Performance analysis of United Community Banks (UCB-P-I)
Annual Return
Over the past 3 years, UCB-P-I has had an average annual return of +16.41%, underperforming the benchmark SPY, which returned +22.49% annual.
Over the past 5 years, UCB-P-I has had an average annual return of +4.74%, underperforming the benchmark SPY, which returned +12.51% annual.
Since Jun 4, 2020, UCB-P-I has had an average annual return of +7.09%, underperforming the benchmark SPY, which returned +16.89% annual.
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +6.14% | +14.88% | -1.51% | -2.17% | +6.89% | +14.32% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | +0.42% | +1.38% | -1.00% | -1.06% | +0.57% | +1.19% | +1.41% | +2.96% | +0.16% | +6.14% | |||
| 2024 | +5.83% | +0.89% | -2.18% | -0% | +1.94% | -1.64% | +4.91% | +1.75% | +0% | +0.96% | +2.20% | -0.40% | +14.88% |
| 2023 | +0.43% | -1.36% | -10.33% | +3.15% | -12.06% | +7.61% | -3.77% | +7.39% | +4.71% | -1.93% | +6.10% | +0.87% | -1.51% |
| 2022 | -3.41% | -2.80% | +0.70% | -1.74% | +1.35% | +0.84% | +1.84% | -1.21% | -2.77% | -3.30% | +6.87% | +1.92% | -2.17% |
| 2021 | -1.34% | +1.28% | +0.80% | +1.43% | +0.84% | +0.83% | +0.32% | +1.19% | -0.51% | +1.05% | -1.34% | +2.20% | +6.89% |
| 2020 | -1.76% | +4.93% | +4.91% | +0.56% | -0% | +1.74% | +3.33% | +14.32% |
Drawdown analysis of United Community Banks (UCB-P-I)
The maximum drawdown for the UCB-P-I was -34.23%, occurring on May 4, 2023. Recovery took 182 trading sessions.
Since Jun 4, 2020 UCB-P-I has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.23% | Dec 22, 2021 | 342 | May 4, 2023 | 182 | Jan 25, 2024 | 524 |
| -6.39% | Mar 12, 2025 | 20 | Apr 9, 2025 | 74 | Jul 28, 2025 | 94 |
| -5.78% | Jan 30, 2024 | 56 | Apr 19, 2024 | 39 | Jun 14, 2024 | 95 |
| -4.39% | Dec 30, 2020 | 7 | Jan 11, 2021 | 43 | Mar 15, 2021 | 50 |
| -3.37% | Aug 1, 2024 | 6 | Aug 9, 2024 | 9 | Aug 22, 2024 | 15 |
| -2.96% | Jun 14, 2024 | 10 | Jul 1, 2024 | 8 | Jul 12, 2024 | 18 |
| -2.79% | Sep 15, 2020 | 9 | Sep 28, 2020 | 11 | Oct 13, 2020 | 20 |
| -2.52% | Nov 18, 2020 | 12 | Dec 7, 2020 | 3 | Dec 10, 2020 | 15 |
| -2.52% | Sep 27, 2024 | 6 | Oct 7, 2024 | 7 | Oct 16, 2024 | 13 |
| -2.36% | Jul 15, 2021 | 26 | Aug 20, 2021 | 13 | Sep 9, 2021 | 39 |
| -2.24% | Jun 4, 2020 | 6 | Jun 12, 2020 | 28 | Jul 23, 2020 | 34 |
| -2.24% | Sep 13, 2021 | 20 | Oct 11, 2021 | 41 | Dec 8, 2021 | 61 |
| -2.19% | Dec 10, 2024 | 21 | Jan 13, 2025 | 8 | Jan 24, 2025 | 29 |
| -2.04% | Oct 15, 2020 | 4 | Oct 21, 2020 | 6 | Oct 29, 2020 | 10 |
| -2.01% | Oct 29, 2020 | 1 | Oct 30, 2020 | 7 | Nov 10, 2020 | 8 |
| -1.88% | Aug 4, 2025 | 7 | Aug 13, 2025 | 2 | Aug 15, 2025 | 9 |
| -1.85% | Apr 15, 2021 | 9 | Apr 28, 2021 | 12 | May 14, 2021 | 21 |
| -1.73% | Jun 24, 2021 | 4 | Jun 30, 2021 | 6 | Jul 9, 2021 | 10 |
| -1.50% | May 27, 2021 | 8 | Jun 9, 2021 | 7 | Jun 18, 2021 | 15 |
| -1.43% | Sep 19, 2024 | 1 | Sep 20, 2024 | 1 | Sep 23, 2024 | 2 |
| -1.38% | Aug 30, 2024 | 8 | Sep 12, 2024 | 5 | Sep 19, 2024 | 13 |
| -1.37% | Jul 30, 2020 | 3 | Aug 4, 2020 | 4 | Aug 10, 2020 | 7 |
| -1.37% | Dec 10, 2020 | 1 | Dec 11, 2020 | 1 | Dec 14, 2020 | 2 |
| -1.29% | Dec 16, 2021 | 1 | Dec 17, 2021 | 3 | Dec 22, 2021 | 4 |
| -1.27% | Mar 15, 2021 | 3 | Mar 18, 2021 | 12 | Apr 6, 2021 | 15 |