Performance
Monthly Performance
| Months | monthly portfolio performance | monthly benchmark performance |
|---|---|---|
|
January 2020 |
0.67% |
0.76% |
|
February 2020 |
-1.42% | -1.63% |
|
March 2020 |
-6.00% | -6.23% |
|
April 2020 |
3.56% | 4.05% |
|
May 2020 |
1.31% | 1.53% |
|
June 2020 |
1.22% | 1.01% |
|
July 2020 |
1.22% | 1.27% |
|
August 2020 |
0.68% | 0.73% |
|
September 2020 |
||
|
October 2020 |
||
|
November 2020 |
||
|
December 2020 |
||
|
Year-to-date |
0.96% | 1.18% |
|
Performance |
History |
Benchmark |
|---|---|---|
|
2019 |
10.72% |
10.81% |
|
2018 |
-1.70% |
-2.35% |
|
2017 |
7.22% |
6.81% |
|
2016 |
3.7% |
5.19% |
|
2015 |
1.0% |
1.94% |
|
2014 |
7.9% |
9.67% |
|
2013 |
7.2% |
6.55% |
|
2012 |
7.1% |
10.24% |
|
2011 |
-2.2% |
0.28% |
|
2010 |
4.9% |
|
|
2009 |
10.0% |
|
|
2008 |
-12.0% |
|
|
2007 |
5.2% |
|
|
2006 |
9.6% |
|
|
2005 |
13.9% |
(Performance numbers exclusive UBS Kapital Plus 2019)