Ubs Small Cap Manager Performance
| BISCXDelisted Fund | USD 20.62 0.00 0.00% |
The entity has a beta of -0.2, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Ubs Small are expected to decrease at a much lower rate. During the bear market, Ubs Small is likely to outperform the market.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Ubs Small Cap has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Ubs Small is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 28th of October 2022 | |
| Expense Ratio | 0.9900 |
Ubs |
Ubs Small Relative Risk vs. Return Landscape
If you would invest 2,062 in Ubs Small Cap on October 3, 2025 and sell it today you would earn a total of 0.00 from holding Ubs Small Cap or generate 0.0% return on investment over 90 days. Ubs Small Cap is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Ubs, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ubs Small Current Valuation
Overvalued
Today
Please note that Ubs Small's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Ubs Small Cap has a current Real Value of $18.87 per share. The regular price of the fund is $20.62. We determine the value of Ubs Small Cap from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Ubs Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ubs Mutual Fund. However, Ubs Small's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 20.62 | Real 18.87 | Hype 20.62 | Naive 20.69 |
The intrinsic value of Ubs Small's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Ubs Small's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Ubs Small Cap helps investors to forecast how Ubs mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Ubs Small more accurately as focusing exclusively on Ubs Small's fundamentals will not take into account other important factors: Ubs Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ubs Small's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ubs Small Cap, and traders can use it to determine the average amount a Ubs Small'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 = 0.0
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Based on monthly moving average Ubs Small is not performing at its full potential. However, 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 Small by adding Ubs Small to a well-diversified portfolio.
Ubs Small Fundamentals Growth
Ubs Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ubs Small, and Ubs Small 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 Mutual Fund performance.
| Price To Earning | 26.33 X | |||
| Price To Book | 2.98 X | |||
| Price To Sales | 1.80 X | |||
| Total Asset | 110.45 M | |||
About Ubs Small Performance
Evaluating Ubs Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ubs Small has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Ubs Small has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to 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. UBS US is traded on NASDAQ Exchange in the United States.Things to note about Ubs Small Cap performance evaluation
Checking the ongoing alerts about Ubs Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ubs Small Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Ubs Small Cap is not yet fully synchronised with the market data | |
| Ubs Small Cap has a very high chance of going through financial distress in the upcoming years | |
| Latest headline from news.google.com: Is SWRSX a Strong Bond Fund Right Now - Yahoo Finance | |
| The fund holds 96.7% of its assets under management (AUM) in equities |
- Analyzing Ubs Small's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Ubs Small's stock is overvalued or undervalued compared to its peers.
- Examining Ubs Small's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Ubs Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ubs Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ubs Small's mutual fund. These opinions can provide insight into Ubs Small's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in services. You can also try the Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.
Other Consideration for investing in Ubs Mutual Fund
If you are still planning to invest in Ubs Small Cap check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Ubs Small's history and understand the potential risks before investing.
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