EQUIFAX INC 69 Performance
| 294429AC9 | 105.82 0.00 0.00% |
The bond shows a Beta (market volatility) of 0.0621, which means not very significant fluctuations relative to the market. As returns on the market increase, EQUIFAX's returns are expected to increase less than the market. However, during the bear market, the loss of holding EQUIFAX is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days EQUIFAX INC 69 has generated negative risk-adjusted returns adding no value to investors with long positions. Despite latest weak 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 EQUIFAX INC 69 investors. ...more
| Yield To Maturity | 5.888 |
EQUIFAX |
EQUIFAX Relative Risk vs. Return Landscape
If you would invest 10,842 in EQUIFAX INC 69 on August 31, 2024 and sell it today you would lose (326.00) from holding EQUIFAX INC 69 or give up 3.01% of portfolio value over 90 days. EQUIFAX INC 69 is generating negative expected returns and assumes 0.9519% volatility on return distribution over the 90 days horizon. Simply put, 8% of bonds are less volatile than EQUIFAX, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
EQUIFAX Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for EQUIFAX's investment risk. Standard deviation is the most common way to measure market volatility of bonds, such as EQUIFAX INC 69, and traders can use it to determine the average amount a EQUIFAX'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 = -0.1059
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| Negative Returns | 294429AC9 |
Estimated Market Risk
| 0.95 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.1 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.11 actual daily | 0 Most of other assets perform better |
Based on monthly moving average EQUIFAX 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 EQUIFAX by adding EQUIFAX to a well-diversified portfolio.
About EQUIFAX Performance
By analyzing EQUIFAX's fundamental ratios, stakeholders can gain valuable insights into EQUIFAX's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if EQUIFAX 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 EQUIFAX has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| EQUIFAX INC 69 generated a negative expected return over the last 90 days |
Other Information on Investing in EQUIFAX Bond
EQUIFAX financial ratios help investors to determine whether EQUIFAX 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 EQUIFAX with respect to the benefits of owning EQUIFAX security.