UBS ETF (IE) S&P 500 ESG UCITS ETF (hedged to GBP) A-dis (5ESG.DE)
5ESG.DE is a passive ETF by Invesco tracking the investment results of the Russell 1000 TR USD. 5ESG.DE launched on Mar 10, 2020 and has a 0.17% expense ratio.
|Inception Date||Mar 10, 2020|
|Category||Large Cap Blend Equities|
|Index Tracked||Russell 1000 TR USD|
Asset Class Size
Asset Class Style
The UBS ETF (IE) S&P 500 ESG UCITS ETF (hedged to GBP) A-dis features an expense ratio of 0.17%, falling within the medium range.
Share Price Chart
The chart shows the growth of an initial investment of €10,000 in UBS ETF (IE) S&P 500 ESG UCITS ETF (hedged to GBP) A-dis, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Compare to other instruments
UBS ETF (IE) S&P 500 ESG UCITS ETF (hedged to GBP) A-dis had a return of 16.88% year-to-date (YTD) and 11.41% in the last 12 months.
|5 years (annualized)||20.68%||15.11%|
|10 years (annualized)||N/A||N/A|
Monthly Returns Heatmap
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (IE) S&P 500 ESG UCITS ETF (hedged to GBP) A-dis (5ESG.DE) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
|Sharpe ratio||Sortino ratio||Omega ratio||Calmar ratio||Ulcer Index|
|UBS ETF (IE) S&P 500 ESG UCITS ETF (hedged to GBP) A-dis||0.98|
The Drawdowns chart displays portfolio losses from any high point along the way.
The table below shows the maximum drawdowns of the UBS ETF (IE) S&P 500 ESG UCITS ETF (hedged to GBP) A-dis. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the UBS ETF (IE) S&P 500 ESG UCITS ETF (hedged to GBP) A-dis is 26.08%, recorded on Jun 16, 2022. The portfolio has not recovered from it yet.
|-26.08%||Jan 6, 2022||114||Jun 16, 2022||—||—||—|
|-14.69%||Dec 13, 2021||6||Dec 20, 2021||4||Dec 27, 2021||10|
|-11.51%||Dec 30, 2021||1||Dec 30, 2021||3||Jan 5, 2022||4|
|-9.01%||Mar 16, 2020||6||Mar 23, 2020||2||Mar 25, 2020||8|
|-8.68%||Sep 3, 2020||13||Sep 21, 2020||16||Oct 13, 2020||29|
The current UBS ETF (IE) S&P 500 ESG UCITS ETF (hedged to GBP) A-dis volatility is 3.12%, 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.