Tabula EUR HY Bond Paris-aligned Climate UCITS ETF Acc (THEP.DE)
THEP.DE is a passive ETF by Tabula tracking the investment results of the iBoxx MSCI ESG EUR High Yield Paris Aligned Capped. THEP.DE launched on Jan 26, 2022 and has a 0.50% expense ratio.
ETF Info
| ISIN | IE000V6NHO66 |
|---|---|
| WKN | A3DB9C |
| Issuer | Tabula |
| Inception Date | Jan 26, 2022 |
| Category | European High Yield Bonds |
| Index Tracked | iBoxx MSCI ESG EUR High Yield Paris Aligned Capped |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Bond |
Expense Ratio
THEP.DE has a high expense ratio of 0.50%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in Tabula EUR HY Bond Paris-aligned Climate UCITS ETF 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
Tabula EUR HY Bond Paris-aligned Climate UCITS ETF Acc had a return of 0.82% year-to-date (YTD) and 8.18% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 0.82% | 10.00% |
| 1 month | 0.24% | 2.41% |
| 6 months | 4.91% | 16.70% |
| 1 year | 8.18% | 26.85% |
| 5 years (annualized) | N/A | 12.81% |
| 10 years (annualized) | N/A | 10.84% |
Monthly Returns
The table below presents the monthly returns of THEP.DE, 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 | -0.12% | 0.07% | 0.51% | -0.15% | 0.82% | ||||||||
| 2023 | 2.15% | -0.39% | 0.18% | -0.04% | 0.02% | 0.59% | 0.90% | -0.07% | -0.16% | -0.26% | 2.74% | 3.33% | 9.26% |
| 2022 | -2.99% | -0.23% | -3.78% | -0.36% | -7.73% | 7.05% | -3.81% | -2.43% | 1.27% | 3.47% | -0.40% | -10.22% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of THEP.DE is 79, placing it in the top 21% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
THEP.DE (Tabula EUR HY Bond Paris-aligned Climate UCITS ETF Acc)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Tabula EUR HY Bond Paris-aligned Climate UCITS ETF Acc (THEP.DE) 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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Tabula EUR HY Bond Paris-aligned Climate UCITS ETF 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 Tabula EUR HY Bond Paris-aligned Climate UCITS ETF Acc was 15.02%, occurring on Oct 12, 2022. The portfolio has not yet recovered.
The current Tabula EUR HY Bond Paris-aligned Climate UCITS ETF Acc drawdown is 1.10%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -15.02% | Feb 3, 2022 | 178 | Oct 12, 2022 | — | — | — |
Volatility
Volatility Chart
The current Tabula EUR HY Bond Paris-aligned Climate UCITS ETF Acc volatility is 1.13%, 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.