Ubs Equity Opportunity Fund Annual Yield
Ubs Equity Opportunity fundamentals help investors to digest information that contributes to Ubs Equity's financial success or failures. It also enables traders to predict the movement of Ubs Mutual Fund. The fundamental analysis module provides a way to measure Ubs Equity's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Ubs Equity mutual fund.
Ubs |
Ubs Equity Opportunity Mutual Fund Annual Yield Analysis
Ubs Equity's Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Current Ubs Equity Annual Yield | 0.01 % |
Most of Ubs Equity's fundamental indicators, such as Annual Yield, 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 Equity Opportunity is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
CompetitionIn accordance with the recently published financial statements, Ubs Equity Opportunity has an Annual Yield of 0.01%. This is 96.15% lower than that of the Category family and 96.16% lower than that of the Family category. The annual yield for all United States funds is 96.55% higher than that of the company.
Ubs Annual Yield Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Ubs Equity's direct or indirect competition against its Annual Yield to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Ubs Equity could also be used in its relative valuation, which is a method of valuing Ubs Equity by comparing valuation metrics of similar companies.Ubs Equity is currently under evaluation in annual yield among similar funds.
Fund Asset Allocation for Ubs Equity
The fund invests 99.71% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (1.0%) .Asset allocation divides Ubs Equity's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Ubs Fundamentals
| Annual Yield | 0.01 % | |||
| Year To Date Return | (9.92) % | |||
| One Year Return | (5.90) % | |||
| Three Year Return | 14.02 % | |||
| Five Year Return | (5.07) % | |||
| Ten Year Return | 2.49 % | |||
| Net Asset | 35.72 M | |||
| Minimum Initial Investment | 1 K | |||
| Last Dividend Paid | 0.03 | |||
| Holdings Turnover | 48.00 % | |||
| Cash Position Weight | 1.00 % | |||
| Equity Positions Weight | 99.71 % |
Pair Trading with Ubs Equity
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Ubs Equity position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Ubs Equity will appreciate offsetting losses from the drop in the long position's value.The ability to find closely correlated positions to Amphenol could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Amphenol when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Amphenol - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Amphenol to buy it.
The correlation of Amphenol is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Amphenol moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Amphenol moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Amphenol can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation. Note that the Ubs Equity Opportunity information on this page should be used as a complementary analysis to other Ubs Equity's 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 Analyst Advice module to analyst recommendations and target price estimates broken down by several categories.
Other Consideration for investing in Ubs Mutual Fund
If you are still planning to invest in Ubs Equity Opportunity check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Ubs Equity's history and understand the potential risks before investing.
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