Performance analysis of SMHB (UBS AG London Branch)
Annual Return
Over the past 3 years, SMHB has had an average annual return of +4.40%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, SMHB has had an average annual return of -2.33%, underperforming the benchmark SPY, which returned +12.55% annual.
Since Nov 14, 2018, SMHB has had an average annual return of -5.03%, underperforming the benchmark SPY, which returned +15.81% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +21.99% | -7.75% | -16.10% | +36.57% | -35.97% | +68.94% | -43.26% | +13% | -24.78% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +8.45% | -2.99% | -7.14% | +11.88% | +0.15% | +5.95% | +5.19% | +21.99% | |||||
| 2025 | +4.72% | +3.58% | -11.57% | -10.76% | +2.05% | +7.47% | +0.02% | +12.11% | -4.47% | -4.21% | -3.00% | -1.27% | -7.75% |
| 2024 | -14.26% | +0.31% | +8% | -4.99% | -0.52% | -2.14% | +12.43% | -5.71% | +9.72% | -9.79% | +3.77% | -10.31% | -16.10% |
| 2023 | +31.51% | -13.82% | -20.36% | -6.07% | -6.35% | +25.69% | +22.67% | -0.06% | -11.60% | -15.58% | +19.63% | +25.04% | +36.57% |
| 2022 | -2.95% | -6.45% | +9.69% | -16.38% | +9.78% | -22.35% | +21.40% | -7.38% | -31.33% | +30.13% | +11.03% | -19.17% | -35.97% |
| 2021 | +14.24% | +13.85% | +8.34% | +6.95% | +5.82% | +5.01% | -4.61% | +1.77% | -2.00% | +5.02% | -8.61% | +10.50% | +68.94% |
| 2020 | -3.84% | -16.30% | -78.62% | +48.80% | +12.17% | +17.16% | -4.33% | +9.97% | -9.67% | +7.94% | +44.26% | +13.91% | -43.26% |
| 2019 | +22.28% | +0.78% | -3.41% | -3.60% | -13.75% | +2.69% | -0.18% | -11.02% | +18.85% | -0.51% | +0.83% | +4.99% | +13% |
| 2018 | -6.99% | -19.13% | -24.78% |
Drawdown analysis of SMHB (UBS AG London Branch)
The maximum drawdown for the SMHB was -90.28%, occurring on Mar 18, 2020. This drawdown has not yet recovered.
The current SMHB drawdown is -32.72%.
Since Nov 14, 2018 SMHB 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 |
|---|---|---|---|---|---|---|
| -90.28% | Nov 14, 2018 | 335 | Mar 18, 2020 | Ongoing | Ongoing | Ongoing |