(AW1C) UBS (Irl) - SP500 ESG - Ratings and Ratios
Exchange: XETRA • Country: Germany • Currency: EUR • Type: Etf • ISIN: IE00BLSN7P11 • US Large-Cap Blend Equity
AW1C: Equities, Stocks, Shares, American, Holdings, Portfolio, Securities
The UBS (Irl) ETF plc - S&P 500 ESG ELITE UCITS ETF (USD) A Acc (XETRA:AW1C) is designed to replicate the performance of the S&P 500 ESG ELITE Index, focusing on large-cap U.S. equities that meet stringent ESG criteria. The fund employs a passive management strategy, aiming to deliver returns in line with the underlying index while incorporating environmental, social, and governance factors. It is structured as a UCITS-compliant ETF, providing investors with exposure to a diversified portfolio of U.S. equities with enhanced ESG profiles.
Ticker Symbol: AW1C | Exchange: XETRA | Type: ETF | Country Origin: Germany | ETF Category: US Large-Cap Blend Equity
Technical indicators suggest the fund is currently trading below its short-term and long-term moving averages, with the SMA 20 at 19.30, SMA 50 at 19.29, and SMA 200 at 18.28, compared to the last price of 18.15. The Average True Range (ATR) of 0.20 indicates moderate volatility, while the average 20-day trading volume of 11,609 shares reflects limited liquidity. These metrics collectively point to a consolidative phase with potential downside risks in the near term.
Three-Month Forecast: Based on the current technical and fundamental backdrop, the fund is expected to trade within a range of $17.95 to $18.50. Support levels are anticipated around $17.80, while resistance is likely to be encountered at $18.40. The SMA 200 will remain a critical indicator, as a breach below this level could signal further downside. Conversely, a sustained move above the SMA 50 could indicate a reversal in the current downtrend. The AUM of €33.33 million reflects a modestly sized fund, which may experience increased volatility during periods of low trading activity.
Additional Sources for AW1C ETF
AW1C ETF Overview
Market Cap in USD | 36m |
Category | US Large-Cap Blend Equity |
TER | 0.20% |
IPO / Inception | 2021-02-18 |
AW1C ETF Ratings
Growth 5y | 48.9% |
Fundamental | - |
Dividend | 0.0% |
Rel. Strength | -7.77 |
Analysts | - |
Fair Price Momentum | 15.22 EUR |
Fair Price DCF | - |
AW1C Dividends
No Dividends PaidAW1C Growth Ratios
Growth Correlation 3m | -60.5% |
Growth Correlation 12m | 74.5% |
Growth Correlation 5y | 57.8% |
CAGR 5y | 8.19% |
CAGR/Max DD 5y | 0.30 |
Sharpe Ratio 12m | 0.65 |
Alpha | -5.22 |
Beta | 0.872 |
Volatility | 14.35% |
Current Volume | 14.8k |
Average Volume 20d | 5.4k |
As of April 03, 2025, the stock is trading at EUR 17.60 with a total of 14,816 shares traded.
Over the past week, the price has changed by -1.70%, over one month by -8.00%, over three months by -8.26% and over the past year by +1.63%.
Partly, yes. Based on ValueRay Analyses, UBS (Irl) - SP500 ESG (XETRA:AW1C) is currently (April 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 48.91 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of AW1C as of April 2025 is 15.22. This means that AW1C is currently overvalued and has a potential downside of -13.52%.
UBS (Irl) - SP500 ESG has no consensus analysts rating.
According to ValueRays Forecast Model, AW1C UBS (Irl) - SP500 ESG will be worth about 17.1 in April 2026. The stock is currently trading at 17.60. This means that the stock has a potential downside of -2.67%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 17.1 | -2.7% |