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
| ISIN | US9026777808 |
|---|---|
| CUSIP | 902677780 |
| Issuer | UBS |
| Inception Date | Jun 11, 2014 |
| Region | North America (U.S.) |
| Category | Leveraged Equities, Leveraged |
| Leveraged | 2x |
| Index Tracked | Russell 1000 Growth Index (200%) |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
The UBS AG FI Enhanced Large Cap Growth ETN has a high expense ratio of 1.29%, 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 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
UBS AG FI Enhanced Large Cap Growth ETN had a return of 7.63% year-to-date (YTD) and 56.41% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 7.63% | 5.05% |
| 1 month | -12.32% | -4.27% |
| 6 months | 36.93% | 18.82% |
| 1 year | 56.41% | 21.22% |
| 5 years (annualized) | 22.55% | 11.38% |
| 10 years (annualized) | N/A | 10.42% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 4.62% | 11.79% | 3.77% | |||||||||
| 2023 | -11.45% | -3.36% | 21.56% | 7.72% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
UBS AG FI Enhanced Large Cap Growth ETN(FBGX)
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.
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. The portfolio has not yet recovered.
The current UBS AG FI Enhanced Large Cap Growth ETN drawdown is 15.69%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -59.88% | Dec 28, 2021 | 216 | Nov 3, 2022 | — | — | — |
| -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 8.10%, 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.