PFIZER INC 4125 Performance
| 717081ED1 | 92.75 11.76 14.52% |
The bond holds a Beta of -0.23, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning PFIZER are expected to decrease at a much lower rate. During the bear market, PFIZER is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days PFIZER INC 4125 has generated negative risk-adjusted returns adding no value to investors with long positions. Despite somewhat strong basic indicators, PFIZER is not utilizing all of its potentials. The newest stock price disturbance, may contribute to short-term losses for the investors. ...more
| Yield To Maturity | 5.633 |
PFIZER |
PFIZER Relative Risk vs. Return Landscape
If you would invest 8,915 in PFIZER INC 4125 on September 24, 2024 and sell it today you would lose (576.00) from holding PFIZER INC 4125 or give up 6.46% of portfolio value over 90 days. PFIZER INC 4125 is generating negative expected returns and assumes 2.4917% volatility on return distribution over the 90 days horizon. Simply put, 22% of bonds are less volatile than PFIZER, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
PFIZER Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for PFIZER's investment risk. Standard deviation is the most common way to measure market volatility of bonds, such as PFIZER INC 4125, and traders can use it to determine the average amount a PFIZER'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 = -0.0328
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| Negative Returns | 717081ED1 |
Estimated Market Risk
| 2.49 actual daily | 22 78% of assets are more volatile |
Expected Return
| -0.08 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.03 actual daily | 0 Most of other assets perform better |
Based on monthly moving average PFIZER 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 PFIZER by adding PFIZER to a well-diversified portfolio.
About PFIZER Performance
By analyzing PFIZER's fundamental ratios, stakeholders can gain valuable insights into PFIZER's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if PFIZER 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 PFIZER has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| PFIZER INC 4125 generated a negative expected return over the last 90 days |
Other Information on Investing in PFIZER Bond
PFIZER financial ratios help investors to determine whether PFIZER 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 PFIZER with respect to the benefits of owning PFIZER security.