Performance analysis of USML (UBS AG London Branch)
Annual Return
Over the past 3 years, USML has had an average annual return of +16.79%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, USML has had an average annual return of +8.68%, underperforming the benchmark SPY, which returned +14% annual.
Since Feb 5, 2021, USML has had an average annual return of +10.79%, underperforming the benchmark SPY, which returned +15.01% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +4.25% | +9.33% | +23.98% | +11.37% | -22.87% | +42.12% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.08% | +5.38% | -9.94% | +4.01% | +3.45% | +1.01% | +4.25% | ||||||
| 2025 | +6.94% | +4.77% | -1.38% | -2.51% | +1.28% | +0.85% | -3.27% | +3.04% | +2.17% | -4.46% | +4.19% | -1.97% | +9.33% |
| 2024 | +4.09% | +3.53% | +5.55% | -7.79% | +4.79% | +3.20% | +6.85% | +9% | +0.25% | -3.09% | +9.59% | -11.85% | +23.98% |
| 2023 | +1.90% | -7.05% | +6.09% | +2.54% | -7.08% | +9.01% | +1.75% | -1.56% | -6.34% | -2.34% | +10.78% | +5.14% | +11.37% |
| 2022 | -11.38% | -6.62% | +12.11% | -11.32% | -0.23% | -9.39% | +10.22% | -6.02% | -14.81% | +14.83% | +9.94% | -6.91% | -22.87% |
| 2021 | -5.41% | +10.91% | +7.24% | +1.64% | +3.42% | +6.56% | +3.79% | -9.66% | +10.78% | -4.06% | +13.14% | +42.12% |
Drawdown analysis of USML (UBS AG London Branch)
The maximum drawdown for the USML was -35.34%, occurring on Oct 14, 2022. Recovery took 436 trading sessions.
The current USML drawdown is -2.49%.
Since Feb 5, 2021 USML has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.34% | Dec 29, 2021 | 200 | Oct 14, 2022 | 436 | Jul 12, 2024 | 636 |
| -19.14% | Nov 29, 2024 | 87 | Apr 8, 2025 | 222 | Feb 26, 2026 | 309 |
| -13.09% | Mar 2, 2026 | 19 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -11.89% | Sep 3, 2021 | 20 | Oct 4, 2021 | 30 | Nov 15, 2021 | 50 |
| -8.41% | Feb 9, 2021 | 16 | Mar 4, 2021 | 6 | Mar 12, 2021 | 22 |
| -6.89% | Nov 16, 2021 | 10 | Dec 1, 2021 | 7 | Dec 10, 2021 | 17 |
| -6.43% | Oct 18, 2024 | 11 | Nov 4, 2024 | 5 | Nov 11, 2024 | 16 |
| -5.05% | May 10, 2021 | 2 | May 12, 2021 | 20 | Jun 10, 2021 | 22 |
| -4.74% | Jul 31, 2024 | 3 | Aug 5, 2024 | 6 | Aug 13, 2024 | 9 |
| -4.56% | Nov 11, 2024 | 4 | Nov 15, 2024 | 5 | Nov 22, 2024 | 9 |
| -4.20% | Aug 30, 2024 | 4 | Sep 6, 2024 | 6 | Sep 16, 2024 | 10 |
| -3.64% | Jul 17, 2024 | 5 | Jul 24, 2024 | 5 | Jul 31, 2024 | 10 |
| -3.58% | Jun 14, 2021 | 4 | Jun 18, 2021 | 5 | Jun 25, 2021 | 9 |
| -3.26% | Dec 16, 2021 | 2 | Dec 20, 2021 | 3 | Dec 23, 2021 | 5 |
| -3.04% | Sep 16, 2024 | 15 | Oct 7, 2024 | 2 | Oct 9, 2024 | 17 |
| -2.53% | Mar 16, 2021 | 3 | Mar 19, 2021 | 5 | Mar 26, 2021 | 8 |
| -2.28% | Aug 17, 2021 | 1 | Aug 18, 2021 | 2 | Aug 20, 2021 | 3 |
| -2.10% | Apr 21, 2021 | 5 | Apr 28, 2021 | 6 | May 6, 2021 | 11 |
| -2.03% | Jul 16, 2021 | 1 | Jul 19, 2021 | 3 | Jul 22, 2021 | 4 |
| -1.89% | Mar 29, 2021 | 1 | Mar 30, 2021 | 3 | Apr 5, 2021 | 4 |
| -1.54% | Aug 23, 2021 | 3 | Aug 26, 2021 | 4 | Sep 1, 2021 | 7 |
| -1.33% | Dec 13, 2021 | 1 | Dec 14, 2021 | 1 | Dec 15, 2021 | 2 |
| -1.26% | Jul 7, 2021 | 1 | Jul 8, 2021 | 1 | Jul 9, 2021 | 2 |
| -0.83% | Oct 14, 2024 | 1 | Oct 15, 2024 | 1 | Oct 16, 2024 | 2 |
| -0.74% | Apr 16, 2021 | 1 | Apr 19, 2021 | 2 | Apr 21, 2021 | 3 |