UBS AG FI Enhanced Large Cap Growth ETN (FBGX)
FBGX is a passive ETF by UBS tracking the investment results of the Russell 1000 Growth Index (200%). FBGX launched on Jun 11, 2014 and has a 1.29% expense ratio.
ETF Info
US9026777808
902677780
Jun 11, 2014
North America (U.S.)
2x
Russell 1000 Growth Index (200%)
Large-Cap
Growth
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in UBS AG FI Enhanced Large Cap Growth ETN, 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
FBGX
N/A
N/A
N/A
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^GSPC (Benchmark)
23.08%
0.10%
10.70%
30.05%
13.52%
11.11%
Monthly Returns
The table below presents the monthly returns of FBGX, 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 | 4.62% | 11.79% | 3.77% | -8.97% | 11.29% | 10.40% | 35.73% | ||||||
| 2023 | 16.02% | -2.13% | 12.09% | 1.42% | 8.74% | 12.61% | 5.80% | -1.94% | -11.45% | -3.36% | 21.56% | 7.72% | 83.74% |
| 2022 | -17.36% | -9.64% | 9.98% | -24.98% | -5.35% | -21.47% | 24.46% | -8.41% | -18.78% | 11.00% | 7.78% | -14.06% | -56.41% |
| 2021 | -0.97% | -0.12% | 2.82% | 12.74% | -2.25% | 11.86% | 6.28% | 7.23% | -10.42% | 16.92% | 1.09% | 3.82% | 57.04% |
| 2020 | 4.34% | -14.56% | -22.07% | 29.40% | 11.73% | 7.28% | 14.61% | 19.73% | -7.98% | -8.87% | 23.33% | 8.41% | 65.79% |
| 2019 | 18.80% | 6.15% | 4.91% | 8.71% | -12.39% | 13.67% | 4.44% | -1.98% | -0.19% | 5.06% | 8.34% | 5.58% | 75.84% |
| 2018 | 12.39% | -3.27% | -6.23% | 0.28% | 8.03% | 2.13% | 5.30% | 9.70% | 0.91% | -17.60% | 0.98% | -23.73% | -16.58% |
| 2017 | 6.42% | 7.79% | 2.52% | 4.01% | 4.77% | 0.17% | 4.54% | 3.12% | 2.30% | 7.80% | -0.63% | 8.16% | 64.01% |
| 2016 | -12.36% | 0.51% | 14.29% | -2.89% | 4.44% | -1.25% | 9.92% | -1.16% | 0.76% | -5.34% | 4.86% | 1.81% | 11.54% |
| 2015 | -3.35% | 13.66% | -2.27% | 0.81% | 2.86% | -3.74% | 6.53% | -11.74% | -5.46% | 17.55% | 0.20% | -2.37% | 9.53% |
| 2014 | 2.81% | -2.90% | 8.80% | -2.77% | 4.94% | 5.98% | -1.95% | 15.17% |
Expense Ratio
FBGX has a high expense ratio of 1.29%, indicating higher-than-average management fees.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of FBGX is 81, placing it in the top 19% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for UBS AG FI Enhanced Large Cap Growth ETN (FBGX) 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. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the UBS AG FI Enhanced Large Cap Growth ETN. 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 AG FI Enhanced Large Cap Growth ETN was 59.88%, occurring on Nov 3, 2022. Recovery took 397 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -59.88% | Dec 28, 2021 | 216 | Nov 3, 2022 | 397 | Jun 5, 2024 | 613 |
| -55.32% | Feb 20, 2020 | 23 | Mar 23, 2020 | 75 | Jul 9, 2020 | 98 |
| -44.45% | Oct 3, 2018 | 57 | Dec 24, 2018 | 224 | Nov 13, 2019 | 281 |
| -27.24% | Jul 21, 2015 | 143 | Feb 11, 2016 | 104 | Jul 12, 2016 | 247 |
| -19.97% | Sep 3, 2020 | 14 | Sep 23, 2020 | 48 | Dec 1, 2020 | 62 |
Volatility
Volatility Chart
The current UBS AG FI Enhanced Large Cap Growth ETN volatility is 1.22%, 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.