PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
UBS ETF (LU) MSCI Pacific Socially Responsible UCI...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

LU0950674928

WKN

A1W3LH

Issuer

UBS

Inception Date

Jul 2, 2020

Leveraged

1x

Index Tracked

MSCI Pacific SRI Low Carbon Select 5% Issuer Capped

Domicile

Luxembourg

Distribution Policy

Accumulating

Asset Class

Equity

Expense Ratio

USUP.DE features an expense ratio of 0.28%, falling within the medium range.


Expense ratio chart for USUP.DE: current value at 0.28% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.28%

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 Pacific Socially Responsible UCITS ETF (USD) Acc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%5.00%10.00%15.00%SeptemberOctoberNovemberDecember2025February
7.46%
16.30%
USUP.DE (UBS ETF (LU) MSCI Pacific Socially Responsible UCITS ETF (USD) Acc)
Benchmark (^GSPC)

Returns By Period

UBS ETF (LU) MSCI Pacific Socially Responsible UCITS ETF (USD) Acc had a return of 2.95% year-to-date (YTD) and 8.80% in the last 12 months.


USUP.DE

YTD

2.95%

1M

3.37%

6M

7.46%

1Y

8.80%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

3.96%

1M

2.77%

6M

10.09%

1Y

21.57%

5Y*

12.62%

10Y*

11.30%

*Annualized

Monthly Returns

The table below presents the monthly returns of USUP.DE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20253.25%2.95%
20242.85%0.88%1.62%-3.02%0.69%2.29%2.49%0.49%2.21%-5.48%6.09%-1.88%9.07%
20235.98%-2.25%0.75%-0.35%2.46%1.01%0.53%-3.28%-0.63%-2.61%3.92%4.57%10.08%
2022-5.50%-0.21%1.97%-2.38%-2.77%-6.09%9.17%-2.53%-7.67%-0.25%6.54%-4.04%-14.14%
20210.38%0.19%2.81%-2.18%-0.80%2.44%-0.32%2.91%2.20%0.22%-2.31%3.97%9.68%
2020-11.98%1.15%0.86%-0.70%11.06%2.10%1.10%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of USUP.DE is 25, meaning it’s performing worse than 75% of other ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of USUP.DE is 2525
Overall Rank
The Sharpe Ratio Rank of USUP.DE is 2121
Sharpe Ratio Rank
The Sortino Ratio Rank of USUP.DE is 2020
Sortino Ratio Rank
The Omega Ratio Rank of USUP.DE is 2121
Omega Ratio Rank
The Calmar Ratio Rank of USUP.DE is 3232
Calmar Ratio Rank
The Martin Ratio Rank of USUP.DE is 3131
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for UBS ETF (LU) MSCI Pacific Socially Responsible UCITS ETF (USD) Acc (USUP.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for USUP.DE, currently valued at 0.63, compared to the broader market0.002.004.000.631.83
The chart of Sortino ratio for USUP.DE, currently valued at 0.93, compared to the broader market0.005.0010.000.932.47
The chart of Omega ratio for USUP.DE, currently valued at 1.13, compared to the broader market0.501.001.502.002.503.001.131.33
The chart of Calmar ratio for USUP.DE, currently valued at 0.73, compared to the broader market0.005.0010.0015.0020.000.732.76
The chart of Martin ratio for USUP.DE, currently valued at 3.05, compared to the broader market0.0020.0040.0060.0080.00100.00120.003.0511.27
USUP.DE
^GSPC

The current UBS ETF (LU) MSCI Pacific Socially Responsible UCITS ETF (USD) Acc Sharpe ratio is 0.63. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of UBS ETF (LU) MSCI Pacific Socially Responsible UCITS ETF (USD) Acc with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00SeptemberOctoberNovemberDecember2025February
0.63
1.96
USUP.DE (UBS ETF (LU) MSCI Pacific Socially Responsible UCITS ETF (USD) Acc)
Benchmark (^GSPC)

Dividends

Dividend History


UBS ETF (LU) MSCI Pacific Socially Responsible UCITS ETF (USD) 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.


-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-1.49%
-0.48%
USUP.DE (UBS ETF (LU) MSCI Pacific Socially Responsible UCITS ETF (USD) Acc)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the UBS ETF (LU) MSCI Pacific Socially Responsible UCITS ETF (USD) 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 (LU) MSCI Pacific Socially Responsible UCITS ETF (USD) Acc was 19.61%, occurring on Oct 24, 2022. Recovery took 313 trading sessions.

The current UBS ETF (LU) MSCI Pacific Socially Responsible UCITS ETF (USD) Acc drawdown is 1.49%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-19.61%Nov 23, 2021236Oct 24, 2022313Jan 15, 2024549
-14.51%Jul 7, 202022Aug 5, 2020108Jan 8, 2021130
-13.04%Jan 16, 2024143Aug 6, 202443Oct 4, 2024186
-8.18%Feb 17, 202164May 19, 202174Sep 1, 2021138
-6.43%Oct 7, 202419Oct 31, 202422Dec 2, 202441

Volatility

Volatility Chart

The current UBS ETF (LU) MSCI Pacific Socially Responsible UCITS ETF (USD) Acc volatility is 3.00%, 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.


3.00%4.00%5.00%6.00%7.00%8.00%9.00%SeptemberOctoberNovemberDecember2025February
3.00%
3.99%
USUP.DE (UBS ETF (LU) MSCI Pacific Socially Responsible UCITS ETF (USD) Acc)
Benchmark (^GSPC)
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2025 PortfoliosLab