UBS ETF (IE) S&P 500 ESG Elite UCITS ETF (USD) A-acc (S5EE.L)
The objective of the Fund is to seek to track the equity market performance of the S&P 500 ESG ELITE Index.
ETF Info
IE00BLSN7P11
A2QMF1
Feb 18, 2021
1x
Russell 1000 TR USD
Ireland
Accumulating
Large-Cap
Blend
Expense Ratio
S5EE.L has an expense ratio of 0.15%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in UBS ETF (IE) S&P 500 ESG Elite 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.
Returns By Period
UBS ETF (IE) S&P 500 ESG Elite UCITS ETF (USD) A-acc had a return of 4.20% year-to-date (YTD) and 16.39% in the last 12 months.
S5EE.L
4.20%
2.27%
10.54%
16.39%
N/A
N/A
^GSPC (Benchmark)
3.97%
4.66%
10.32%
22.29%
12.63%
11.32%
Monthly Returns
The table below presents the monthly returns of S5EE.L, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 5.15% | 4.20% | |||||||||||
| 2024 | 3.68% | 5.54% | 4.42% | -3.55% | -0.97% | 5.47% | -1.07% | -1.51% | 0.48% | 3.84% | 6.15% | -3.38% | 20.01% |
| 2023 | 4.03% | 0.16% | 0.57% | 0.10% | 2.60% | 3.11% | 3.49% | 0.35% | -0.71% | -3.13% | 4.70% | 5.23% | 22.12% |
| 2022 | -6.08% | -1.70% | 6.00% | -3.54% | -2.75% | -4.62% | 6.78% | 0.87% | -4.42% | 3.53% | -0.13% | -3.14% | -9.72% |
| 2021 | 2.93% | 5.45% | -0.53% | 4.18% | 1.62% | 3.38% | -2.63% | 4.82% | 3.05% | 3.03% | 28.03% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of S5EE.L is 57, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for UBS ETF (IE) S&P 500 ESG Elite UCITS ETF (USD) A-acc (S5EE.L) 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. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the UBS ETF (IE) S&P 500 ESG Elite 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) S&P 500 ESG Elite UCITS ETF (USD) A-acc was 16.09%, occurring on Jun 16, 2022. Recovery took 261 trading sessions.
The current UBS ETF (IE) S&P 500 ESG Elite UCITS ETF (USD) A-acc drawdown is 1.34%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -16.09% | Jan 4, 2022 | 113 | Jun 16, 2022 | 261 | Jun 30, 2023 | 374 |
| -7.41% | Jun 21, 2024 | 32 | Aug 5, 2024 | 46 | Oct 9, 2024 | 78 |
| -6.03% | Sep 15, 2023 | 31 | Oct 27, 2023 | 18 | Nov 22, 2023 | 49 |
| -5.46% | Mar 25, 2024 | 26 | May 1, 2024 | 32 | Jun 18, 2024 | 58 |
| -5.21% | Aug 26, 2021 | 27 | Oct 4, 2021 | 15 | Oct 25, 2021 | 42 |
Volatility
Volatility Chart
The current UBS ETF (IE) S&P 500 ESG Elite UCITS ETF (USD) A-acc volatility is 3.98%, 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.