SUMILF 3375 15 APR 81 Performance
| 86564CAC4 | 83.66 0.00 0.00% |
The entity has a beta of -0.25, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning SUMILF are expected to decrease at a much lower rate. During the bear market, SUMILF is likely to outperform the market.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days SUMILF 3375 15 APR 81 has generated negative risk-adjusted returns adding no value to investors with long positions. Despite unsteady performance in the last few months, the Bond's basic indicators remain somewhat strong which may send shares a bit higher in April 2025. The current disturbance may also be a sign of long term up-swing for SUMILF 3375 15 APR 81 investors. ...more
SUMILF |
SUMILF Relative Risk vs. Return Landscape
If you would invest 8,803 in SUMILF 3375 15 APR 81 on December 27, 2024 and sell it today you would lose (437.00) from holding SUMILF 3375 15 APR 81 or give up 4.96% of portfolio value over 90 days. SUMILF 3375 15 APR 81 is generating negative expected returns and assumes 2.1848% volatility on return distribution over the 90 days horizon. Simply put, 19% of bonds are less volatile than SUMILF, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
SUMILF Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for SUMILF's investment risk. Standard deviation is the most common way to measure market volatility of bonds, such as SUMILF 3375 15 APR 81, and traders can use it to determine the average amount a SUMILF'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 = -0.2805
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | 86564CAC4 |
Estimated Market Risk
| 2.18 actual daily | 19 81% of assets are more volatile |
Expected Return
| -0.61 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.28 actual daily | 0 Most of other assets perform better |
Based on monthly moving average SUMILF 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 SUMILF by adding SUMILF to a well-diversified portfolio.
About SUMILF Performance
By analyzing SUMILF's fundamental ratios, stakeholders can gain valuable insights into SUMILF's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if SUMILF 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 SUMILF has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| SUMILF 3375 15 generated a negative expected return over the last 90 days |
Other Information on Investing in SUMILF Bond
SUMILF financial ratios help investors to determine whether SUMILF 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 SUMILF with respect to the benefits of owning SUMILF security.