IWFL

ETRACS 2x Leveraged US Growth Factor TR ETN
*Unless otherwise stated, data provided by FactSet.

IWFL Fund Description

IWFL provides 2x leveraged exposure to a market-cap-weighted index of US large-cap growth companies.

IWFL Factset Analytics Insight

IWFL aims to provide 2x leveraged exposure to the US large-cap equity segment deemed more growth-oriented relative to the overall market. It is based on the total return version of the Russell 1000 Growth index, which includes firms that have higher price-to-book ratios and higher forecasted growth values. The fund also resets its leverage quarterly. As a levered product, IWDL is not a buy-and-hold investment and should not be expected to provide index leverage returns greater than a one-day period. Keep in mind this is an exchange-traded note, as such, investors also assume the credit risk of UBS. Index reconstitution is done annually.

PERFORMANCE [as of 05/26/22] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
IWFL -12.86% -26.29% -44.47% -22.15% -- -- --
IWFL (NAV) -12.62% -26.56% -44.55% -22.40% -- -- --
Russell 1000 Growth Index -- -- -- -- -- -- --
N/A -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

IWFL Summary Data

UBS
ETRACS
02/05/21
Exchange-Traded Note
0.95%
$19.00M
0.47%

IWFL Portfolio Data

--
N/A

IWFL Index Data

Multi-Factor
Multi-Factor
N/A

IWFL Fund Structure

No
--
-- / --
UBS AG (London Branch)
Low
High
2
Quarterly

IWFL Tax Exposures

20.00% / 39.60%
--
No

IWFL Factset Analytics Block Liquidity

As of 05/27/22
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of IWFL. IWFL is rated a N/A out of 5.

IWFL Tradability

2,860
$62.24K
97
0
0.47%
$0.11
-0.01%
1.92% / -4.56%
None
99.00%
50,000
0.00
0.00%
--
0
$20.25
N/A