HSBC 7 15 JAN 39 Performance
| 4042Q1AD9 | 114.00 0.44 0.39% |
The bond owns a Beta (Systematic Risk) of 0.0598, which signifies not very significant fluctuations relative to the market. As returns on the market increase, 4042Q1AD9's returns are expected to increase less than the market. However, during the bear market, the loss of holding 4042Q1AD9 is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days HSBC 7 15 JAN 39 has generated negative risk-adjusted returns adding no value to investors with long positions. Even with relatively invariable basic indicators, 4042Q1AD9 is not utilizing all of its potentials. The current stock price agitation, may contribute to short-term losses for the retail investors. ...more
4042Q1AD9 |
4042Q1AD9 Relative Risk vs. Return Landscape
If you would invest 11,754 in HSBC 7 15 JAN 39 on August 24, 2024 and sell it today you would lose (354.00) from holding HSBC 7 15 JAN 39 or give up 3.01% of portfolio value over 90 days. HSBC 7 15 JAN 39 is generating negative expected returns and assumes 0.5158% volatility on return distribution over the 90 days horizon. Simply put, 4% of bonds are less volatile than 4042Q1AD9, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
4042Q1AD9 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for 4042Q1AD9's investment risk. Standard deviation is the most common way to measure market volatility of bonds, such as HSBC 7 15 JAN 39, and traders can use it to determine the average amount a 4042Q1AD9'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 = -0.1052
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| Negative Returns | 4042Q1AD9 |
Estimated Market Risk
| 0.52 actual daily | 4 96% of assets are more volatile |
Expected Return
| -0.05 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 4042Q1AD9 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 4042Q1AD9 by adding 4042Q1AD9 to a well-diversified portfolio.
About 4042Q1AD9 Performance
Assessing 4042Q1AD9's fundamental ratios provides investors with valuable insights into 4042Q1AD9's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the 4042Q1AD9 is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
| HSBC 7 15 generated a negative expected return over the last 90 days |
Other Information on Investing in 4042Q1AD9 Bond
4042Q1AD9 financial ratios help investors to determine whether 4042Q1AD9 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 4042Q1AD9 with respect to the benefits of owning 4042Q1AD9 security.