AEP TEX INC Performance
| 00108WAF7 | 76.05 0.76 1.01% |
The bond shows a Beta (market volatility) of 0.36, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, 00108WAF7's returns are expected to increase less than the market. However, during the bear market, the loss of holding 00108WAF7 is expected to be smaller as well.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in AEP TEX INC are ranked lower than 10 (%) of all global equities and portfolios over the last 90 days. Despite somewhat fragile basic indicators, 00108WAF7 sustained solid returns over the last few months and may actually be approaching a breakup point. ...more
| Yield To Maturity | 6.437 |
00108WAF7 |
00108WAF7 Relative Risk vs. Return Landscape
If you would invest 7,607 in AEP TEX INC on September 1, 2024 and sell it today you would earn a total of 61.00 from holding AEP TEX INC or generate 0.8% return on investment over 90 days. AEP TEX INC is generating 19.1736% of daily returns and assumes 146.9076% volatility on return distribution over the 90 days horizon. Simply put, majority of traded equity instruments are less risky than 00108WAF7 on the basis of their historical return distribution, and most equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
00108WAF7 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for 00108WAF7's investment risk. Standard deviation is the most common way to measure market volatility of bonds, such as AEP TEX INC, and traders can use it to determine the average amount a 00108WAF7'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 = 0.1305
| Best Portfolio | Best Equity | 00108WAF7 | ||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 146.91 actual daily | 96 96% of assets are less volatile |
Expected Return
| 5.01 actual daily | 96 96% of assets have lower returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average 00108WAF7 is performing at about 10% of its full potential. 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 00108WAF7 by adding it to a well-diversified portfolio.
About 00108WAF7 Performance
By analyzing 00108WAF7's fundamental ratios, stakeholders can gain valuable insights into 00108WAF7's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if 00108WAF7 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 00108WAF7 has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| AEP TEX INC is way too risky over 90 days horizon | |
| AEP TEX INC appears to be risky and price may revert if volatility continues |
Other Information on Investing in 00108WAF7 Bond
00108WAF7 financial ratios help investors to determine whether 00108WAF7 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 00108WAF7 with respect to the benefits of owning 00108WAF7 security.