UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (USD) Acc (AW1P.DE)
AW1P.DE is a passive ETF by UBS tracking the investment results of the MSCI ACWI SRI Low Carbon Select 5% Issuer Capped. AW1P.DE launched on Jan 7, 2020 and has a 0.25% expense ratio.
ETF Info
ISIN | IE00BDR55471 |
---|---|
WKN | A2PL58 |
Issuer | UBS |
Inception Date | Jan 7, 2020 |
Category | Global Equities |
Index Tracked | MSCI ACWI SRI Low Carbon Select 5% Issuer Capped |
Domicile | Ireland |
Distribution Policy | Accumulating |
Asset Class | Equity |
Asset Class Size | Large |
Asset Class Style | Growth |
Expense Ratio
AW1P.DE has a high expense ratio of 0.25%, indicating higher-than-average management fees.
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 ACWI Socially Responsible 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 ACWI Socially Responsible UCITS ETF (USD) Acc had a return of 7.43% year-to-date (YTD) and 24.38% in the last 12 months.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 7.43% | 6.17% |
1 month | -2.32% | -2.72% |
6 months | 16.93% | 17.29% |
1 year | 24.38% | 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 | 3.05% | 4.35% | 3.47% | -2.99% | ||||||||
2023 | -4.71% | 7.60% | 4.16% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of AW1P.DE is 88, placing it in the top 12% 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 ACWI Socially Responsible UCITS ETF (USD) Acc(AW1P.DE)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (USD) Acc (AW1P.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 ACWI Socially Responsible 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 ACWI Socially Responsible UCITS ETF (USD) Acc was 16.87%, occurring on Jun 16, 2022. Recovery took 286 trading sessions.
The current UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (USD) Acc drawdown is 3.45%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-16.87% | Mar 30, 2022 | 55 | Jun 16, 2022 | 286 | Jul 27, 2023 | 341 |
-8.46% | Sep 15, 2023 | 32 | Oct 30, 2023 | 24 | Dec 1, 2023 | 56 |
-8.36% | Feb 25, 2022 | 8 | Mar 8, 2022 | 15 | Mar 29, 2022 | 23 |
-5.36% | Jul 28, 2023 | 16 | Aug 18, 2023 | 19 | Sep 14, 2023 | 35 |
-5.35% | Apr 2, 2024 | 15 | Apr 22, 2024 | — | — | — |
Volatility
Volatility Chart
The current UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (USD) Acc volatility is 3.61%, 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.