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Performance
CBUM.DE Performance Chart
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc) (CBUM.DE) is up 8.2% since the beginning of the year. CBUM.DE is currently trading at €9 per share.
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Returns By Period
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc) (CBUM.DE) has returned 8.15% so far this year and 20.50% over the past 12 months.
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc)
- 1D
- 0.34%
- 1M
- 0.11%
- 6M
- 8.82%
- YTD
- 8.15%
- 1Y
- 20.50%
- 3Y*
- 17.72%
- 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%
CBUM.DE Monthly Returns History
Based on dividend-adjusted daily data since Aug 2, 2022, CBUM.DE's average daily return is +0.06%, while the average monthly return is +1.26%. At this rate, an investment would double in approximately 4.6 years.
Historically, 67% of months were positive and 33% were negative. The best month was Apr 2026 with a return of +11.2%, while the worst month was Sep 2022 at -8.9%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 3 months.
On a daily basis, CBUM.DE closed higher 50% of trading days. The best single day was Apr 10, 2025 with a return of +5.0%, while the worst single day was Apr 4, 2025 at -4.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.74% | -0.74% | -7.04% | 11.16% | 4.90% | 0.11% | -0.34% | 8.15% | |||||
| 2025 | 2.00% | -3.65% | -5.39% | -1.69% | 6.26% | 5.30% | 3.64% | 1.21% | 2.80% | 3.24% | 0.38% | 1.38% | 15.88% |
| 2024 | 1.92% | 3.60% | 3.47% | -2.88% | 2.96% | 5.43% | 0.30% | 0.91% | 2.10% | -0.29% | 5.29% | -2.37% | 21.99% |
| 2023 | 5.68% | -2.07% | 3.16% | 2.04% | 1.00% | 6.15% | 3.36% | -1.45% | -5.14% | -3.09% | 9.18% | 4.75% | 25.11% |
| 2022 | -3.60% | -8.92% | 6.38% | 1.71% | -3.58% | -8.40% |
Benchmark Metrics
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc) has an annualized alpha of 10.47%, beta of 0.38, and R2 of 0.17 versus S&P 500 Index. Calculated based on daily prices since August 02, 2022.
- This ETF captured 101.22% of S&P 500 Index gains but only 91.05% of its losses - a favorable profile for investors.
- Beta of 0.38 may look defensive, but with R2 of 0.17 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 0.17 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
- 10.47%
- Beta
- 0.38
- R²
- 0.17
- Upside Capture
- 101.22%
- Downside Capture
- 91.05%
Expense Ratio
CBUM.DE has an expense ratio of 0.10%, which is considered low.
Return for Risk
Risk / Return Rank
CBUM.DE ranks 63 for risk / return — better than 63% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc) (CBUM.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.
| CBUM.DE | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.21 | ||
| Sortino ratioReturn per unit of downside risk | +0.10 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.35 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.27 | 3.18 | -0.91 |
| Martin ratioReturn relative to average drawdown | 9.58 | 11.76 | -2.18 |
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 S&P 500 Scored and Screened 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 S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc) was 19.25%, occurring on Apr 9, 2025. Recovery took 58 trading sessions.
The current iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc) drawdown is 1.13%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2025 selloff2025 | -19.25%Apr 2025 | 4mo 4d | 2mo 25d | 6mo 29dDec 2024 - Jul 2025 |
Bear market2022 | -17.21%Oct 2022 | 1mo 26d | 8mo 4d | 10moAug 2022 - Jun 2023 |
2023 pullback2023 | -9.76%Oct 2023 | 2mo 27d | 1mo 16d | 4mo 13dAug 2023 - Dec 2023 |
2026 pullback2026 | -8.99%Mar 2026 | 1mo 18d | 18d | 2mo 6dFeb 2026 - Apr 2026 |
2024 pullback2024 | -8.22%Aug 2024 | 20d | 1mo 22d | 2mo 12dJul 2024 - Sep 2024 |
Drawdown Indicators
| CBUM.DE | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.25% | -51.62% | +32.37% |
Max Drawdown (1Y)Largest decline over 1 year | -8.99% | -7.57% | -1.42% |
Max Drawdown (3Y)Largest decline over 3 years | -19.25% | -23.99% | +4.74% |
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 | -1.13% | -0.43% | -0.70% |
Average DrawdownAverage peak-to-trough decline | -3.58% | -9.08% | +5.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.13% | 2.04% | +0.09% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Build a portfolio with CBUM.DE
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