Ubs Us Financial Statements From 2010 to 2024
| BNSCX Fund | USD 17.62 0.04 0.23% |
Check Ubs Us financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Ubs main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Ubs financial statements analysis is a perfect complement when working with Ubs Us Valuation or Volatility modules.
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Ubs Small Cap Mutual Fund Year To Date Return Analysis
Ubs Us' Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Ubs Us Year To Date Return | 8.39 % |
Most of Ubs Us' fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Ubs Small Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
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In accordance with the company's disclosures, Ubs Small Cap has a Year To Date Return of 8.3895%. This is much higher than that of the UBS Asset Management family and significantly higher than that of the Small Growth category. The year to date return for all United States funds is notably lower than that of the firm.
Ubs Small Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ubs Us's current stock value. Our valuation model uses many indicators to compare Ubs Us value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ubs Us competition to find correlations between indicators driving Ubs Us's intrinsic value. More Info.Ubs Small Cap is the top fund in price to earning among similar funds. It is the top fund in price to book among similar funds fabricating about 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Ubs Small Cap is roughly 8.84 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Ubs Us by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Ubs Us' Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Ubs Us' earnings, one of the primary drivers of an investment's value.About Ubs Us Financial Statements
There are typically three primary documents that fall into the category of financial statements. These documents include Ubs Us income statement, its balance sheet, and the statement of cash flows. Ubs Us investors use historical funamental indicators, such as Ubs Us's revenue or net income, to determine how well the company is positioned to perform in the future. Although Ubs Us investors may use each financial statement separately, they are all related. The changes in Ubs Us's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Ubs Us's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Ubs Us Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Ubs Us. Please read more on our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund invests at least 80 percent of its net assets in equity securities of U.S. small capitalization companies. Small capitalization companies are those companies within the range of the largest and smallest company in the Russell 2000 Index at the time of purchase. Investments in equity securities may include, but are not limited to, common stock and preferred stock equity securities of real estate investment trusts and exchange-traded funds . The fund may invest up to 20 percent of its net assets in foreign securities.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Check out the analysis of Ubs Us Correlation against competitors. Note that the Ubs Small Cap information on this page should be used as a complementary analysis to other Ubs Us' statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.