Australian Unity (Australia) Performance
| AYUPA Preferred Stock | 81.62 0.18 0.22% |
The firm shows a Beta (market volatility) of -0.0062, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Australian Unity are expected to decrease at a much lower rate. During the bear market, Australian Unity is likely to outperform the market. At this point, Australian Unity has a negative expected return of -0.0263%. Please make sure to confirm Australian Unity's potential upside, as well as the relationship between the daily balance of power and market facilitation index , to decide if Australian Unity performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Australian Unity Ltd has generated negative risk-adjusted returns adding no value to investors with long positions. Despite somewhat strong basic indicators, Australian Unity is not utilizing all of its potentials. The newest stock price disturbance, may contribute to short-term losses for the investors. ...more
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Australian Unity Relative Risk vs. Return Landscape
If you would invest 8,300 in Australian Unity Ltd on November 3, 2024 and sell it today you would lose (138.00) from holding Australian Unity Ltd or give up 1.66% of portfolio value over 90 days. Australian Unity Ltd is generating negative expected returns and assumes 0.4837% volatility on return distribution over the 90 days horizon. Simply put, 4% of preferred stocks are less volatile than Australian, and 99% 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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Australian Unity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Australian Unity's investment risk. Standard deviation is the most common way to measure market volatility of preferred stocks, such as Australian Unity Ltd, and traders can use it to determine the average amount a Australian Unity'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 = -0.0544
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| Negative Returns | AYUPA |
Estimated Market Risk
| 0.48 actual daily | 4 96% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Australian Unity 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 Australian Unity by adding Australian Unity to a well-diversified portfolio.
About Australian Unity Performance
By analyzing Australian Unity's fundamental ratios, stakeholders can gain valuable insights into Australian Unity's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Australian Unity 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 Australian Unity has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Things to note about Australian Unity performance evaluation
Checking the ongoing alerts about Australian Unity for important developments is a great way to find new opportunities for your next move. Preferred Stock alerts and notifications screener for Australian Unity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Australian Unity generated a negative expected return over the last 90 days |
- Analyzing Australian Unity's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Australian Unity's stock is overvalued or undervalued compared to its peers.
- Examining Australian Unity's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Australian Unity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Australian Unity's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Australian Unity's preferred stock. These opinions can provide insight into Australian Unity's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Australian Preferred Stock analysis
When running Australian Unity's price analysis, check to measure Australian Unity's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Australian Unity is operating at the current time. Most of Australian Unity's value examination focuses on studying past and present price action to predict the probability of Australian Unity's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Australian Unity's price. Additionally, you may evaluate how the addition of Australian Unity to your portfolios can decrease your overall portfolio volatility.
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