UBS ETF (LU) MSCI Europe Socially Responsible UCITS ETF (EUR) Dist (UIW2.DE)
UIW2.DE is a passive ETF by UBS tracking the investment results of the MSCI Europe SRI Low Carbon Select 5% Issuer Capped. UIW2.DE launched on Feb 26, 2021 and has a 0.18% expense ratio.
ETF Info
LU2206597713
A2P93G
Feb 26, 2021
1x
MSCI Europe SRI Low Carbon Select 5% Issuer Capped
Luxembourg
Distributing
Expense Ratio
UIW2.DE has an expense ratio of 0.18%, which is considered low compared to other funds.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in UBS ETF (LU) MSCI Europe Socially Responsible UCITS ETF (EUR) Dist, 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
UIW2.DE
N/A
N/A
N/A
N/A
N/A
N/A
^GSPC (Benchmark)
2.90%
3.70%
10.94%
22.18%
12.41%
11.21%
Monthly Returns
The table below presents the monthly returns of UIW2.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 | 2.08% | 1.86% | 3.34% | -2.28% | 4.59% | 0.59% | 1.80% | 2.10% | 0.16% | -1.88% | 12.82% | ||
| 2023 | 6.80% | 1.14% | 1.87% | 2.66% | -2.17% | 1.02% | 1.64% | -2.24% | -2.81% | -2.17% | 7.12% | 4.05% | 17.55% |
| 2022 | -6.26% | -4.23% | 2.07% | -1.29% | -3.65% | -5.64% | 8.79% | -5.97% | -6.75% | 5.75% | 7.67% | -3.27% | -13.59% |
| 2021 | 1.72% | 2.28% | 2.52% | 3.28% | 3.29% | 3.37% | -4.26% | 4.84% | -2.47% | 5.40% | 21.36% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of UIW2.DE is 66, 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 (LU) MSCI Europe Socially Responsible UCITS ETF (EUR) Dist (UIW2.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
UBS ETF (LU) MSCI Europe Socially Responsible UCITS ETF (EUR) Dist provided a 1.86% dividend yield over the last twelve months, with an annual payout of €0.28 per share.
| Period | TTM | 2023 | 2022 | 2021 |
|---|---|---|---|---|
| Dividend | €0.28 | €0.30 | €0.30 | €0.17 |
Dividend yield | 1.86% | 2.26% | 2.57% | 1.26% |
Monthly Dividends
The table displays the monthly dividend distributions for UBS ETF (LU) MSCI Europe Socially Responsible UCITS ETF (EUR) Dist. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.28 | €0.00 | €0.00 | €0.00 | €0.28 | |
| 2023 | €0.00 | €0.06 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.24 | €0.00 | €0.00 | €0.00 | €0.00 | €0.30 |
| 2022 | €0.00 | €0.06 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.24 | €0.00 | €0.00 | €0.00 | €0.00 | €0.30 |
| 2021 | €0.17 | €0.00 | €0.00 | €0.00 | €0.00 | €0.17 |
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 (LU) MSCI Europe Socially Responsible UCITS ETF (EUR) Dist. 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 (LU) MSCI Europe Socially Responsible UCITS ETF (EUR) Dist was 22.88%, occurring on Sep 29, 2022. Recovery took 312 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -22.88% | Nov 18, 2021 | 222 | Sep 29, 2022 | 312 | Dec 15, 2023 | 534 |
| -6.1% | Sep 7, 2021 | 20 | Oct 4, 2021 | 20 | Nov 1, 2021 | 40 |
| -6.09% | Jul 15, 2024 | 16 | Aug 5, 2024 | 13 | Aug 22, 2024 | 29 |
| -3.44% | Sep 3, 2024 | 4 | Sep 6, 2024 | 14 | Sep 26, 2024 | 18 |
| -3.09% | Apr 2, 2024 | 11 | Apr 16, 2024 | 15 | May 8, 2024 | 26 |
Volatility
Volatility Chart
The current UBS ETF (LU) MSCI Europe Socially Responsible UCITS ETF (EUR) Dist volatility is 2.21%, 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.