Ubs All China Fund Manager Performance Evaluation
| ACPTX Fund | USD 4.14 0.00 0.00% |
The entity has a beta of 0.0, which indicates not very significant fluctuations relative to the market. the returns on MARKET and Ubs All are completely uncorrelated.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Ubs All China has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Ubs All is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.3000 |
Ubs |
Ubs All Relative Risk vs. Return Landscape
If you would invest 414.00 in Ubs All China on September 1, 2024 and sell it today you would earn a total of 0.00 from holding Ubs All China or generate 0.0% return on investment over 90 days. Ubs All China 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 All Current Valuation
Fairly Valued
Today
Please note that Ubs All's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Ubs All China has a current Real Value of $4.14 per share. The regular price of the fund is $4.14. We determine the value of Ubs All China 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 All is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ubs Mutual Fund. However, Ubs All'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 4.14 | Real 4.14 | Hype 4.14 | Naive 4.14 |
The intrinsic value of Ubs All'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 All'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 All China 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 All more accurately as focusing exclusively on Ubs All's fundamentals will not take into account other important factors: Ubs All Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ubs All's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ubs All China, and traders can use it to determine the average amount a Ubs All'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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| ACPTX |
Based on monthly moving average Ubs All 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 All by adding Ubs All to a well-diversified portfolio.
Ubs All Fundamentals Growth
Ubs Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ubs All, and Ubs All 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.
| Total Asset | 3.39 M | ||||
About Ubs All Performance
Evaluating Ubs All's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ubs All 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 All 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.
The Advisor seeks to achieve the funds investment objective by investing, under normal circumstances, at least 80 percent of its net assets in a portfolio of equity securities of companies economically tied to China, and in other instruments that have economic characteristics similar to such securities. For this purpose, China includes the Peoples Republic of China and Hong Kong. It is non-diversified.Things to note about Ubs All China performance evaluation
Checking the ongoing alerts about Ubs All for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ubs All China help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Ubs All China generated a negative expected return over the last 90 days | |
| The fund holds 95.68% of its assets under management (AUM) in equities |
- Analyzing Ubs All'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 All's stock is overvalued or undervalued compared to its peers.
- Examining Ubs All'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 All's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ubs All's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ubs All's mutual fund. These opinions can provide insight into Ubs All's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Ubs Mutual Fund
Ubs All 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 All security.
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