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ISIN
LU1169830525
Inception Date
Jun 11, 2015
Region
Europe (Switzerland)
Leveraged
1x (No leverage)
Index Tracked
MSCI Switzerland 20/35 Index
Domicile
Luxembourg
Distribution Policy
Accumulating
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend

Highlights

Avg. Volume (1M)
448
Avg. Volume Value (1M)
£15.44K

Share Price Chart


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Performance

UC93.L Performance Chart

UBS MSCI Switzerland 20/35 UCITS ETF hGBP acc (UC93.L) is up 14.7% since the beginning of the year. UC93.L is currently trading at £35 per share. Investors who bought £1,000 worth of UC93.L shares 5 years ago would now be looking at an investment worth £1,469.


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Benchmark

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Returns By Period

UBS MSCI Switzerland 20/35 UCITS ETF hGBP acc (UC93.L) has returned 14.71% so far this year and 28.50% over the past 12 months. Over the last ten years, UC93.L has returned 9.90% per year, falling short of the S&P 500 Index benchmark, which averaged 13.03% annually.


UBS MSCI Switzerland 20/35 UCITS ETF hGBP acc

1D
0.03%
1M
2.72%
6M
13.95%
YTD
14.71%
1Y
28.50%
3Y*
14.54%
5Y*
8.00%
10Y*
9.90%
ALL TIME*
8.06%

Benchmark (S&P 500 Index)

1D
0.24%
1M
0.32%
6M
10.93%
YTD
10.02%
1Y
16.85%
3Y*
16.15%
5Y*
12.04%
10Y*
13.03%
ALL TIME*
11.36%
*Multi-year figures are annualized to reflect compound growth (CAGR)

UC93.L Monthly Returns History

Based on dividend-adjusted daily data since May 29, 2015, UC93.L's average daily return is +0.04%, while the average monthly return is +0.70%. At this rate, an investment would double in approximately 8.3 years.

Historically, 63% of months were positive and 37% were negative. The best month was Jan 2025 with a return of +8.4%, while the worst month was Feb 2020 at -7.8%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 4 months.

On a daily basis, UC93.L closed higher 52% of trading days. The best single day was Mar 24, 2020 with a return of +7.8%, while the worst single day was Mar 13, 2020 at -9.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.35%6.24%-7.54%4.18%3.70%5.18%2.41%14.71%
20258.38%3.01%-2.04%-2.53%1.97%-1.95%-0.07%2.99%-0.41%2.02%4.67%3.15%20.31%
20242.01%0.55%3.94%-2.53%6.85%-0.19%3.01%1.33%-1.41%-2.88%-0.06%-0.28%10.39%
20235.05%-1.44%1.75%3.65%-1.64%0.75%0.77%-1.65%-1.36%-5.11%4.26%2.86%7.66%
2022-5.51%-1.82%2.50%0.48%-4.29%-7.44%4.27%-2.95%-5.95%4.68%2.92%-2.65%-15.51%
2021-1.55%-0.47%6.38%1.10%4.02%4.44%1.37%2.31%-5.81%4.13%-0.15%5.82%23.06%

Benchmark Metrics

UBS MSCI Switzerland 20/35 UCITS ETF hGBP acc has an annualized alpha of 4.91%, beta of 0.27, and R2 of 0.10 versus S&P 500 Index. Calculated based on daily prices since May 29, 2015.

  • This ETF participated in 51.64% of S&P 500 Index downside but only 49.24% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.27 may look defensive, but with R2 of 0.10 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 0.10 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
4.91%
Beta
0.27
0.10
Upside Capture
49.24%
Downside Capture
51.64%

Expense Ratio

UC93.L has an expense ratio of 0.23%, which is considered low.


Return for Risk

Risk / Return Rank

UC93.L ranks 84 for risk / return — in the top 84% of ETFs on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


UC93.L Risk / Return Rank: 8484
Overall Rank
UC93.L Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
UC93.L Sortino Ratio Rank: 8989
Sortino Ratio Rank
UC93.L Omega Ratio Rank: 9090
Omega Ratio Rank
UC93.L Calmar Ratio Rank: 7373
Calmar Ratio Rank
UC93.L Martin Ratio Rank: 7777
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Risk / Return Metrics

The table below present risk-adjusted performance metrics for UBS MSCI Switzerland 20/35 UCITS ETF hGBP acc (UC93.L) 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.


UC93.LBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.83

Sortino ratioReturn per unit of downside risk

+1.21

Omega ratioGain probability vs. loss probability

1.42

1.26

+0.16

Calmar ratioReturn relative to maximum drawdown

2.60

2.12

+0.49

Martin ratioReturn relative to average drawdown

9.86

7.62

+2.25

Dividends

Dividend History


UBS MSCI Switzerland 20/35 UCITS ETF hGBP 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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the UBS MSCI Switzerland 20/35 UCITS ETF hGBP 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 MSCI Switzerland 20/35 UCITS ETF hGBP acc was 28.23%, occurring on Mar 23, 2020. Recovery took 252 trading sessions.


Drawdown

Fall

Recovery

Underwater

Related event

-28.23%Mar 2020
1mo 2d12mo 4d
1y 1moFeb 2020 - Mar 2021
COVID crash2020
-21.79%Sep 2022
9mo1y 7mo
2y 4moDec 2021 - May 2024
Bear market2022
-20.04%Feb 2016
6mo 9d1y 2mo
1y 8moAug 2015 - Apr 2017
-17.11%Apr 2025
1mo 6d6mo
7mo 6dMar 2025 - Oct 2025
2025 selloff2025
-11.11%Dec 2018
11mo1mo 20d
1y 15dJan 2018 - Feb 2019
Rate-hike selloffLate 2018

Drawdown Indicators


UC93.LBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-28.23%

-37.07%

+8.84%

Max Drawdown (1Y)

Largest decline over 1 year

-10.69%

-8.03%

-2.66%

Max Drawdown (3Y)

Largest decline over 3 years

-17.11%

-22.15%

+5.04%

Max Drawdown (5Y)

Largest decline over 5 years

-21.79%

-22.15%

+0.36%

Max Drawdown (10Y)

Largest decline over 10 years

-28.23%

-26.01%

-2.22%

Current Drawdown

Current decline from peak

0.00%

-1.55%

+1.55%

Average Drawdown

Average peak-to-trough decline

-5.78%

-5.30%

-0.48%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.82%

2.22%

+0.60%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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