Performance analysis of UBS AG London Branch (IWML)
Annual Return
Over the past 3 years, IWML has had an average annual return of +25.03%, outperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, IWML has had an average annual return of +2.91%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Feb 5, 2021, IWML has had an average annual return of +3.85%, underperforming the benchmark SPY, which returned +14.85% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +32.66% | +9.63% | +15.69% | +22.32% | -41.80% | +2.08% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +10.08% | +1.14% | -11.02% | +25.61% | +8.19% | -1.46% | +32.66% | ||||||
| 2025 | +5.34% | -13.65% | -12.28% | -9.70% | +10.10% | +9.51% | +1.70% | +14.31% | +5.51% | +3.34% | +1.10% | -1.52% | +9.63% |
| 2024 | -7.35% | +10.32% | +6.44% | -13.81% | +9.54% | -2.63% | +19.77% | -3.18% | +0.94% | -3.03% | +21.20% | -15.91% | +15.69% |
| 2023 | +18.80% | -3.37% | -10.32% | -4.30% | -2.32% | +16.30% | +11.29% | -10.43% | -12.98% | -14.23% | +18.90% | +23.55% | +22.32% |
| 2022 | -19.21% | +2.52% | +2.13% | -20.21% | +0.60% | -19.17% | +22.28% | -4.15% | -18.40% | +21.86% | +3.34% | -11.95% | -41.80% |
| 2021 | -1.30% | +1.87% | +3.59% | +0.04% | +3.75% | -7.46% | +4.41% | -5.83% | +8.05% | -8.01% | +4.40% | +2.08% |
Drawdown analysis of UBS AG London Branch (IWML)
The maximum drawdown for the IWML was -60.06%, occurring on Oct 27, 2023. Recovery took 631 trading sessions.
The current IWML drawdown is -2.67%.
Since Feb 5, 2021 IWML has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -60.06% | Nov 8, 2021 | 495 | Oct 27, 2023 | 631 | May 6, 2026 | 1126 |
| -18.56% | Mar 15, 2021 | 87 | Jul 19, 2021 | 75 | Nov 2, 2021 | 162 |
| -12.72% | Feb 9, 2021 | 16 | Mar 4, 2021 | 5 | Mar 11, 2021 | 21 |
| -7.18% | May 6, 2026 | 8 | May 18, 2026 | 5 | May 26, 2026 | 13 |
| -2.67% | May 28, 2026 | 4 | Jun 3, 2026 | Ongoing | Ongoing | Ongoing |
| -0.28% | May 26, 2026 | 1 | May 27, 2026 | 1 | May 28, 2026 | 2 |
| -0.24% | Nov 3, 2021 | 1 | Nov 4, 2021 | 1 | Nov 5, 2021 | 2 |