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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.
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Returns By Period
UBS AG FI Enhanced Large Cap Growth ETN
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 4.62% | 11.79% | 3.78% | -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% | -2.68% | 0.52% | 5.06% | 8.34% | 5.58% | 75.84% |
Benchmark Metrics
UBS AG FI Enhanced Large Cap Growth ETN has an annualized alpha of 5.50%, beta of 2.11, and R² of 0.87 versus S&P 500 Index. Calculated based on daily prices since June 12, 2014.
- This ETF captured 279.67% of S&P 500 Index gains and 170.45% of its losses — amplifying both gains and losses, but participating more in upside than downside.
- This ETF generated an annualized alpha of 5.50% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
- Beta of 2.11 means this ETF moves significantly more than S&P 500 Index — expect amplified gains in rallies and amplified losses in downturns.
- Alpha
- 5.50%
- Beta
- 2.11
- R²
- 0.87
- Upside Capture
- 279.67%
- Downside Capture
- 170.45%
Expense Ratio
FBGX has a high expense ratio of 1.29%, indicating above-average management fees.
Return for Risk
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for UBS AG FI Enhanced Large Cap Growth ETN (FBGX) and compare them to a chosen benchmark (S&P 500 Index).
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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.
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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.
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