Performance

Monthly Performance

Months monthly portfolio performance monthly benchmark performance

January 2021

0.18%

-0.07%

February 2021

0.12% 0.20%

March 2021

1.52% 1.56%

April 2021

0.82% 0.74%

May 2021

   

June 2021

   

July 2021

   

August 2021

   

September 2021

   

October 2021

   

November 2021

   

December 2021

   

 Year-to-date

2.66% 2.44%

Performance

History

Benchmark

2020

5.12%

5.29%

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)

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