Ubs Small Financial Statements From 2010 to 2024
| BISCX Fund | USD 24.33 0.09 0.37% |
Check Ubs Small financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Ubs Small's main balance sheet or income statement drivers, such as , as well as many indicators such as . Ubs financial statements analysis is a perfect complement when working with Ubs Small Valuation or Volatility modules.
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Ubs Small Cap Mutual Fund Year To Date Return Analysis
Ubs Small's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Ubs Small Year To Date Return | 21.53 % |
Most of Ubs Small's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Ubs Small Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
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In accordance with the company's disclosures, Ubs Small Cap has a Year To Date Return of 21.526%. This is much higher than that of the UBS Asset Management family and significantly higher than that of the Small Growth category. The year to date return for all United States funds is notably lower than that of the firm.
Ubs Small Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ubs Small's current stock value. Our valuation model uses many indicators to compare Ubs Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ubs Small competition to find correlations between indicators driving Ubs Small's intrinsic value. More Info.Ubs Small Cap is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Ubs Small Cap is roughly 8.84 . 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 Small's earnings, one of the primary drivers of an investment's value.About Ubs Small Financial Statements
Ubs Small investors use historical fundamental indicators, such as Ubs Small's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Ubs Small. Please read more on our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund invests at least 80 percent of its net assets in equity securities of U.S. small capitalization companies. Small capitalization companies are those companies within the range of the largest and smallest company in the Russell 2000 Index at the time of purchase. Investments in equity securities may include, but are not limited to, common stock and preferred stock equity securities of real estate investment trusts and exchange-traded funds . The fund may invest up to 20 percent of its net assets in foreign securities.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Ubs Mutual Fund
Ubs Small 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 Small security.
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