Ubs Us Competition

PWTYX Fund

USD 55.68 0.20 0.36%

Ubs Allocation competes with Fidelity Advisor, Royce Global, Gabelli Global, Icon Financial, and John Hancock; as well as few others. The fund is listed under Allocation--50% to 70% Equity category and is part of UBS Asset Management family. Analyzing Ubs Us competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Ubs Us to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Ubs Us Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Ubs Us competition on your existing holdings.

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Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Ubs Us' price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.

Hype

Prediction

Low	Estimated	High
55.15	55.68	56.21

Details

Intrinsic

Valuation

Low	Real	High
54.74	55.27	55.80

Details

Ubs Us Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Ubs Us 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 Allocation does not affect the price movement of the other competitor.

	FIKBX	RGFIX	GCFSX	ICFAX	FTIXX	BTO	FNPIX
FIKBX		0.0	0.94	0.86	0.37	0.96	0.99	FIKBX
RGFIX	0.0		0.0	0.0	0.0	0.0	0.0	RGFIX
GCFSX	0.94	0.0		0.92	0.38	0.93	0.91	GCFSX
ICFAX	0.86	0.0	0.92		0.28	0.89	0.85	ICFAX
FTIXX	0.37	0.0	0.38	0.28		0.28	0.33	FTIXX
BTO	0.96	0.0	0.93	0.89	0.28		0.95	BTO
FNPIX	0.99	0.0	0.91	0.85	0.33	0.95		FNPIX
	FIKBX	RGFIX	GCFSX	ICFAX	FTIXX	BTO	FNPIX

Click cells to compare fundamentals

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High positive correlations

FNPIX	+ 0.99	FIKBX
BTO	+ 0.96	FIKBX
FNPIX	+ 0.95	BTO
GCFSX	+ 0.94	FIKBX
BTO	+ 0.93	GCFSX
ICFAX	+ 0.92	GCFSX

High negative correlations

FNPIX	- 0.0	RGFIX
BTO	- 0.0	RGFIX
FTIXX	- 0.0	RGFIX
ICFAX	- 0.0	RGFIX
GCFSX	- 0.0	RGFIX
RGFIX	- 0.0	FIKBX

Risk-Adjusted Indicators

There is a big difference between Ubs Mutual Fund performing well and Ubs Us Mutual 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 Us' 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.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
FIKBX	0.84	0.28	0.18	(2.18)	0.50	(1.04)	1.88	(1.15)	9.76
RGFIX	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
GCFSX	0.66	0.03	0.03	0.14	0.50	(0.87)	1.52	(1.41)	4.94
ICFAX	0.72	(0.01)	0.00	0.11	0.75	(0.87)	1.43	(1.21)	5.10
FTIXX	0.03	0.01	0.00	(0.18)	0.00	0.00	0.00	0.00	1.01
BTO	0.93	0.13	0.17	0.21	0.74	(1.03)	1.88	(1.32)	9.88
FNPIX	1.09	0.33	0.16	(1.72)	0.88	(1.18)	2.09	(1.83)	11.72

Unable to evaluate fundamental data of [FIKBX, RGFIX, GCFSX, ICFAX, FTIXX, BTO, FNPIX] at this time. Please try again later

All Fundamental Data

Ubs Us Competitive Analysis

The better you understand Ubs Us competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Ubs Us' 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 Us' competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	PWTYX	FIKBX	RGFIX	GCFSX	ICFAX	FTIXX	BTO	FNPIX
	0.36 55.68 Ubs	1.19 39.89 Fidelity	0.00 6.52 Royce	0.91 16.61 Gabelli	1.41 11.52 Icon	0.00 1.00 Goldman	1.28 39.45 John	1.65 45.58 Financials
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Not too volatile	Very steady	Very steady
Market Performance (90 Days Performance)	Good	Good	Very Weak	Good	OK	OK	Solid	Good
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	About Average	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Under Valued	Fairly Valued	Fairly Valued	Fairly Valued	Over Valued	Under Valued	Under Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Hold	Hold	Buy	Strong Hold	Sell	Strong Buy	Cautious Hold
Net Asset	232.37 M	271.8 M	50.85 M	11.02 M	45.02 M	75.53 B	N/A	5.26 M
Minimum Initial Investment	N/A	N/A	N/A	N/A	N/A	N/A	N/A	15 K
Price To Book	3.01 X	N/A	N/A	N/A	1.18 X	N/A	1.14 X	1.39 X
Five Year Return	10.18 %	15.01 %	6.66 %	12.93 %	6.99 %	N/A	10.35 %	13.69 %
One Year Return	22.72 %	53.87 %	11.61 %	42.99 %	18.84 %	N/A	61.00 %	67.26 %
Last Dividend Paid	0.78	0.54	0.04	0.08	0.07	N/A	2.6	0.46
Price To Earning	21.50 X	N/A	9.87 X	N/A	14.52 X	N/A	2.71 X	15.91 X
Beta	N/A	N/A	N/A	N/A	N/A	N/A	1.5	N/A
Price To Sales	2.24 X	N/A	N/A	N/A	1.84 X	N/A	32.25 X	2.48 X
Cash Position Weight	10.06 %	0.88 %	4.16 %	1.60 %	14.85 %	N/A	N/A	26.80 %
Equity Positions Weight	52.85 %	99.12 %	94.78 %	98.40 %	85.15 %	N/A	N/A	71.84 %
Three Year Return	4.60 %	12.67 %	(1.83) %	12.46 %	5.81 %	N/A	5.90 %	11.68 %
Annual Yield	0.01 %	0.02 %	0.07 %	0.01 %	N/A	0 %	0.01 %	0 %
Year To Date Return	16.24 %	38.94 %	0.91 %	31.05 %	13.94 %	N/A	35.02 %	51.43 %
Bond Positions Weight	2.55 %	N/A	0.62 %	N/A	N/A	N/A	N/A	N/A
Ten Year Return	9.16 %	6.37 %	9.47 %	N/A	4.88 %	N/A	N/A	10.33 %
Day Typical Price	55.68	39.89	6.52	16.61	11.52	1.0	39.3	45.58
Accumulation Distribution	N/A	N/A	N/A	N/A	N/A	N/A	0.0326	N/A
Market Facilitation Index	N/A	N/A	N/A	N/A	N/A	N/A	1.3	N/A
Daily Balance Of Power	9.2 T	9.2 T	0.0	9.2 T	9.2 T	0.0	0.3846	9.2 T
Period Momentum Indicator	0.2	0.47	N/A	0.15	0.16	N/A	0.5	0.74
Rate Of Daily Change	1.0	1.01	1.0	1.01	1.01	1.0	1.01	1.02
Day Median Price	55.68	39.89	6.52	16.61	11.52	1.0	39.22	45.58
Price Action Indicator	0.1	0.23	N/A	0.075	0.08	N/A	0.48	0.37
Coefficient Of Variation	668.34	470.54	N/A	595.38	778.03	812.4	463.2	509.23
Mean Deviation	0.3858	0.8392	N/A	0.6596	0.7199	0.0301	0.9311	1.09
Jensen Alpha	0.0019	0.2801	N/A	0.0251	(0.01)	0.0089	0.1317	0.3335
Total Risk Alpha	(0.01)	0.0643	N/A	0.0015	(0.04)	(0.01)	0.078	0.0575
Sortino Ratio	(0.08)	0.1786	N/A	0.031	0.0012	N/A	0.1655	0.1554
Downside Variance	0.374	0.6776	N/A	0.5446	0.863	N/A	1.24	1.55
Standard Deviation	0.5287	1.3	N/A	0.9021	1.01	0.1243	1.45	1.64
Kurtosis	1.69	15.63	N/A	2.81	4.19	66.0	14.57	12.37
Potential Upside	0.7233	1.88	N/A	1.52	1.43	N/A	1.88	2.09
Treynor Ratio	0.122	(2.18)	N/A	0.1443	0.1072	(0.18)	0.2098	(1.72)
Maximum Drawdown	2.65	9.76	N/A	4.94	5.1	1.01	9.88	11.72
Variance	0.2795	1.68	N/A	0.8137	1.02	0.0155	2.1	2.69
Market Risk Adjusted Performance	0.132	(2.17)	N/A	0.1543	0.1172	(0.17)	0.2198	(1.71)
Risk Adjusted Performance	0.1099	0.1665	N/A	0.1299	0.1007	0.0426	0.1697	0.1554
Skewness	(0.27)	2.85	N/A	0.918	0.4399	8.12	2.55	2.39
Semi Deviation	0.4573	0.4976	N/A	0.4965	0.75	N/A	0.7445	0.8763
Information Ratio	(0.09)	0.1134	N/A	0.0254	0.0011	(0.91)	0.1272	0.1179
Value At Risk	(0.92)	(1.15)	N/A	(1.41)	(1.21)	N/A	(1.32)	(1.83)
Expected Short fall	(0.39)	(1.04)	N/A	(0.87)	(0.87)	N/A	(1.03)	(1.18)
Downside Deviation	0.6116	0.8232	N/A	0.738	0.929	N/A	1.11	1.24
Semi Variance	0.2092	0.2476	N/A	0.2465	0.5625	N/A	0.5542	0.7679

Ubs Us Competition Performance Charts

Five steps to successful analysis of Ubs Us Competition

Ubs Us' 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 Allocation in relation to its competition. Ubs Us' competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Ubs Us 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 Us' competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Ubs Allocation, 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 Us position

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Beer and Liquor

Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Beer and Liquor theme has 31 constituents at this time.

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Other Information on Investing in Ubs Mutual Fund

Ubs Us financial ratios help investors to determine whether Ubs Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Ubs with respect to the benefits of owning Ubs Us security.

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