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Performance analysis of Wheels Up Experience (UP)

Annual Return

Over the past 3 years, UP has had an average annual return of -42.06%, underperforming the benchmark SPY, which returned +22.77% annual.

Over the past 5 years, UP has had an average annual return of -65.87%, underperforming the benchmark SPY, which returned +14% annual.

Since Nov 13, 2020, UP has had an average annual return of -61.76%, underperforming the benchmark SPY, which returned +16.08% annual.

2026202520242023202220212020
-29.41%-60.23%-51.83%-66.73%-77.81%-53.46%+3.32%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026-4.41%-4.62%-12.90%-48.15%+64.29%+4.35%-29.41%
2025-5.26%-22.84%-16.00%+13.33%+14.29%-18.38%+31.53%+108.22%-37.17%-25.65%-44.37%-13.92%-60.23%
2024-3.38%-15.45%+2.41%-21.89%+20.26%-29.75%+39.29%-32.97%+37.16%-15.94%+22.75%-33.98%-51.83%
2023+19.49%-9.80%-42.96%-26.98%-37.37%-59.67%+103.31%-19.11%+8.04%-32.09%+63.70%+48.54%-66.73%
2022-17.66%-8.13%-11.38%-1.92%-17.05%-22.92%+14.84%-16.50%-38.49%+53.86%-27.70%-19.53%-77.81%
2021+5.61%+3.79%-8.41%-0.20%-0%-0.10%-19.84%-17.62%-0%+6.37%-33.81%-0%-53.46%
2020+2.64%+0.66%+3.32%

Drawdown analysis of Wheels Up Experience (UP)

The maximum drawdown for the UP was -99.78%, occurring on Apr 29, 2026. This drawdown has not yet recovered.

The current UP drawdown is -99.60%.

Since Nov 13, 2020 UP has experienced the following drawdowns:

  • 50% or more: 1 time
  • 40% or more: 1 time
  • 30% or more: 1 time
  • 20% or more: 1 time
  • 10% or more: 2 times
DepthStartTo BottomBottomTo RecoverEndTotal
-99.78%Jul 14, 20211203Apr 29, 2026OngoingOngoingOngoing
-13.22%Feb 2, 2021107Jul 7, 20215Jul 14, 2021112
-4.59%Jan 26, 20211Jan 27, 20213Feb 1, 20214
-2.78%Dec 1, 20201Dec 2, 202019Dec 30, 202020
-2.70%Nov 19, 20201Nov 20, 20206Dec 1, 20207
-2.06%Dec 30, 20201Dec 31, 20206Jan 11, 20217
-1.94%Jan 14, 20211Jan 15, 20216Jan 26, 20217
-0.19%Jan 11, 20211Jan 12, 20211Jan 13, 20212