Ubs Allocation Financials
| PWTAX Fund | USD 47.81 0.38 0.80% |
Ubs |
Please note that past performance is not an indicator of the future performance of Ubs Allocation, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Ubs Allocation Fund Summary
Ubs Allocation competes with American Funds, American Funds, American Balanced, and American Balanced. The fund invests at least 80 percent of its net assets in U.S. fixed income and equity securities. The following are the ranges within which the advisor expects to allocate the funds assets among the various asset classes U.S. equities-20-90 investment grade fixed income-0-70 high yield fixed income-0-15 and cash equivalents-0-50. It may, but is not required to, use exchange-traded or over-the-counter derivative instruments for risk management purposes or as part of its investment strategies.Specialization | Allocation--50% to 70% Equity, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US90262E1038 |
| Business Address | co UBS Global |
| Mutual Fund Family | UBS Asset Management |
| Mutual Fund Category | Allocation--50% to 70% Equity |
| Benchmark | NYSE Composite |
| Phone | 800 647 1568 |
| Currency | USD - US Dollar |
You should never invest in Ubs Allocation Fund without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Ubs Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Ubs Allocation's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Ubs Allocation Key Financial Ratios
Generally speaking, Ubs Allocation's financial ratios allow both analysts and investors to convert raw data from Ubs Allocation's financial statements into concise, actionable information that can be used to evaluate the performance of Ubs Allocation over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Ubs Allocation reports annually and quarterly.Ubs Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ubs Allocation's current stock value. Our valuation model uses many indicators to compare Ubs Allocation value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ubs Allocation competition to find correlations between indicators driving Ubs Allocation's intrinsic value. More Info.Ubs Allocation Fund is rated top fund in price to earning among similar funds. It is rated top fund in price to book among similar funds fabricating about 0.14 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Ubs Allocation Fund is roughly 7.14 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Ubs Allocation by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Ubs Allocation's 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 Allocation's earnings, one of the primary drivers of an investment's value.Ubs Allocation Systematic Risk
Ubs Allocation's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Ubs Allocation volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Ubs Allocation correlated with the market. If Beta is less than 0 Ubs Allocation generally moves in the opposite direction as compared to the market. If Ubs Allocation Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Ubs Allocation is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Ubs Allocation is generally in the same direction as the market. If Beta > 1 Ubs Allocation moves generally in the same direction as, but more than the movement of the benchmark.
Ubs Allocation April 29, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Ubs Allocation help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Ubs Allocation Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Ubs Allocation Fund based on widely used predictive technical indicators. In general, we focus on analyzing Ubs Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Ubs Allocation's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.5703 | |||
| Information Ratio | (0.09) | |||
| Maximum Drawdown | 2.45 | |||
| Value At Risk | (1.02) | |||
| Potential Upside | 0.9083 |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Ubs Allocation Fund. 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 Allocation information on this page should be used as a complementary analysis to other Ubs Allocation'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 My Watchlist Analysis module to analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like.