Performance analysis of IWDL (UBS AG London Branch)
Annual Return
Over the past 3 years, IWDL has had an average annual return of +30%, outperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, IWDL has had an average annual return of +13.13%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Feb 5, 2021, IWDL has had an average annual return of +17.81%, outperforming the benchmark SPY, which returned +14.84% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +26.54% | +25.02% | +20.68% | +13.49% | -21.26% | +40.35% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +8.44% | +4.41% | -9.87% | +16.70% | +5.04% | +1.14% | +26.54% | ||||||
| 2025 | +8.83% | +0.18% | -5.59% | -7.09% | +6.60% | +6.13% | +0.08% | +6.10% | +2.44% | +0.43% | +4.80% | +0.94% | +25.02% |
| 2024 | -0.14% | +6.76% | +8.93% | -8.58% | +5.40% | -2.25% | +9.56% | +4.59% | +2.08% | -2.72% | +12.53% | -13.84% | +20.68% |
| 2023 | +9.15% | -7.06% | -2.06% | +2.63% | -8.27% | +13.44% | +5.99% | -5.75% | -8.47% | -7.78% | +15.03% | +10.28% | +13.49% |
| 2022 | -5.07% | -2.77% | +6.31% | -12.05% | +4.03% | -19.12% | +13.28% | -5.72% | -17.60% | +20.16% | +10.63% | -7.32% | -21.26% |
| 2021 | +2.49% | +11.18% | +7.09% | +4.54% | -2.41% | +1.26% | +3.89% | -6.78% | +10.03% | -7.14% | +12.52% | +40.35% |
Drawdown analysis of IWDL (UBS AG London Branch)
The maximum drawdown for the IWDL was -37.95%, occurring on Sep 30, 2022. Recovery took 374 trading sessions.
The current IWDL drawdown is -0.06%.
Since Feb 5, 2021 IWDL has experienced the following drawdowns:
- 30% or more: 2 times
- 20% or more: 2 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -37.95% | Jan 12, 2022 | 180 | Sep 30, 2022 | 374 | Mar 28, 2024 | 554 |
| -31.78% | Nov 29, 2024 | 87 | Apr 8, 2025 | 107 | Sep 11, 2025 | 194 |
| -13.54% | Mar 2, 2026 | 20 | Mar 30, 2026 | 13 | Apr 17, 2026 | 33 |
| -11.10% | Nov 8, 2021 | 16 | Dec 1, 2021 | 17 | Dec 27, 2021 | 33 |
| -10.70% | Mar 28, 2024 | 14 | Apr 18, 2024 | 60 | Jul 16, 2024 | 74 |
| -9.93% | Jul 31, 2024 | 3 | Aug 5, 2024 | 12 | Aug 21, 2024 | 15 |
| -9.18% | Jun 4, 2021 | 30 | Jul 19, 2021 | 17 | Aug 11, 2021 | 47 |
| -8.53% | Sep 2, 2021 | 12 | Sep 21, 2021 | 20 | Oct 19, 2021 | 32 |
| -7.72% | Nov 12, 2025 | 6 | Nov 20, 2025 | 4 | Nov 26, 2025 | 10 |
| -6.59% | Oct 18, 2024 | 11 | Nov 4, 2024 | 2 | Nov 6, 2024 | 13 |
| -6.46% | May 7, 2021 | 3 | May 12, 2021 | 16 | Jun 4, 2021 | 19 |
| -5.90% | Aug 30, 2024 | 4 | Sep 6, 2024 | 9 | Sep 19, 2024 | 13 |
| -5.68% | Oct 6, 2025 | 4 | Oct 10, 2025 | 10 | Oct 24, 2025 | 14 |
| -5.47% | Feb 24, 2021 | 6 | Mar 4, 2021 | 2 | Mar 8, 2021 | 8 |
| -5.15% | Dec 24, 2025 | 5 | Jan 2, 2026 | 1 | Jan 5, 2026 | 6 |
| -5.07% | Mar 15, 2021 | 6 | Mar 23, 2021 | 7 | Apr 1, 2021 | 13 |
| -4.65% | Oct 27, 2025 | 6 | Nov 4, 2025 | 6 | Nov 12, 2025 | 12 |
| -4.42% | Jul 17, 2024 | 5 | Jul 24, 2024 | 5 | Jul 31, 2024 | 10 |
| -3.89% | Aug 12, 2021 | 5 | Aug 19, 2021 | 4 | Aug 25, 2021 | 9 |
| -3.29% | Apr 29, 2021 | 1 | Apr 30, 2021 | 4 | May 6, 2021 | 5 |
| -3.27% | Nov 11, 2024 | 4 | Nov 15, 2024 | 5 | Nov 22, 2024 | 9 |
| -2.94% | Jan 15, 2026 | 2 | Jan 20, 2026 | 2 | Jan 22, 2026 | 4 |
| -2.89% | Dec 11, 2025 | 4 | Dec 17, 2025 | 5 | Dec 24, 2025 | 9 |
| -2.83% | May 14, 2026 | 3 | May 19, 2026 | 3 | May 22, 2026 | 6 |
| -2.69% | Oct 26, 2021 | 1 | Oct 27, 2021 | 4 | Nov 2, 2021 | 5 |