UBS Money (Germany) Manager Performance Evaluation
| UG72 Fund | EUR 1,922 9.42 0.49% |
The entity has a beta of 0.15, which indicates not very significant fluctuations relative to the market. As returns on the market increase, UBS Money's returns are expected to increase less than the market. However, during the bear market, the loss of holding UBS Money is expected to be smaller as well.
Risk-Adjusted Performance
19 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in UBS Money Market are ranked lower than 19 (%) of all funds and portfolios of funds over the last 90 days. In spite of rather sound technical and fundamental indicators, UBS Money is not utilizing all of its potentials. The current stock price tumult, may contribute to shorter-term losses for the shareholders.
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UBS Money Relative Risk vs. Return Landscape
If you would invest 181,726 in UBS Money Market on September 12, 2024 and sell it today you would earn a total of 10,485 from holding UBS Money Market or generate 5.77% return on investment over 90 days. UBS Money Market is generating 0.0927% of daily returns and assumes 0.3837% volatility on return distribution over the 90 days horizon. Simply put, 3% of funds are less volatile than UBS, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
UBS Money Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for UBS Money's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as UBS Money Market, and traders can use it to determine the average amount a UBS Money'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 = 0.2417
| Best Portfolio | Best Equity | |||
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| Cash | UG72 | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.38 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.24 actual daily | 19 81% of assets perform better |
Based on monthly moving average UBS Money is performing at about 19% 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 Money by adding it to a well-diversified portfolio.
About UBS Money Performance
By analyzing UBS Money's fundamental ratios, stakeholders can gain valuable insights into UBS Money's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if UBS Money 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 Money has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Things to note about UBS Money Market performance evaluation
Checking the ongoing alerts about UBS Money for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for UBS Money Market help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating UBS Money's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate UBS Money's fund performance include:- Analyzing UBS Money'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 Money's stock is overvalued or undervalued compared to its peers.
- Examining UBS Money'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 Money's management team can have a significant impact on its success or failure. Reviewing the track record and experience of UBS Money's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of UBS Money's fund. These opinions can provide insight into UBS Money's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in UBS Fund
UBS Money financial ratios help investors to determine whether UBS 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 Money security.
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