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
Expense Ratio
FBGX has a high expense ratio of 1.29%, indicating above-average management fees.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
Loading data...
Returns By Period
FBGX
N/A
N/A
N/A
N/A
N/A
N/A
N/A
^GSPC (Benchmark)
1.00%
12.45%
0.40%
11.91%
15.05%
15.04%
10.82%
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% | 0.00% | 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% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 81, FBGX is among the top 19% of ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
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.
Loading data...
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.
Loading data...
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 chart below shows the rolling one-month volatility.
Loading data...