Performance analysis of AMUB (UBS AG London Branch)
Annual Return
Over the past 3 years, AMUB has had an average annual return of +15.92%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, AMUB has had an average annual return of +12.51%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, AMUB has had an average annual return of +3.08%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Oct 9, 2015, AMUB has had an average annual return of +0.06%, underperforming the benchmark SPY, which returned +15.15% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +17.24% | +2.04% | +15.68% | +16.88% | +21.93% | +28.84% | -36.48% | -1.78% | -19.25% | -13.06% | +22.91% | -26.44% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +7.97% | +6.83% | -0.44% | +4.30% | -1.29% | -0.83% | +17.24% | ||||||
| 2025 | +8.70% | +3.22% | -1.49% | -8.77% | +0.06% | +2.45% | +2.93% | -2.11% | -3.96% | -0.49% | +6% | -3.28% | +2.04% |
| 2024 | +4.29% | +2.69% | +4.58% | -1.41% | -1.63% | +4.52% | +0.56% | -1.42% | -0.26% | -1.43% | +12.75% | -7.28% | +15.68% |
| 2023 | +6.24% | -2.78% | -1.14% | +1.61% | -2.53% | +4.23% | +5.63% | -1.11% | +3.08% | +0.20% | +4.83% | -1.96% | +16.88% |
| 2022 | +11.02% | +3.48% | +2% | -0.59% | +6.28% | -14.38% | +13.11% | +1.77% | -7.58% | +14.43% | -0.99% | -4.56% | +21.93% |
| 2021 | +5.93% | +5.67% | +6.70% | +7.10% | +5.39% | +5.13% | -6.47% | -4.11% | +3.06% | +4.70% | -9.17% | +3.40% | +28.84% |
| 2020 | -5.53% | -17.13% | -46.78% | +50.44% | +5.66% | -8.16% | -3.69% | -2.00% | -13.78% | +4.28% | +19.77% | +2.78% | -36.48% |
| 2019 | +12.82% | +1.20% | +0.66% | -1.34% | -2.89% | +2.30% | +0.03% | -7.37% | +0.74% | -6.67% | -7.45% | +8.14% | -1.78% |
| 2018 | +0% | -0.66% | -4.69% | +0% | +3.79% | -0.65% | +0% | +10.18% | -6.11% | +0% | -10.77% | -10.39% | -19.25% |
| 2017 | +3.87% | +1.84% | -0.97% | -3.76% | +0% | -5.30% | -1.32% | -7.80% | +1.03% | -2.53% | -3.49% | +5.31% | -13.06% |
Drawdown analysis of AMUB (UBS AG London Branch)
The maximum drawdown for the AMUB was -79.46%, occurring on Mar 18, 2020. Recovery took 1510 trading sessions.
The current AMUB drawdown is -5.94%.
Since Oct 9, 2015 AMUB has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -79.46% | Oct 9, 2015 | 1116 | Mar 18, 2020 | 1510 | Mar 23, 2026 | 2626 |
| -6.89% | May 19, 2026 | 7 | Jun 1, 2026 | Ongoing | Ongoing | Ongoing |
| -5.70% | Mar 26, 2026 | 15 | Apr 17, 2026 | 9 | Apr 30, 2026 | 24 |
| -2.42% | Apr 30, 2026 | 4 | May 6, 2026 | 4 | May 12, 2026 | 8 |
| -0.62% | Mar 24, 2026 | 1 | Mar 25, 2026 | 1 | Mar 26, 2026 | 2 |