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UBS ETF (IE) Global Gender Equality UCITS ETF (USD...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

IE00BDR5GV14

WKN

A2H5CE

Issuer

UBS

Inception Date

Dec 19, 2017

Leveraged

1x

Index Tracked

MSCI ACWI NR USD

Domicile

Ireland

Distribution Policy

Accumulating

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

GENE.L has an expense ratio of 0.20%, which is considered low compared to other funds.


Expense ratio chart for GENE.L: current value at 0.20% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.20%

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

The chart shows the growth of an initial investment of £10,000 in UBS ETF (IE) Global Gender Equality UCITS ETF (USD) 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.


0.00%5.00%10.00%15.00%SeptemberOctoberNovemberDecember2025February
8.08%
13.89%
GENE.L (UBS ETF (IE) Global Gender Equality UCITS ETF (USD) A-acc)
Benchmark (^GSPC)

Returns By Period

UBS ETF (IE) Global Gender Equality UCITS ETF (USD) A-acc had a return of 3.90% year-to-date (YTD) and 14.60% in the last 12 months.


GENE.L

YTD

3.90%

1M

-0.41%

6M

8.08%

1Y

14.60%

5Y*

8.86%

10Y*

N/A

^GSPC (Benchmark)

YTD

4.01%

1M

1.13%

6M

9.82%

1Y

22.80%

5Y*

12.93%

10Y*

11.26%

*Annualized

Monthly Returns

The table below presents the monthly returns of GENE.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20255.80%3.90%
20240.62%0.49%3.57%-2.11%1.15%0.41%1.84%1.86%0.41%1.52%4.29%-3.60%10.70%
20235.53%-0.95%-2.64%1.86%-3.68%2.57%2.47%-2.02%-0.25%-4.44%5.54%7.38%11.06%
2022-3.04%-0.61%3.38%-0.58%-0.49%-6.26%5.07%1.26%-3.36%3.36%2.42%-2.35%-1.79%
2021-1.31%2.11%6.59%3.31%0.81%0.92%-0.21%2.36%-1.23%2.17%-1.81%3.39%18.14%
2020-0.67%-6.43%-11.86%6.31%6.44%2.37%-2.31%4.09%-0.37%-3.61%14.17%1.10%6.95%
20193.24%1.56%3.21%3.01%-0.66%4.62%4.47%-2.18%2.39%-4.21%3.08%1.40%21.36%
20182.95%1.63%-0.30%-4.97%2.24%-5.27%-3.99%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of GENE.L is 60, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of GENE.L is 6060
Overall Rank
The Sharpe Ratio Rank of GENE.L is 5454
Sharpe Ratio Rank
The Sortino Ratio Rank of GENE.L is 5555
Sortino Ratio Rank
The Omega Ratio Rank of GENE.L is 5353
Omega Ratio Rank
The Calmar Ratio Rank of GENE.L is 7878
Calmar Ratio Rank
The Martin Ratio Rank of GENE.L is 6161
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for UBS ETF (IE) Global Gender Equality UCITS ETF (USD) A-acc (GENE.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for GENE.L, currently valued at 1.32, compared to the broader market0.002.004.001.321.74
The chart of Sortino ratio for GENE.L, currently valued at 1.93, compared to the broader market-2.000.002.004.006.008.0010.0012.001.932.36
The chart of Omega ratio for GENE.L, currently valued at 1.24, compared to the broader market0.501.001.502.002.503.001.241.32
The chart of Calmar ratio for GENE.L, currently valued at 2.77, compared to the broader market0.005.0010.0015.002.772.62
The chart of Martin ratio for GENE.L, currently valued at 6.87, compared to the broader market0.0020.0040.0060.0080.00100.006.8710.69
GENE.L
^GSPC

The current UBS ETF (IE) Global Gender Equality UCITS ETF (USD) A-acc Sharpe ratio is 1.32. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of UBS ETF (IE) Global Gender Equality UCITS ETF (USD) A-acc with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.50SeptemberOctoberNovemberDecember2025February
1.32
1.52
GENE.L (UBS ETF (IE) Global Gender Equality UCITS ETF (USD) A-acc)
Benchmark (^GSPC)

Dividends

Dividend History


UBS ETF (IE) Global Gender Equality UCITS ETF (USD) A-acc doesn't pay dividends

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.


-7.00%-6.00%-5.00%-4.00%-3.00%-2.00%-1.00%0.00%SeptemberOctoberNovemberDecember2025February
-1.80%
-2.49%
GENE.L (UBS ETF (IE) Global Gender Equality UCITS ETF (USD) A-acc)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the UBS ETF (IE) Global Gender Equality UCITS ETF (USD) 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 ETF (IE) Global Gender Equality UCITS ETF (USD) A-acc was 28.65%, occurring on Mar 23, 2020. Recovery took 153 trading sessions.

The current UBS ETF (IE) Global Gender Equality UCITS ETF (USD) A-acc drawdown is 1.80%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-28.65%Feb 21, 202022Mar 23, 2020153Nov 16, 2020175
-12.59%Nov 16, 2021144Jun 16, 2022104Nov 14, 2022248
-11.82%Aug 29, 201884Dec 24, 201878Apr 16, 2019162
-11.06%Feb 6, 2023185Oct 30, 202333Dec 14, 2023218
-5.97%Nov 15, 202226Dec 20, 202214Jan 12, 202340

Volatility

Volatility Chart

The current UBS ETF (IE) Global Gender Equality UCITS ETF (USD) A-acc volatility is 2.64%, 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.


2.00%3.00%4.00%5.00%6.00%SeptemberOctoberNovemberDecember2025February
2.64%
3.63%
GENE.L (UBS ETF (IE) Global Gender Equality UCITS ETF (USD) A-acc)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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