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UBS ETF (IE) MSCI EMU ESG Universal Low Carbon Sel...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISINIE00BNC0M913
WKNA3CM9U
IssuerUBS
Inception DateJul 22, 2021
CategoryEurope Equities
Index TrackedMSCI EMU ESG Universal Low Carbon Select 5% Issuer Capped
DomicileIreland
Distribution PolicyAccumulating
Asset ClassEquity

Asset Class Size

Large

Asset Class Style

Blend

Expense Ratio

The UBS ETF (IE) MSCI EMU ESG Universal Low Carbon Select UCITS ETF (EUR) Acc features an expense ratio of 0.12%, falling within the medium range.


Expense ratio chart for AW1H.DE: current value at 0.12% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.12%

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.


UBS ETF (IE) MSCI EMU ESG Universal Low Carbon Select UCITS ETF (EUR) Acc

Performance

Performance Chart

The chart shows the growth of an initial investment of €10,000 in UBS ETF (IE) MSCI EMU ESG Universal Low Carbon Select UCITS ETF (EUR) Acc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-10.00%0.00%10.00%20.00%30.00%NovemberDecember2024FebruaryMarchApril
15.84%
28.98%
AW1H.DE (UBS ETF (IE) MSCI EMU ESG Universal Low Carbon Select UCITS ETF (EUR) Acc)
Benchmark (^GSPC)

S&P 500

Returns By Period

UBS ETF (IE) MSCI EMU ESG Universal Low Carbon Select UCITS ETF (EUR) Acc had a return of 9.10% year-to-date (YTD) and 13.91% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date9.10%6.92%
1 month-0.74%-2.83%
6 months24.11%23.86%
1 year13.91%23.33%
5 years (annualized)N/A11.66%
10 years (annualized)N/A10.52%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20242.12%3.43%4.11%
2023-3.60%-3.66%8.71%3.43%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of AW1H.DE is 62, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.

The Risk-Adjusted Performance Rank of AW1H.DE is 6262
UBS ETF (IE) MSCI EMU ESG Universal Low Carbon Select UCITS ETF (EUR) Acc(AW1H.DE)
The Sharpe Ratio Rank of AW1H.DE is 6363Sharpe Ratio Rank
The Sortino Ratio Rank of AW1H.DE is 6363Sortino Ratio Rank
The Omega Ratio Rank of AW1H.DE is 6262Omega Ratio Rank
The Calmar Ratio Rank of AW1H.DE is 6868Calmar Ratio Rank
The Martin Ratio Rank of AW1H.DE is 5555Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for UBS ETF (IE) MSCI EMU ESG Universal Low Carbon Select UCITS ETF (EUR) Acc (AW1H.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


AW1H.DE
Sharpe ratio
The chart of Sharpe ratio for AW1H.DE, currently valued at 1.24, compared to the broader market-1.000.001.002.003.004.001.24
Sortino ratio
The chart of Sortino ratio for AW1H.DE, currently valued at 1.84, compared to the broader market-2.000.002.004.006.008.001.84
Omega ratio
The chart of Omega ratio for AW1H.DE, currently valued at 1.22, compared to the broader market0.501.001.502.002.501.22
Calmar ratio
The chart of Calmar ratio for AW1H.DE, currently valued at 1.15, compared to the broader market0.002.004.006.008.0010.0012.001.15
Martin ratio
The chart of Martin ratio for AW1H.DE, currently valued at 3.53, compared to the broader market0.0020.0040.0060.003.53
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.19, compared to the broader market-1.000.001.002.003.004.002.19
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.18, compared to the broader market-2.000.002.004.006.008.003.18
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.38, compared to the broader market0.501.001.502.002.501.38
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.68, compared to the broader market0.002.004.006.008.0010.0012.001.68
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.62, compared to the broader market0.0020.0040.0060.008.62

Sharpe Ratio

The current UBS ETF (IE) MSCI EMU ESG Universal Low Carbon Select UCITS ETF (EUR) Acc Sharpe ratio is 1.24. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
1.24
2.61
AW1H.DE (UBS ETF (IE) MSCI EMU ESG Universal Low Carbon Select UCITS ETF (EUR) Acc)
Benchmark (^GSPC)

Dividends

Dividend History


UBS ETF (IE) MSCI EMU ESG Universal Low Carbon Select UCITS ETF (EUR) Acc doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%NovemberDecember2024FebruaryMarchApril
-0.79%
-2.31%
AW1H.DE (UBS ETF (IE) MSCI EMU ESG Universal Low Carbon Select UCITS ETF (EUR) Acc)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the UBS ETF (IE) MSCI EMU ESG Universal Low Carbon Select UCITS ETF (EUR) 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 EMU ESG Universal Low Carbon Select UCITS ETF (EUR) Acc was 26.47%, occurring on Sep 29, 2022. Recovery took 338 trading sessions.

The current UBS ETF (IE) MSCI EMU ESG Universal Low Carbon Select UCITS ETF (EUR) Acc drawdown is 0.79%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-26.47%Jan 5, 2022190Sep 29, 2022338Jan 25, 2024528
-5.74%Nov 16, 202114Dec 3, 202120Jan 4, 202234
-4.93%Aug 19, 202133Oct 4, 202120Nov 1, 202153
-3.28%Apr 2, 202411Apr 16, 2024
-1.23%Feb 13, 20241Feb 13, 20243Feb 16, 20244

Volatility

Volatility Chart

The current UBS ETF (IE) MSCI EMU ESG Universal Low Carbon Select UCITS ETF (EUR) Acc volatility is 3.42%, 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.


2.00%2.50%3.00%3.50%4.00%4.50%NovemberDecember2024FebruaryMarchApril
3.42%
3.59%
AW1H.DE (UBS ETF (IE) MSCI EMU ESG Universal Low Carbon Select UCITS ETF (EUR) Acc)
Benchmark (^GSPC)