UBS
5ESGS.SW
IE00BHXMHN35
UBS S&P 500 Scored & Screened UCITS ETF hCHF acc
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About this ETF

The UBS S&P 500 Scored & Screened UCITS ETF hCHF acc seeks to track the S&P 500 Scored & Screened (CHF Hedged) index. The S&P 500 Scored & Screened (CHF Hedged) index tracks the largest US companies selected by ESG criteria. The sector allocation of the index is adjusted to the sector allocation of the S&P 500. Currency hedged to Swiss Francs (CHF).

TER
0.13%

Total Expense Ratio per year

Fund Size
€445.16M

Assets under management

Holdings
0

Underlying equities

Dividend Yield
0%

Accumulating

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
-
Weighted Fwd P/E
-
💰 Revenue Estimates
Current Year CY
-
Next Year NY
-
📈 EPS Estimates (Earnings Per Share)
Current Year CY
-
Next Year NY
-

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ETF Profile
Provider
UBS
 UBS
Fund Type
ETF
Type
Passive
Inception Date
03/25/2019 (7 yrs)
Index Group
S&P 500
Index
S&P 500 Scored & Screened (CHF Hedged)
Region
-
Country
United States
Sector
-
Strategy
Social / Environmental
Theme
-
Distribution Policy
Accumulating
Replication
Full replication
Sustainable
Yes

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

7/7 Very High
68/100 Moderate
Diversification Score
68/100 Moderate
5Y Volatility
40.9% p.a.
Max Drawdown (5Y)
-86.0%
Sharpe Ratio (5Y)
-0.64
Beta Factor
0.00
Notes & Warnings
Fund Volume (AUM) Solid fund volume
⚠️ Elevated Short-Term Volatility: 3Y volatility (50.3%) is noticeably higher than the 5Y average (40.9%).
🔴 Structurally High Volatility: Above-average fluctuations persist across 5 to 10 years (40.9% p.a.).
⚠️ Historical Stress Test: Maximum peak-to-trough drawdown of -86.0% in the extended horizon.
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