UBS CH (Switzerland) Manager Performance Evaluation
| DUPF Fund | CHF 13.92 0.04 0.29% |
The entity has a beta of 0.0408, which indicates not very significant fluctuations relative to the market. As returns on the market increase, UBS CH's returns are expected to increase less than the market. However, during the bear market, the loss of holding UBS CH is expected to be smaller as well.
Risk-Adjusted Performance
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Weak
Compared to the overall equity markets, risk-adjusted returns on investments in UBS CH Property are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly stable basic indicators, UBS CH is not utilizing all of its potentials. The recent stock price fuss, may contribute to near-short-term losses for the sophisticated investors.
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UBS CH Relative Risk vs. Return Landscape
If you would invest 1,375 in UBS CH Property on October 16, 2024 and sell it today you would earn a total of 17.00 from holding UBS CH Property or generate 1.24% return on investment over 90 days. UBS CH Property is generating 0.0376% of daily returns and assumes 1.8322% volatility on return distribution over the 90 days horizon. Simply put, 16% of funds are less volatile than UBS, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
UBS CH Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for UBS CH's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as UBS CH Property, and traders can use it to determine the average amount a UBS CH'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 = 0.0205
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | DUPF |
Estimated Market Risk
| 1.83 actual daily | 16 84% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average UBS CH is performing at about 1% 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 CH by adding it to a well-diversified portfolio.
About UBS CH Performance
Evaluating UBS CH's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if UBS CH 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 CH 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.
Things to note about UBS CH Property performance evaluation
Checking the ongoing alerts about UBS CH for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for UBS CH Property help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating UBS CH's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate UBS CH's fund performance include:- Analyzing UBS CH'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 CH's stock is overvalued or undervalued compared to its peers.
- Examining UBS CH'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 CH's management team can have a significant impact on its success or failure. Reviewing the track record and experience of UBS CH's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of UBS CH's fund. These opinions can provide insight into UBS CH's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in UBS Fund
UBS CH financial ratios help investors to determine whether UBS 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 CH security.
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