Performance analysis of UCIB (UBS AG London Branch)
Annual Return
Over the past 3 years, UCIB has had an average annual return of +13.52%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, UCIB has had an average annual return of +11.79%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, UCIB has had an average annual return of +10.30%, underperforming the benchmark SPY, which returned +15.45% annual.
Since Oct 9, 2015, UCIB has had an average annual return of +8.57%, underperforming the benchmark SPY, which returned +15.07% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +20.67% | +8.97% | +6.58% | -2.26% | +18.24% | +37.34% | +1.10% | +10.87% | -9.48% | +5.86% | +16.30% | -13.55% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.89% | +1.89% | +8.87% | +2.26% | +2.66% | -2.14% | +20.67% | ||||||
| 2025 | +6.62% | -3.28% | -0.02% | -5.87% | +2.36% | +3.02% | +0.75% | +1.64% | +0.68% | +1.40% | +0.67% | +1.18% | +8.97% |
| 2024 | +1.62% | -0.60% | +4.49% | +3.33% | +0.40% | -1.36% | -5.81% | +5.14% | +0.49% | -0.58% | -1.63% | +1.38% | +6.58% |
| 2023 | +1.84% | -3.93% | +0.51% | -0.90% | -5.96% | +3.51% | +8.16% | -0.32% | +0.43% | -1.08% | -1.73% | -2.14% | -2.26% |
| 2022 | +6.63% | +6.74% | +8.64% | +1.84% | +1.18% | -8.89% | -0.26% | -0.09% | -6.13% | +2.79% | +6.47% | -0.50% | +18.24% |
| 2021 | +3.34% | +9.10% | -1.69% | +8.95% | +3.43% | +1.68% | +1.81% | -0.10% | +1.93% | +3.57% | -4.99% | +6.01% | +37.34% |
| 2020 | -8.33% | -5.62% | -15.96% | -2.60% | +9% | +5.15% | +5.44% | +5.47% | -2.21% | -1.69% | +10.55% | +5.37% | +1.10% |
| 2019 | +6.81% | +2.80% | -0.33% | +0.33% | -5.40% | +2.70% | -0.53% | -4.65% | +2.14% | +1.36% | +1.06% | +4.73% | +10.87% |
| 2018 | +2.95% | +0% | +0% | +0% | +4.90% | -4.48% | -2.33% | -0.66% | +0% | +0% | +0% | -9.56% | -9.48% |
| 2017 | +2.71% | +0.21% | -5.26% | +2% | -4.71% | -3.13% | +8.33% | +0% | +0% | +0% | +7.16% | -0.68% | +5.86% |
Drawdown analysis of UCIB (UBS AG London Branch)
The maximum drawdown for the UCIB was -36.94%, occurring on Apr 21, 2020. Recovery took 201 trading sessions.
The current UCIB drawdown is -15.53%.
Since Oct 9, 2015 UCIB has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 4 times
- 10% or more: 9 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -36.94% | May 23, 2018 | 480 | Apr 21, 2020 | 201 | Feb 5, 2021 | 681 |
| -29.14% | Jan 13, 2017 | 128 | Jul 19, 2017 | 198 | May 8, 2018 | 326 |
| -21.49% | Oct 9, 2015 | 70 | Jan 21, 2016 | 223 | Dec 7, 2016 | 293 |
| -20.95% | Mar 8, 2022 | 5 | Mar 15, 2022 | 23 | Apr 18, 2022 | 28 |
| -19.77% | Jun 9, 2022 | 22 | Jul 13, 2022 | 649 | Feb 12, 2025 | 671 |
| -15.53% | May 12, 2026 | 15 | Jun 3, 2026 | Ongoing | Ongoing | Ongoing |
| -14.57% | Feb 19, 2025 | 34 | Apr 8, 2025 | 191 | Jan 12, 2026 | 225 |
| -14.25% | Apr 23, 2026 | 3 | Apr 28, 2026 | 3 | May 1, 2026 | 6 |
| -11.17% | Jan 29, 2026 | 2 | Feb 2, 2026 | 27 | Mar 12, 2026 | 29 |
| -7.75% | Apr 18, 2022 | 16 | May 10, 2022 | 20 | Jun 8, 2022 | 36 |
| -7.66% | Oct 20, 2021 | 29 | Dec 1, 2021 | 24 | Jan 5, 2022 | 53 |
| -5.71% | Feb 24, 2021 | 21 | Mar 25, 2021 | 18 | Apr 21, 2021 | 39 |
| -5.57% | Jul 29, 2021 | 16 | Aug 20, 2021 | 17 | Sep 15, 2021 | 33 |
| -5.27% | Jun 10, 2021 | 5 | Jun 17, 2021 | 26 | Jul 26, 2021 | 31 |
| -4.94% | May 1, 2026 | 2 | May 5, 2026 | 4 | May 11, 2026 | 6 |
| -4.04% | May 11, 2021 | 8 | May 21, 2021 | 7 | Jun 2, 2021 | 15 |
| -3.24% | Sep 15, 2021 | 3 | Sep 20, 2021 | 5 | Sep 27, 2021 | 8 |
| -2.75% | Mar 12, 2026 | 7 | Mar 23, 2026 | 4 | Mar 27, 2026 | 11 |
| -2.43% | Feb 12, 2025 | 3 | Feb 18, 2025 | 1 | Feb 19, 2025 | 4 |
| -1.87% | Feb 24, 2022 | 1 | Feb 25, 2022 | 1 | Feb 28, 2022 | 2 |
| -1.66% | Apr 16, 2026 | 1 | Apr 17, 2026 | 3 | Apr 22, 2026 | 4 |
| -1.40% | Dec 13, 2016 | 5 | Dec 20, 2016 | 15 | Jan 12, 2017 | 20 |
| -1.31% | Jan 20, 2022 | 2 | Jan 24, 2022 | 2 | Jan 26, 2022 | 4 |
| -1.21% | Jun 2, 2021 | 1 | Jun 3, 2021 | 1 | Jun 4, 2021 | 2 |
| -1.18% | Feb 14, 2022 | 1 | Feb 15, 2022 | 3 | Feb 18, 2022 | 4 |