Performance
Monthly Performance
| Months | monthly portfolio performance | monthly benchmark performance |
|---|---|---|
|
January 2021 |
0.18% |
-0.16% |
|
February 2021 |
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|
March 2021 |
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|
April 2021 |
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|
May 2021 |
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|
June 2021 |
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July 2021 |
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August 2021 |
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September 2021 |
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October 2021 |
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November 2021 |
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December 2021 |
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|
Year-to-date |
0.18% | -0.16% |
|
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)