Performance analysis of UBS AG London Branch (USOI)
Annual Return
Since Jun 3, 2024, USOI has had an average annual return of +12.47%, underperforming the benchmark SPY, which returned +18.83% annual.
| 2026 | 2025 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +31.67% | -8.77% | +6.91% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +7.54% | +3.82% | +14.57% | +13.97% | -4.66% | -12.39% | +8.12% | +31.67% | |||||
| 2025 | +0.83% | -2.40% | +0.29% | -13.85% | +6% | +2.40% | +7.12% | -4.12% | -0.37% | -0.93% | -1.05% | -1.45% | -8.77% |
| 2024 | +8.57% | -1.53% | -2.24% | -4.44% | +1.58% | +0.15% | +5.22% | +6.91% |
Drawdown analysis of UBS AG London Branch (USOI)
The maximum drawdown for the USOI was -23.36%, occurring on Jul 1, 2026. This drawdown has not yet recovered.
The current USOI drawdown is -15.06%.
Since Jun 3, 2024 USOI has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -23.36% | May 19, 2026 | 29 | Jul 1, 2026 | Ongoing | Ongoing | Ongoing |
| -19.44% | Jan 15, 2025 | 75 | May 5, 2025 | 206 | Mar 2, 2026 | 281 |
| -13.81% | Jul 17, 2024 | 38 | Sep 10, 2024 | 87 | Jan 15, 2025 | 125 |
| -5.99% | Apr 13, 2026 | 4 | Apr 17, 2026 | 2 | Apr 21, 2026 | 6 |
| -5.25% | Apr 29, 2026 | 5 | May 6, 2026 | 4 | May 12, 2026 | 9 |
| -3.87% | Mar 20, 2026 | 1 | Mar 23, 2026 | 4 | Mar 27, 2026 | 5 |
| -1.76% | Jul 11, 2024 | 3 | Jul 16, 2024 | 1 | Jul 17, 2024 | 4 |
| -1.28% | Apr 23, 2026 | 1 | Apr 24, 2026 | 1 | Apr 27, 2026 | 2 |
| -1.21% | Mar 6, 2026 | 1 | Mar 9, 2026 | 3 | Mar 12, 2026 | 4 |
| -0.94% | Mar 31, 2026 | 1 | Apr 1, 2026 | 1 | Apr 2, 2026 | 2 |
| -0.72% | Apr 6, 2026 | 2 | Apr 8, 2026 | 3 | Apr 13, 2026 | 5 |
| -0.60% | Jun 24, 2024 | 2 | Jun 26, 2024 | 1 | Jun 27, 2024 | 3 |
| -0.60% | Jul 5, 2024 | 2 | Jul 9, 2024 | 2 | Jul 11, 2024 | 4 |
| -0.48% | May 12, 2026 | 1 | May 13, 2026 | 1 | May 14, 2026 | 2 |
| -0.33% | Jun 20, 2024 | 1 | Jun 21, 2024 | 1 | Jun 24, 2024 | 2 |
| -0.27% | Jun 6, 2024 | 1 | Jun 7, 2024 | 1 | Jun 10, 2024 | 2 |
| -0.21% | Jun 27, 2024 | 1 | Jun 28, 2024 | 1 | Jul 1, 2024 | 2 |
| -0.13% | Jun 4, 2024 | 1 | Jun 5, 2024 | 1 | Jun 6, 2024 | 2 |
| -0.12% | Mar 18, 2026 | 1 | Mar 19, 2026 | 1 | Mar 20, 2026 | 2 |