UBS (Irl) Inv Sel Glb Eq L/S IA1 PF

Ticker

IE00BHBXMW22.IR

ISIN

IE00BHBXMW22

Price

EUR 105.70

Change Today

+0.80 / 0.763 %

Price 1 year ago

99.99 / 5.711 %

Morningstar

5

52 Week Low

97.70

52 Week High

112.24

200 Day Moving Average 103.06

103.06

50-day Moving Average

108.52

Price evolution


Yearly returns


Peers comparison

Risk factors

1 year

Parameter Value

1 year

Parameter Value

History

Parameter Value
Average Annual Return 6.225%
Average Annual Volatility 10.864%
Sharpe Ratio 0.57
Sortino Ratio 0.97
Maximum Drawdown -7.000000000000001%
Maximum Drawdown Date 2016-01-20
Calmar Ratio 0.83

Company information

Summary

seeks to preserve and grow capital with low correlation to equity market returns.

Market

US

Category

Sector Equity Technology

Expense Ratio

-

Fund family

-

Morningstar

5

Yield
-
Exchange
YHD
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%
None

Holdings

None

Alternative funds

Ticker Name Isin Exchange Expenses Morningstar Alpha Beta
BAB Invesco Taxable Municipal Bond ETF US46138G805 PCX 0.28% 4 -2.62
EELV Invesco S&P Emerging Markets Low Volatility ETF US46138E289 PCX 0.29% 4 +1.27
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF US78468R200 PCX 0.15% 4 -0.06
GSY Invesco Ultra Short Duration ETF US46090A887 PCX 0.22% 4 -0.61
IE00BHBXMW22.IR UBS (Irl) Inv Sel Glb Eq L/S IA1 PF IE00BHBXMW22 YHD 5
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF DE000A0YEEZ NGM 0.06% 4 +0.07
PEY Invesco High Yield Equity Dividend Achievers ETF US46137V563 NGM 0.52% 4 +10.20
PID Invesco International Dividend Achievers ETF US46137V548 NGM 0.53% 4 +5.26
QQQ Invesco QQQ Trust US46090E1038 NGM 0.20% 5 -8.33
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF IE00BCBJF71 NGM 0.06% 4 +0.02
SPHQ Invesco S&P 500 Quality ETF IE00BDZCKK1 PCX 0.15% 5 -0.03
VRP Invesco Variable Rate Preferred ETF US46138G870 PCX 0.50% 4 +6.21

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.