Ubs Allocation Fund Price History
PWTYX Fund | USD 51.18 0.29 0.57% |
Below is the normalized historical share price chart for Ubs Allocation Fund extending back to August 08, 1997. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Ubs Allocation stands at 51.18, as last reported on the 19th of January, with the highest price reaching 51.18 and the lowest price hitting 51.18 during the day.
If you're considering investing in Ubs Mutual Fund, it is important to understand the factors that can impact its price. Ubs Allocation owns Efficiency Ratio (i.e., Sharpe Ratio) of -0.0727, which indicates the fund had a -0.0727% return per unit of risk over the last 3 months. Ubs Allocation Fund exposes twenty-two different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please validate Ubs Allocation's Risk Adjusted Performance of (0.06), variance of 1.02, and Coefficient Of Variation of (1,386) to confirm the risk estimate we provide.
Ubs Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Ubs |
Sharpe Ratio = -0.0727
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Estimated Market Risk
1.04 actual daily | 9 91% of assets are more volatile |
Expected Return
-0.08 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
-0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Ubs Allocation 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 Allocation by adding Ubs Allocation to a well-diversified portfolio.
Ubs Allocation Mutual Fund Price History Chart
There are several ways to analyze Ubs Allocation Fund price data. The simplest method is using a basic Ubs candlestick price chart, which shows Ubs Allocation price history and the buying and selling dynamics of a specified period. Many traders also use subjective judgment to their trading calls, avoiding the need to trade based on technical analysis.
Highest Price | December 4, 2024 | 55.69 |
Lowest Price | January 10, 2025 | 49.91 |
Ubs Allocation January 19, 2025 Mutual Fund Price Synopsis
Various analyses of Ubs Allocation's daily price changes, such as its Balance Of Power or Price Action, are crucial when deciding whether to buy, hold, or sell Ubs Mutual Fund. It can be used to describe the percentage change in the price of Ubs Allocation from one trading day to the next and could be a valuable metric for traders and investors to gauge the volatility and momentum of Ubs Mutual Fund.Ubs Allocation Price Rate Of Daily Change | 1.01 | |
Ubs Allocation Price Action Indicator | 0.14 |
Ubs Allocation January 19, 2025 Mutual Fund Price Analysis
Ubs Mutual Fund Price History Data
The price series of Ubs Allocation for the period between Mon, Oct 21, 2024 and Sun, Jan 19, 2025 has a statistical range of 5.78 with a coefficient of variation of 3.49. The price distribution for the period has arithmetic mean of 53.26. The median price for the last 90 days is 53.82. The company had dividends distributed to its stock-holders on 12/19/2019.Open | High | Low | Close | Volume | ||
01/19/2025 | 51.18 | 51.18 | 51.18 | 51.18 | ||
01/17/2025 | 51.18 | 51.18 | 51.18 | 51.18 | 1.00 | |
01/16/2025 | 50.89 | 50.89 | 50.89 | 50.89 | 1.00 | |
01/15/2025 | 50.90 | 50.90 | 50.90 | 50.90 | 1.00 | |
01/14/2025 | 50.06 | 50.06 | 50.06 | 50.06 | 1.00 | |
01/13/2025 | 49.94 | 49.94 | 49.94 | 49.94 | 1.00 | |
01/10/2025 | 49.91 | 49.91 | 49.91 | 49.91 | 1.00 | |
01/08/2025 | 50.65 | 50.65 | 50.65 | 50.65 | 1.00 | |
01/07/2025 | 50.61 | 50.61 | 50.61 | 50.61 | 1.00 | |
01/06/2025 | 51.13 | 51.13 | 51.13 | 51.13 | 1.00 | |
01/03/2025 | 50.96 | 50.96 | 50.96 | 50.96 | 1.00 | |
01/02/2025 | 50.49 | 50.49 | 50.49 | 50.49 | 1.00 | |
12/31/2024 | 50.53 | 50.53 | 50.53 | 50.53 | 1.00 | |
12/30/2024 | 50.68 | 50.68 | 50.68 | 50.68 | 1.00 | |
12/27/2024 | 50.99 | 50.99 | 50.99 | 50.99 | 1.00 | |
12/26/2024 | 51.42 | 51.42 | 51.42 | 51.42 | 1.00 | |
12/24/2024 | 51.38 | 51.38 | 51.38 | 51.38 | 1.00 | |
12/23/2024 | 50.98 | 50.98 | 50.98 | 50.98 | 1.00 | |
12/20/2024 | 50.80 | 50.80 | 50.80 | 50.80 | 1.00 | |
12/19/2024 | 50.36 | 50.36 | 50.36 | 50.36 | 1.00 | |
12/18/2024 | 50.53 | 50.53 | 50.53 | 50.53 | 1.00 | |
12/17/2024 | 51.80 | 51.80 | 51.80 | 51.80 | 1.00 | |
12/16/2024 | 55.26 | 55.26 | 55.26 | 55.26 | 1.00 | |
12/13/2024 | 55.06 | 55.06 | 55.06 | 55.06 | 1.00 | |
12/12/2024 | 55.17 | 55.17 | 55.17 | 55.17 | 1.00 | |
12/11/2024 | 55.50 | 55.50 | 55.50 | 55.50 | 1.00 | |
12/10/2024 | 55.21 | 55.21 | 55.21 | 55.21 | 1.00 | |
12/09/2024 | 55.40 | 55.40 | 55.40 | 55.40 | 1.00 | |
12/06/2024 | 55.69 | 55.69 | 55.69 | 55.69 | 1.00 | |
12/05/2024 | 55.56 | 55.56 | 55.56 | 55.56 | 1.00 | |
12/04/2024 | 55.69 | 55.69 | 55.69 | 55.69 | 1.00 | |
12/03/2024 | 55.35 | 55.35 | 55.35 | 55.35 | 1.00 | |
12/02/2024 | 55.39 | 55.39 | 55.39 | 55.39 | 1.00 | |
11/29/2024 | 55.31 | 55.31 | 55.31 | 55.31 | 1.00 | |
11/27/2024 | 55.04 | 55.04 | 55.04 | 55.04 | 1.00 | |
11/26/2024 | 55.11 | 55.11 | 55.11 | 55.11 | 1.00 | |
11/25/2024 | 55.02 | 55.02 | 55.02 | 55.02 | 1.00 | |
11/22/2024 | 54.71 | 54.71 | 54.71 | 54.71 | 1.00 | |
11/21/2024 | 54.51 | 54.51 | 54.51 | 54.51 | 1.00 | |
11/20/2024 | 54.30 | 54.30 | 54.30 | 54.30 | 1.00 | |
11/19/2024 | 54.26 | 54.26 | 54.26 | 54.26 | 1.00 | |
11/18/2024 | 54.08 | 54.08 | 54.08 | 54.08 | 1.00 | |
11/15/2024 | 53.93 | 53.93 | 53.93 | 53.93 | 1.00 | |
11/14/2024 | 54.44 | 54.44 | 54.44 | 54.44 | 1.00 | |
11/13/2024 | 54.68 | 54.68 | 54.68 | 54.68 | 1.00 | |
11/12/2024 | 54.75 | 54.75 | 54.75 | 54.75 | 1.00 | |
11/11/2024 | 55.05 | 55.05 | 55.05 | 55.05 | 1.00 | |
11/08/2024 | 54.89 | 54.89 | 54.89 | 54.89 | 1.00 | |
11/07/2024 | 54.73 | 54.73 | 54.73 | 54.73 | 1.00 | |
11/06/2024 | 54.34 | 54.34 | 54.34 | 54.34 | 1.00 | |
11/05/2024 | 53.41 | 53.41 | 53.41 | 53.41 | 1.00 | |
11/04/2024 | 52.92 | 52.92 | 52.92 | 52.92 | 1.00 | |
11/01/2024 | 52.91 | 52.91 | 52.91 | 52.91 | 1.00 | |
10/31/2024 | 52.84 | 52.84 | 52.84 | 52.84 | 1.00 | |
10/30/2024 | 53.51 | 53.51 | 53.51 | 53.51 | 1.00 | |
10/29/2024 | 53.65 | 53.65 | 53.65 | 53.65 | 1.00 | |
10/28/2024 | 53.57 | 53.57 | 53.57 | 53.57 | 1.00 | |
10/25/2024 | 53.46 | 53.46 | 53.46 | 53.46 | 1.00 | |
10/24/2024 | 53.53 | 53.53 | 53.53 | 53.53 | 1.00 | |
10/23/2024 | 53.42 | 53.42 | 53.42 | 53.42 | 1.00 | |
10/22/2024 | 53.79 | 53.79 | 53.79 | 53.79 | 1.00 |
About Ubs Allocation Mutual Fund history
Ubs Allocation investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Ubs is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Ubs Allocation will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Ubs Allocation stock prices may prove useful in developing a viable investing in Ubs Allocation
The fund invests at least 80 percent of its net assets in U.S. fixed income and equity securities. The following are the ranges within which the advisor expects to allocate the funds assets among the various asset classes U.S. equities-20-90 investment grade fixed income-0-70 high yield fixed income-0-15 and cash equivalents-0-50. It may, but is not required to, use exchange-traded or over-the-counter derivative instruments for risk management purposes or as part of its investment strategies.
Ubs Allocation Mutual Fund Technical Analysis
Ubs Allocation technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
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Ubs Allocation Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Ubs Allocation's price direction in advance. Along with the technical and fundamental analysis of Ubs Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Ubs to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
Risk Adjusted Performance | (0.06) | |||
Jensen Alpha | (0.1) | |||
Total Risk Alpha | (0.11) | |||
Treynor Ratio | (0.14) |
Cycle Indicators | ||
Math Operators | ||
Math Transform | ||
Momentum Indicators | ||
Overlap Studies | ||
Pattern Recognition | ||
Price Transform | ||
Statistic Functions | ||
Volatility Indicators | ||
Volume Indicators |
Other Information on Investing in Ubs Mutual Fund
Ubs Allocation 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 Allocation security.
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