Lincoln National Preferred Stock Performance
| LNC-PD Preferred Stock | 27.82 0.08 0.29% |
The company secures a Beta (Market Risk) of 0.13, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Lincoln National's returns are expected to increase less than the market. However, during the bear market, the loss of holding Lincoln National is expected to be smaller as well. At this point, Lincoln National has a negative expected return of -0.0078%. Please make sure to verify Lincoln National's semi variance, rate of daily change, and the relationship between the value at risk and kurtosis , to decide if Lincoln National performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Lincoln National has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of rather sound fundamental indicators, Lincoln National is not utilizing all of its potentials. The current stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
Lincoln |
Lincoln National Relative Risk vs. Return Landscape
If you would invest 2,798 in Lincoln National on October 9, 2024 and sell it today you would lose (16.00) from holding Lincoln National or give up 0.57% of portfolio value over 90 days. Lincoln National is producing return of less than zero assuming 0.5721% volatility of returns over the 90 days investment horizon. Simply put, 5% of all preferred stocks have less volatile historical return distribution than Lincoln National, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Lincoln National Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Lincoln National's investment risk. Standard deviation is the most common way to measure market volatility of preferred stocks, such as Lincoln National, and traders can use it to determine the average amount a Lincoln National'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 = -0.0136
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | LNC-PD |
Estimated Market Risk
| 0.57 actual daily | 5 95% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Lincoln National 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 Lincoln National by adding Lincoln National to a well-diversified portfolio.
About Lincoln National Performance
By analyzing Lincoln National's fundamental ratios, stakeholders can gain valuable insights into Lincoln National's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Lincoln National 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 Lincoln National has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Things to note about Lincoln National performance evaluation
Checking the ongoing alerts about Lincoln National for important developments is a great way to find new opportunities for your next move. Preferred Stock alerts and notifications screener for Lincoln National help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Lincoln National generated a negative expected return over the last 90 days |
- Analyzing Lincoln National's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Lincoln National's stock is overvalued or undervalued compared to its peers.
- Examining Lincoln National's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Lincoln National's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Lincoln National's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Lincoln National's preferred stock. These opinions can provide insight into Lincoln National's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Lincoln Preferred Stock analysis
When running Lincoln National's price analysis, check to measure Lincoln National's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Lincoln National is operating at the current time. Most of Lincoln National's value examination focuses on studying past and present price action to predict the probability of Lincoln National's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Lincoln National's price. Additionally, you may evaluate how the addition of Lincoln National to your portfolios can decrease your overall portfolio volatility.
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