UBS Institutional (Switzerland) Manager Performance Evaluation
| 0P00014F7Y | 1,251 13.26 1.05% |
The entity has a beta of -0.17, which indicates not very significant fluctuations relative to the market. 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
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days UBS Institutional has generated negative risk-adjusted returns adding no value to fund investors. Despite somewhat strong basic indicators, UBS Institutional is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors.
...moreUBS |
UBS Institutional Relative Risk vs. Return Landscape
If you would invest 127,893 in UBS Institutional on October 22, 2024 and sell it today you would lose (2,751) from holding UBS Institutional or give up 2.15% of portfolio value over 90 days. UBS Institutional is generating negative expected returns and assumes 0.6958% volatility on return distribution over the 90 days horizon. Simply put, 6% 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 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 = -0.0504
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | 0P00014F7Y |
Estimated Market Risk
| 0.7 actual daily | 6 94% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average UBS Institutional 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 Institutional by adding UBS Institutional 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.| UBS Institutional generated a negative expected return over the last 90 days |
- 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.
| Portfolio Anywhere Track or share privately all of your investments from the convenience of any device | |
| FinTech Suite Use AI to screen and filter profitable investment opportunities | |
| Premium Stories Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope |