UNANA 2625 12 AUG 51 Performance
904764BR7 | 70.81 4.96 7.53% |
The entity owns a Beta (Systematic Risk) of -0.59, which indicates possible diversification benefits within a given portfolio. 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
3 of 100
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Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in UNANA 2625 12 AUG 51 are ranked lower than 3 (%) of all global equities and portfolios over the last 90 days. Despite somewhat unfluctuating basic indicators, UNANA may actually be approaching a critical reversion point that can send shares even higher in January 2025. ...more
UNANA |
UNANA Relative Risk vs. Return Landscape
If you would invest 6,926 in UNANA 2625 12 AUG 51 on September 6, 2024 and sell it today you would earn a total of 155.00 from holding UNANA 2625 12 AUG 51 or generate 2.24% return on investment over 90 days. UNANA 2625 12 AUG 51 is generating 0.1066% of daily returns and assumes 2.1324% volatility on return distribution over the 90 days horizon. Simply put, 18% of bonds are less volatile than UNANA, and 98% 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 = 0.05
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Estimated Market Risk
2.13 actual daily | 18 82% of assets are more volatile |
Expected Return
0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
0.05 actual daily | 3 97% of assets perform better |
Based on monthly moving average UNANA is performing at about 3% 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 UNANA by adding it 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.