COCA COLA FEMSA S Performance
| 191241AF5 | 100.38 0.00 0.00% |
The bond owns a Beta (Systematic Risk) of -0.22, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning 191241AF5 are expected to decrease at a much lower rate. During the bear market, 191241AF5 is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days COCA COLA FEMSA S has generated negative risk-adjusted returns adding no value to investors with long positions. Despite inconsistent performance in the last few months, the Bond's basic indicators remain somewhat strong which may send shares a bit higher in February 2025. The current disturbance may also be a sign of long term up-swing for COCA COLA FEMSA S investors. ...more
| Yield To Maturity | 5.993 |
191241AF5 |
191241AF5 Relative Risk vs. Return Landscape
If you would invest 10,230 in COCA COLA FEMSA S on October 11, 2024 and sell it today you would lose (1,048) from holding COCA COLA FEMSA S or give up 10.24% of portfolio value over 90 days. COCA COLA FEMSA S is generating negative expected returns and assumes 3.1434% volatility on return distribution over the 90 days horizon. Simply put, 27% of bonds are less volatile than 191241AF5, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
191241AF5 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for 191241AF5's investment risk. Standard deviation is the most common way to measure market volatility of bonds, such as COCA COLA FEMSA S, and traders can use it to determine the average amount a 191241AF5'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 = -0.1478
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| Negative Returns | 191241AF5 |
Estimated Market Risk
| 3.14 actual daily | 27 73% of assets are more volatile |
Expected Return
| -0.46 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.15 actual daily | 0 Most of other assets perform better |
Based on monthly moving average 191241AF5 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 191241AF5 by adding 191241AF5 to a well-diversified portfolio.
About 191241AF5 Performance
By analyzing 191241AF5's fundamental ratios, stakeholders can gain valuable insights into 191241AF5's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if 191241AF5 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 191241AF5 has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| COCA A FEMSA generated a negative expected return over the last 90 days | |
| COCA A FEMSA has high historical volatility and very poor performance |
Other Information on Investing in 191241AF5 Bond
191241AF5 financial ratios help investors to determine whether 191241AF5 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 191241AF5 with respect to the benefits of owning 191241AF5 security.