HSBC 65 15 SEP 37 Performance
| 404280DM8 | 98.67 4.16 4.05% |
The bond owns a Beta (Systematic Risk) of 0.97, which signifies possible diversification benefits within a given portfolio. 404280DM8 returns are very sensitive to returns on the market. As the market goes up or down, 404280DM8 is expected to follow.
Risk-Adjusted Performance
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Over the last 90 days HSBC 65 15 SEP 37 has generated negative risk-adjusted returns adding no value to investors with long positions. Despite somewhat strong basic indicators, 404280DM8 is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors. ...more
404280DM8 |
404280DM8 Relative Risk vs. Return Landscape
If you would invest 10,755 in HSBC 65 15 SEP 37 on October 21, 2024 and sell it today you would lose (204.00) from holding HSBC 65 15 SEP 37 or give up 1.9% of portfolio value over 90 days. HSBC 65 15 SEP 37 is generating negative expected returns and assumes 1.3736% volatility on return distribution over the 90 days horizon. Simply put, 12% of bonds are less volatile than 404280DM8, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
404280DM8 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for 404280DM8's investment risk. Standard deviation is the most common way to measure market volatility of bonds, such as HSBC 65 15 SEP 37, and traders can use it to determine the average amount a 404280DM8'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 = -0.0219
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| Negative Returns | 404280DM8 |
Estimated Market Risk
| 1.37 actual daily | 12 88% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average 404280DM8 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 404280DM8 by adding 404280DM8 to a well-diversified portfolio.
About 404280DM8 Performance
By analyzing 404280DM8's fundamental ratios, stakeholders can gain valuable insights into 404280DM8's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if 404280DM8 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 404280DM8 has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| HSBC 65 15 generated a negative expected return over the last 90 days |
Other Information on Investing in 404280DM8 Bond
404280DM8 financial ratios help investors to determine whether 404280DM8 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 404280DM8 with respect to the benefits of owning 404280DM8 security.