Ubs Total Five Year Return vs. One Year Return
| UTBPX Fund | USD 13.40 0.01 0.07% |
For Ubs Total profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Ubs Total to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Ubs Total Return utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Ubs Total's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Ubs Total Return over time as well as its relative position and ranking within its peers.
Ubs |
Ubs Total Return One Year Return vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Ubs Total's current stock value. Our valuation model uses many indicators to compare Ubs Total value to that of its competitors to determine the firm's financial worth. Ubs Total Return is presently regarded as number one fund in five year return among similar funds. It also is presently regarded as number one fund in one year return among similar funds reporting about 22.35 of One Year Return per Five Year Return. 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 Total's earnings, one of the primary drivers of an investment's value.Ubs One Year Return vs. Five Year Return
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Ubs Total |
| = | 0.18 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Ubs Total |
| = | 4.05 % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Ubs One Year Return Comparison
Ubs Total is currently under evaluation in one year return among similar funds.
Ubs Total Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Ubs Total, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Ubs Total will eventually generate negative long term returns. The profitability progress is the general direction of Ubs Total's change in net profit over the period of time. It can combine multiple indicators of Ubs Total, 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 bonds andor instruments that provide exposure to bond markets. It will invest at least 50 percent of its net assets in securities that, at the time of purchase, are rated investment grade by an independent rating agency , but may invest up to 50 percent in securities rated below investment grade .
Ubs Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Ubs Total. 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 Total 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 Total's important profitability drivers and their relationship over time.
Use Ubs Total 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 Total 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 Total will appreciate offsetting losses from the drop in the long position's value.Ubs Total Pair Trading
Ubs Total Return Pair Trading Analysis
The ability to find closely correlated positions to Ubs Total 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 Total 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 Total - 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 Total Return to buy it.
The correlation of Ubs Total 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 Total moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Ubs Total Return 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 Total 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 Total position
In addition to having Ubs Total 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?
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Other Information on Investing in Ubs Mutual Fund
To fully project Ubs Total's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Ubs Total Return 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 Total's income statement, its balance sheet, and the statement of cash flows.
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