CBUH.DE vs. ^NIFTY500
CBUH.DE (iShares MSCI World Momentum Factor ESG UCITS ETF USD Acc) is Momentum fund tracking the MSCI World Momentum ESG Reduced Carbon Target Select, while ^NIFTY500 (NIFTY 500 Index) is an index. Over the past 3 years, CBUH.DE returned 23.58%/yr vs 4.10%/yr for ^NIFTY500. At a 0.27 correlation, their price movements are largely independent.
Performance
CBUH.DE vs. ^NIFTY500 - Performance Comparison
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Different Trading Currencies
CBUH.DE is traded in EUR, while ^NIFTY500 is traded in INR. To make them comparable, the ^NIFTY500 values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, CBUH.DE achieves a 25.61% return, which is significantly higher than ^NIFTY500's -10.49% return.
CBUH.DE
- 1D
- -1.64%
- 1M
- 3.30%
- YTD
- 25.61%
- 6M
- 25.83%
- 1Y
- 37.86%
- 3Y*
- 23.58%
- 5Y*
- —
- 10Y*
- —
^NIFTY500
- 1D
- 0.64%
- 1M
- -0.83%
- YTD
- -10.49%
- 6M
- -10.65%
- 1Y
- -12.05%
- 3Y*
- 4.10%
- 5Y*
- 6.03%
- 10Y*
- 8.45%
CBUH.DE vs. ^NIFTY500 - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
CBUH.DE iShares MSCI World Momentum Factor ESG UCITS ETF USD Acc | 25.61% | 7.89% | 28.81% | 13.46% | -16.89% | 1.62% |
^NIFTY500 NIFTY 500 Index | -10.49% | -10.46% | 19.39% | 21.37% | -0.99% | 1.27% |
Correlation
The correlation between CBUH.DE and ^NIFTY500 is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.29 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Oct 29, 2021 | 0.27 |
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Return for Risk
CBUH.DE vs. ^NIFTY500 — Risk / Return Rank
CBUH.DE
^NIFTY500
CBUH.DE vs. ^NIFTY500 - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI World Momentum Factor ESG UCITS ETF USD Acc (CBUH.DE) and NIFTY 500 Index (^NIFTY500). 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.
| CBUH.DE | ^NIFTY500 | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.09 | ||
| Sortino ratioReturn per unit of downside risk | +4.38 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 0.87 | +0.54 |
| Calmar ratioReturn relative to maximum drawdown | 3.96 | -0.65 | +4.61 |
| Martin ratioReturn relative to average drawdown | 16.42 | -1.46 | +17.88 |
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Drawdowns
CBUH.DE vs. ^NIFTY500 - Drawdown Comparison
The maximum CBUH.DE drawdown since its inception was -22.65%, smaller than the maximum ^NIFTY500 drawdown of -68.56%. Use the drawdown chart below to compare losses from any high point for CBUH.DE and ^NIFTY500.
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Drawdown Indicators
| CBUH.DE | ^NIFTY500 | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.65% | -68.56% | +45.91% |
Max Drawdown (1Y)Largest decline over 1 year | -9.51% | -19.49% | +9.98% |
Max Drawdown (3Y)Largest decline over 3 years | -22.65% | -27.66% | +5.01% |
Max Drawdown (5Y)Largest decline over 5 years | — | -27.66% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.14% | — |
Current DrawdownCurrent decline from peak | -1.64% | -22.90% | +21.26% |
Average DrawdownAverage peak-to-trough decline | -8.52% | -18.17% | +9.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.30% | 8.95% | -6.65% |
Volatility
CBUH.DE vs. ^NIFTY500 - Volatility Comparison
iShares MSCI World Momentum Factor ESG UCITS ETF USD Acc (CBUH.DE) and NIFTY 500 Index (^NIFTY500) have volatilities of 4.90% and 4.88%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CBUH.DE | ^NIFTY500 | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.90% | 4.88% | +0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 13.82% | 13.72% | +0.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.54% | 16.23% | +0.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.04% | 16.05% | +0.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.04% | 18.30% | -1.26% |
Frequently Asked Questions
CBUH.DE and ^NIFTY500 have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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