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)