UBS (Lux) Fund Solutions – MSCI EMU Select Factor Mix UCITS ETF(EUR)A-acc (EUFM.L)
EUFM.L is a passive ETF by UBS tracking the investment results of the MSCI EMU NR EUR. EUFM.L launched on Jun 27, 2018 and has a 0.34% expense ratio.
ETF Info
| ISIN | LU1804202403 |
|---|---|
| Issuer | UBS |
| Inception Date | Jun 27, 2018 |
| Category | Europe Equities |
| Leveraged | 1x |
| Index Tracked | MSCI EMU NR EUR |
| Asset Class | Equity |
Expense Ratio
EUFM.L features an expense ratio of 0.34%, 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 (Lux) Fund Solutions – MSCI EMU Select Factor Mix UCITS ETF(EUR)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 (Lux) Fund Solutions – MSCI EMU Select Factor Mix UCITS ETF(EUR)A-acc had a return of 4.07% year-to-date (YTD) and 15.42% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 4.07% | 21.88% |
| 1 month | -1.69% | 0.89% |
| 6 months | -1.54% | 15.85% |
| 1 year | 15.42% | 38.63% |
| 5 years (annualized) | 6.25% | 13.69% |
| 10 years (annualized) | N/A | 11.18% |
Monthly Returns
The table below presents the monthly returns of EUFM.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.72% | 3.61% | 4.33% | -1.21% | 2.68% | -3.82% | 0.36% | 1.62% | -0.85% | 4.07% | |||
| 2023 | 6.91% | 1.57% | 0.51% | 1.76% | -4.85% | 2.65% | 3.06% | -2.51% | -1.16% | -3.38% | 6.38% | 4.25% | 15.45% |
| 2022 | -4.54% | -4.09% | 1.11% | -1.48% | 0.92% | -5.63% | 1.18% | -1.76% | -6.03% | 6.24% | 6.22% | 0.41% | -8.08% |
| 2021 | -2.18% | 0.02% | 4.60% | 4.41% | 1.22% | 0.22% | 1.50% | 3.38% | -3.03% | 1.70% | -1.41% | 2.90% | 13.82% |
| 2020 | -1.82% | -5.68% | -14.62% | 4.67% | 8.75% | 5.05% | -1.39% | 2.93% | 0.18% | -6.21% | 15.21% | 1.87% | 5.84% |
| 2019 | 3.15% | 1.68% | 2.48% | 4.43% | -2.39% | 6.14% | 1.55% | -1.82% | 1.79% | -1.00% | 1.13% | 0.80% | 19.11% |
| 2018 | 2.22% | -1.24% | -0.92% | -7.28% | -1.42% | -4.08% | -12.29% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of EUFM.L is 35, 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.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for UBS (Lux) Fund Solutions – MSCI EMU Select Factor Mix UCITS ETF(EUR)A-acc (EUFM.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
0Drawdowns
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the UBS (Lux) Fund Solutions – MSCI EMU Select Factor Mix UCITS ETF(EUR)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 (Lux) Fund Solutions – MSCI EMU Select Factor Mix UCITS ETF(EUR)A-acc was 30.14%, occurring on Mar 18, 2020. Recovery took 162 trading sessions.
The current UBS (Lux) Fund Solutions – MSCI EMU Select Factor Mix UCITS ETF(EUR)A-acc drawdown is 6.23%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -30.14% | Feb 20, 2020 | 20 | Mar 18, 2020 | 162 | Nov 25, 2020 | 182 |
| -20.86% | Nov 12, 2021 | 221 | Oct 3, 2022 | 134 | Apr 14, 2023 | 355 |
| -17.38% | Aug 29, 2018 | 84 | Dec 24, 2018 | 130 | Jul 3, 2019 | 214 |
| -9.33% | May 16, 2024 | 57 | Aug 5, 2024 | — | — | — |
| -7.17% | Apr 26, 2023 | 124 | Oct 20, 2023 | 33 | Dec 6, 2023 | 157 |
Volatility
Volatility Chart
The current UBS (Lux) Fund Solutions – MSCI EMU Select Factor Mix UCITS ETF(EUR)A-acc volatility is 2.15%, 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.