Ubs Equity Opportunity Fund Ten Year Return
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 Ten Year Return Analysis
Ubs Equity's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Ubs Equity Ten Year Return | 2.49 % |
Most of Ubs Equity's fundamental indicators, such as Ten Year 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 Equity Opportunity is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
CompetitionBased on the latest financial disclosure, Ubs Equity Opportunity has a Ten Year Return of 2.49%. This is 114.66% higher than that of the Category family and 114.93% higher than that of the Family category. The ten year return for all United States funds is 39.11% lower than that of the firm.
Ubs Ten Year Return 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 Ten Year Return 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 ten year return 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 % |
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Ubs Equity in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Ubs Equity's short interest history, or implied volatility extrapolated from Ubs Equity options trading.
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 Bank of America could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Bank of America 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 Bank of America - 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 Bank of America to buy it.
The correlation of Bank of America 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 Bank of America moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Bank of America 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 Bank of America 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 Headlines Timeline module to stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity.
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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