LOWES INC 465 Performance
| 548661CX3 | 89.68 0.92 1.04% |
The bond secures a Beta (Market Risk) of -0.083, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning LOWES are expected to decrease at a much lower rate. During the bear market, LOWES is likely to outperform the market.
Risk-Adjusted Performance
Insignificant
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in LOWES INC 465 are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. Despite somewhat strong basic indicators, LOWES is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors. ...more
| Yield To Maturity | 6.211 |
LOWES |
LOWES Relative Risk vs. Return Landscape
If you would invest 8,717 in LOWES INC 465 on December 24, 2024 and sell it today you would earn a total of 235.00 from holding LOWES INC 465 or generate 2.7% return on investment over 90 days. LOWES INC 465 is generating 0.0838% of daily returns and assumes 1.4236% volatility on return distribution over the 90 days horizon. Simply put, 12% of bonds are less volatile than LOWES, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
LOWES Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for LOWES's investment risk. Standard deviation is the most common way to measure market volatility of bonds, such as LOWES INC 465, and traders can use it to determine the average amount a LOWES'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 = 0.0589
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | 548661CX3 | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.42 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average LOWES is performing at about 4% 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 LOWES by adding it to a well-diversified portfolio.
About LOWES Performance
By analyzing LOWES's fundamental ratios, stakeholders can gain valuable insights into LOWES's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if LOWES 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 LOWES has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.