Performance analysis of UBS AG London Branch (MVRL)
Annual Return
Over the past 3 years, MVRL has had an average annual return of +7.24%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, MVRL has had an average annual return of -8.67%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Jun 3, 2020, MVRL has had an average annual return of +4.63%, underperforming the benchmark SPY, which returned +17.47% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -5.08% | +14.93% | -3.54% | +12.54% | -42.41% | +21.81% | +57.97% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.67% | -1.37% | -7.12% | +10.70% | -7.87% | -2.00% | -5.08% | ||||||
| 2025 | +6.83% | +7.75% | -6.87% | -7.58% | -2.01% | +5.79% | +1.38% | +7.57% | -3.21% | -0.65% | +6.53% | +0.17% | +14.93% |
| 2024 | -6.76% | -1.27% | +5.91% | -8.64% | +5.82% | +0.19% | +9.25% | +2.71% | +1.79% | -7.48% | +3.09% | -6.23% | -3.54% |
| 2023 | +23.36% | -12.25% | -14.91% | +2.24% | -5.19% | +18.19% | +6.67% | -2.89% | -7.86% | -17.10% | +21.32% | +11.10% | +12.54% |
| 2022 | -3.16% | -9.78% | +5.48% | -13.44% | +4.38% | -16.91% | +21.47% | -11.67% | -34.95% | +19.86% | +12.25% | -11.35% | -42.41% |
| 2021 | -2.07% | +13.46% | +7.98% | +5.91% | +0.33% | +2.58% | -4.85% | +3.25% | -2.82% | +5.60% | -9.35% | +1.91% | +21.81% |
| 2020 | +5.21% | +7.55% | +3.41% | -2.07% | -0.81% | +27.20% | +9.26% | +57.97% |
Drawdown analysis of UBS AG London Branch (MVRL)
The maximum drawdown for the MVRL was -60.14%, occurring on Oct 25, 2023. This drawdown has not yet recovered.
The current MVRL drawdown is -39.72%.
Since Jun 3, 2020 MVRL has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -60.14% | Jun 9, 2021 | 599 | Oct 25, 2023 | Ongoing | Ongoing | Ongoing |
| -23.12% | Jun 8, 2020 | 22 | Jul 9, 2020 | 86 | Nov 9, 2020 | 108 |
| -9.64% | May 3, 2021 | 7 | May 12, 2021 | 13 | Jun 1, 2021 | 20 |
| -5.93% | Nov 24, 2020 | 3 | Nov 30, 2020 | 4 | Dec 4, 2020 | 7 |
| -5.86% | Nov 10, 2020 | 2 | Nov 12, 2020 | 2 | Nov 16, 2020 | 4 |
| -5.57% | Jan 25, 2021 | 4 | Jan 29, 2021 | 4 | Feb 4, 2021 | 8 |
| -5.51% | Feb 16, 2021 | 2 | Feb 18, 2021 | 4 | Feb 24, 2021 | 6 |
| -5.04% | Mar 17, 2021 | 5 | Mar 24, 2021 | 12 | Apr 12, 2021 | 17 |
| -5.03% | Feb 24, 2021 | 1 | Feb 25, 2021 | 9 | Mar 10, 2021 | 10 |
| -4.59% | Dec 28, 2020 | 5 | Jan 5, 2021 | 7 | Jan 14, 2021 | 12 |
| -4.06% | Apr 16, 2021 | 2 | Apr 20, 2021 | 3 | Apr 23, 2021 | 5 |
| -2.87% | Dec 8, 2020 | 3 | Dec 11, 2020 | 2 | Dec 15, 2020 | 5 |
| -2.55% | Dec 17, 2020 | 2 | Dec 21, 2020 | 2 | Dec 23, 2020 | 4 |
| -1.88% | Dec 4, 2020 | 1 | Dec 7, 2020 | 1 | Dec 8, 2020 | 2 |
| -1.47% | Mar 15, 2021 | 1 | Mar 16, 2021 | 1 | Mar 17, 2021 | 2 |
| -1.30% | Jan 14, 2021 | 1 | Jan 15, 2021 | 2 | Jan 20, 2021 | 3 |
| -1.07% | Feb 8, 2021 | 1 | Feb 9, 2021 | 3 | Feb 12, 2021 | 4 |
| -0.78% | Apr 23, 2021 | 1 | Apr 26, 2021 | 1 | Apr 27, 2021 | 2 |
| -0.75% | Dec 23, 2020 | 1 | Dec 24, 2020 | 1 | Dec 28, 2020 | 2 |
| -0.74% | Nov 17, 2020 | 2 | Nov 19, 2020 | 2 | Nov 23, 2020 | 4 |
| -0.48% | Apr 13, 2021 | 2 | Apr 15, 2021 | 1 | Apr 16, 2021 | 3 |
| -0.29% | Jun 1, 2021 | 2 | Jun 3, 2021 | 1 | Jun 4, 2021 | 3 |
| -0.15% | Dec 15, 2020 | 1 | Dec 16, 2020 | 1 | Dec 17, 2020 | 2 |
| -0.04% | Jan 21, 2021 | 1 | Jan 22, 2021 | 1 | Jan 25, 2021 | 2 |
| -0.03% | Apr 29, 2021 | 1 | Apr 30, 2021 | 1 | May 3, 2021 | 2 |