Performance analysis of UBS AG London Branch (CEFD)
Annual Return
Over the past 3 years, CEFD has had an average annual return of +15.65%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, CEFD has had an average annual return of +3.18%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Jun 3, 2020, CEFD has had an average annual return of +8.94%, underperforming the benchmark SPY, which returned +17.47% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +6.25% | +14.18% | +20.03% | +8.51% | -28.86% | +22.11% | +21.82% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.73% | +0.49% | -8.23% | +9.18% | +3.90% | -1.14% | +6.25% | ||||||
| 2025 | +5.25% | -0.83% | -4.28% | -3.22% | +5.46% | +4.95% | +1.17% | +3.06% | +1.11% | +1.16% | +0.02% | +0.04% | +14.18% |
| 2024 | +2.85% | +3.33% | +3.41% | -6.08% | +5.66% | +2.84% | +2.64% | +2.80% | +3.60% | -2.15% | +4.04% | -3.83% | +20.03% |
| 2023 | +12.45% | -4.01% | -4.80% | +0.46% | -3.38% | +5.45% | +3.34% | -3.09% | -5.83% | -7.07% | +12.96% | +4.21% | +8.51% |
| 2022 | -7.31% | -5.32% | +1.61% | -9.05% | -0.60% | -10.47% | +10.95% | -2.59% | -16.18% | +7.23% | +8.74% | -6.66% | -28.86% |
| 2021 | -0.17% | +2.86% | +5.06% | +4.77% | +2.88% | +2.70% | -0.16% | +2.38% | -3.69% | +4.13% | -3.35% | +3.22% | +22.11% |
| 2020 | -2.59% | +5.49% | +4.24% | -3.53% | -3.08% | +15.74% | +5.08% | +21.82% |
Drawdown analysis of UBS AG London Branch (CEFD)
The maximum drawdown for the CEFD was -36.81%, occurring on Oct 25, 2023. Recovery took 445 trading sessions.
The current CEFD drawdown is -1.14%.
Since Jun 3, 2020 CEFD has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -36.81% | Nov 9, 2021 | 492 | Oct 25, 2023 | 445 | Aug 6, 2025 | 937 |
| -12.49% | Feb 11, 2026 | 32 | Mar 30, 2026 | 23 | May 1, 2026 | 55 |
| -7.87% | Sep 2, 2020 | 41 | Oct 30, 2020 | 7 | Nov 10, 2020 | 48 |
| -7.11% | Jun 8, 2020 | 3 | Jun 11, 2020 | 33 | Jul 29, 2020 | 36 |
| -4.99% | Oct 8, 2025 | 31 | Nov 20, 2025 | 24 | Dec 26, 2025 | 55 |
| -4.15% | Sep 1, 2021 | 22 | Oct 4, 2021 | 20 | Nov 1, 2021 | 42 |
| -3.75% | May 7, 2021 | 3 | May 12, 2021 | 8 | May 24, 2021 | 11 |
| -3.45% | Jul 2, 2021 | 10 | Jul 19, 2021 | 11 | Aug 3, 2021 | 21 |
| -3.26% | May 14, 2026 | 3 | May 19, 2026 | 4 | May 26, 2026 | 7 |
| -2.41% | Jun 14, 2021 | 4 | Jun 18, 2021 | 8 | Jun 30, 2021 | 12 |
| -2.28% | Feb 17, 2021 | 6 | Feb 25, 2021 | 2 | Mar 1, 2021 | 8 |
| -2.01% | Jan 21, 2021 | 4 | Jan 27, 2021 | 5 | Feb 3, 2021 | 9 |
| -1.84% | Jan 28, 2026 | 6 | Feb 5, 2026 | 2 | Feb 9, 2026 | 8 |
| -1.76% | Mar 2, 2021 | 2 | Mar 4, 2021 | 4 | Mar 10, 2021 | 6 |
| -1.58% | Sep 22, 2025 | 3 | Sep 25, 2025 | 9 | Oct 8, 2025 | 12 |
| -1.48% | Aug 13, 2025 | 6 | Aug 21, 2025 | 2 | Aug 25, 2025 | 8 |
| -1.39% | Jan 15, 2026 | 2 | Jan 20, 2026 | 2 | Jan 22, 2026 | 4 |
| -1.36% | Aug 13, 2021 | 4 | Aug 19, 2021 | 8 | Aug 31, 2021 | 12 |
| -1.24% | Dec 31, 2020 | 1 | Jan 4, 2021 | 4 | Jan 8, 2021 | 5 |
| -1.23% | Mar 17, 2021 | 1 | Mar 18, 2021 | 6 | Mar 26, 2021 | 7 |
| -1.14% | May 29, 2026 | 3 | Jun 3, 2026 | Ongoing | Ongoing | Ongoing |
| -0.89% | Dec 17, 2020 | 3 | Dec 22, 2020 | 5 | Dec 30, 2020 | 8 |
| -0.87% | Apr 16, 2021 | 2 | Apr 20, 2021 | 3 | Apr 23, 2021 | 5 |
| -0.80% | May 6, 2026 | 1 | May 7, 2026 | 2 | May 11, 2026 | 3 |
| -0.71% | May 11, 2026 | 1 | May 12, 2026 | 2 | May 14, 2026 | 3 |