UBS Vitainvest (Switzerland) Manager Performance Evaluation
| 0P0000NRCC | 157.20 0.00 0.00% |
The entity has a beta of -0.11, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning UBS Vitainvest are expected to decrease at a much lower rate. During the bear market, UBS Vitainvest is likely to outperform the market.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days UBS Vitainvest has generated negative risk-adjusted returns adding no value to fund investors. In spite of very healthy basic indicators, UBS Vitainvest is not utilizing all of its potentials. The latest stock price disarray, may contribute to short-term losses for the investors.
...moreUBS |
UBS Vitainvest Relative Risk vs. Return Landscape
If you would invest 15,818 in UBS Vitainvest on October 5, 2024 and sell it today you would lose (98.00) from holding UBS Vitainvest or give up 0.62% of portfolio value over 90 days. UBS Vitainvest is generating negative expected returns and assumes 0.3718% volatility on return distribution over the 90 days horizon. Simply put, 3% 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 Vitainvest Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for UBS Vitainvest's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as UBS Vitainvest , and traders can use it to determine the average amount a UBS Vitainvest'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 = -0.0265
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | 0P0000NRCC |
Estimated Market Risk
| 0.37 actual daily | 3 97% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.03 actual daily | 0 Most of other assets perform better |
Based on monthly moving average UBS Vitainvest 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 Vitainvest by adding UBS Vitainvest to a well-diversified portfolio.
Things to note about UBS Vitainvest performance evaluation
Checking the ongoing alerts about UBS Vitainvest for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for UBS Vitainvest help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| UBS Vitainvest is not yet fully synchronised with the market data | |
| UBS Vitainvest generated a negative expected return over the last 90 days |
- Analyzing UBS Vitainvest'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 Vitainvest's stock is overvalued or undervalued compared to its peers.
- Examining UBS Vitainvest'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 Vitainvest's management team can have a significant impact on its success or failure. Reviewing the track record and experience of UBS Vitainvest's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of UBS Vitainvest's fund. These opinions can provide insight into UBS Vitainvest's potential for growth and whether the stock is currently undervalued or overvalued.
| Share Portfolio Track or share privately all of your investments from the convenience of any device | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments |