DUKE ENERGY P Performance
| 26441CBL8 | 78.50 6.56 7.71% |
The bond shows a Beta (market volatility) of 0.43, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, 26441CBL8's returns are expected to increase less than the market. However, during the bear market, the loss of holding 26441CBL8 is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days DUKE ENERGY P has generated negative risk-adjusted returns adding no value to investors with long positions. Despite latest fragile performance, the Bond's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for DUKE ENERGY P investors. ...more
| Yield To Maturity | 6.086 |
26441CBL8 |
26441CBL8 Relative Risk vs. Return Landscape
If you would invest 8,815 in DUKE ENERGY P on October 10, 2024 and sell it today you would lose (965.00) from holding DUKE ENERGY P or give up 10.95% of portfolio value over 90 days. DUKE ENERGY P is generating negative expected returns and assumes 1.1472% volatility on return distribution over the 90 days horizon. Simply put, 10% of bonds are less volatile than 26441CBL8, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
26441CBL8 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for 26441CBL8's investment risk. Standard deviation is the most common way to measure market volatility of bonds, such as DUKE ENERGY P, and traders can use it to determine the average amount a 26441CBL8's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1624
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| Negative Returns | 26441CBL8 |
Estimated Market Risk
| 1.15 actual daily | 10 90% of assets are more volatile |
Expected Return
| -0.19 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.16 actual daily | 0 Most of other assets perform better |
Based on monthly moving average 26441CBL8 is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of 26441CBL8 by adding 26441CBL8 to a well-diversified portfolio.
About 26441CBL8 Performance
By analyzing 26441CBL8's fundamental ratios, stakeholders can gain valuable insights into 26441CBL8's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if 26441CBL8 has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if 26441CBL8 has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| DUKE ENERGY P generated a negative expected return over the last 90 days |
Other Information on Investing in 26441CBL8 Bond
26441CBL8 financial ratios help investors to determine whether 26441CBL8 Bond is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in 26441CBL8 with respect to the benefits of owning 26441CBL8 security.