Berry Global 45 Performance
| 08576PAA9 | 97.02 2.51 2.52% |
The bond shows a Beta (market volatility) of 0.0713, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Berry's returns are expected to increase less than the market. However, during the bear market, the loss of holding Berry is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Berry Global 45 has generated negative risk-adjusted returns adding no value to investors with long positions. Despite somewhat strong basic indicators, Berry is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors. ...more
| Yield To Maturity | 6.862 |
Berry |
Berry Relative Risk vs. Return Landscape
If you would invest 9,882 in Berry Global 45 on August 31, 2024 and sell it today you would lose (180.00) from holding Berry Global 45 or give up 1.82% of portfolio value over 90 days. Berry Global 45 is generating negative expected returns and assumes 0.4685% volatility on return distribution over the 90 days horizon. Simply put, 4% of bonds are less volatile than Berry, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Berry Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Berry's investment risk. Standard deviation is the most common way to measure market volatility of bonds, such as Berry Global 45, and traders can use it to determine the average amount a Berry'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 = -0.0958
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| Negative Returns | 08576PAA9 |
Estimated Market Risk
| 0.47 actual daily | 4 96% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.1 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Berry 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 Berry by adding Berry to a well-diversified portfolio.
About Berry Performance
By analyzing Berry's fundamental ratios, stakeholders can gain valuable insights into Berry's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Berry 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 Berry has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Berry Global 45 generated a negative expected return over the last 90 days |
Other Information on Investing in Berry Bond
Berry financial ratios help investors to determine whether Berry 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 Berry with respect to the benefits of owning Berry security.