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MDBU.DE vs. SXRL.DE
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

MDBU.DE vs. SXRL.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in UBS ETF (LU) Sustainable Development Bank Bonds UCITS ETF (USD) A-dis (MDBU.DE) and iShares USD Treasury Bond 3-7yr UCITS ETF (Acc) (SXRL.DE). The values are adjusted to include any dividend payments, if applicable.

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MDBU.DE vs. SXRL.DE - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
MDBU.DE
UBS ETF (LU) Sustainable Development Bank Bonds UCITS ETF (USD) A-dis
1.19%-5.52%8.42%0.69%-1.90%6.58%-4.66%7.40%0.42%
SXRL.DE
iShares USD Treasury Bond 3-7yr UCITS ETF (Acc)
1.52%-4.82%8.08%1.19%-4.08%6.09%-2.60%8.44%0.83%
Different Trading Currencies

MDBU.DE is traded in EUR, while SXRL.DE is traded in USD. To make them comparable, the SXRL.DE values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, MDBU.DE achieves a 1.19% return, which is significantly lower than SXRL.DE's 1.52% return.


MDBU.DE

1D
-0.71%
1M
-0.14%
YTD
1.19%
6M
1.96%
1Y
-3.66%
3Y*
1.30%
5Y*
1.16%
10Y*

SXRL.DE

1D
0.01%
1M
0.08%
YTD
1.52%
6M
2.48%
1Y
-2.92%
3Y*
1.51%
5Y*
0.97%
10Y*
1.29%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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MDBU.DE vs. SXRL.DE - Expense Ratio Comparison

MDBU.DE has a 0.18% expense ratio, which is higher than SXRL.DE's 0.07% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Return for Risk

MDBU.DE vs. SXRL.DE — Risk / Return Rank

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

MDBU.DE
MDBU.DE Risk / Return Rank: 44
Overall Rank
MDBU.DE Sharpe Ratio Rank: 44
Sharpe Ratio Rank
MDBU.DE Sortino Ratio Rank: 33
Sortino Ratio Rank
MDBU.DE Omega Ratio Rank: 33
Omega Ratio Rank
MDBU.DE Calmar Ratio Rank: 55
Calmar Ratio Rank
MDBU.DE Martin Ratio Rank: 66
Martin Ratio Rank

SXRL.DE
SXRL.DE Risk / Return Rank: 6161
Overall Rank
SXRL.DE Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
SXRL.DE Sortino Ratio Rank: 6464
Sortino Ratio Rank
SXRL.DE Omega Ratio Rank: 5858
Omega Ratio Rank
SXRL.DE Calmar Ratio Rank: 6363
Calmar Ratio Rank
SXRL.DE Martin Ratio Rank: 5454
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.

MDBU.DE vs. SXRL.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for UBS ETF (LU) Sustainable Development Bank Bonds UCITS ETF (USD) A-dis (MDBU.DE) and iShares USD Treasury Bond 3-7yr UCITS ETF (Acc) (SXRL.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.


MDBU.DESXRL.DEDifference

Sharpe ratio

Return per unit of total volatility

-0.54

-0.39

-0.14

Sortino ratio

Return per unit of downside risk

-0.67

-0.47

-0.20

Omega ratio

Gain probability vs. loss probability

0.92

0.94

-0.02

Calmar ratio

Return relative to maximum drawdown

-0.46

-0.35

-0.12

Martin ratio

Return relative to average drawdown

-0.74

-0.55

-0.19

MDBU.DE vs. SXRL.DE - Sharpe Ratio Comparison

The current MDBU.DE Sharpe Ratio is -0.54, which is lower than the SXRL.DE Sharpe Ratio of -0.39. The chart below compares the historical Sharpe Ratios of MDBU.DE and SXRL.DE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


MDBU.DESXRL.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.54

-0.39

-0.14

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.16

0.12

+0.04

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.17

Sharpe Ratio (All Time)

Calculated using the full available price history

0.23

0.43

-0.21

Correlation

The correlation between MDBU.DE and SXRL.DE is 0.76, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

MDBU.DE vs. SXRL.DE - Dividend Comparison

MDBU.DE's dividend yield for the trailing twelve months is around 2.66%, while SXRL.DE has not paid dividends to shareholders.


TTM2025202420232022202120202019
MDBU.DE
UBS ETF (LU) Sustainable Development Bank Bonds UCITS ETF (USD) A-dis
2.66%3.79%1.92%1.75%0.75%0.59%1.58%1.40%
SXRL.DE
iShares USD Treasury Bond 3-7yr UCITS ETF (Acc)
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

MDBU.DE vs. SXRL.DE - Drawdown Comparison

The maximum MDBU.DE drawdown since its inception was -12.38%, smaller than the maximum SXRL.DE drawdown of -17.10%. Use the drawdown chart below to compare losses from any high point for MDBU.DE and SXRL.DE.


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Drawdown Indicators


MDBU.DESXRL.DEDifference

Max Drawdown

Largest peak-to-trough decline

-12.38%

-14.09%

+1.71%

Max Drawdown (1Y)

Largest decline over 1 year

-6.85%

-2.37%

-4.48%

Max Drawdown (5Y)

Largest decline over 5 years

-12.09%

-13.50%

+1.41%

Max Drawdown (10Y)

Largest decline over 10 years

-14.09%

Current Drawdown

Current decline from peak

-6.44%

-1.30%

-5.14%

Average Drawdown

Average peak-to-trough decline

-5.67%

-2.89%

-2.78%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.22%

0.72%

+3.50%

Volatility

MDBU.DE vs. SXRL.DE - Volatility Comparison

The current volatility for UBS ETF (LU) Sustainable Development Bank Bonds UCITS ETF (USD) A-dis (MDBU.DE) is 2.06%, while iShares USD Treasury Bond 3-7yr UCITS ETF (Acc) (SXRL.DE) has a volatility of 2.30%. This indicates that MDBU.DE experiences smaller price fluctuations and is considered to be less risky than SXRL.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MDBU.DESXRL.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.06%

2.30%

-0.24%

Volatility (6M)

Calculated over the trailing 6-month period

3.98%

4.29%

-0.31%

Volatility (1Y)

Calculated over the trailing 1-year period

6.82%

7.44%

-0.62%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.23%

7.88%

-0.65%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.94%

7.64%

-0.70%