CAHCHA vs. CAHEUA - ETF Comparison
CAHCHA - UBS ETF (LU) MSCI Canada UCITS ETF (hedged to CHF) A-acc
The UBS ETF (LU) MSCI Canada UCITS ETF (hedged to CHF) A-acc is an equity fund that tracks the MSCI Canada (CHF Hedged) index, providing investors with exposure to the largest and most liquid Canadian stocks. The fund is currency hedged to Swiss Francs (CHF) and has a total expense ratio of 0.36% p.a.. It follows a long-only strategy and replicates the performance of the underlying index by full replication.
CAHEUA - UBS ETF (LU) MSCI Canada UCITS ETF (hedged to EUR) A-acc
The UBS ETF (LU) MSCI Canada UCITS ETF (hedged to EUR) A-acc is an exchange-traded fund that tracks the MSCI Canada (EUR Hedged) index, providing investors with exposure to the largest and most liquid Canadian stocks. The fund is currency hedged to Euro (EUR) and has a total expense ratio of 0.36% p.a.. It uses a full replication strategy to track the underlying index and reinvests dividends. The fund is domiciled in Luxembourg and was launched on 27 February 2015.
| CAHCHA | CAHEUA | |
|---|---|---|
| Fund Name | UBS ETF (LU) MSCI Canada UCITS ETF (hedged to CHF) A-acc | UBS ETF (LU) MSCI Canada UCITS ETF (hedged to EUR) A-acc |
| Fund Provider | UBS | UBS |
| Index | MSCI Canada (CHF Hedged) | MSCI Canada (EUR Hedged) |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.36% | 0.36% |
| Inception Date | 2015-01-30 | 2015-02-27 |
| Number Of Holdings | 88 | 88 |
| Currency | CHF | EUR |
| Currency Hedged | ||
| Distribution Policy | Accumulating | Accumulating |
| Region | Canada | Canada |
| Leveraged | Non-leveraged | Non-leveraged |
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Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Performance Analysis
The performance analysis examines historical data to assess the returns of the investment strategy, including key metrics such as Cumulative returns, End of Year (EoY) returns, and risk-adjusted returns like the Sharpe ratio or the Sortino ratio.
Cumulative Returns
End of Year Returns Table
End of Year Returns
Risk Analysis
The risk analysis refers to an assessment of potential negative events that could lead to a loss of capital. Conducting a risk analysis can help in deciding whether an investment should be made. This is done using risk metrics such as drawdowns, volatility and beta which reflect stakeholders' confidence in the consistency of an investment strategy.
Drawdowns
Drawdowns Table
Monte Carlo Simulation
The Monte Carlo simulation is a statistical method used to forecast portfolio returns by generating a wide range of potential outcomes through random sampling from historical asset price data. It helps investors assess the potential risk and return of a portfolio under various market conditions. The simulation takes into account the initial investment and optionally simulates cash flow scenarios like fixed contributions, fixed withdrawals, or percentage withdrawals.
IMPORTANT: The forecast generated through Monte Carlo simulations is purely hypothetical and does not guarantee future returns. Investment decisions should be made with consideration of various factors, and past performance is not indicative of future results.