UBS ETF (LU) J.P. Morgan Global Government ESG Liquid Bond UCITS ETF (USD) A-acc (EGOV.L)
EGOV.L is a passive ETF by UBS tracking the investment results of the Bloomberg Global Aggregate TR USD. EGOV.L launched on Oct 1, 2019 and has a 0.15% expense ratio.
ETF Info
ISIN | LU1974693662 |
---|---|
WKN | A2PGQR |
Issuer | UBS |
Inception Date | Oct 1, 2019 |
Category | Global Bonds |
Index Tracked | Bloomberg Global Aggregate TR USD |
Domicile | Luxembourg |
Distribution Policy | Accumulating |
Asset Class | Bond |
Expense Ratio
EGOV.L features an expense ratio of 0.15%, falling within the medium range.
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) J.P. Morgan Global Government ESG Liquid Bond 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) J.P. Morgan Global Government ESG Liquid Bond UCITS ETF (USD) A-acc had a return of -4.19% year-to-date (YTD) and -4.31% in the last 12 months.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | -4.19% | 5.57% |
1 month | -2.14% | -4.16% |
6 months | 0.23% | 20.07% |
1 year | -4.31% | 20.82% |
5 years (annualized) | N/A | 11.56% |
10 years (annualized) | N/A | 10.37% |
Monthly Returns Heatmap
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | -1.69% | -0.96% | 0.57% | |||||||||
2023 | -0.36% | 0.90% | 3.68% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of EGOV.L is 3, indicating that it is in the bottom 3% 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) J.P. Morgan Global Government ESG Liquid Bond UCITS ETF (USD) A-acc(EGOV.L)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for UBS ETF (LU) J.P. Morgan Global Government ESG Liquid Bond UCITS ETF (USD) A-acc (EGOV.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) J.P. Morgan Global Government ESG Liquid Bond 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) J.P. Morgan Global Government ESG Liquid Bond UCITS ETF (USD) A-acc was 25.11%, occurring on Aug 17, 2023. The portfolio has not yet recovered.
The current UBS ETF (LU) J.P. Morgan Global Government ESG Liquid Bond UCITS ETF (USD) A-acc drawdown is 23.57%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-25.11% | Mar 27, 2020 | 842 | Aug 17, 2023 | — | — | — |
-3.94% | Oct 28, 2019 | 36 | Dec 16, 2019 | 32 | Feb 3, 2020 | 68 |
-1.55% | Feb 4, 2020 | 8 | Feb 13, 2020 | 7 | Feb 24, 2020 | 15 |
-0.57% | Mar 5, 2020 | 1 | Mar 5, 2020 | 1 | Mar 6, 2020 | 2 |
-0.48% | Feb 25, 2020 | 1 | Feb 25, 2020 | 1 | Feb 26, 2020 | 2 |
Volatility
Volatility Chart
The current UBS ETF (LU) J.P. Morgan Global Government ESG Liquid Bond UCITS ETF (USD) A-acc volatility is 1.94%, 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.