Performance analysis of UBS AG London Branch (BDCX)
Annual Return
Over the past 3 years, BDCX has had an average annual return of +3.36%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, BDCX has had an average annual return of +1.36%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Jun 3, 2020, BDCX has had an average annual return of +11.39%, underperforming the benchmark SPY, which returned +17.47% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -12.50% | -10.39% | +15.32% | +35.20% | -17.75% | +52.70% | +24.47% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.96% | -14.28% | +1.87% | +11.87% | -6.76% | -2.99% | -12.50% | ||||||
| 2025 | +6.79% | +0.93% | -6.56% | -10.98% | +7.46% | +1.03% | +2.04% | +0.31% | -10.21% | +0.41% | +0.09% | -0.31% | -10.39% |
| 2024 | +1.92% | -0.04% | +5.13% | +1.41% | +4.79% | -1.41% | -0.67% | -2.90% | +0.69% | +0.21% | +5.82% | -0.21% | +15.32% |
| 2023 | +11.65% | +1.97% | -7.41% | +1.23% | +1.12% | +6.65% | +8.12% | -0.44% | +2.10% | -7.24% | +9.11% | +5.62% | +35.20% |
| 2022 | +3.14% | -0.48% | +2.59% | -6.85% | -5.25% | -11.24% | +12.08% | -0.42% | -22.27% | +17.39% | +6.66% | -8.22% | -17.75% |
| 2021 | +2.51% | +14.95% | +6.88% | +7.96% | +2.36% | +0.85% | +0.18% | +1.98% | +0.10% | +6.32% | -3.84% | +4.04% | +52.70% |
| 2020 | -6.49% | +0.83% | +6.54% | -0.45% | -6.68% | +30.55% | +2.16% | +24.47% |
Drawdown analysis of UBS AG London Branch (BDCX)
The maximum drawdown for the BDCX was -34.95%, occurring on Sep 29, 2022. Recovery took 304 trading sessions.
The current BDCX drawdown is -28.84%.
Since Jun 3, 2020 BDCX has experienced the following drawdowns:
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.95% | Apr 20, 2022 | 112 | Sep 29, 2022 | 304 | Dec 14, 2023 | 416 |
| -33.33% | Feb 19, 2025 | 277 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -20.19% | Jun 8, 2020 | 22 | Jul 9, 2020 | 87 | Nov 10, 2020 | 109 |
| -13.62% | Jul 12, 2024 | 16 | Aug 5, 2024 | 82 | Nov 29, 2024 | 98 |
| -10.15% | Dec 8, 2020 | 10 | Dec 22, 2020 | 28 | Feb 3, 2021 | 38 |
| -8.57% | Apr 29, 2021 | 9 | May 12, 2021 | 11 | May 27, 2021 | 20 |
| -8.54% | Jan 12, 2022 | 7 | Jan 24, 2022 | 11 | Feb 8, 2022 | 18 |
| -8.13% | Nov 8, 2021 | 29 | Dec 20, 2021 | 10 | Jan 4, 2022 | 39 |
| -6.91% | Feb 8, 2022 | 23 | Mar 14, 2022 | 14 | Apr 1, 2022 | 37 |
| -6.27% | Jun 14, 2021 | 24 | Jul 19, 2021 | 19 | Aug 13, 2021 | 43 |
| -6.17% | Aug 13, 2021 | 4 | Aug 19, 2021 | 33 | Oct 6, 2021 | 37 |
| -5.32% | Jan 30, 2024 | 5 | Feb 6, 2024 | 34 | Mar 26, 2024 | 39 |
| -5.25% | Nov 29, 2024 | 13 | Dec 18, 2024 | 9 | Jan 2, 2025 | 22 |
| -4.72% | Mar 15, 2021 | 7 | Mar 24, 2021 | 6 | Apr 1, 2021 | 13 |
| -4.03% | Jan 31, 2025 | 1 | Feb 3, 2025 | 9 | Feb 14, 2025 | 10 |
| -3.68% | Jan 2, 2025 | 5 | Jan 10, 2025 | 4 | Jan 16, 2025 | 9 |
| -3.10% | Jun 3, 2024 | 9 | Jun 14, 2024 | 12 | Jul 3, 2024 | 21 |
| -3.09% | Mar 28, 2024 | 11 | Apr 15, 2024 | 5 | Apr 22, 2024 | 16 |
| -3.07% | Mar 3, 2021 | 2 | Mar 5, 2021 | 3 | Mar 10, 2021 | 5 |
| -2.85% | Apr 1, 2022 | 3 | Apr 6, 2022 | 8 | Apr 19, 2022 | 11 |
| -2.49% | May 14, 2024 | 7 | May 23, 2024 | 5 | May 31, 2024 | 12 |
| -2.42% | Nov 27, 2020 | 1 | Nov 30, 2020 | 3 | Dec 3, 2020 | 4 |
| -2.35% | Jan 8, 2024 | 5 | Jan 16, 2024 | 8 | Jan 26, 2024 | 13 |
| -1.95% | Nov 11, 2020 | 1 | Nov 12, 2020 | 1 | Nov 13, 2020 | 2 |
| -1.93% | Jan 28, 2025 | 1 | Jan 29, 2025 | 2 | Jan 31, 2025 | 3 |