iShares MSCI ACWI SRI UCITS ETF USD Dist (CBUQ.DE)
CBUQ.DE is a passive ETF by iShares tracking the investment results of the MSCI ACWI SRI Select Reduced Fossil Fuel. CBUQ.DE launched on Dec 7, 2022 and has a 0.20% expense ratio.
ETF Info
ISIN | IE00013A2XD6 |
---|---|
WKN | A3DKFM |
Issuer | iShares |
Inception Date | Dec 7, 2022 |
Category | Global Equities |
Index Tracked | MSCI ACWI SRI Select Reduced Fossil Fuel |
Domicile | Ireland |
Distribution Policy | Distributing |
Asset Class | Equity |
Asset Class Size | Large |
Asset Class Style | Blend |
Expense Ratio
CBUQ.DE has a high expense ratio of 0.20%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in iShares MSCI ACWI SRI UCITS ETF USD Dist, 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
iShares MSCI ACWI SRI UCITS ETF USD Dist had a return of 5.94% year-to-date (YTD) and 16.17% in the last 12 months.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 5.94% | 8.76% |
1 month | 0.45% | -0.32% |
6 months | 12.45% | 18.48% |
1 year | 16.17% | 25.36% |
5 years (annualized) | N/A | 12.60% |
10 years (annualized) | N/A | 10.71% |
Monthly Returns Heatmap
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 1.89% | 2.79% | 2.72% | -2.64% | ||||||||
2023 | -4.14% | 6.81% | 3.13% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of CBUQ.DE is 71, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
CBUQ.DE (iShares MSCI ACWI SRI UCITS ETF USD Dist)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares MSCI ACWI SRI UCITS ETF USD Dist (CBUQ.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 iShares MSCI ACWI SRI UCITS ETF USD 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 ACWI SRI UCITS ETF USD Dist was 8.54%, occurring on Oct 30, 2023. Recovery took 29 trading sessions.
The current iShares MSCI ACWI SRI UCITS ETF USD Dist drawdown is 1.53%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-8.54% | Jul 28, 2023 | 67 | Oct 30, 2023 | 29 | Dec 8, 2023 | 96 |
-6.34% | Feb 10, 2023 | 22 | Mar 13, 2023 | 47 | May 22, 2023 | 69 |
-5.79% | Dec 14, 2022 | 10 | Dec 28, 2022 | 21 | Jan 27, 2023 | 31 |
-4.7% | Apr 2, 2024 | 14 | Apr 19, 2024 | — | — | — |
-3.6% | Jun 15, 2023 | 8 | Jun 26, 2023 | 21 | Jul 25, 2023 | 29 |
Volatility
Volatility Chart
The current iShares MSCI ACWI SRI UCITS ETF USD Dist volatility is 3.19%, 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.