Performance analysis of UBS AG London Branch (MTUL)
Annual Return
Over the past 3 years, MTUL has had an average annual return of +59.55%, outperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, MTUL has had an average annual return of +19.99%, outperforming the benchmark SPY, which returned +13.88% annual.
Since Feb 5, 2021, MTUL has had an average annual return of +17.68%, outperforming the benchmark SPY, which returned +14.85% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +60.22% | +27.42% | +58.71% | +10.65% | -37.97% | +7% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.96% | -0.36% | -11.99% | +32.70% | +29.63% | +4.17% | +60.22% | ||||||
| 2025 | +10.66% | -1.58% | -12.93% | +4.38% | +15.24% | +5.75% | -1.34% | +1.28% | +10.42% | -0.07% | -3.65% | -0.56% | +27.42% |
| 2024 | +10.81% | +18.81% | +5.66% | -9.63% | +10.71% | +7.30% | -5.62% | -0.28% | +11.79% | -0.46% | +9.78% | -7.56% | +58.71% |
| 2023 | -1.82% | -8.15% | -0.27% | +4.67% | -10.36% | +14.64% | +2.55% | +0.17% | -10.32% | -3.75% | +18.51% | +8.85% | +10.65% |
| 2022 | -17.79% | -6.15% | +11.04% | -25.51% | +0.15% | -15.19% | +10.16% | -3.66% | -12.30% | +24.96% | +5.81% | -6.99% | -37.97% |
| 2021 | -12.03% | -3.22% | +14.75% | -3.47% | +3.86% | +1.59% | +8% | -6.59% | +17% | -7.47% | -1.55% | +7% |
Drawdown analysis of UBS AG London Branch (MTUL)
The maximum drawdown for the MTUL was -56.83%, occurring on Jun 17, 2022. Recovery took 583 trading sessions.
The current MTUL drawdown is -0.74%.
Since Feb 5, 2021 MTUL has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 3 times
- 20% or more: 4 times
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -56.83% | Nov 3, 2021 | 156 | Jun 17, 2022 | 583 | Oct 14, 2024 | 739 |
| -39.14% | Feb 18, 2025 | 35 | Apr 8, 2025 | 56 | Jun 30, 2025 | 91 |
| -30.49% | Feb 12, 2021 | 15 | Mar 8, 2021 | 107 | Aug 9, 2021 | 122 |
| -23.86% | Jan 27, 2026 | 43 | Mar 30, 2026 | 7 | Apr 9, 2026 | 50 |
| -17.59% | Oct 27, 2025 | 19 | Nov 21, 2025 | 29 | Jan 6, 2026 | 48 |
| -14.09% | May 13, 2026 | 6 | May 21, 2026 | 2 | May 26, 2026 | 8 |
| -9.52% | Dec 6, 2024 | 23 | Jan 13, 2025 | 5 | Jan 21, 2025 | 28 |
| -8.75% | Sep 27, 2021 | 5 | Oct 4, 2021 | 9 | Oct 15, 2021 | 14 |
| -8.19% | Aug 12, 2021 | 5 | Aug 19, 2021 | 6 | Aug 27, 2021 | 11 |
| -7.61% | Jan 23, 2025 | 2 | Jan 27, 2025 | 7 | Feb 5, 2025 | 9 |
| -7.32% | Aug 27, 2021 | 15 | Sep 20, 2021 | 5 | Sep 27, 2021 | 20 |
| -6.70% | Oct 22, 2024 | 9 | Nov 4, 2024 | 3 | Nov 7, 2024 | 12 |
| -4.81% | Nov 11, 2024 | 4 | Nov 15, 2024 | 7 | Nov 26, 2024 | 11 |
| -4.64% | Oct 8, 2025 | 2 | Oct 10, 2025 | 11 | Oct 27, 2025 | 13 |
| -4.56% | Jan 13, 2026 | 4 | Jan 20, 2026 | 5 | Jan 27, 2026 | 9 |
| -4.24% | Aug 12, 2025 | 14 | Sep 2, 2025 | 6 | Sep 10, 2025 | 20 |
| -4.01% | Jan 6, 2026 | 2 | Jan 8, 2026 | 2 | Jan 12, 2026 | 4 |
| -3.81% | Jun 30, 2025 | 8 | Jul 11, 2025 | 16 | Aug 4, 2025 | 24 |
| -3.32% | May 6, 2026 | 1 | May 7, 2026 | 1 | May 8, 2026 | 2 |
| -3.17% | Apr 24, 2026 | 2 | Apr 28, 2026 | 3 | May 1, 2026 | 5 |
| -2.44% | Oct 25, 2021 | 2 | Oct 27, 2021 | 1 | Oct 28, 2021 | 3 |
| -2.44% | Sep 22, 2025 | 3 | Sep 25, 2025 | 3 | Sep 30, 2025 | 6 |
| -2.30% | Apr 17, 2026 | 2 | Apr 21, 2026 | 1 | Apr 22, 2026 | 3 |
| -2.08% | May 11, 2026 | 1 | May 12, 2026 | 1 | May 13, 2026 | 2 |
| -1.96% | Sep 30, 2025 | 3 | Oct 3, 2025 | 3 | Oct 8, 2025 | 6 |