UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc (4UBQ.DE)
4UBQ.DE is a passive ETF by UBS tracking the investment results of the S&P 500 ESG. 4UBQ.DE launched on Apr 18, 2019 and has a 0.10% expense ratio.
ETF Info
IE00BHXMHL11
A2PEVA
Apr 18, 2019
1x
S&P 500 ESG
Ireland
Accumulating
Large-Cap
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
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Performance
Performance Chart
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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
-8.03%
12.82%
-7.44%
6.57%
13.79%
N/A
N/A
^GSPC (Benchmark)
1.39%
12.89%
1.19%
12.45%
15.19%
14.95%
10.86%
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.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2025 | 2.91% | -3.55% | -8.92% | -6.18% | 8.42% | -8.03% | |||||||
2024 | 4.10% | 3.87% | 3.87% | -1.76% | 1.58% | 6.85% | -0.69% | -0.68% | 1.47% | 2.33% | 8.50% | -1.55% | 31.02% |
2023 | 4.26% | 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% |
2021 | 0.93% | 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.
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.
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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) 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, 2025 | 35 | Apr 9, 2025 | — | — | — |
-16.74% | Jan 5, 2022 | 115 | Jun 16, 2022 | 43 | Aug 16, 2022 | 158 |
-14.89% | Aug 19, 2022 | 95 | Dec 30, 2022 | 144 | Jul 25, 2023 | 239 |
-8.73% | Jul 17, 2024 | 14 | Aug 5, 2024 | 45 | Oct 7, 2024 | 59 |
-8.7% | Sep 3, 2020 | 13 | Sep 21, 2020 | 16 | Oct 13, 2020 | 29 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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