UNANA 2625 12 AUG 51 Performance
| 904764BR7 | 70.81 0.00 0.00% |
The entity owns a Beta (Systematic Risk) of -0.06, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning UNANA are expected to decrease at a much lower rate. During the bear market, UNANA is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days UNANA 2625 12 AUG 51 has generated negative risk-adjusted returns adding no value to investors with long positions. Despite latest unsteady performance, the Bond's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for UNANA 2625 12 AUG 51 investors. ...more
UNANA |
UNANA Relative Risk vs. Return Landscape
If you would invest 6,926 in UNANA 2625 12 AUG 51 on September 10, 2024 and sell it today you would lose (401.00) from holding UNANA 2625 12 AUG 51 or give up 5.79% of portfolio value over 90 days. UNANA 2625 12 AUG 51 is generating negative expected returns and assumes 2.502% volatility on return distribution over the 90 days horizon. Simply put, 22% of bonds are less volatile than UNANA, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
UNANA Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for UNANA's investment risk. Standard deviation is the most common way to measure market volatility of bonds, such as UNANA 2625 12 AUG 51, and traders can use it to determine the average amount a UNANA'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 = -0.07
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| Negative Returns | 904764BR7 |
Estimated Market Risk
| 2.5 actual daily | 22 78% of assets are more volatile |
Expected Return
| -0.18 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average UNANA 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 UNANA by adding UNANA to a well-diversified portfolio.
About UNANA Performance
By analyzing UNANA's fundamental ratios, stakeholders can gain valuable insights into UNANA's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if UNANA 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 UNANA has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| UNANA 2625 12 generated a negative expected return over the last 90 days |
Other Information on Investing in UNANA Bond
UNANA financial ratios help investors to determine whether UNANA 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 UNANA with respect to the benefits of owning UNANA security.