Performance analysis of UBS Group (UBS)
Annual Return
Over the past 3 years, UBS has had an average annual return of +38.86%, outperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, UBS has had an average annual return of +29.90%, outperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, UBS has had an average annual return of +17.77%, outperforming the benchmark SPY, which returned +14.91% annual.
Since Nov 21, 2014, UBS has had an average annual return of +13.25%, underperforming the benchmark SPY, which returned +13.48% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +12.65% | +60.07% | +2.02% | +67.64% | +5.94% | +27.96% | +18.01% | +7.19% | -32.68% | +21.52% | -14.52% | +17.81% |
| 2014 | |||||||||||
| -1.96% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.81% | -12.13% | -5.70% | +13.82% | +7.24% | +5.27% | +3.91% | +12.65% | |||||
| 2025 | +16.82% | -3.19% | -10.67% | +3.43% | +5.49% | +6.05% | +10.38% | +8.55% | +1.18% | -6.44% | +0.63% | +19.97% | +60.07% |
| 2024 | -3.20% | -4.88% | +7.98% | -10.32% | +20.32% | -7.34% | +2.17% | +1.92% | +0.49% | -0.74% | +5.41% | -6.25% | +2.02% |
| 2023 | +14.94% | +1.49% | -2.02% | -3.88% | -6.62% | +7.19% | +9.37% | +20.47% | -7.71% | -4.83% | +20.42% | +9.38% | +67.64% |
| 2022 | +4.47% | -2.84% | +7.72% | -12.61% | +12.05% | -14.04% | +0.12% | -2.41% | -8.45% | +9.31% | +16.27% | +1.25% | +5.94% |
| 2021 | +1.84% | +7.85% | +0.06% | -0.38% | +7.06% | -6.29% | +7.43% | +1.09% | -4.32% | +13.86% | -4.79% | +3.42% | +27.96% |
| 2020 | -1.67% | -11.08% | -15.81% | +16.19% | +3.20% | +7.85% | +1.21% | +4.03% | -8.24% | +4.85% | +22.46% | -0.07% | +18.01% |
| 2019 | +4.68% | -2.24% | -4.42% | +10.99% | -10.30% | +3.67% | -5.74% | -5.10% | +6.70% | +4.06% | +3.23% | +3.54% | +7.19% |
| 2018 | +10.49% | -6.65% | -6.90% | -4.87% | -9.41% | +0.79% | +7.04% | -4.63% | +0.45% | -11.63% | -2.67% | -8.50% | -32.68% |
| 2017 | +2.81% | -4.60% | +3.78% | +6.65% | -3.27% | +6.86% | +2.65% | -5.68% | +4.32% | -0.81% | +1% | +7.04% | +21.52% |
Drawdown analysis of UBS Group (UBS)
The maximum drawdown for the UBS was -61.37%, occurring on Mar 16, 2020. Recovery took 458 trading sessions.
The current UBS drawdown is -6.48%.
Since Nov 21, 2014 UBS has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 4 times
- 20% or more: 6 times
- 10% or more: 13 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -61.37% | Jan 26, 2018 | 536 | Mar 16, 2020 | 458 | Jan 6, 2022 | 994 |
| -43.38% | Aug 3, 2015 | 234 | Jul 7, 2016 | 392 | Jan 26, 2018 | 626 |
| -33.40% | Feb 9, 2022 | 169 | Oct 12, 2022 | 65 | Jan 17, 2023 | 234 |
| -30.04% | Nov 26, 2014 | 34 | Jan 16, 2015 | 133 | Jul 29, 2015 | 167 |
| -27.00% | Jan 27, 2025 | 50 | Apr 8, 2025 | 58 | Jul 2, 2025 | 108 |
| -26.07% | Jan 27, 2026 | 42 | Mar 27, 2026 | 53 | Jun 12, 2026 | 95 |
| -17.87% | Mar 6, 2023 | 9 | Mar 17, 2023 | 19 | Apr 14, 2023 | 28 |
| -14.72% | Mar 15, 2024 | 32 | May 1, 2024 | 17 | May 24, 2024 | 49 |
| -13.69% | Apr 14, 2023 | 32 | May 31, 2023 | 40 | Jul 28, 2023 | 72 |
| -13.27% | Dec 27, 2023 | 32 | Feb 13, 2024 | 19 | Mar 12, 2024 | 51 |
| -13.19% | Sep 22, 2025 | 43 | Nov 20, 2025 | 14 | Dec 11, 2025 | 57 |
| -12.54% | Aug 31, 2023 | 40 | Oct 27, 2023 | 22 | Nov 29, 2023 | 62 |
| -12.26% | May 31, 2024 | 44 | Aug 5, 2024 | 48 | Oct 11, 2024 | 92 |
| -9.98% | Nov 7, 2024 | 30 | Dec 20, 2024 | 16 | Jan 16, 2025 | 46 |
| -6.55% | Oct 18, 2024 | 9 | Oct 31, 2024 | 4 | Nov 6, 2024 | 13 |
| -6.48% | Jul 15, 2026 | 3 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -6.12% | Jan 14, 2022 | 8 | Jan 27, 2022 | 3 | Feb 1, 2022 | 11 |
| -4.53% | Jul 25, 2025 | 5 | Aug 1, 2025 | 4 | Aug 7, 2025 | 9 |
| -4.01% | Jun 22, 2026 | 4 | Jun 26, 2026 | 5 | Jul 6, 2026 | 9 |
| -3.81% | Jul 28, 2023 | 3 | Aug 2, 2023 | 7 | Aug 11, 2023 | 10 |
| -3.41% | Jan 5, 2026 | 10 | Jan 20, 2026 | 5 | Jan 27, 2026 | 15 |
| -3.35% | Dec 1, 2023 | 2 | Dec 5, 2023 | 6 | Dec 13, 2023 | 8 |
| -3.12% | Feb 14, 2023 | 7 | Feb 24, 2023 | 5 | Mar 3, 2023 | 12 |
| -2.31% | Aug 28, 2025 | 2 | Sep 2, 2025 | 7 | Sep 11, 2025 | 9 |
| -2.04% | Jul 3, 2025 | 1 | Jul 7, 2025 | 1 | Jul 8, 2025 | 2 |