UBS MSCI EM Climate Paris Aligned UCITS ETF USD acc (EMPA.SW) Total Returns
Growth of $10,000 chart
2023-11-13 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$17,765
Total Return
77.65%
CAGR
26.60%
Dividends
$0.00
Yield on Cost
0.00%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.81% |
| Median | +2.09% |
| Best | +19.46% |
| Worst | -13.13% |
| % of Windows Positive | 69.3% |
1-Year (252 Trading Days)
| Average | +21.25% |
| Median | +16.98% |
| Best | +63.21% |
| Worst | -5.34% |
| % of Windows Positive | 98.9% |
3-Year (756 Trading Days)
Risk Metrics
| Maximum Drawdown | -17.67% |
| Average Drawdown | -2.78% |
| Drawdown Duration | 152 Trading Days |
| Sortino Ratio | 2.53 |
| Calmar Ratio | 1.50 |
| CVaR (5%) | -2.12% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +15.84% (+61.51% ann.) | +$1583.67 | $0.00 | $0.00 | $0.00 |
| 2025 | +32.51% | +$3250.69 | $0.00 | $0.00 | $0.00 |
| 2024 | +8.88% | +$887.67 | $0.00 | $0.00 | $0.00 |
| 2023 partial | +6.30% (+62.49% ann.) | +$630.43 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Disinflation rebound / AI-led narrow bull / higher-for-longer partial | November 13, 2023 – September 17, 2024 | +18.79% | +22.57% | +$1879.17 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | +49.55% | +28.85% | +$4954.93 | $0.00 | $0.00 | $0.00 |
Dividend History
| Date | Per Share | Yield % |
|---|---|---|
| Total | 0 payments |
No dividends recorded.
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.