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CBE3.L vs. CBUX.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CBE3.L vs. CBUX.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares € Govt Bond 1-3yr UCITS ETF EUR (Acc) (CBE3.L) and iShares Global Infrastructure UCITS ETF USD (Acc) (CBUX.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, CBE3.L achieves a 0.48% return, which is significantly lower than CBUX.DE's 14.81% return.


CBE3.L

1D
0.03%
1M
0.30%
YTD
0.48%
6M
0.60%
1Y
1.25%
3Y*
2.87%
5Y*
0.90%
10Y*
0.41%

CBUX.DE

1D
0.49%
1M
1.14%
YTD
14.81%
6M
15.89%
1Y
20.39%
3Y*
10.54%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

CBE3.L vs. CBUX.DE - Yearly Performance Comparison


2026 (YTD)202520242023
CBE3.L
iShares € Govt Bond 1-3yr UCITS ETF EUR (Acc)
0.48%2.28%3.10%3.57%
CBUX.DE
iShares Global Infrastructure UCITS ETF USD (Acc)
14.81%0.75%14.53%-1.47%

Correlation

The correlation between CBE3.L and CBUX.DE is 0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.07

Correlation (3Y)
Calculated over the trailing 3-year period

0.18

Correlation (All Time)
Calculated using the full available price history since Feb 27, 2023

0.15

The correlation between CBE3.L and CBUX.DE shifts across timeframes, from 0.07 (1 year) to 0.18 (3 years), reflecting how their relationship changes across market environments.

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Return for Risk

CBE3.L vs. CBUX.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CBE3.L
CBE3.L Risk / Return Rank: 3030
Overall Rank
CBE3.L Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
CBE3.L Sortino Ratio Rank: 3232
Sortino Ratio Rank
CBE3.L Omega Ratio Rank: 3434
Omega Ratio Rank
CBE3.L Calmar Ratio Rank: 2424
Calmar Ratio Rank
CBE3.L Martin Ratio Rank: 2828
Martin Ratio Rank

CBUX.DE
CBUX.DE Risk / Return Rank: 7171
Overall Rank
CBUX.DE Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
CBUX.DE Sortino Ratio Rank: 6969
Sortino Ratio Rank
CBUX.DE Omega Ratio Rank: 6262
Omega Ratio Rank
CBUX.DE Calmar Ratio Rank: 8989
Calmar Ratio Rank
CBUX.DE Martin Ratio Rank: 6868
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.

CBE3.L vs. CBUX.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares € Govt Bond 1-3yr UCITS ETF EUR (Acc) (CBE3.L) and iShares Global Infrastructure UCITS ETF USD (Acc) (CBUX.DE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

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.


CBE3.LCBUX.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.85

Sortino ratioReturn per unit of downside risk

-1.16

Omega ratioGain probability vs. loss probability

1.22

1.33

-0.12

Calmar ratioReturn relative to maximum drawdown

1.13

4.81

-3.68

Martin ratioReturn relative to average drawdown

3.62

10.96

-7.33

CBE3.L vs. CBUX.DE - Sharpe Ratio Comparison

The current CBE3.L Sharpe Ratio is 1.05, which is lower than the CBUX.DE Sharpe Ratio of 1.90. The chart below compares the historical Sharpe Ratios of CBE3.L and CBUX.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

CBE3.L vs. CBUX.DE - Drawdown Comparison

The maximum CBE3.L drawdown since its inception was -6.13%, smaller than the maximum CBUX.DE drawdown of -14.96%. Use the drawdown chart below to compare losses from any high point for CBE3.L and CBUX.DE.


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Drawdown Indicators


CBE3.LCBUX.DEDifference

Max Drawdown

Largest peak-to-trough decline

-6.13%

-14.96%

+8.83%

Max Drawdown (1Y)

Largest decline over 1 year

-1.11%

-4.22%

+3.11%

Max Drawdown (3Y)

Largest decline over 3 years

-1.11%

-14.96%

+13.85%

Max Drawdown (5Y)

Largest decline over 5 years

-5.19%

Max Drawdown (10Y)

Largest decline over 10 years

-6.13%

Current Drawdown

Current decline from peak

-0.07%

0.00%

-0.07%

Average Drawdown

Average peak-to-trough decline

-1.02%

-3.77%

+2.75%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.34%

1.86%

-1.52%

Volatility

CBE3.L vs. CBUX.DE - Volatility Comparison

The current volatility for iShares € Govt Bond 1-3yr UCITS ETF EUR (Acc) (CBE3.L) is 0.30%, while iShares Global Infrastructure UCITS ETF USD (Acc) (CBUX.DE) has a volatility of 4.49%. This indicates that CBE3.L experiences smaller price fluctuations and is considered to be less risky than CBUX.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CBE3.LCBUX.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.30%

4.49%

-4.19%

Volatility (6M)

Calculated over the trailing 6-month period

1.09%

8.95%

-7.86%

Volatility (1Y)

Calculated over the trailing 1-year period

1.19%

10.72%

-9.53%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

1.51%

11.99%

-10.48%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

1.28%

11.99%

-10.71%

CBE3.L vs. CBUX.DE - Expense Ratio Comparison

CBE3.L has a 0.20% expense ratio, which is lower than CBUX.DE's 0.65% expense ratio.


Dividends

CBE3.L vs. CBUX.DE - Dividend Comparison

Neither CBE3.L nor CBUX.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


CBE3.L and CBUX.DE have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, CBE3.L is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.

CBE3.L is cheaper with a 0.20% expense ratio, compared with 0.65% for CBUX.DE.

CBE3.L is categorized as Short-Term Bond, while CBUX.DE is Utilities Equities. CBE3.L tracks Bloomberg Euro Government Bond 1-3 Year Index, while CBUX.DE tracks FTSE Global Core Infrastructure Index. Their fees differ too: 0.20% for CBE3.L and 0.65% for CBUX.DE.

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