UBS ETF (IE) MSCI USA ESG Universal Low Carbon Select UCITS ETF (USD) Acc (AW1F.DE)
AW1F.DE is a passive ETF by UBS tracking the investment results of the MSCI USA ESG Universal Low Carbon Select 5% Issuer Capped. AW1F.DE launched on Jul 20, 2021 and has a 0.07% expense ratio.
ETF Info
ISIN | IE00BNC0M350 |
---|---|
WKN | A3CM9R |
Issuer | UBS |
Inception Date | Jul 20, 2021 |
Category | Large Cap Blend Equities |
Index Tracked | MSCI USA ESG Universal Low Carbon Select 5% Issuer Capped |
Domicile | Ireland |
Distribution Policy | Accumulating |
Asset Class | Equity |
Asset Class Size | Large |
Asset Class Style | Growth |
Expense Ratio
AW1F.DE has an expense ratio of 0.07% 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 ESG Universal Low Carbon Select 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 ESG Universal Low Carbon Select UCITS ETF (USD) Acc had a return of 10.19% year-to-date (YTD) and 30.39% in the last 12 months.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 10.19% | 5.57% |
1 month | -2.60% | -4.16% |
6 months | 22.91% | 20.07% |
1 year | 30.39% | 20.82% |
5 years (annualized) | N/A | 11.56% |
10 years (annualized) | N/A | 10.37% |
Monthly Returns Heatmap
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 4.21% | 4.53% | 3.86% | |||||||||
2023 | -3.58% | 6.61% | 4.63% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of AW1F.DE is 90, placing it in the top 10% 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 ESG Universal Low Carbon Select UCITS ETF (USD) Acc(AW1F.DE)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for UBS ETF (IE) MSCI USA ESG Universal Low Carbon Select UCITS ETF (USD) Acc (AW1F.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 ESG Universal Low Carbon Select 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 ESG Universal Low Carbon Select UCITS ETF (USD) Acc was 29.60%, occurring on Jun 16, 2022. Recovery took 453 trading sessions.
The current UBS ETF (IE) MSCI USA ESG Universal Low Carbon Select UCITS ETF (USD) Acc drawdown is 2.60%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-29.6% | Jan 3, 2022 | 117 | Jun 16, 2022 | 453 | Mar 21, 2024 | 570 |
-5.52% | Sep 8, 2021 | 19 | Oct 4, 2021 | 15 | Oct 25, 2021 | 34 |
-4.72% | Apr 2, 2024 | 15 | Apr 22, 2024 | — | — | — |
-4.37% | Nov 26, 2021 | 17 | Dec 20, 2021 | 5 | Dec 28, 2021 | 22 |
-0.98% | Nov 23, 2021 | 1 | Nov 23, 2021 | 2 | Nov 25, 2021 | 3 |
Volatility
Volatility Chart
The current UBS ETF (IE) MSCI USA ESG Universal Low Carbon Select UCITS ETF (USD) Acc volatility is 3.96%, 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.