BNAAX Mutual Fund Quote

BNAAX
 Fund
  

USD 5.77  0.01  0.17%   

Market Performance
0 of 100
Odds Of Distress
Less than 1
UBS DYNAMIC is trading at 5.77 as of the 9th of December 2022; that is -0.17 percent decrease since the beginning of the trading day. The fund's open price was 5.78. UBS DYNAMIC has a very small chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for UBS DYNAMIC ALPHA are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of November 2022 and ending today, the 9th of December 2022. Click here to learn more.
ISIN
US90262H3536
The investment seeks to maximize total return, consisting of capital appreciation and current income. UBS Dynamic is traded on NASDAQ Exchange in the United States. More on UBS DYNAMIC ALPHA

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UBS DYNAMIC Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. UBS DYNAMIC's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding UBS DYNAMIC or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
UBS DYNAMIC ALPHA generated a negative expected return over the last 90 days
UBS DYNAMIC ALPHA is unlikely to experience financial distress in the next 2 years
UBS DYNAMIC ALPHA generated five year return of -2.0%
This fund holds about 21.5% of its assets under management (AUM) in cash
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of UBS DYNAMIC's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Cautious HoldFairly Valued
Beta In Three Year0.39
Startdate1st of June 2021
UBS DYNAMIC ALPHA [BNAAX] is traded in USA and was established 9th of December 2022. The fund is listed under Macro Trading category and is part of UBS Asset Management family. UBS DYNAMIC ALPHA currently has accumulated 33.53 M in assets under management (AUM) with minimum initial investment of 1 K. , while the total return for the last 3 years was -1.17%.
Check UBS DYNAMIC Probability Of Bankruptcy

Instrument Allocation

Sector Allocation (%)

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on BNAAX Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding BNAAX Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as UBS DYNAMIC ALPHA Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top UBS DYNAMIC ALPHA Mutual Fund Constituents

UBS DYNAMIC Target Price Odds Analysis

Based on a normal probability distribution, the odds of UBS DYNAMIC jumping above the current price in 90 days from now is about 15.13%. The UBS DYNAMIC ALPHA probability density function shows the probability of UBS DYNAMIC mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon UBS DYNAMIC has a beta of 0.005 suggesting as returns on the market go up, UBS DYNAMIC average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding UBS DYNAMIC ALPHA will be expected to be much smaller as well. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. UBS DYNAMIC ALPHA is significantly underperforming NYSE Composite.
  Odds Below 5.77HorizonTargetOdds Above 5.77
84.35%90 days
 5.77 
15.13%
Based on a normal probability distribution, the odds of UBS DYNAMIC to move above the current price in 90 days from now is about 15.13 (This UBS DYNAMIC ALPHA probability density function shows the probability of BNAAX Mutual Fund to fall within a particular range of prices over 90 days) .

UBS DYNAMIC ALPHA Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. UBS DYNAMIC market risk premium is the additional return an investor will receive from holding UBS DYNAMIC long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in UBS DYNAMIC. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although UBS DYNAMIC's alpha and beta are two of the key measurements used to evaluate UBS DYNAMIC's performance over the market, the standard measures of volatility play an important role as well.

UBS DYNAMIC Against Markets

Picking the right benchmark for UBS DYNAMIC mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in UBS DYNAMIC mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for UBS DYNAMIC is critical whether you are bullish or bearish towards UBS DYNAMIC ALPHA at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in UBS DYNAMIC without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Invested in UBS DYNAMIC ALPHA?

The danger of trading UBS DYNAMIC ALPHA is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of UBS DYNAMIC is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than UBS DYNAMIC. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile UBS DYNAMIC ALPHA is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Continue to Trending Equities. Note that the UBS DYNAMIC ALPHA information on this page should be used as a complementary analysis to other UBS DYNAMIC'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 Money Flow Index module to determine momentum by analyzing Money Flow Index and other technical indicators.

Complementary Tools for BNAAX Mutual Fund analysis

When running UBS DYNAMIC ALPHA price analysis, check to measure UBS DYNAMIC's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy UBS DYNAMIC is operating at the current time. Most of UBS DYNAMIC's value examination focuses on studying past and present price action to predict the probability of UBS DYNAMIC's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move UBS DYNAMIC's price. Additionally, you may evaluate how the addition of UBS DYNAMIC to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between UBS DYNAMIC's value and its price as these two are different measures arrived at by different means. Investors typically determine UBS DYNAMIC value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, UBS DYNAMIC'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.