UBS Institutional (Switzerland) Manager Performance Evaluation
| 0P0000IOZ4 | 2,758 0.00 0.00% |
The entity has a beta of -0.37, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning UBS Institutional are expected to decrease at a much lower rate. During the bear market, UBS Institutional is likely to outperform the market.
Risk-Adjusted Performance
13 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in UBS Institutional are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. Despite fairly unfluctuating forward indicators, UBS Institutional may actually be approaching a critical reversion point that can send shares even higher in February 2025.
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UBS Institutional Relative Risk vs. Return Landscape
If you would invest 254,994 in UBS Institutional on October 25, 2024 and sell it today you would earn a total of 20,781 from holding UBS Institutional or generate 8.15% return on investment over 90 days. UBS Institutional is generating 0.1433% of daily returns and assumes 0.8186% volatility on return distribution over the 90 days horizon. Simply put, 7% of funds are less volatile than UBS, and 98% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
UBS Institutional Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for UBS Institutional's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as UBS Institutional, and traders can use it to determine the average amount a UBS Institutional'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 = 0.175
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| Cash | 0P0000IOZ4 | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.82 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.14 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 13 87% of assets perform better |
Based on monthly moving average UBS Institutional is performing at about 13% 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 Institutional by adding it to a well-diversified portfolio.
Things to note about UBS Institutional performance evaluation
Checking the ongoing alerts about UBS Institutional for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for UBS Institutional help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating UBS Institutional's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate UBS Institutional's fund performance include:- Analyzing UBS Institutional'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 Institutional's stock is overvalued or undervalued compared to its peers.
- Examining UBS Institutional'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 Institutional's management team can have a significant impact on its success or failure. Reviewing the track record and experience of UBS Institutional's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of UBS Institutional's fund. These opinions can provide insight into UBS Institutional's potential for growth and whether the stock is currently undervalued or overvalued.
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