MASTERCARD INC Performance
| 57636QAL8 | 76.18 0.96 1.24% |
The entity secures a Beta (Market Risk) of 0.0176, which conveys not very significant fluctuations relative to the market. As returns on the market increase, MASTERCARD's returns are expected to increase less than the market. However, during the bear market, the loss of holding MASTERCARD is expected to be smaller as well.
Risk-Adjusted Performance
OK
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in MASTERCARD INC are ranked lower than 9 (%) of all global equities and portfolios over the last 90 days. Despite somewhat unsteady basic indicators, MASTERCARD may actually be approaching a critical reversion point that can send shares even higher in April 2025. ...more
| Yield To Maturity | 5.540 |
MASTERCARD |
MASTERCARD Relative Risk vs. Return Landscape
If you would invest 7,583 in MASTERCARD INC on December 24, 2024 and sell it today you would earn a total of 814.00 from holding MASTERCARD INC or generate 10.73% return on investment over 90 days. MASTERCARD INC is generating 0.1882% of daily returns and assumes 1.6127% volatility on return distribution over the 90 days horizon. Simply put, 14% of bonds are less volatile than MASTERCARD, and 97% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
MASTERCARD Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for MASTERCARD's investment risk. Standard deviation is the most common way to measure market volatility of bonds, such as MASTERCARD INC, and traders can use it to determine the average amount a MASTERCARD'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 = 0.1167
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Estimated Market Risk
| 1.61 actual daily | 14 86% of assets are more volatile |
Expected Return
| 0.19 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average MASTERCARD is performing at about 9% 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 MASTERCARD by adding it to a well-diversified portfolio.
About MASTERCARD Performance
By analyzing MASTERCARD's fundamental ratios, stakeholders can gain valuable insights into MASTERCARD's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if MASTERCARD 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 MASTERCARD has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.