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
| ISIN | IE00BHXMHL11 |
|---|---|
| WKN | A2PEVA |
| Issuer | UBS |
| Inception Date | Apr 18, 2019 |
| Category | Large Cap Blend Equities |
| Index Tracked | S&P 500 ESG |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Asset Class Size | Large |
Asset Class Style | Growth |
Expense Ratio
4UBQ.DE features an expense ratio of 0.10%, falling within the medium range.
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. SCHD, 4UBQ.DE vs. VUAA.L, 4UBQ.DE vs. VUAG.L
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.
Returns By Period
UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc had a return of 9.97% year-to-date (YTD) and 30.52% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 9.97% | 7.50% |
| 1 month | -1.22% | -1.61% |
| 6 months | 16.95% | 17.65% |
| 1 year | 30.52% | 26.26% |
| 5 years (annualized) | 12.99% | 11.73% |
| 10 years (annualized) | N/A | 10.64% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 4.10% | 3.87% | 3.87% | -1.76% | ||||||||
| 2023 | -3.04% | 5.93% | 3.66% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of 4UBQ.DE is 91, placing it in the top 9% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc(4UBQ.DE)
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.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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 2.09%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.93% | Feb 18, 2020 | 25 | Mar 23, 2020 | 93 | Aug 5, 2020 | 118 |
| -26.3% | Dec 29, 2021 | 119 | Jun 16, 2022 | 422 | Feb 7, 2024 | 541 |
| -9.69% | Sep 3, 2020 | 13 | Sep 21, 2020 | 35 | Nov 9, 2020 | 48 |
| -5.65% | Sep 7, 2021 | 20 | Oct 4, 2021 | 12 | Oct 20, 2021 | 32 |
| -5.52% | May 7, 2019 | 21 | Jun 4, 2019 | 10 | Jun 19, 2019 | 31 |
Volatility
Volatility Chart
The current UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc volatility is 4.26%, 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.