Ubs Etf Public Etf Five Year Return

UBU9 Etf  EUR 78.14  0.22  0.28%   
UBS ETF Public fundamentals help investors to digest information that contributes to UBS ETF's financial success or failures. It also enables traders to predict the movement of UBS Etf. The fundamental analysis module provides a way to measure UBS ETF'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 ETF etf.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

UBS Five Year Return Analysis

UBS ETF's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.

Five Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Five Year Return | All Equity Analysis

Current UBS ETF Five Year Return

    
  16.83 %  
Most of UBS ETF's fundamental indicators, such as Five 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 ETF Public is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Competition
According to the company disclosure, UBS ETF Public has a Five Year Return of 16.83%. This is much higher than that of the Category family and significantly higher than that of the Family category. The five year return for all Germany etfs is notably lower than that of the firm.

UBS Five Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses UBS ETF's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the etfs which would be a good addition to a portfolio. Peer analysis of UBS ETF could also be used in its relative valuation, which is a method of valuing UBS ETF by comparing valuation metrics of similar companies.
UBS ETF is currently under evaluation in five year return as compared to similar ETFs.

Fund Asset Allocation for UBS ETF

The fund invests 99.57% of asset under management in tradable equity instruments, with the rest of investments concentrated in various types of exotic instruments.
Asset allocation divides UBS ETF'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

About UBS ETF Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze UBS ETF Public's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of UBS ETF using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of UBS ETF Public based on its fundamental data. In general, a quantitative approach, as applied to this etf, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
The fund generally invests in stocks contained in the SP 500 Index. UBSETF SP500 is traded on Frankfurt Stock Exchange in Germany.
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 ETF 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 ETF's short interest history, or implied volatility extrapolated from UBS ETF options trading.

Also Currently Popular

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 UBS ETF Piotroski F Score and UBS ETF Altman Z Score analysis.
For more detail on how to invest in UBS Etf please use our How to Invest in UBS ETF guide.
You can also try the Portfolio Manager module to state of the art Portfolio Manager to monitor and improve performance of your invested capital.

Complementary Tools for UBS Etf analysis

When running UBS ETF's price analysis, check to measure UBS ETF's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy UBS ETF is operating at the current time. Most of UBS ETF's value examination focuses on studying past and present price action to predict the probability of UBS ETF's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move UBS ETF's price. Additionally, you may evaluate how the addition of UBS ETF to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between UBS ETF's value and its price as these two are different measures arrived at by different means. Investors typically determine if UBS ETF is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, UBS ETF's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.