BARCLAYS PLC Performance
| 06738EBM6 | 85.03 3.68 4.15% |
The entity shows a Beta (market volatility) of -0.22, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning BARCLAYS are expected to decrease at a much lower rate. During the bear market, BARCLAYS is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days BARCLAYS PLC has generated negative risk-adjusted returns adding no value to investors with long positions. Despite latest sluggish 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 BARCLAYS PLC investors. ...more
BARCLAYS |
BARCLAYS Relative Risk vs. Return Landscape
If you would invest 8,857 in BARCLAYS PLC on August 31, 2024 and sell it today you would lose (581.00) from holding BARCLAYS PLC or give up 6.56% of portfolio value over 90 days. BARCLAYS PLC is generating negative expected returns and assumes 0.7524% volatility on return distribution over the 90 days horizon. Simply put, 6% of bonds are less volatile than BARCLAYS, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
BARCLAYS Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for BARCLAYS's investment risk. Standard deviation is the most common way to measure market volatility of bonds, such as BARCLAYS PLC, and traders can use it to determine the average amount a BARCLAYS'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 = -0.1572
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| Negative Returns | 06738EBM6 |
Estimated Market Risk
| 0.75 actual daily | 6 94% of assets are more volatile |
Expected Return
| -0.12 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.16 actual daily | 0 Most of other assets perform better |
Based on monthly moving average BARCLAYS 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 BARCLAYS by adding BARCLAYS to a well-diversified portfolio.
About BARCLAYS Performance
By analyzing BARCLAYS's fundamental ratios, stakeholders can gain valuable insights into BARCLAYS's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if BARCLAYS 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 BARCLAYS has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| BARCLAYS PLC generated a negative expected return over the last 90 days |
Other Information on Investing in BARCLAYS Bond
BARCLAYS financial ratios help investors to determine whether BARCLAYS 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 BARCLAYS with respect to the benefits of owning BARCLAYS security.