- Issuer
- Expat
- Inception Date
- Feb 5, 2018
- Region
- Europe (Hungary)
- Category
- Europe Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- BUX Index
- Domicile
- Bulgaria
- Distribution Policy
- Accumulating
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Compare stocks, funds, or ETFs
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Performance
HUBE.DE Performance Chart
Expat Hungary BUX UCITS ETF (HUBE.DE) is up 22.9% since the beginning of the year. HUBE.DE is currently trading at €2 per share. Investors who bought €1,000 worth of HUBE.DE shares 5 years ago would now be looking at an investment worth €1,802.
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Returns By Period
Expat Hungary BUX UCITS ETF (HUBE.DE) has returned 22.87% so far this year and 41.52% over the past 12 months.
Expat Hungary BUX UCITS ETF
- 1D
- 0.32%
- 1M
- -0.31%
- 6M
- 17.41%
- YTD
- 22.87%
- 1Y
- 41.52%
- 3Y*
- 33.32%
- 5Y*
- 12.50%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.09%
- 1M
- 1.27%
- 6M
- 10.98%
- YTD
- 13.27%
- 1Y
- 22.64%
- 3Y*
- 18.04%
- 5Y*
- 12.49%
- 10Y*
- 12.92%
HUBE.DE Monthly Returns History
Based on dividend-adjusted daily data since Apr 16, 2018, HUBE.DE's average daily return is +0.03%, while the average monthly return is +0.66%. At this rate, an investment would double in approximately 8.8 years.
Historically, 61% of months were positive and 39% were negative. The best month was Nov 2020 with a return of +13.6%, while the worst month was Feb 2022 at -19.2%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 6 months.
On a daily basis, HUBE.DE closed higher 47% of trading days. The best single day was Apr 9, 2025 with a return of +15.0%, while the worst single day was Apr 8, 2025 at -15.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 12.40% | -0.00% | -6.90% | 11.11% | 2.67% | 1.95% | 0.96% | 22.87% | |||||
| 2025 | 6.68% | 5.20% | 2.00% | 2.94% | 2.86% | 0.93% | 3.67% | 2.65% | -6.03% | 9.17% | 6.72% | 1.57% | 44.76% |
| 2024 | 2.08% | 2.37% | -1.94% | 3.79% | 0.95% | 2.68% | 3.50% | -1.12% | 0.38% | -3.22% | 3.35% | 1.57% | 15.05% |
| 2023 | 3.87% | 2.40% | -6.49% | 5.80% | 5.09% | 5.13% | 2.25% | 8.00% | -3.41% | 1.70% | 3.76% | 4.02% | 36.12% |
| 2022 | 4.94% | -19.23% | -0.80% | -4.33% | -11.36% | -8.79% | -0.35% | 0.83% | -13.58% | 10.27% | 6.91% | -1.86% | -34.67% |
| 2021 | 4.25% | -0.80% | 0.08% | -0.77% | 7.29% | 0.83% | -0.17% | 8.34% | -1.59% | 2.46% | -8.13% | -2.84% | 8.16% |
Benchmark Metrics
Expat Hungary BUX UCITS ETF has an annualized alpha of 6.44%, beta of 0.21, and R2 of 0.03 versus S&P 500 Index. Calculated based on daily prices since April 16, 2018.
- This ETF participated in 36.34% of S&P 500 Index downside but only 35.56% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.21 may look defensive, but with R2 of 0.03 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
- R2 of 0.03 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 6.44%
- Beta
- 0.21
- R²
- 0.03
- Upside Capture
- 35.56%
- Downside Capture
- 36.34%
Expense Ratio
HUBE.DE has a high expense ratio of 1.38%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
HUBE.DE ranks 80 for risk / return — better than 80% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Expat Hungary BUX UCITS ETF (HUBE.DE) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| HUBE.DE | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.23 | ||
| Sortino ratioReturn per unit of downside risk | +0.57 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.33 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 3.62 | 3.01 | +0.62 |
| Martin ratioReturn relative to average drawdown | 10.80 | 11.10 | -0.30 |
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 Expat Hungary BUX UCITS ETF. 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 Expat Hungary BUX UCITS ETF was 51.39%, occurring on Sep 29, 2022. Recovery took 584 trading sessions.
The current Expat Hungary BUX UCITS ETF drawdown is 1.55%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-51.39%Sep 2022 | 10mo 25d | 2y 4mo | 3y 3moNov 2021 - Feb 2025 | Bear market2022 |
-30.55%Oct 2020 | 2y 5mo | 10mo 5d | 3y 3moMay 2018 - Aug 2021 | — |
-21.36%Apr 2025 | 5d | 17d | 22dApr 2025 - Apr 2025 | 2025 selloff2025 |
-11.41%Mar 2026 | 1mo 23d | 14d | 2mo 7dFeb 2026 - Apr 2026 | — |
-8.40%Sep 2025 | 1mo 6d | 1mo 17d | 2mo 23dAug 2025 - Nov 2025 | — |
Drawdown Indicators
| HUBE.DE | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.39% | -51.17% | -0.22% |
Max Drawdown (1Y)Largest decline over 1 year | -11.41% | -7.57% | -3.84% |
Max Drawdown (3Y)Largest decline over 3 years | -21.36% | -23.99% | +2.63% |
Max Drawdown (5Y)Largest decline over 5 years | -51.39% | -23.99% | -27.40% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.42% | — |
Current DrawdownCurrent decline from peak | -1.55% | -0.52% | -1.03% |
Average DrawdownAverage peak-to-trough decline | -16.81% | -8.90% | -7.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.83% | 2.04% | +1.79% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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