Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMUB (UBS AG London Branch ELKS 5) | 15.80% | 17.81% | 21.19% | 17.44% | 10.27% | NA | NA | … | … |
Data as of 06/16/2026, Common starting date is 10/09/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMUB (UBS AG London Branch ELKS 5) | 10/09/2015 | 06/16/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.15 | 17.81 | 21.19 | 17.44 | 10.27 | NA | NA | … | … | 15.80 | 8.71 | 23.06 | 25.32 | 29.89 | 38.66 | -29.48 | 6.25 | -13.33 | -7.19 | 33.63 | -26.44 |
| Sharpe Ratio | NA | 1.29 | 1.22 | 0.79 | 0.33 | NA | NA | … | … | 3.17 | 0.29 | 1.34 | 1.56 | 1.03 | 1.54 | -0.48 | 0.28 | -0.74 | -0.48 | 0.93 | -1.26 |
| Standard Deviation(%) | NA | 13.63 | 16.29 | 19.97 | 27.27 | NA | NA | … | … | 14.53 | 20.26 | 14.53 | 13.97 | 27.76 | 25.10 | 62.17 | 16.90 | 19.94 | 16.27 | 35.88 | 59.25 |
| Draw Down(%) | NA | 8.95 | 17.04 | 20.58 | 73.46 | NA | NA | … | … | 7.02 | 17.04 | 9.67 | 9.76 | 20.58 | 17.49 | 67.66 | 19.84 | 26.98 | 18.97 | 22.96 | 26.53 |
| Yield(%) | 0.00 | 6.62 | 8.16 | 8.11 | 6.64 | 3.50 | 2.62 | … | … | 3.38 | 6.57 | 6.97 | 7.77 | 7.52 | 9.52 | 6.87 | 8.09 | 6.85 | 6.09 | 8.13 | 0.00 |
Data as of 06/16/2026, Common starting date is 10/09/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMUB (UBS AG London Branch ELKS 5) |
-29.93%
Mar 2017 – Mar 2020 |
-9.58%
Nov 2015 – Nov 2020 |
6.68%
Nov 2015 – Nov 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMUB (UBS AG London Branch ELKS 5) |
45.61%
Mar 2020 – Mar 2023 |
38.73%
Mar 2020 – Mar 2025 |
11.33%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart