UBS AG FI Enhanced Global High Yield ETN
Ticker
FIHD
ISIN
US90274D218
Price
USD 224.51
Change Today
-
Price 1 year ago
209.00 / 7.422 %
Morningstar
-
52 Week Low
196.05
52 Week High
226.94
200 Day Moving Average 220.62
220.62
50-day Moving Average
224.51
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|---|
| Sharpe Ratio | 0.00 |
| Sortino Ratio | NaN |
| Maximum Drawdown | 0.0% |
| Maximum Drawdown Date | 2023-11-24 |
| Calmar Ratio | None |
1 year
| Parameter | Value |
|---|---|
| Return | 0.00 |
| Volatility | 0.0% |
| Alpha | +6.70 |
| Beta | None |
| R Squared | +85.89 |
History
| Parameter | Value |
|---|---|
| Average Annual Return | 15.709% |
| Average Annual Volatility | 33.272% |
| Sharpe Ratio | 0.47 |
| Sortino Ratio | 0.45 |
| Maximum Drawdown | -61.0% |
| Maximum Drawdown Date | 2020-03-23 |
| Calmar Ratio | -0.26 |
Company information
Summary
The investment seeks a return linked to the MSCI World High Dividend Yield USD Gross Total Return Index. The ETN is a series of FI Enhanced ETNs. The Securities are senior unsecured debt securities issued by UBS AG. The Securities are designed to provide a two times leveraged long exposure to the performance of the index compounded on a quarterly basis, reduced by the Accrued Fees. The index is designed to track the performance of large- and mid-cap stocks (excluding REITS) across 23 developed markets countries tracked by the MSCI World Index with higher than average dividend yields that are potentially both sustainable and persistent.
Market
US
Category
Global Large-Stock Blend
Expense Ratio
0.80%
Fund family
UBS Group AG
Morningstar
-
Yield
-
Exchange
PCX
| Sector | Weight |
|---|---|
| Realestate | 0.00% |
| Consumer cyclical | 0.00% |
| Basic materials | 0.00% |
| Consumer defensive | 0.00% |
| Technology | 0.00% |
| Communication services | 0.00% |
| Financial services | 0.00% |
| Utilities | 0.00% |
| Industrials | 0.00% |
| Energy | 0.00% |
| Healthcare | 0.00% |
| Country | Ratio |
|---|---|
| United States | — |
| Canada | — |
| Argentina | — |
| Brazil | — |
| Chile | — |
| Colombia | — |
| Mexico | — |
| Peru | — |
| Venezuela | — |
| United Kingdom | — |
Holdings
NoneAlternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| CDC | VictoryShares US EQ Income Enhanced Volatility Wtd ETF | US92647N824 | NGM | 0.36% | 5 | +0.36 | |
| CSF | VictoryShares US Discovery Enhanced Volatility Wtd ETF | US92647N774 | NGM | 0.36% | 5 | -3.62 | |
| DIVO | Amplify CWP Enhanced Dividend Income ETF | US032108409 | PCX | 0.55% | 5 | +6.79 | |
| JMEE | JPMorgan Market Expansion Enhanced Equity ETF | IE00BF4G6Z5 | PCX | 0.24% | 5 | +11.50 | |
| JREG.L | JPMorgan ETFs (Ireland) ICAV - Global Research Enhanced Index Equity UCITS ETF - USD (acc) | IE00BF4G6Y4 | LSE | 0.25% | 5 | +1.78 | -- |
| JURE.L | JPMorgan ETFs (Ireland) ICAV - US Research Enhanced Index Equity (ESG) UCITS ETF | IE00BF4G707 | LSE | 0.20% | 5 | -- | -- |
| RECS | Columbia Research Enhanced Core ETF | PCX | 0.15% | 5 | +1.11 | -- |
Sustainability scores
Events
Indicators
Glossary
- Momentum
- A technical indicator that measures the rate of change in price movements over a specific period. It indicates the strength or weakness of a price trend.
Assessment: A positive momentum value generally indicates a good trend, while a negative value suggests a weak or downward trend.
- Inertia
- In trading, inertia refers to the tendency of prices to continue moving in their current direction. It suggests that an asset's price will likely maintain its current trend.
Assessment: A higher inertia value is generally considered good, as it indicates a strong and sustained price trend.
- Relative Strength Index (RSI)
- A momentum oscillator that measures the speed and change of price movements. It helps identify overbought or oversold conditions in an asset.
Assessment: An RSI value above 70 is typically considered overbought and may suggest a potential reversal or correction. Conversely, an RSI value below 30 is often considered oversold, indicating a possible upward price correction.
- Fibonacci's Weighted Moving Average
- A technical indicator that assigns different weights to recent data points, giving more significance to recent prices. It helps smooth out price fluctuations and identify trend reversals.
Assessment: The interpretation of the Fibonacci's Weighted Moving Average value depends on its comparison to other moving averages or trendlines. A value above 50 may indicate an uptrend, while a value below 50 may suggest a downtrend.
- Williams %R
- A momentum indicator that measures overbought or oversold conditions in an asset. It shows the relationship of the current closing price to the high-low range over a specified period.
Assessment: Williams %R values above -20 are typically considered overbought and may indicate a potential price reversal. Values below -80 are often viewed as oversold, suggesting a potential price bounce.
- Relative Volatility Index (RVI)
- A technical indicator that measures the volatility of a security by comparing the magnitude of recent price movements to the magnitude of average price changes. It helps identify periods of high or low volatility.
Assessment: A higher RVI value suggests higher volatility, which can provide trading opportunities but also carries increased risk.
- Commodity Channel Index (CCI)
- A versatile indicator that measures the current price level relative to an average price level over a given period. It helps identify overbought or oversold conditions and potential trend reversals.
Assessment: CCI values above 100 are often considered overbought, indicating a potential price correction or reversal. Values below -100 are typically viewed as oversold, suggesting a potential price rebound.