ATH 1608 29 JUN 26 Performance
| 04685A2Z3 | 87.90 7.19 7.56% |
The bond shows a Beta (market volatility) of 0.21, which signifies not very significant fluctuations relative to the market. As returns on the market increase, 04685A2Z3's returns are expected to increase less than the market. However, during the bear market, the loss of holding 04685A2Z3 is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days ATH 1608 29 JUN 26 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 ATH 1608 29 JUN 26 investors. ...more
04685A2Z3 |
04685A2Z3 Relative Risk vs. Return Landscape
If you would invest 9,529 in ATH 1608 29 JUN 26 on September 24, 2024 and sell it today you would lose (481.00) from holding ATH 1608 29 JUN 26 or give up 5.05% of portfolio value over 90 days. ATH 1608 29 JUN 26 is generating negative expected returns and assumes 1.39% volatility on return distribution over the 90 days horizon. Simply put, 12% of bonds are less volatile than 04685A2Z3, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
04685A2Z3 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for 04685A2Z3's investment risk. Standard deviation is the most common way to measure market volatility of bonds, such as ATH 1608 29 JUN 26, and traders can use it to determine the average amount a 04685A2Z3'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 = -0.0994
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| Negative Returns | 04685A2Z3 |
Estimated Market Risk
| 1.39 actual daily | 12 88% of assets are more volatile |
Expected Return
| -0.14 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.1 actual daily | 0 Most of other assets perform better |
Based on monthly moving average 04685A2Z3 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 04685A2Z3 by adding 04685A2Z3 to a well-diversified portfolio.
About 04685A2Z3 Performance
By analyzing 04685A2Z3's fundamental ratios, stakeholders can gain valuable insights into 04685A2Z3's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if 04685A2Z3 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 04685A2Z3 has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| ATH 1608 29 generated a negative expected return over the last 90 days |
Other Information on Investing in 04685A2Z3 Bond
04685A2Z3 financial ratios help investors to determine whether 04685A2Z3 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 04685A2Z3 with respect to the benefits of owning 04685A2Z3 security.