Ubs All China Fund Manager Performance Evaluation

UACPX Fund  USD 4.23  0.02  0.48%   
The entity has a beta of 0.64, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Ubs All's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ubs All is expected to be smaller as well.

Risk-Adjusted Performance

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Over the last 90 days Ubs All China has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Ubs All is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Ubs All Relative Risk vs. Return Landscape

If you would invest  423.00  in Ubs All China on December 30, 2023 and sell it today you would earn a total of  0.00  from holding Ubs All China or generate 0.0% return on investment over 90 days. Ubs All China is currently producing 0.0098% returns and takes up 1.4128% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than Ubs, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Ubs All is expected to generate 14.18 times less return on investment than the market. In addition to that, the company is 2.47 times more volatile than its market benchmark. It trades about 0.01 of its total potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.24 per unit of volatility.

Ubs All Current Valuation

Fairly Valued
Today
4.23
Please note that Ubs All's price fluctuation is somewhat reliable at this time. At this time, the fund appears to be fairly valued. Ubs All China has a current Real Value of $4.2 per share. The regular price of the fund is $4.23. We determine the value of Ubs All China from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Our valuation method for Ubs All China is useful when determining the fair value of the Ubs mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Ubs All. Since Ubs All is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ubs Mutual Fund. However, Ubs All's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
Historical Market  4.23 Real  4.2 Hype  4.23 Naive  4.22
The real value of Ubs Mutual Fund, also known as its intrinsic value, is the underlying worth of Ubs All China Mutual Fund, which is reflected in its stock price. It is based on Ubs All's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Ubs All's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Ubs All's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
4.20
Real Value
5.63
Upside
Estimating the potential upside or downside of Ubs All China helps investors to forecast how Ubs mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Ubs All more accurately as focusing exclusively on Ubs All's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
4.144.254.36
Details
Hype
Prediction
LowEstimatedHigh
2.804.235.66
Details
Naive
Forecast
LowNext ValueHigh
2.794.225.65
Details

Ubs All Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Ubs All's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ubs All China, and traders can use it to determine the average amount a Ubs All's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.0069

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Negative ReturnsUACPX

Estimated Market Risk

 1.41
  actual daily
12
88% of assets are more volatile

Expected Return

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0
Most of other assets have higher returns

Risk-Adjusted Return

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  actual daily
0
Most of other assets perform better
Based on monthly moving average Ubs All is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Ubs All by adding Ubs All to a well-diversified portfolio.

Ubs All Fundamentals Growth

Ubs Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ubs All, and Ubs All fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Ubs Mutual Fund performance.

About Ubs All Performance

To evaluate Ubs All China Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Ubs All generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Ubs Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Ubs All China market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Ubs's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
The Advisor seeks to achieve the funds investment objective by investing, under normal circumstances, at least 80 percent of its net assets in a portfolio of equity securities of companies economically tied to China, and in other instruments that have economic characteristics similar to such securities. For this purpose, China includes the Peoples Republic of China and Hong Kong. It is non-diversified.

Things to note about Ubs All China performance evaluation

Checking the ongoing alerts about Ubs All for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ubs All China help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund keeps about 11.85% of its net assets in cash
Evaluating Ubs All's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Ubs All's mutual fund performance include:
  • Analyzing Ubs All's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Ubs All's stock is overvalued or undervalued compared to its peers.
  • Examining Ubs All's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Ubs All's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ubs All's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Ubs All's mutual fund. These opinions can provide insight into Ubs All's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Ubs All's mutual fund performance is not an exact science, and many factors can impact Ubs All's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Ubs All China. 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 american community survey.
You can also try the Fundamentals Comparison module to compare fundamentals across multiple equities to find investing opportunities.

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When running Ubs All's price analysis, check to measure Ubs All'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 All is operating at the current time. Most of Ubs All's value examination focuses on studying past and present price action to predict the probability of Ubs All'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 All's price. Additionally, you may evaluate how the addition of Ubs All to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Ubs All's value and its price as these two are different measures arrived at by different means. Investors typically determine if Ubs All is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Ubs All'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.