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UBS AG London Branch ELKS 5(AMUB)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for AMUB
09/18/2026: AMUB (1-star) has a low Upturn Star Rating. Not recommended to BUY.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Analysis of Past Performance
Type ETF | Historic Profit 16.15% | Avg. Invested days 69 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/18/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 18, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $39.81M |
| Issuer | UBS |
| Expense Ratio | 0.8% |
| Distribution Yield | 4.04% |
| Inception | Oct 9, 2015 |
Performance
| Period | Total Return |
|---|---|
| YTD | +29.03% |
| 1 Year | +29.45% |
| 3 Year | +22.10% |
| 5 Year | +23.03% |
| 10 Year | +11.07% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 15.19% |
| 3Y Volatility | 15.82% |
| 3Y Sharpe Ratio | 1.11 |
Top Sectors
| Sector | Weight |
|---|---|
| Basic Materials | 0.00% |
| Consumer Cyclicals | 0.00% |
| Financial Services | 0.00% |
| Real Estate | 0.00% |
Portfolio Characteristics
| Metric | Value |
|---|---|
| Holdings Turnover | 0.0% |
Top Holdings
| Holding | Weight |
|---|---|
| MPLX LP | 10.54% |
| Magellan Midstream Partners LP | 9.93% |
| Enterprise Products Partners LP | 9.91% |
| Plains All American Pipeline LP | 9.42% |
| Energy Transfer LP | 9.16% |
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