MCDONALDS PORATION MTN Performance
| 58013MFQ2 | 89.31 5.59 5.89% |
The entity secures a Beta (Market Risk) of -0.16, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning MCDONALDS are expected to decrease at a much lower rate. During the bear market, MCDONALDS is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days MCDONALDS PORATION MTN has generated negative risk-adjusted returns adding no value to investors with long positions. Despite latest unsteady 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 MCDONALDS PORATION MTN investors. ...more
| Yield To Maturity | 5.646 |
MCDONALDS |
MCDONALDS Relative Risk vs. Return Landscape
If you would invest 9,604 in MCDONALDS PORATION MTN on September 3, 2024 and sell it today you would lose (673.00) from holding MCDONALDS PORATION MTN or give up 7.01% of portfolio value over 90 days. MCDONALDS PORATION MTN is generating negative expected returns and assumes 0.9124% volatility on return distribution over the 90 days horizon. Simply put, 8% of bonds are less volatile than MCDONALDS, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
MCDONALDS Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for MCDONALDS's investment risk. Standard deviation is the most common way to measure market volatility of bonds, such as MCDONALDS PORATION MTN, and traders can use it to determine the average amount a MCDONALDS'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 = -0.1237
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| Negative Returns | 58013MFQ2 |
Estimated Market Risk
| 0.91 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.11 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.12 actual daily | 0 Most of other assets perform better |
Based on monthly moving average MCDONALDS 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 MCDONALDS by adding MCDONALDS to a well-diversified portfolio.
About MCDONALDS Performance
By analyzing MCDONALDS's fundamental ratios, stakeholders can gain valuable insights into MCDONALDS's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if MCDONALDS 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 MCDONALDS has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| MCDONALDS generated a negative expected return over the last 90 days |
Other Information on Investing in MCDONALDS Bond
MCDONALDS financial ratios help investors to determine whether MCDONALDS 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 MCDONALDS with respect to the benefits of owning MCDONALDS security.