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Performance analysis of United Security Bancshares (CA) (UBFO)

Annual Return

Over the past 3 years, UBFO has had an average annual return of +20.62%, outperforming the benchmark SPY, which returned +19.63% annual.

Over the past 5 years, UBFO has had an average annual return of +11.47%, underperforming the benchmark SPY, which returned +12.73% annual.

Over the past 10 years, UBFO has had an average annual return of +12.91%, underperforming the benchmark SPY, which returned +15.04% annual.

Since Nov 1, 1999, UBFO has had an average annual return of +5.92%, underperforming the benchmark SPY, which returned +8.49% annual.

202620252024202320222021202020192018201720162015
+4.37%+6.45%+27.71%+23.03%-5.86%+21.59%-29.47%+18.01%-10.13%+46.02%+75.57%+2.99%
201420132012201120102009200820072006200520042003
+20.17%+108.09%+26.60%-36.30%-8.39%-58.85%-20.30%-35.40%+61.41%+22.90%-4.11%+56.95%
2002200120001999
+8.20%+0.50%-14.55%+8.53%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+6.65%-3.26%+1.16%+0%+0%+0%+0%+4.37%
2025-4.09%+1.67%-7.91%+0.85%-2.92%+0.11%+0.18%+11.35%-2.00%-0.48%+7.91%+3.03%+6.45%
2024-2.86%-6.46%+2.39%-6.15%+1.97%-0.14%+13.16%+2.85%+4.94%+2.92%+11.20%+2.75%+27.71%
2023+9.73%-2.53%-17.15%-3.95%+3.82%+6.56%+13.70%-3.76%+3.91%+6.17%+2.57%+5.52%+23.03%
2022+1.11%+2.44%-1.31%-1.96%-1.99%-3.17%-2.90%-2.61%-8.17%+7.92%+1.88%+3.69%-5.86%
2021-3.12%+9.23%+9.78%+2.47%+2.66%-3.88%+0.12%+1.61%-2.56%+0.36%-0.88%+4.97%+21.59%
2020-9.23%-11.09%-26.10%+6.32%-7.96%+9.13%-4.85%-2.72%+0.33%+3.58%+13.34%+1.56%-29.47%
2019+8.32%+5.26%-1.85%+0.11%-2.86%+11.67%-4.97%-3.17%+1.35%-2.31%+2.66%+3.83%+18.01%
2018+1.09%-7.69%+5.39%+4.11%-3.60%+4.67%-3.27%+3.25%-0%-2.54%-5.97%-4.96%-10.13%
2017+1.29%-2.55%-4.57%+15.53%+13.25%-1.60%+2.15%-1.60%+2.70%-0.33%+4.25%+12.24%+46.02%

Drawdown analysis of United Security Bancshares (CA) (UBFO)

The maximum drawdown for the UBFO was -89.51%, occurring on Nov 23, 2011. Recovery took 1543 trading sessions.

The current UBFO drawdown is -7.89%.

Since Nov 1, 1999 UBFO has experienced the following drawdowns:

  • 50% or more: 2 times
  • 40% or more: 2 times
  • 30% or more: 2 times
  • 20% or more: 6 times
  • 10% or more: 11 times
DepthStartTo BottomBottomTo RecoverEndTotal
-89.51%Nov 9, 20061269Nov 23, 20111543Jan 12, 20182812
-53.37%Jul 5, 2019189Apr 3, 20201119Sep 16, 20241308
-27.97%Jan 9, 2004123Jul 8, 2004257Jul 14, 2005380
-26.61%Nov 12, 1999104Apr 12, 2000743Apr 1, 2003847
-24.64%Dec 13, 202480Apr 11, 2025147Nov 11, 2025227
-21.73%May 14, 200333Jul 1, 200344Sep 3, 200377
-18.09%May 19, 200631Jul 5, 200673Oct 17, 2006104
-17.43%Jul 6, 2018113Dec 17, 2018133Jun 28, 2019246
-12.50%Jan 17, 201816Feb 8, 2018102Jul 6, 2018118
-12.45%Feb 6, 202627Mar 18, 2026OngoingOngoingOngoing
-10.49%Sep 17, 20038Sep 29, 200317Oct 22, 200325
-8.51%Apr 11, 20033Apr 16, 20038Apr 29, 200311
-8.36%Nov 3, 200311Nov 18, 200328Dec 30, 200339
-7.35%Sep 20, 202414Oct 10, 20246Oct 18, 202420
-6.98%Apr 1, 20031Apr 2, 20037Apr 11, 20038
-6.81%Apr 5, 20064Apr 11, 200614May 2, 200618
-6.73%Dec 20, 20057Dec 30, 20055Jan 9, 200612
-6.42%Apr 29, 20031Apr 30, 20031May 1, 20032
-6.41%Aug 1, 20057Aug 10, 200528Sep 20, 200535
-4.56%Dec 15, 202512Jan 2, 20269Jan 15, 202621
-4.53%Sep 3, 20038Sep 15, 20032Sep 17, 200310
-4.29%Nov 11, 20255Nov 18, 20253Nov 21, 20258
-3.98%Mar 30, 20063Apr 4, 20061Apr 5, 20064
-3.87%Oct 24, 20057Nov 2, 20057Nov 11, 200514
-3.76%Jan 12, 20065Jan 20, 20063Jan 25, 20068