UBS ETF (LU) Solactive China Technology UCITS ETF (USD) A-acc (CHTE.L)
CHTE.L is a passive ETF by UBS tracking the investment results of the MSCI World/Information Tech NR USD. CHTE.L launched on Mar 5, 2021 and has a 0.47% expense ratio.
ETF Info
| ISIN | LU2265794276 |
|---|---|
| WKN | A2QJ9G |
| Issuer | UBS |
| Inception Date | Mar 5, 2021 |
| Category | Technology Equities |
| Index Tracked | MSCI World/Information Tech NR USD |
| Domicile | Luxembourg |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
CHTE.L has a high expense ratio of 0.47%, 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 (LU) Solactive China Technology UCITS ETF (USD) A-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 (LU) Solactive China Technology UCITS ETF (USD) A-acc had a return of -3.44% year-to-date (YTD) and -10.25% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -3.44% | 5.21% |
| 1 month | 4.21% | -4.30% |
| 6 months | -9.21% | 18.42% |
| 1 year | -10.25% | 21.82% |
| 5 years (annualized) | N/A | 11.27% |
| 10 years (annualized) | N/A | 10.33% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -15.65% | 9.39% | 0.41% | 3.93% | ||||||||
| 2023 | -3.94% | -0.34% | -4.93% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of CHTE.L is 9, indicating that it is in the bottom 9% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
UBS ETF (LU) Solactive China Technology UCITS ETF (USD) A-acc(CHTE.L)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for UBS ETF (LU) Solactive China Technology UCITS ETF (USD) A-acc (CHTE.L) 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 (LU) Solactive China Technology UCITS ETF (USD) A-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 (LU) Solactive China Technology UCITS ETF (USD) A-acc was 45.52%, occurring on Feb 2, 2024. The portfolio has not yet recovered.
The current UBS ETF (LU) Solactive China Technology UCITS ETF (USD) A-acc drawdown is 36.66%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -45.52% | Jan 24, 2022 | 453 | Feb 2, 2024 | — | — | — |
Volatility
Volatility Chart
The current UBS ETF (LU) Solactive China Technology UCITS ETF (USD) A-acc volatility is 6.39%, 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.