Ubs Allocation Fund Price History

PWTAX Fund  USD 47.33  0.50  1.05%   
Below is the normalized historical share price chart for Ubs Allocation Fund extending back to July 24, 1996. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Ubs Allocation stands at 47.33, as last reported on the 29th of March, with the highest price reaching 47.33 and the lowest price hitting 47.33 during the day.
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
If you're considering investing in Ubs Mutual Fund, it is important to understand the factors that can impact its price. Ubs Allocation owns Efficiency Ratio (i.e., Sharpe Ratio) of -0.0807, which indicates the fund had a -0.0807 % return per unit of risk over the last 3 months. Ubs Allocation Fund exposes twenty-two different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please validate Ubs Allocation's Variance of 0.5195, coefficient of variation of (1,237), and Risk Adjusted Performance of (0.07) to confirm the risk estimate we provide.
  
Ubs Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.

Sharpe Ratio = -0.0807

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Estimated Market Risk

 0.73
  actual daily
6
94% of assets are more volatile

Expected Return

 -0.06
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 -0.08
  actual daily
0
Most of other assets perform better
Based on monthly moving average Ubs Allocation 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 Allocation by adding Ubs Allocation to a well-diversified portfolio.

Ubs Allocation Mutual Fund Price History Chart

There are several ways to analyze Ubs Allocation Fund price data. The simplest method is using a basic Ubs candlestick price chart, which shows Ubs Allocation price history and the buying and selling dynamics of a specified period. Many traders also use subjective judgment to their trading calls, avoiding the need to trade based on technical analysis.
Highest PriceFebruary 19, 202550.4
Lowest PriceMarch 13, 202546.96

Ubs Allocation March 29, 2025 Mutual Fund Price Synopsis

Various analyses of Ubs Allocation's daily price changes, such as its Balance Of Power or Price Action, are crucial when deciding whether to buy, hold, or sell Ubs Mutual Fund. It can be used to describe the percentage change in the price of Ubs Allocation from one trading day to the next and could be a valuable metric for traders and investors to gauge the volatility and momentum of Ubs Mutual Fund.
Ubs Allocation Price Rate Of Daily Change 0.99 
Ubs Allocation Price Action Indicator(0.25)

Ubs Allocation March 29, 2025 Mutual Fund Price Analysis

When benchmark price declines in a down market, there may be an uptick in Ubs Allocation Fund price where buyers come in believing the asset is cheap or selling overdone. The opposite is true when the market is bullish. You can use Ubs Allocation intraday prices and daily technical indicators to check the level of noise trading in Ubs Allocation Fund and then apply it to test your longer-term investment strategies against Ubs.

Ubs Mutual Fund Price History Data

The price series of Ubs Allocation for the period between Sun, Dec 29, 2024 and Sat, Mar 29, 2025 has a statistical range of 3.44 with a coefficient of variation of 1.97. The price distribution for the period has arithmetic mean of 49.13. The median price for the last 90 days is 49.41. The company had dividends distributed to its stock-holders on 12/19/2019.
OpenHighLowCloseVolume
03/28/2025 47.33  47.33  47.33  47.33  1.00 
03/27/2025 47.83  47.83  47.83  47.83  1.00 
03/26/2025 48.01  48.01  48.01  48.01  1.00 
03/25/2025 48.41  48.41  48.41  48.41  1.00 
03/24/2025 48.37  48.37  48.37  48.37  1.00 
03/21/2025 47.88  47.88  47.88  47.88  1.00 
03/20/2025 47.92  47.92  47.92  47.92  1.00 
03/19/2025 47.94  47.94  47.94  47.94  1.00 
03/18/2025 47.53  47.53  47.53  47.53  1.00 
03/17/2025 47.82  47.82  47.82  47.82  1.00 
03/14/2025 47.59  47.59  47.59  47.59  1.00 
03/13/2025 46.96  46.96  46.96  46.96  1.00 
03/12/2025 47.36  47.36  47.36  47.36  1.00 
03/11/2025 47.21  47.21  47.21  47.21  1.00 
03/10/2025 47.41  47.41  47.41  47.41  1.00 
03/07/2025 48.20  48.20  48.20  48.20  1.00 
03/06/2025 48.14  48.14  48.14  48.14  1.00 
03/05/2025 48.77  48.77  48.77  48.77  1.00 
03/04/2025 48.45  48.45  48.45  48.45  1.00 
03/03/2025 48.94  48.94  48.94  48.94  1.00 
02/28/2025 49.54  49.54  49.54  49.54  1.00 
02/27/2025 48.95  48.95  48.95  48.95  1.00 
02/26/2025 49.48  49.48  49.48  49.48  1.00 
02/25/2025 49.39  49.39  49.39  49.39  1.00 
02/24/2025 49.54  49.54  49.54  49.54  1.00 
02/21/2025 49.62  49.62  49.62  49.62  1.00 
02/20/2025 50.24  50.24  50.24  50.24  1.00 
02/19/2025 50.40  50.40  50.40  50.40  1.00 
02/18/2025 50.30  50.30  50.30  50.30  1.00 
02/14/2025 50.27  50.27  50.27  50.27  1.00 
02/13/2025 50.24  50.24  50.24  50.24  1.00 
02/12/2025 49.73  49.73  49.73  49.73  1.00 
02/11/2025 49.98  49.98  49.98  49.98  1.00 
02/10/2025 50.08  50.08  50.08  50.08  1.00 
02/07/2025 49.87  49.87  49.87  49.87  1.00 
02/06/2025 50.25  50.25  50.25  50.25  1.00 
02/05/2025 50.17  50.17  50.17  50.17  1.00 
02/04/2025 49.95  49.95  49.95  49.95  1.00 
02/03/2025 49.68  49.68  49.68  49.68  1.00 
01/31/2025 50.00  50.00  50.00  50.00  1.00 
01/30/2025 50.25  50.25  50.25  50.25  1.00 
01/29/2025 49.96  49.96  49.96  49.96  1.00 
01/28/2025 50.08  50.08  50.08  50.08  1.00 
01/27/2025 49.79  49.79  49.79  49.79  1.00 
01/24/2025 50.26  50.26  50.26  50.26  1.00 
01/23/2025 50.27  50.27  50.27  50.27  1.00 
01/22/2025 50.17  50.17  50.17  50.17  1.00 
01/21/2025 50.07  50.07  50.07  50.07  1.00 
01/17/2025 49.62  49.62  49.62  49.62  1.00 
01/16/2025 49.35  49.35  49.35  49.35  1.00 
01/15/2025 49.36  49.36  49.36  49.36  1.00 
01/14/2025 48.53  48.53  48.53  48.53  1.00 
01/13/2025 48.42  48.42  48.42  48.42  1.00 
01/10/2025 48.39  48.39  48.39  48.39  1.00 
01/08/2025 49.11  49.11  49.11  49.11  1.00 
01/07/2025 49.07  49.07  49.07  49.07  1.00 
01/06/2025 49.58  49.58  49.58  49.58  1.00 
01/03/2025 49.41  49.41  49.41  49.41  1.00 
01/02/2025 48.96  48.96  48.96  48.96  1.00 
12/31/2024 48.99  48.99  48.99  48.99  1.00 
12/30/2024 49.14  49.14  49.14  49.14  1.00 

About Ubs Allocation Mutual Fund history

Ubs Allocation investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Ubs is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Ubs Allocation will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Ubs Allocation stock prices may prove useful in developing a viable investing in Ubs Allocation
The fund invests at least 80 percent of its net assets in U.S. fixed income and equity securities. The following are the ranges within which the advisor expects to allocate the funds assets among the various asset classes U.S. equities-20-90 investment grade fixed income-0-70 high yield fixed income-0-15 and cash equivalents-0-50. It 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.

Ubs Allocation Mutual Fund Technical Analysis

Ubs Allocation technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
A focus of Ubs Allocation technical analysis is to determine if market prices reflect all relevant information impacting that market. A technical analyst looks at the history of Ubs Allocation trading pattern rather than external drivers such as economic, fundamental, or social events. It is believed that price action tends to repeat itself due to investors' collective, patterned behavior. Hence technical analysis focuses on identifiable price trends and conditions. More Info...

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Ubs Allocation Technical and Predictive Indicators

Predictive indicators are helping investors to find signals for Ubs Allocation's price direction in advance. Along with the technical and fundamental analysis of Ubs Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Ubs to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.

Other Information on Investing in Ubs Mutual Fund

Ubs Allocation 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 Allocation security.
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