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UBS ETF (IE) MSCI World UCITS ETF (USD) Dist (UBU7.DE) Sharpe Ratio: 2.20

ETF · Currency in EUR · Last updated Jun 26, 2026

UBU7.DE is a passive ETF by UBS tracking the investment results of the MSCI World. UBU7.DE launched on Apr 11, 2012 and has a 0.10% expense ratio.

UBU7.DE's Sharpe Ratio of 2.20 indicates that for each unit of volatility, it generates 2.20 units of excess return above the risk-free rate. The ratio is calculated using historical daily returns over the past 12 months (as of Jun 26, 2026).

Sharpe uses total volatility (standard deviation) which includes both upside and downside price movements, making it useful for comparing risk-adjusted returns across different assets. For how to read this number and when it can mislead, see Sharpe Ratio Explained.

UBU7.DE Sharpe Ratio Rank

UBU7.DE Sharpe Ratio Rank: 78.879
Above Average

UBU7.DE ranks above 78.8% of all investments in our database based on Sharpe Ratio over the past 12 months, indicating above-average returns relative to volatility. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

  • Strong returns with low total volatility → Higher rank
  • High volatility (both upside and downside) → Lower rank
  • Consistent returns → Higher rank than volatile returns of same magnitude
  • Sharp drawdowns increase volatility → Lower rank

What you can do with this information

  • Above-average risk-adjusted returns with room for improvement
  • Compare against category peers to gauge relative positioning
  • Monitor for movement toward top tier or decline toward median
  • Consider pairing with top-tier holdings to improve portfolio efficiency

UBU7.DE Sharpe Ratio Market Positioning

The chart shows UBU7.DE's Sharpe Ratio relative to all ETFs on our platform, with color zones indicating percentile rankings. Higher ratios indicate better risk-adjusted returns.

  • Red zone (bottom 25%): 0.85 or lower
  • Yellow zone (middle 50%): 0.85 to 2.12
  • Green zone (top 25%): 2.12 or higher
  • Top 1%: 6.94+
  • Median: 1.56 — half of all investments score higher

How it compares to other similar ETFs

The table compares UBS ETF (IE) MSCI World UCITS ETF (USD) Dist's Sharpe Ratio with other ETFs in the Global Equities category across multiple time periods, showing how UBU7.DE's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 26, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
XDEV.DEXtrackers MSCI World Value Factor UCITS ETF 1C4.64
IS3S.DEiShares Edge MSCI World Value Factor UCITS ETF4.56
ISPA.DEiShares STOXX Global Select Dividend 100 UCITS ETF (DE)3.56
CBUI.DEiShares MSCI World Value Factor ESG UCITS ETF USD Acc3.47
VGWD.DEVanguard FTSE All-World High Dividend Yield UCITS ETF USD Distributing3.15
PSWD.DEInvesco FTSE RAFI All World 3000 UCITS ETF3.14
VDIV.DEVanEck Morningstar Developed Markets Dividend Leaders UCITS ETF3.01
H41C.DEHSBC Developed World Sustainable Equity UCITS ETF USD2.92
JPGL.DEJPMorgan Global Equity Multi-Factor UCITS ETF Accumulating2.90
OPEN.DEiShares Refinitiv Inclusion and Diversity UCITS ETF USD (Acc)2.88
UBU7.DEUBS ETF (IE) MSCI World UCITS ETF (USD) Dist2.20

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows UBU7.DE's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when UBU7.DE consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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