UBS ETF (LU) MSCI Pacific Socially Responsible UCITS ETF (USD) Acc (USUP.DE)
USUP.DE is a passive ETF by UBS tracking the investment results of the MSCI Pacific SRI Low Carbon Select 5% Issuer Capped. USUP.DE launched on Jul 2, 2020 and has a 0.28% expense ratio.
ETF Info
LU0950674928
A1W3LH
Jul 2, 2020
1x
MSCI Pacific SRI Low Carbon Select 5% Issuer Capped
Luxembourg
Accumulating
Expense Ratio
USUP.DE features an expense ratio of 0.28%, falling within the medium range.
Share Price Chart
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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.
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
2.95%
3.37%
7.46%
8.80%
N/A
N/A
^GSPC (Benchmark)
3.96%
2.77%
10.09%
21.57%
12.62%
11.30%
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.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2025 | 3.25% | 2.95% | |||||||||||
2024 | 2.85% | 0.88% | 1.62% | -3.02% | 0.69% | 2.29% | 2.49% | 0.49% | 2.21% | -5.48% | 6.09% | -1.88% | 9.07% |
2023 | 5.98% | -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% |
2021 | 0.38% | 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.
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.
Dividends
Dividend History
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 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, 2021 | 236 | Oct 24, 2022 | 313 | Jan 15, 2024 | 549 |
-14.51% | Jul 7, 2020 | 22 | Aug 5, 2020 | 108 | Jan 8, 2021 | 130 |
-13.04% | Jan 16, 2024 | 143 | Aug 6, 2024 | 43 | Oct 4, 2024 | 186 |
-8.18% | Feb 17, 2021 | 64 | May 19, 2021 | 74 | Sep 1, 2021 | 138 |
-6.43% | Oct 7, 2024 | 19 | Oct 31, 2024 | 22 | Dec 2, 2024 | 41 |
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.