Ubs Total Return Fund Manager Performance Evaluation
| UTBAX Fund | USD 13.59 0.01 0.07% |
The entity has a beta of -0.0142, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Ubs Total are expected to decrease at a much lower rate. During the bear market, Ubs Total is likely to outperform the market.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Ubs Total Return are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Ubs Total is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreUbs |
Ubs Total Relative Risk vs. Return Landscape
If you would invest 1,347 in Ubs Total Return on November 3, 2025 and sell it today you would earn a total of 12.00 from holding Ubs Total Return or generate 0.89% return on investment over 90 days. Ubs Total Return is currently producing 0.0144% returns and takes up 0.1395% volatility of returns over 90 trading days. Put another way, 1% 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 Total Current Valuation
Fairly Valued
Today
Please note that Ubs Total's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Ubs Total Return has a current Real Value of $13.44 per share. The regular price of the fund is $13.59. We determine the value of Ubs Total Return 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 Total is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ubs Mutual Fund. However, Ubs Total'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 13.59 | Real 13.44 | Hype 13.59 | Naive 13.57 |
The intrinsic value of Ubs Total'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 Total'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 Total Return 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 Total more accurately as focusing exclusively on Ubs Total's fundamentals will not take into account other important factors: Ubs Total Target Price Odds to finish over Current Price
The tendency of Ubs Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 13.59 | 90 days | 13.59 | about 16.06 |
Based on a normal probability distribution, the odds of Ubs Total to move above the current price in 90 days from now is about 16.06 (This Ubs Total Return probability density function shows the probability of Ubs Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Ubs Total Return has a beta of -0.0142. This usually implies as returns on the benchmark increase, returns on holding Ubs Total are expected to decrease at a much lower rate. During a bear market, however, Ubs Total Return is likely to outperform the market. Additionally Ubs Total Return has an alpha of 0.0049, implying that it can generate a 0.004901 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Ubs Total Price Density |
| Price |
Predictive Modules for Ubs Total
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Ubs Total Return. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Ubs Total Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Ubs Total is not an exception. The market had few large corrections towards the Ubs Total's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Ubs Total Return, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Ubs Total within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0 | |
β | Beta against Dow Jones | -0.01 | |
σ | Overall volatility | 0.05 | |
Ir | Information ratio | -0.22 |
Ubs Total Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Ubs Total for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Ubs Total Return can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund keeps about 8.53% of its net assets in cash |
Ubs Total Fundamentals Growth
Ubs Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ubs Total, and Ubs Total 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 | 26.92 M | |||
About Ubs Total Performance
Evaluating Ubs Total's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ubs Total 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 Total 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 fund invests at least 80 percent of its net assets in bonds andor instruments that provide exposure to bond markets. UBS Total is traded on NASDAQ Exchange in the United States.Things to note about Ubs Total Return performance evaluation
Checking the ongoing alerts about Ubs Total for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ubs Total Return help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund keeps about 8.53% of its net assets in cash |
- Analyzing Ubs Total'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 Total's stock is overvalued or undervalued compared to its peers.
- Examining Ubs Total'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 Total's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ubs Total's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ubs Total's mutual fund. These opinions can provide insight into Ubs Total's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Ubs Mutual Fund
Ubs Total 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 Total security.
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