UBS IF Competition

0P0000YL6D   2,677  20.51  0.76%   

UBS IF vs AXA Strategy Correlation

Almost no diversification

The correlation between UBS IF 2 and 0P0001HI44 is 0.92 (i.e., Almost no diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding UBS IF 2 and 0P0001HI44 in the same portfolio, assuming nothing else is changed.

Moving together with UBS Fund

  0.910P0001HI40 AXA SF GlobalPairCorr
  0.920P0001HI44 AXA StrategyPairCorr
  0.870P0001EQ5U Aktien ESG SchweizPairCorr

Moving against UBS Fund

  0.4PSCF Procimmo Real EstatePairCorr

UBS IF Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between UBS IF and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of UBS and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of UBS IF 2 does not affect the price movement of the other competitor.

High positive correlations

0P0001HI440P0000KA0A
0P0001HI440P0000YL6D
0P0001HI400P0000YL6D
0P0001HI440P0001HI40
0P0001HI440P0001EQ5U
0P0000YL6D0P0001EQ5U
  

High negative correlations

0P0000KA0APSCF
0P0001HI44PSCF
0P0000YL6DPSCF
0P0001HI40PSCF
0P0001EQ5UPSCF

Risk-Adjusted Indicators

There is a big difference between UBS Fund performing well and UBS IF Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze UBS IF's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

UBS IF Competitive Analysis

The better you understand UBS IF competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, UBS IF's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across UBS IF's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
0P0000YL6D GOOD PSCF 0P0001EQ5U 0P0000KA0A 0P0001HI40 0P0001HI44
 0.76 
 2,677 
UBS
 0.72 
 168.60 
GOOD
 0.48 
 166.20 
Procimmo
 0.58 
 156.49 
Aktien
 0.77 
 143.52 
Synchrony
 0.63 
 176.78 
AXA
 0.74 
 148.60 
AXA
Market Volatility
(90 Days Market Risk)
Market Performance
(90 Days Performance)
Odds of Financial Distress
(Probability Of Bankruptcy)
Current Valuation
(Equity Enterprise Value)
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
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Trade Advice
(90 Days Macroaxis Advice)
Day Typical Price
Accumulation Distribution
Market Facilitation Index
Daily Balance Of Power
Period Momentum Indicator
Rate Of Daily Change
Day Median Price
Price Action Indicator
Relative Strength Index
Coefficient Of Variation
Mean Deviation
Jensen Alpha
Total Risk Alpha
Sortino Ratio
Downside Variance
Standard Deviation
Kurtosis
Potential Upside
Treynor Ratio
Maximum Drawdown
Variance
Market Risk Adjusted Performance
Risk Adjusted Performance
Skewness
Semi Deviation
Information Ratio
Value At Risk
Expected Short fall
Downside Deviation
Semi Variance

UBS IF Competition Performance Charts

Five steps to successful analysis of UBS IF Competition

UBS IF's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by UBS IF 2 in relation to its competition. UBS IF's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of UBS IF in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact UBS IF's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to UBS IF 2, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your UBS IF position

In addition to having UBS IF in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Warren Buffett Holdings Theme
A long-term portfolio of publicly-traded stocks on US exchanges that are owned by Warren Buffett's holding company Berkshire Hathaway. The Warren Buffett Holdings theme has 45 constituents at this time.
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