5.45%-3.44%-3.80%-5.66%11.47%-1.81%-5.90%5.62%-2.01%-6.52%-24.02%
2021-0.32%2.64%3.99%5.64%0.05%2.91%2.39%3.23%-3.55%6.66%1.16%4.02%32.40%
20201.67%-11.53%-6.97%9.92%4.04%2.39%5.35%9.39%-4.35%-3.24%10.03%3.94%19.50%
20191.41%-4.95%5.38%3.87%-2.37%1.58%2.46%3.46%2.67%13.86%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of 4UBQ.DE is 75, placing it in the top 25% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of 4UBQ.DE is 7575
4UBQ.DE (UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc)
The Sharpe Ratio Rank of 4UBQ.DE is 7979Sharpe Ratio Rank
The Sortino Ratio Rank of 4UBQ.DE is 7575Sortino Ratio Rank
The Omega Ratio Rank of 4UBQ.DE is 8282Omega Ratio Rank
The Calmar Ratio Rank of 4UBQ.DE is 6868Calmar Ratio Rank
The Martin Ratio Rank of 4UBQ.DE is 7171Martin 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.


4UBQ.DE
Sharpe ratio
The chart of Sharpe ratio for 4UBQ.DE, currently valued at 2.49, compared to the broader market0.002.004.006.002.49
Sortino ratio
The chart of Sortino ratio for 4UBQ.DE, currently valued at 3.28, compared to the broader market0.005.0010.003.28
Omega ratio
The chart of Omega ratio for 4UBQ.DE, currently valued at 1.48, compared to the broader market1.001.502.002.503.001.48
Calmar ratio
The chart of Calmar ratio for 4UBQ.DE, currently valued at 1.95, compared to the broader market0.005.0010.0015.001.95
Martin ratio
The chart of Martin ratio for 4UBQ.DE, currently valued at 12.90, compared to the broader market0.0020.0040.0060.0080.00100.00120.0012.90
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.64, compared to the broader market0.002.004.006.002.64
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.52, compared to the broader market0.005.0010.003.52
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.48, compared to the broader market1.001.502.002.503.001.48
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 2.34, compared to the broader market0.005.0010.0015.002.34
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 16.15, compared to the broader market0.0020.0040.0060.0080.00100.00120.0016.15

Sharpe Ratio

The current UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc Sharpe ratio is 2.49. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.502.002.503.00MayJuneJulyAugustSeptemberOctober
2.49
2.21
4UBQ.DE (UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc)
Benchmark (^GSPC)

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.


-8.00%-6.00%-4.00%-2.00%0.00%MayJuneJulyAugustSeptemberOctober
-1.47%
-0.86%
4UBQ.DE (UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc)
Benchmark (^GSPC)

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 32.93%, occurring on Mar 23, 2020. Recovery took 93 trading sessions.

The current UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc drawdown is 1.47%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-32.93%Feb 18, 202025Mar 23, 202093Aug 5, 2020118
-26.3%Dec 29, 2021119Jun 16, 2022422Feb 7, 2024541
-9.69%Sep 3, 202013Sep 21, 202035Nov 9, 202048
-8.73%Jul 17, 202414Aug 5, 2024
-5.65%Sep 7, 202120Oct 4, 202112Oct 20, 202132

Volatility

Volatility Chart

The current UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc volatility is 3.90%, 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.


2.00%3.00%4.00%5.00%6.00%7.00%MayJuneJulyAugustSeptemberOctober
3.90%
3.97%
4UBQ.DE (UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc)
Benchmark (^GSPC)