Ubs Ag Fi Etf Performance
| FBGX Etf | USD 805.71 27.52 3.54% |
The entity has a beta of 2.09, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, UBS AG will likely underperform.
Risk-Adjusted Performance
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Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in UBS AG FI are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. In spite of fairly abnormal technical and fundamental indicators, UBS AG may actually be approaching a critical reversion point that can send shares even higher in June 2024. ...more
1 | UBS AG FI Enhanced Large Cap Growth ETN Stock Position Decreased by Trust Co. of Vermont - Defense World | 03/14/2024 |
2 | Bitcoin Slips Under 62K as Hong Kong ETFs Disappoint - CoinDesk | 04/30/2024 |
| In Threey Sharp Ratio | 0.28 |
UBS |
UBS AG Relative Risk vs. Return Landscape
If you would invest 76,414 in UBS AG FI on February 5, 2024 and sell it today you would earn a total of 4,157 from holding UBS AG FI or generate 5.44% return on investment over 90 days. UBS AG FI is currently generating 0.1016% in daily expected returns and assumes 1.9619% risk (volatility on return distribution) over the 90 days horizon. In different words, 17% of etfs are less volatile than UBS, and 98% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
UBS AG Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for UBS AG's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as UBS AG FI, and traders can use it to determine the average amount a UBS AG'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 = 0.0518
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | FBGX | High Risk | Huge Risk |
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Estimated Market Risk
| 1.96 actual daily | 17 83% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 4 96% of assets perform better |
Based on monthly moving average UBS AG is performing at about 4% of its full potential. 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 AG by adding it to a well-diversified portfolio.
UBS AG Fundamentals Growth
UBS Etf prices reflect investors' perceptions of the future prospects and financial health of UBS AG, and UBS AG 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 Etf performance.
| Total Asset | 212.65 M | |||
About UBS AG Performance
To evaluate UBS AG FI Etf 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 AG 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 Etf'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 AG FI 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 UBS AG FI Enhanced Large Cap Growth ETN due June 19, 2024 are a series of FI Enhanced ETNs. FI Enhanced is traded on NYSEARCA Exchange in the United States.| Latest headline from news.google.com: Bitcoin Slips Under 62K as Hong Kong ETFs Disappoint - CoinDesk | |
| The fund retains all of the assets under management (AUM) in different types of exotic instruments |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in UBS AG FI. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in price. Note that the UBS AG FI information on this page should be used as a complementary analysis to other UBS AG'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 Portfolio Analyzer module to portfolio analysis module that provides access to portfolio diagnostics and optimization engine.
The market value of UBS AG FI is measured differently than its book value, which is the value of UBS that is recorded on the company's balance sheet. Investors also form their own opinion of UBS AG's value that differs from its market value or its book value, called intrinsic value, which is UBS AG's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because UBS AG's market value can be influenced by many factors that don't directly affect UBS AG's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between UBS AG's value and its price as these two are different measures arrived at by different means. Investors typically determine if UBS AG is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, UBS AG'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.