Performance analysis of HDLB (UBS AG London Branch ETRACS Monthly Pay 2X Leveraged US High Divid Low Volatility ETN Ser B 09302044)
Annual Return
Over the past 3 years, HDLB has had an average annual return of +27.58%, outperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, HDLB has had an average annual return of +14.11%, outperforming the benchmark SPY, which returned +12.73% annual.
Since Oct 25, 2019, HDLB has had an average annual return of +5.71%, underperforming the benchmark SPY, which returned +16.10% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +21.06% | +27.28% | +28.25% | -3.85% | -11.43% | +62.73% | -50.80% | +7.93% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +11.53% | +13.87% | -7.40% | -0.26% | -3.75% | +0.64% | +6.55% | +21.06% | |||||
| 2025 | +4.64% | +13.87% | +4.20% | -5.52% | +1.07% | +2.22% | +2.61% | +9.62% | +0.10% | -8.85% | +5.70% | -3.18% | +27.28% |
| 2024 | -1.63% | +1.63% | +10.02% | -8.12% | +6.05% | -0.23% | +13.37% | +7.99% | +4.07% | +1.19% | +8.56% | -14.30% | +28.25% |
| 2023 | +10.64% | -10.09% | -5.58% | -0.15% | -14.27% | +10.35% | +3.51% | -4.20% | -9.31% | -4.08% | +17.55% | +6.87% | -3.85% |
| 2022 | -0.46% | -4.41% | +7.48% | -2.99% | +12.04% | -15.50% | +5.32% | -7.08% | -22.74% | +21.75% | +11.03% | -7.75% | -11.43% |
| 2021 | +7.21% | +5.92% | +14.06% | +7.87% | +1.39% | -0.93% | +2.68% | +3.63% | -8.60% | +1.42% | -0.97% | +18.70% | +62.73% |
| 2020 | -3.61% | -20.39% | -59.02% | +28.08% | +3.29% | +1.80% | +1.01% | +2.19% | -11.83% | -8.44% | +31.06% | +6.37% | -50.80% |
| 2019 | -1.21% | +3.08% | +5.99% | +7.93% |
Drawdown analysis of HDLB (UBS AG London Branch ETRACS Monthly Pay 2X Leveraged US High Divid Low Volatility ETN Ser B 09302044)
The maximum drawdown for the HDLB was -78.65%, occurring on Mar 23, 2020. Recovery took 1237 trading sessions.
The current HDLB drawdown is -5.24%.
Since Oct 25, 2019 HDLB has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -78.65% | Feb 20, 2020 | 22 | Mar 23, 2020 | 1237 | Feb 24, 2025 | 1259 |
| -20.94% | Apr 3, 2025 | 3 | Apr 8, 2025 | 28 | May 19, 2025 | 31 |
| -16.14% | Mar 2, 2026 | 66 | Jun 4, 2026 | Ongoing | Ongoing | Ongoing |
| -11.95% | Oct 1, 2025 | 23 | Nov 3, 2025 | 60 | Jan 30, 2026 | 83 |
| -9.03% | May 19, 2025 | 3 | May 22, 2025 | 27 | Jul 2, 2025 | 30 |
| -6.93% | Mar 10, 2025 | 2 | Mar 12, 2025 | 13 | Mar 31, 2025 | 15 |
| -5.29% | Jan 17, 2020 | 10 | Feb 3, 2020 | 8 | Feb 13, 2020 | 18 |
| -5.08% | Jul 24, 2025 | 5 | Jul 31, 2025 | 9 | Aug 13, 2025 | 14 |
| -4.64% | Aug 22, 2025 | 20 | Sep 22, 2025 | 7 | Oct 1, 2025 | 27 |
| -4.11% | Mar 3, 2025 | 1 | Mar 4, 2025 | 3 | Mar 7, 2025 | 4 |
| -3.45% | Jul 10, 2025 | 3 | Jul 15, 2025 | 5 | Jul 22, 2025 | 8 |
| -3.40% | Feb 4, 2026 | 1 | Feb 5, 2026 | 3 | Feb 10, 2026 | 4 |
| -2.61% | Nov 4, 2019 | 11 | Nov 19, 2019 | 12 | Dec 6, 2019 | 23 |
| -2.09% | Feb 25, 2025 | 2 | Feb 27, 2025 | 2 | Mar 3, 2025 | 4 |
| -2.03% | Jul 3, 2025 | 1 | Jul 7, 2025 | 3 | Jul 10, 2025 | 4 |
| -1.95% | Dec 31, 2019 | 1 | Jan 2, 2020 | 9 | Jan 15, 2020 | 10 |
| -1.94% | Feb 13, 2026 | 2 | Feb 18, 2026 | 3 | Feb 23, 2026 | 5 |
| -1.73% | Dec 9, 2019 | 3 | Dec 12, 2019 | 4 | Dec 18, 2019 | 7 |
| -1.45% | Mar 31, 2025 | 2 | Apr 2, 2025 | 1 | Apr 3, 2025 | 3 |
| -1.34% | Oct 29, 2019 | 2 | Oct 31, 2019 | 1 | Nov 1, 2019 | 3 |
| -1.31% | Aug 13, 2025 | 3 | Aug 18, 2025 | 1 | Aug 19, 2025 | 4 |
| -1.15% | Feb 24, 2026 | 1 | Feb 25, 2026 | 2 | Feb 27, 2026 | 3 |
| -1.02% | Feb 14, 2020 | 2 | Feb 19, 2020 | 1 | Feb 20, 2020 | 3 |
| -0.94% | Dec 27, 2019 | 1 | Dec 30, 2019 | 1 | Dec 31, 2019 | 2 |
| -0.25% | Dec 20, 2019 | 2 | Dec 24, 2019 | 1 | Dec 26, 2019 | 3 |