- Issuer
- iShares
- Inception Date
- Jun 28, 2021
- Category
- Large Cap Blend Equities, ESG
- Leveraged
- 1x (No leverage)
- Index Tracked
- MSCI USA ESG Enhanced Focus CTB Index (EUR Hedged)
- Domicile
- Ireland
- Distribution Policy
- Accumulating
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
CBUC.DE Performance Chart
iShares MSCI USA CTB Enhanced ESG UCITS ETF EUR Hedged (Acc) (CBUC.DE) is up 6.8% since the beginning of the year. CBUC.DE is currently trading at €8 per share. Investors who bought €1,000 worth of CBUC.DE shares 5 years ago would now be looking at an investment worth €1,489.
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Returns By Period
iShares MSCI USA CTB Enhanced ESG UCITS ETF EUR Hedged (Acc) (CBUC.DE) has returned 6.79% so far this year and 15.98% over the past 12 months.
iShares MSCI USA CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)
- 1D
- -0.26%
- 1M
- -1.31%
- 6M
- 7.70%
- YTD
- 6.79%
- 1Y
- 15.98%
- 3Y*
- 16.38%
- 5Y*
- 8.29%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.43%
- 1M
- 0.48%
- 6M
- 11.83%
- YTD
- 12.30%
- 1Y
- 22.52%
- 3Y*
- 17.03%
- 5Y*
- 12.27%
- 10Y*
- 13.23%
CBUC.DE Monthly Returns History
Based on dividend-adjusted daily data since Jun 28, 2021, CBUC.DE's average daily return is +0.04%, while the average monthly return is +0.76%. At this rate, an investment would double in approximately 7.6 years.
Historically, 58% of months were positive and 42% were negative. The best month was Apr 2026 with a return of +11.2%, while the worst month was Jun 2022 at -8.5%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 3 months.
On a daily basis, CBUC.DE closed higher 50% of trading days. The best single day was Feb 25, 2022 with a return of +6.0%, while the worst single day was Jun 10, 2022 at -4.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.42% | -1.56% | -6.93% | 11.16% | 6.56% | -1.83% | 0.67% | 6.79% | |||||
| 2025 | 2.88% | -4.36% | -5.70% | -1.04% | 7.33% | 4.39% | 3.27% | 0.45% | 3.00% | 2.33% | -0.43% | 1.14% | 13.30% |
| 2024 | 1.56% | 4.42% | 2.58% | -3.77% | 2.24% | 5.66% | 0.69% | 1.20% | 2.54% | -0.50% | 5.81% | -2.04% | 21.88% |
| 2023 | 5.52% | -1.59% | 1.85% | 1.13% | 0.45% | 6.92% | 2.92% | -1.42% | -5.14% | -3.47% | 9.21% | 5.35% | 22.78% |
| 2022 | -8.11% | -2.16% | 4.01% | -8.48% | -3.58% | -8.52% | 8.35% | -2.86% | -8.39% | 4.95% | 1.65% | -3.25% | -24.86% |
| 2021 | 0.00% | 2.39% | 3.11% | -4.15% | 5.71% | -0.37% | 3.74% | 10.56% |
Benchmark Metrics
iShares MSCI USA CTB Enhanced ESG UCITS ETF EUR Hedged (Acc) has an annualized alpha of 2.71%, beta of 0.43, and R2 of 0.18 versus S&P 500 Index. Calculated based on daily prices since June 28, 2021.
- This ETF participated in 115.78% of S&P 500 Index downside but only 89.14% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.43 may look defensive, but with R2 of 0.18 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
- R2 of 0.18 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 2.71%
- Beta
- 0.43
- R²
- 0.18
- Upside Capture
- 89.14%
- Downside Capture
- 115.78%
Return for Risk
Risk / Return Rank
CBUC.DE ranks 39 for risk / return — below 39% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for iShares MSCI USA CTB Enhanced ESG UCITS ETF EUR Hedged (Acc) (CBUC.DE) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CBUC.DE | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.73 | ||
| Sortino ratioReturn per unit of downside risk | -0.81 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.35 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 1.60 | 3.18 | -1.59 |
| Martin ratioReturn relative to average drawdown | 6.23 | 11.76 | -5.54 |
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the iShares MSCI USA CTB Enhanced ESG UCITS ETF EUR Hedged (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 iShares MSCI USA CTB Enhanced ESG UCITS ETF EUR Hedged (Acc) was 29.01%, occurring on Oct 12, 2022. Recovery took 370 trading sessions.
The current iShares MSCI USA CTB Enhanced ESG UCITS ETF EUR Hedged (Acc) drawdown is 1.31%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Bear market2022 | -29.01%Oct 2022 | 9mo 12d | 1y 5mo | 2y 2moJan 2022 - Mar 2024 |
2025 selloff2025 | -19.41%Apr 2025 | 4mo 1d | 2mo 24d | 6mo 25dDec 2024 - Jul 2025 |
2026 pullback2026 | -9.97%Mar 2026 | 5mo 2d | 22d | 5mo 24dOct 2025 - Apr 2026 |
2024 pullback2024 | -7.55%Aug 2024 | 19d | 1mo 13d | 2mo 2dJul 2024 - Sep 2024 |
2024 pullback2024 | -6.26%Apr 2024 | 1mo 1d | 24d | 1mo 25dMar 2024 - May 2024 |
Drawdown Indicators
| CBUC.DE | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.01% | -51.62% | +22.61% |
Max Drawdown (1Y)Largest decline over 1 year | -9.97% | -7.57% | -2.40% |
Max Drawdown (3Y)Largest decline over 3 years | -19.41% | -23.99% | +4.58% |
Max Drawdown (5Y)Largest decline over 5 years | -29.01% | -23.99% | -5.02% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.42% | — |
Current DrawdownCurrent decline from peak | -1.31% | -0.43% | -0.88% |
Average DrawdownAverage peak-to-trough decline | -8.38% | -9.08% | +0.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.56% | 2.04% | +0.52% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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