WALMART INC 62 Performance
| 931142CM3 | 119.09 6.92 6.17% |
The entity maintains a market beta of -0.24, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning WALMART are expected to decrease at a much lower rate. During the bear market, WALMART is likely to outperform the market.
Risk-Adjusted Performance
Modest
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in WALMART INC 62 are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. Despite somewhat fragile basic indicators, WALMART may actually be approaching a critical reversion point that can send shares even higher in April 2025. ...more
| Yield To Maturity | 5.311 |
WALMART |
WALMART Relative Risk vs. Return Landscape
If you would invest 11,025 in WALMART INC 62 on December 24, 2024 and sell it today you would earn a total of 692.00 from holding WALMART INC 62 or generate 6.28% return on investment over 90 days. WALMART INC 62 is generating 0.1092% of daily returns and assumes 1.2562% volatility on return distribution over the 90 days horizon. Simply put, 11% of bonds are less volatile than WALMART, 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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WALMART Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for WALMART's investment risk. Standard deviation is the most common way to measure market volatility of bonds, such as WALMART INC 62, and traders can use it to determine the average amount a WALMART'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 = 0.0869
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| Cash | 931142CM3 | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.26 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 6 94% of assets perform better |
Based on monthly moving average WALMART is performing at about 6% 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 WALMART by adding it to a well-diversified portfolio.
About WALMART Performance
By analyzing WALMART's fundamental ratios, stakeholders can gain valuable insights into WALMART's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if WALMART 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 WALMART has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.