Sce Trust Ii Preferred Stock Performance
| SCE-PG Preferred Stock | USD 17.60 0.38 2.11% |
The firm has a beta of 0.41, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, SCE Trust's returns are expected to increase less than the market. However, during the bear market, the loss of holding SCE Trust is expected to be smaller as well. At this point, SCE Trust II has a negative expected return of -0.26%. Please make sure to validate SCE Trust's jensen alpha, kurtosis, price action indicator, as well as the relationship between the maximum drawdown and rate of daily change , to decide if SCE Trust II performance from the past will be repeated in the future.
Risk-Adjusted Performance
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Over the last 90 days SCE Trust II has generated negative risk-adjusted returns adding no value to investors with long positions. Despite conflicting performance in the last few months, the Preferred Stock's technical and fundamental indicators remain nearly stable which may send shares a bit higher in March 2025. The current disturbance may also be a sign of long-run up-swing for the company stockholders. ...more
| Dividend Yield | 0.03 |
SCE |
SCE Trust Relative Risk vs. Return Landscape
If you would invest 2,077 in SCE Trust II on November 3, 2024 and sell it today you would lose (317.00) from holding SCE Trust II or give up 15.26% of portfolio value over 90 days. SCE Trust II is producing return of less than zero assuming 1.6009% volatility of returns over the 90 days investment horizon. Simply put, 14% of all preferred stocks have less volatile historical return distribution than SCE Trust, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
SCE Trust Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for SCE Trust's investment risk. Standard deviation is the most common way to measure market volatility of preferred stocks, such as SCE Trust II, and traders can use it to determine the average amount a SCE Trust'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 = -0.1643
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SCE-PG |
Estimated Market Risk
| 1.6 actual daily | 14 86% of assets are more volatile |
Expected Return
| -0.26 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 SCE Trust 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 SCE Trust by adding SCE Trust to a well-diversified portfolio.
About SCE Trust Performance
By analyzing SCE Trust's fundamental ratios, stakeholders can gain valuable insights into SCE Trust's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if SCE Trust 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 SCE Trust 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 SCE Trust II performance evaluation
Checking the ongoing alerts about SCE Trust for important developments is a great way to find new opportunities for your next move. Preferred Stock alerts and notifications screener for SCE Trust II help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| SCE Trust II generated a negative expected return over the last 90 days |
- Analyzing SCE Trust'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 SCE Trust's stock is overvalued or undervalued compared to its peers.
- Examining SCE Trust'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 SCE Trust's management team can have a significant impact on its success or failure. Reviewing the track record and experience of SCE Trust's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of SCE Trust's preferred stock. These opinions can provide insight into SCE Trust's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for SCE Preferred Stock analysis
When running SCE Trust's price analysis, check to measure SCE Trust'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 SCE Trust is operating at the current time. Most of SCE Trust's value examination focuses on studying past and present price action to predict the probability of SCE Trust's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move SCE Trust's price. Additionally, you may evaluate how the addition of SCE Trust to your portfolios can decrease your overall portfolio volatility.
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