Ubs Emerging Markets Fund Manager Performance Evaluation
| EMPTX Fund | USD 7.80 0.07 0.89% |
The entity has a beta of -0.0227, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Ubs Emerging are expected to decrease at a much lower rate. During the bear market, Ubs Emerging is likely to outperform the market.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Ubs Emerging Markets has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Ubs Emerging is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Tillis, Colleagues Introduce Bipartisan Legislation to Repeal COVID-Era Employee Retention Tax Credit - Thom Tillis | 09/19/2024 |
2 | Drink beer, feed neighbors, win big Special Empty Stocking Fund event on tap at Alliance - Knoxville News Sentinel | 11/11/2024 |
| Expense Ratio | 0.2500 |
Ubs |
Ubs Emerging Relative Risk vs. Return Landscape
If you would invest 785.00 in Ubs Emerging Markets on August 26, 2024 and sell it today you would lose (5.00) from holding Ubs Emerging Markets or give up 0.64% of portfolio value over 90 days. Ubs Emerging Markets is currently producing negative expected returns and takes up 1.1438% volatility of returns over 90 trading days. Put another way, 10% 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 Emerging Current Valuation
Fairly Valued
Today
Please note that Ubs Emerging's price fluctuation is not too volatile at this time. At this time, the fund appears to be fairly valued. Ubs Emerging Markets has a current Real Value of $7.66 per share. The regular price of the fund is $7.8. We determine the value of Ubs Emerging Markets 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 Emerging is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ubs Mutual Fund. However, Ubs Emerging'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 7.8 | Real 7.66 | Hype 7.8 | Naive 7.57 |
The intrinsic value of Ubs Emerging'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 Emerging'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 Emerging Markets 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 Emerging more accurately as focusing exclusively on Ubs Emerging's fundamentals will not take into account other important factors: Ubs Emerging Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ubs Emerging's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ubs Emerging Markets, and traders can use it to determine the average amount a Ubs Emerging'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 = -0.003
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | EMPTX |
Estimated Market Risk
| 1.14 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.0 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Ubs Emerging 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 Emerging by adding Ubs Emerging to a well-diversified portfolio.
Ubs Emerging Fundamentals Growth
Ubs Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ubs Emerging, and Ubs Emerging 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 | 503.53 M | ||||
About Ubs Emerging Performance
Evaluating Ubs Emerging's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ubs Emerging 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 Emerging 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 that are tied economically to emerging market countries. It may invest in stocks of companies of any size. The fund will generally hold the stocks of between 20 to 40 issuers. The fund 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.Things to note about Ubs Emerging Markets performance evaluation
Checking the ongoing alerts about Ubs Emerging for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ubs Emerging Markets help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Ubs Emerging Markets generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Drink beer, feed neighbors, win big Special Empty Stocking Fund event on tap at Alliance - Knoxville News Sentinel | |
| The fund generated three year return of -6.0% | |
| Ubs Emerging Markets retains 96.28% of its assets under management (AUM) in equities |
- Analyzing Ubs Emerging'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 Emerging's stock is overvalued or undervalued compared to its peers.
- Examining Ubs Emerging'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 Emerging's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ubs Emerging's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ubs Emerging's mutual fund. These opinions can provide insight into Ubs Emerging's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Ubs Mutual Fund
Ubs Emerging 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 Emerging security.
| Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. | |
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Share Portfolio Track or share privately all of your investments from the convenience of any device |