UBS Fund Financial Statements From 2010 to 2024
| ACWIE Etf | EUR 189.72 2.34 1.22% |
Check UBS Fund financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among UBS main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . UBS financial statements analysis is a perfect complement when working with UBS Fund Valuation or Volatility modules.
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UBS Fund Solutions ETF One Year Return Analysis
UBS Fund's 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.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current UBS Fund One Year Return | 2.82 % |
Most of UBS Fund's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, UBS Fund Solutions is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
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.
Based on the recorded statements, UBS Fund Solutions has an One Year Return of 2.82%. This is much higher than that of the Lantern Structured Asset Management Limited family and significantly higher than that of the One Year Return category. The one year return for all Switzerland etfs is notably lower than that of the firm.
About UBS Fund Financial Statements
There are typically three primary documents that fall into the category of financial statements. These documents include UBS Fund income statement, its balance sheet, and the statement of cash flows. UBS Fund investors use historical funamental indicators, such as UBS Fund's revenue or net income, to determine how well the company is positioned to perform in the future. Although UBS Fund investors may use each financial statement separately, they are all related. The changes in UBS Fund's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on UBS Fund's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on UBS Fund Financial Statements. Understanding these patterns can help to make the right decision on long term investment in UBS Fund. Please read more on our technical analysis and fundamental analysis pages.
The investment objective of the Fund is to deliver the net total return of the Reference Index being MSCI ACWI Net Total Return Index which captures the large and mid cap representation of equities across developed markets and emerging markets countries. UBS FUND is traded on Switzerland Exchange in Switzerland.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards UBS Fund in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, UBS Fund's short interest history, or implied volatility extrapolated from UBS Fund options trading.
Pair Trading with UBS Fund
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 Fund 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 Fund will appreciate offsetting losses from the drop in the long position's value.Moving together with UBS Etf
| 0.95 | JPNJPA | UBSFund Solutions MSCI | PairCorr |
| 0.93 | VUSA | Vanguard SP 500 | PairCorr |
| 0.87 | CSNKY | iShares VII PLC | PairCorr |
| 0.98 | CSSPX | iShares Core SP | PairCorr |
| 0.93 | LYJPN | Lyxor Japan UCITS | PairCorr |
The ability to find closely correlated positions to UBS Fund 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 Fund 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 Fund - 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 Fund Solutions to buy it.
The correlation of UBS Fund 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 Fund moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if UBS Fund Solutions 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 Fund 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.Check out the analysis of UBS Fund Correlation against competitors. Note that the UBS Fund Solutions information on this page should be used as a complementary analysis to other UBS Fund's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Technical Analysis module to check basic technical indicators and analysis based on most latest market data.
Please note, there is a significant difference between UBS Fund's value and its price as these two are different measures arrived at by different means. Investors typically determine if UBS Fund is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, UBS Fund's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.