Ubs Allocation Equity Positions Weight vs. Three Year Return
| PWTAX Fund | USD 54.66 0.04 0.07% |
For Ubs Allocation profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Ubs Allocation to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Ubs Allocation Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Ubs Allocation's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Ubs Allocation Fund over time as well as its relative position and ranking within its peers.
Ubs |
Ubs Allocation Three Year Return vs. Equity Positions Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Ubs Allocation's current stock value. Our valuation model uses many indicators to compare Ubs Allocation value to that of its competitors to determine the firm's financial worth. Ubs Allocation Fund is regarded fifth largest fund in equity positions weight among similar funds. It is rated below average in three year return among similar funds reporting about 0.09 of Three Year Return per Equity Positions Weight. The ratio of Equity Positions Weight to Three Year Return for Ubs Allocation Fund is roughly 10.71 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Ubs Allocation's earnings, one of the primary drivers of an investment's value.Ubs Three Year Return vs. Equity Positions Weight
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Ubs Allocation |
| = | 52.77 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Ubs Allocation |
| = | 4.93 % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Ubs Three Year Return Comparison
Ubs Allocation is regarded fifth largest fund in three year return among similar funds.
Ubs Allocation Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Ubs Allocation, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Ubs Allocation will eventually generate negative long term returns. The profitability progress is the general direction of Ubs Allocation's change in net profit over the period of time. It can combine multiple indicators of Ubs Allocation, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
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 Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Ubs Allocation. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Ubs Allocation position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Ubs Allocation's important profitability drivers and their relationship over time.
Use Ubs Allocation in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Ubs Allocation position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Ubs Allocation will appreciate offsetting losses from the drop in the long position's value.Ubs Allocation Pair Trading
Ubs Allocation Fund Pair Trading Analysis
The ability to find closely correlated positions to Ubs Allocation could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Ubs Allocation when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Ubs Allocation - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Ubs Allocation Fund to buy it.
The correlation of Ubs Allocation is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Ubs Allocation moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Ubs Allocation moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Ubs Allocation can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Ubs Allocation position
In addition to having Ubs Allocation in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Farming Thematic Idea Now
Farming
Companies producing farming products and providing services for farmers. The Farming theme has 44 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Farming Theme or any other thematic opportunities.
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Other Information on Investing in Ubs Mutual Fund
To fully project Ubs Allocation's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Ubs Allocation at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Ubs Allocation's income statement, its balance sheet, and the statement of cash flows.
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