CARLISLE INC 375 Performance
| 142339AH3 | 98.51 1.09 1.12% |
The entity shows a Beta (market volatility) of 0.0336, which signifies not very significant fluctuations relative to the market. As returns on the market increase, CARLISLE's returns are expected to increase less than the market. However, during the bear market, the loss of holding CARLISLE is expected to be smaller as well.
Risk-Adjusted Performance
OK
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in CARLISLE INC 375 are ranked lower than 8 (%) of all global equities and portfolios over the last 90 days. Despite somewhat strong basic indicators, CARLISLE is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors. ...more
| Yield To Maturity | 5.646 |
CARLISLE |
CARLISLE Relative Risk vs. Return Landscape
If you would invest 9,720 in CARLISLE INC 375 on December 27, 2024 and sell it today you would earn a total of 131.00 from holding CARLISLE INC 375 or generate 1.35% return on investment over 90 days. CARLISLE INC 375 is generating 0.0222% of daily returns and assumes 0.2178% volatility on return distribution over the 90 days horizon. Simply put, 1% of bonds are less volatile than CARLISLE, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
CARLISLE Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for CARLISLE's investment risk. Standard deviation is the most common way to measure market volatility of bonds, such as CARLISLE INC 375, and traders can use it to determine the average amount a CARLISLE'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 = 0.1019
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| Negative Returns | 142339AH3 |
Estimated Market Risk
| 0.22 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 8 92% of assets perform better |
Based on monthly moving average CARLISLE is performing at about 8% 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 CARLISLE by adding it to a well-diversified portfolio.
About CARLISLE Performance
By analyzing CARLISLE's fundamental ratios, stakeholders can gain valuable insights into CARLISLE's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if CARLISLE 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 CARLISLE has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.