PFIZER INC 4125 Performance
| 717081ED1 | 92.75 13.49 17.02% |
The bond holds a Beta of -0.74, which implies possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning PFIZER are expected to decrease at a much lower rate. During the bear market, PFIZER is likely to outperform the market.
Risk-Adjusted Performance
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Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in PFIZER INC 4125 are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. Despite somewhat uncertain basic indicators, PFIZER may actually be approaching a critical reversion point that can send shares even higher in February 2025. ...more
| Yield To Maturity | 5.633 |
PFIZER |
PFIZER Relative Risk vs. Return Landscape
If you would invest 8,679 in PFIZER INC 4125 on October 12, 2024 and sell it today you would earn a total of 596.00 from holding PFIZER INC 4125 or generate 6.87% return on investment over 90 days. PFIZER INC 4125 is generating 0.1411% of daily returns and assumes 2.4294% volatility on return distribution over the 90 days horizon. Simply put, 21% of bonds are less volatile than PFIZER, and 98% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
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PFIZER Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for PFIZER's investment risk. Standard deviation is the most common way to measure market volatility of bonds, such as PFIZER INC 4125, and traders can use it to determine the average amount a PFIZER'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 = 0.0581
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Estimated Market Risk
| 2.43 actual daily | 21 79% of assets are more volatile |
Expected Return
| 0.14 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average PFIZER 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 PFIZER by adding it to a well-diversified portfolio.
About PFIZER Performance
By analyzing PFIZER's fundamental ratios, stakeholders can gain valuable insights into PFIZER's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if PFIZER 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 PFIZER has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.