BNAAX Mutual Fund Buy Hold or Sell Recommendation

BNAAX
 Fund
  

USD 5.77  0.01  0.17%   

Assuming the 90 days horizon and your highly speculative risk level, our recommendation regarding UBS DYNAMIC ALPHA is 'Strong Buy'. Macroaxis provides UBS DYNAMIC buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding BNAAX positions. The advice algorithm takes into account all of UBS DYNAMIC's available fundamental, technical, and predictive indicators you will find on this site.
  
The advice is provided from UBS DYNAMIC's buy-and-hold perspective. Continue to UBS DYNAMIC Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual funds such as BNAAX and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards UBS DYNAMIC ALPHA.

Execute UBS DYNAMIC Buy or Sell Advice

The BNAAX recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on UBS DYNAMIC ALPHA. Macroaxis does not own or have any residual interests in UBS DYNAMIC ALPHA or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute UBS DYNAMIC's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell UBS DYNAMICBuy UBS DYNAMIC
Strong Buy

Volatility

Details

Hype Condition

Details

Current Valuation

Details

Odds of Distress

Details

Economic Sensitivity

Details

Analyst Consensus

Not Available
Details
For the selected time horizon UBS DYNAMIC ALPHA has a Risk Adjusted Performance of (0.003671), Jensen Alpha of (0.0195), Total Risk Alpha of (0.022431), Sortino Ratio of (0.15) and Treynor Ratio of (0.016234)
We provide advice to complement the current expert consensus on UBS DYNAMIC. Our dynamic recommendation engine harnesses a multidimensional algorithm to analyze the fund's potential to grow using all technical and fundamental data available now. Use UBS DYNAMIC three year return and last dividend paid to ensure your buy or sell decision on UBS DYNAMIC ALPHA is adequate.

UBS DYNAMIC Trading Alerts and Improvement Suggestions

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

UBS DYNAMIC Returns Distribution Density

The distribution of UBS DYNAMIC's historical returns is an attempt to chart the uncertainty of UBS DYNAMIC's future price movements. The chart of the probability distribution of UBS DYNAMIC stock daily returns describes the distribution of returns around its average expected value. We use UBS DYNAMIC ALPHA price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of UBS DYNAMIC returns is essential to provide solid investment advice for UBS DYNAMIC.
Mean Return0.006128Value At Risk-0.7
Potential Upside0.54Standard Deviation0.42
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of UBS DYNAMIC historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

UBS DYNAMIC Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to UBS DYNAMIC or UBS Asset Management sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that UBS DYNAMIC's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a BNAAX fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over NYSE Composite
-0.02
β
Beta against NYSE Composite0.24
σ
Overall volatility
0.43
Ir
Information ratio -0.16

UBS DYNAMIC Volatility Alert

UBS DYNAMIC ALPHA exhibits very low volatility with skewness of 0.22 and kurtosis of 1.21. However, we advise investors to further study UBS DYNAMIC ALPHA technical indicators to ensure that all market info is available and is reliable. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure UBS DYNAMIC's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact UBS DYNAMIC's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

UBS DYNAMIC Fundamentals Vs Peers

Comparing UBS DYNAMIC's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze UBS DYNAMIC's direct or indirect competition across all of the common fundamentals between UBS DYNAMIC and the related equities. This way, we can detect undervalued stocks with similar characteristics as UBS DYNAMIC or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of UBS DYNAMIC's fundamental indicators could also be used in its relative valuation, which is a method of valuing UBS DYNAMIC by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare UBS DYNAMIC to competition
FundamentalsUBS DYNAMICPeer Average
Price to Earning15.99 X6.53 X
Price to Book1.84 X0.74 X
Price to Sales1.26 X0.61 X
One Year Return0.10 %4.15 %
Three Year Return(1.17) %3.60 %
Five Year Return(2.15) %3.24 %
Ten Year Return1.42 %1.79 %
Net Asset33.53 M4.11 B
Minimum Initial Investment1 K976.16 K
Last Dividend Paid0.30.65
Cash Position Weight21.50 %10.61 %
Equity Positions Weight17.52 %63.90 %
Bond Positions Weight55.04 %11.24 %

UBS DYNAMIC Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as BNAAX . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About UBS DYNAMIC Buy or Sell Advice

When is the right time to buy or sell UBS DYNAMIC ALPHA? Buying financial instruments such as BNAAX Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having UBS DYNAMIC 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 Recycling Thematic Idea Now

Recycling
Recycling Theme
West management companies as well as entities specializing in pollution control and recycling. The Recycling theme has 40 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 Recycling Theme or any other thematic opportunities.
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Continue to UBS DYNAMIC Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. 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 Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.

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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.