UBS ETF (IE) S&P 500 ESG Elite UCITS ETF (USD) A-acc (AW1C.DE)
The ETF aims to mirror the equity market performance of the S&P 500 ESG ELITE Index.
ETF Info
ISIN | IE00BLSN7P11 |
---|---|
WKN | A2QMF1 |
Issuer | UBS |
Inception Date | Feb 18, 2021 |
Category | Large Cap Blend Equities |
Index Tracked | S&P 500® ESG Elite |
Domicile | Ireland |
Distribution Policy | Accumulating |
Asset Class | Equity |
Expense Ratio
AW1C.DE features an expense ratio of 0.15%, falling within the medium range.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in UBS ETF (IE) S&P 500 ESG Elite UCITS ETF (USD) A-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 Elite UCITS ETF (USD) A-acc had a return of 12.34% year-to-date (YTD) and 32.26% in the last 12 months.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 12.34% | 7.26% |
1 month | -3.20% | -2.63% |
6 months | 25.37% | 22.78% |
1 year | 32.26% | 22.71% |
5 years (annualized) | N/A | 11.87% |
10 years (annualized) | N/A | 10.55% |
Monthly Returns Heatmap
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 5.48% | 4.73% | 5.06% | |||||||||
2023 | -3.58% | 5.78% | 4.49% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of AW1C.DE is 93, placing it in the top 7% 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 Elite UCITS ETF (USD) A-acc(AW1C.DE)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for UBS ETF (IE) S&P 500 ESG Elite UCITS ETF (USD) A-acc (AW1C.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 Elite UCITS ETF (USD) A-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 Elite UCITS ETF (USD) A-acc was 27.26%, occurring on Jun 16, 2022. Recovery took 419 trading sessions.
The current UBS ETF (IE) S&P 500 ESG Elite UCITS ETF (USD) A-acc drawdown is 3.48%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-27.26% | Jan 3, 2022 | 117 | Jun 16, 2022 | 419 | Feb 2, 2024 | 536 |
-5.82% | Sep 7, 2021 | 20 | Oct 4, 2021 | 15 | Oct 25, 2021 | 35 |
-5.45% | Mar 25, 2024 | 19 | Apr 22, 2024 | — | — | — |
-3.72% | Nov 17, 2021 | 24 | Dec 20, 2021 | 4 | Dec 27, 2021 | 28 |
-3.48% | Feb 25, 2021 | 6 | Mar 4, 2021 | 4 | Mar 10, 2021 | 10 |
Volatility
Volatility Chart
The current UBS ETF (IE) S&P 500 ESG Elite UCITS ETF (USD) A-acc volatility is 4.27%, 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.