UBS ETF (IE) MSCI USA Climate Paris Aligned UCITS ETF (USD) Acc (AW16.DE)
AW16.DE is a passive ETF by UBS tracking the investment results of the MSCI USA Climate Paris Aligned. AW16.DE launched on Mar 9, 2021 and has a 0.09% expense ratio.
ETF Info
| ISIN | IE00BN4Q0602 |
|---|---|
| WKN | A2QNQQ |
| Issuer | UBS |
| Inception Date | Mar 9, 2021 |
| Category | Large Cap Blend Equities |
| Index Tracked | MSCI USA Climate Paris Aligned |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Asset Class Size | Large |
Asset Class Style | Growth |
Expense Ratio
AW16.DE has an expense ratio of 0.09% which is considered to be low.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in UBS ETF (IE) MSCI USA Climate Paris Aligned 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) MSCI USA Climate Paris Aligned UCITS ETF (USD) Acc had a return of 6.16% year-to-date (YTD) and 25.48% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 6.16% | 6.17% |
| 1 month | -2.97% | -2.72% |
| 6 months | 15.90% | 17.29% |
| 1 year | 25.48% | 23.80% |
| 5 years (annualized) | N/A | 11.47% |
| 10 years (annualized) | N/A | 10.41% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 3.57% | 4.07% | 2.64% | -3.16% | ||||||||
| 2023 | -4.00% | 7.43% | 4.62% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of AW16.DE is 84, placing it in the top 16% 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) MSCI USA Climate Paris Aligned UCITS ETF (USD) Acc(AW16.DE)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for UBS ETF (IE) MSCI USA Climate Paris Aligned UCITS ETF (USD) Acc (AW16.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) MSCI USA Climate Paris Aligned 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) MSCI USA Climate Paris Aligned UCITS ETF (USD) Acc was 30.94%, occurring on Jun 16, 2022. The portfolio has not yet recovered.
The current UBS ETF (IE) MSCI USA Climate Paris Aligned UCITS ETF (USD) Acc drawdown is 5.70%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -30.94% | Nov 23, 2021 | 144 | Jun 16, 2022 | — | — | — |
| -5.68% | Sep 10, 2021 | 17 | Oct 4, 2021 | 15 | Oct 25, 2021 | 32 |
| -4.14% | Apr 20, 2021 | 22 | May 19, 2021 | 19 | Jun 16, 2021 | 41 |
| -2.14% | Mar 18, 2021 | 5 | Mar 24, 2021 | 5 | Mar 31, 2021 | 10 |
| -1.74% | Jul 16, 2021 | 2 | Jul 19, 2021 | 4 | Jul 23, 2021 | 6 |
Volatility
Volatility Chart
The current UBS ETF (IE) MSCI USA Climate Paris Aligned UCITS ETF (USD) Acc volatility is 4.19%, 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.