- ISIN
- IE000CR424L6
- Issuer
- iShares
- Inception Date
- Feb 25, 2011
- Category
- Europe Equities, ESG
- Leveraged
- 1x (No leverage)
- Index Tracked
- MSCI Europe SRI Select Reduced Fossil Fuel Index (EUR Hedged)
- Domicile
- Ireland
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
CBUD.DE Performance Chart
iShares MSCI Europe SRI UCITS ETF EUR Hedged (Dist) (CBUD.DE) is up 11.3% since the beginning of the year. CBUD.DE is currently trading at €6 per share.
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Returns By Period
iShares MSCI Europe SRI UCITS ETF EUR Hedged (Dist) (CBUD.DE) has returned 11.29% so far this year and 12.78% over the past 12 months.
iShares MSCI Europe SRI UCITS ETF EUR Hedged (Dist)
- 1D
- 0.52%
- 1M
- 5.63%
- 6M
- 11.08%
- YTD
- 11.29%
- 1Y
- 12.78%
- 3Y*
- 8.36%
- 5Y*
- —
- 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%
CBUD.DE Monthly Returns History
Based on dividend-adjusted daily data since Jul 28, 2021, CBUD.DE's average daily return is +0.02%, while the average monthly return is +0.48%. At this rate, an investment would double in approximately 12.1 years.
Historically, 56% of months were positive and 44% were negative. The best month was Nov 2022 with a return of +10.2%, while the worst month was Jun 2022 at -8.9%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 3 months.
On a daily basis, CBUD.DE closed higher 38% of trading days. The best single day was Nov 11, 2022 with a return of +6.1%, while the worst single day was Feb 21, 2022 at -4.9%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.52% | 2.63% | -8.20% | 6.77% | 3.36% | 4.52% | 0.88% | 11.29% | |||||
| 2025 | 5.25% | -0.55% | -4.42% | 0.97% | 3.47% | -1.93% | -1.35% | -0.98% | 1.43% | 1.76% | -0.38% | 1.29% | 4.27% |
| 2024 | 2.20% | 2.73% | 3.15% | -2.03% | 4.14% | -0.71% | 0.19% | 1.66% | -1.03% | -4.60% | 1.16% | -1.67% | 4.94% |
| 2023 | 6.04% | 1.48% | 1.69% | 2.45% | -3.59% | 1.78% | 1.24% | -2.46% | -2.18% | -2.59% | 7.52% | 3.26% | 14.94% |
| 2022 | -7.12% | -3.83% | 3.37% | -2.23% | -2.70% | -8.90% | 7.64% | -1.77% | -6.96% | -0.24% | 10.24% | -0.85% | -14.16% |
| 2021 | 0.40% | 3.96% | -2.59% | -0.39% | 1.18% | 4.01% | 6.58% |
Benchmark Metrics
iShares MSCI Europe SRI UCITS ETF EUR Hedged (Dist) has an annualized alpha of 4.69%, beta of 0.18, and R2 of 0.05 versus S&P 500 Index. Calculated based on daily prices since July 28, 2021.
- This ETF participated in 74.03% of S&P 500 Index downside but only 56.59% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.18 may look defensive, but with R2 of 0.05 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 0.05 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
- 4.69%
- Beta
- 0.18
- R²
- 0.05
- Upside Capture
- 56.59%
- Downside Capture
- 74.03%
Return for Risk
Risk / Return Rank
CBUD.DE ranks 30 for risk / return — below 30% 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 Europe SRI UCITS ETF EUR Hedged (Dist) (CBUD.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.
| CBUD.DE | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.95 | ||
| Sortino ratioReturn per unit of downside risk | -1.06 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.35 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | 1.29 | 3.18 | -1.89 |
| Martin ratioReturn relative to average drawdown | 4.13 | 11.76 | -7.64 |
Dividends
Dividend History
iShares MSCI Europe SRI UCITS ETF EUR Hedged (Dist) provided a 1.91% dividend yield over the last twelve months, with an annual payout of €0.11 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Dividend | €0.11 | €0.11 | €0.12 | €0.12 | €0.11 | €0.02 |
Dividend yield | 1.91% | 2.09% | 2.43% | 2.45% | 2.57% | 0.38% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares MSCI Europe SRI UCITS ETF EUR Hedged (Dist). The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.09 | €0.00 | €0.09 | |||||
| 2025 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.09 | €0.00 | €0.00 | €0.01 | €0.00 | €0.00 | €0.01 | €0.11 |
| 2024 | €0.00 | €0.00 | €0.01 | €0.00 | €0.00 | €0.09 | €0.00 | €0.00 | €0.01 | €0.00 | €0.00 | €0.01 | €0.12 |
| 2023 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.10 | €0.00 | €0.00 | €0.02 | €0.00 | €0.00 | €0.01 | €0.12 |
| 2022 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.09 | €0.00 | €0.00 | €0.01 | €0.00 | €0.00 | €0.01 | €0.11 |
| 2021 | €0.00 | €0.00 | €0.00 | €0.02 | €0.02 |
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 Europe SRI UCITS ETF EUR Hedged (Dist). 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 Europe SRI UCITS ETF EUR Hedged (Dist) was 23.10%, occurring on Oct 3, 2022. Recovery took 337 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Bear market2022 | -23.10%Oct 2022 | 8mo 25d | 1y 3mo | 2y 15dJan 2022 - Jan 2024 |
2025 selloff2025 | -15.94%Apr 2025 | 10mo | 9mo 11d | 1y 7moJun 2024 - Jan 2026 |
2026 pullback2026 | -9.85%Mar 2026 | 25d | 21d | 1mo 16dMar 2026 - Apr 2026 |
2021 pullback2021 | -4.10%Nov 2021 | 0s | 1mo 8d | 1mo 8dNov 2021 - Jan 2022 |
2024 pullback2024 | -3.69%Apr 2024 | 14d | 21d | 1mo 5dApr 2024 - May 2024 |
Drawdown Indicators
| CBUD.DE | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.10% | -51.62% | +28.52% |
Max Drawdown (1Y)Largest decline over 1 year | -9.85% | -7.57% | -2.28% |
Max Drawdown (3Y)Largest decline over 3 years | -15.94% | -23.99% | +8.05% |
Max Drawdown (5Y)Largest decline over 5 years | — | -23.99% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.42% | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.43% | +0.43% |
Average DrawdownAverage peak-to-trough decline | -5.94% | -9.08% | +3.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.09% | 2.04% | +1.05% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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