Performance analysis of UBS AG London Branch (IWFL)
Annual Return
Over the past 3 years, IWFL has had an average annual return of +38.50%, outperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, IWFL has had an average annual return of +19.28%, outperforming the benchmark SPY, which returned +13.88% annual.
Since Feb 5, 2021, IWFL has had an average annual return of +18.98%, outperforming the benchmark SPY, which returned +14.85% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +10.15% | +18.54% | +61.94% | +84.48% | -55.71% | +46.03% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -3.70% | -10.99% | -7.73% | +25.25% | +13.01% | -1.60% | +10.15% | ||||||
| 2025 | +3.38% | -7.80% | -17.62% | -3.02% | +16.78% | +11.18% | +6.50% | +1.66% | +10.05% | +6.75% | -4.28% | -1.52% | +18.54% |
| 2024 | +4.52% | +12.93% | +2.69% | -8.62% | +10.93% | +13.34% | -5.57% | +4.26% | +4.88% | -0.73% | +12.36% | +0.98% | +61.94% |
| 2023 | +16.14% | -2.26% | +12.68% | +1.22% | +8.57% | +12.47% | +5.65% | -2.05% | -11.57% | -3.37% | +22.25% | +7.92% | +84.48% |
| 2022 | -16.56% | -9.35% | +9.43% | -24.76% | -5.22% | -20.26% | +24.53% | -8.62% | -19.06% | +10.55% | +7.62% | -14.13% | -55.71% |
| 2021 | -8.89% | +3.40% | +13.62% | -2.77% | +12.44% | +6.09% | +7.31% | -11.07% | +17.57% | +1.09% | +3.69% | +46.03% |
Drawdown analysis of UBS AG London Branch (IWFL)
The maximum drawdown for the IWFL was -59.29%, occurring on Oct 14, 2022. Recovery took 401 trading sessions.
The current IWFL drawdown is -2.91%.
Since Feb 5, 2021 IWFL has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 4 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -59.29% | Dec 27, 2021 | 202 | Oct 14, 2022 | 401 | May 21, 2024 | 603 |
| -46.85% | Dec 16, 2024 | 76 | Apr 8, 2025 | 86 | Aug 12, 2025 | 162 |
| -32.80% | Oct 29, 2025 | 103 | Mar 30, 2026 | 32 | May 14, 2026 | 135 |
| -27.11% | Jul 10, 2024 | 18 | Aug 5, 2024 | 60 | Oct 29, 2024 | 78 |
| -18.97% | Feb 12, 2021 | 15 | Mar 8, 2021 | 23 | Apr 9, 2021 | 38 |
| -14.07% | Sep 7, 2021 | 19 | Oct 4, 2021 | 16 | Oct 26, 2021 | 35 |
| -13.29% | Apr 26, 2021 | 12 | May 12, 2021 | 22 | Jun 14, 2021 | 34 |
| -9.88% | Nov 19, 2021 | 9 | Dec 3, 2021 | 15 | Dec 27, 2021 | 24 |
| -6.45% | Oct 8, 2025 | 2 | Oct 10, 2025 | 10 | Oct 24, 2025 | 12 |
| -5.96% | Oct 29, 2024 | 2 | Oct 31, 2024 | 4 | Nov 6, 2024 | 6 |
| -5.27% | Aug 14, 2025 | 5 | Aug 21, 2025 | 5 | Aug 28, 2025 | 10 |
| -5.20% | Nov 12, 2024 | 3 | Nov 15, 2024 | 10 | Dec 2, 2024 | 13 |
| -4.97% | Jul 12, 2021 | 5 | Jul 19, 2021 | 3 | Jul 22, 2021 | 8 |
| -4.12% | May 14, 2026 | 3 | May 19, 2026 | 6 | May 28, 2026 | 9 |
| -4.05% | Sep 22, 2025 | 3 | Sep 25, 2025 | 9 | Oct 8, 2025 | 12 |
| -4.04% | Nov 7, 2024 | 1 | Nov 8, 2024 | 1 | Nov 11, 2024 | 2 |
| -3.98% | Aug 28, 2025 | 2 | Sep 2, 2025 | 4 | Sep 8, 2025 | 6 |
| -3.82% | Jul 26, 2021 | 17 | Aug 18, 2021 | 3 | Aug 23, 2021 | 20 |
| -3.48% | Nov 8, 2021 | 2 | Nov 10, 2021 | 4 | Nov 16, 2021 | 6 |
| -3.40% | May 28, 2024 | 2 | May 30, 2024 | 4 | Jun 5, 2024 | 6 |
| -3.33% | Jun 18, 2024 | 3 | Jun 24, 2024 | 5 | Jul 1, 2024 | 8 |
| -3.08% | Apr 16, 2021 | 4 | Apr 22, 2021 | 2 | Apr 26, 2021 | 6 |
| -2.91% | Jun 1, 2026 | 2 | Jun 3, 2026 | Ongoing | Ongoing | Ongoing |
| -2.22% | Apr 13, 2021 | 1 | Apr 14, 2021 | 1 | Apr 15, 2021 | 2 |
| -1.81% | Jul 8, 2024 | 1 | Jul 9, 2024 | 1 | Jul 10, 2024 | 2 |