HEALTHCARE TR AMER Performance
| 42225UAF1 | 94.37 2.72 2.80% |
The bond owns a Beta (Systematic Risk) of -0.0251, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning 42225UAF1 are expected to decrease at a much lower rate. During the bear market, 42225UAF1 is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days HEALTHCARE TR AMER has generated negative risk-adjusted returns adding no value to investors with long positions. Despite somewhat strong basic indicators, 42225UAF1 is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors. ...more
| Yield To Maturity | 6.197 |
42225UAF1 |
42225UAF1 Relative Risk vs. Return Landscape
If you would invest 9,764 in HEALTHCARE TR AMER on September 1, 2024 and sell it today you would lose (327.00) from holding HEALTHCARE TR AMER or give up 3.35% of portfolio value over 90 days. HEALTHCARE TR AMER is generating negative expected returns and assumes 0.6035% volatility on return distribution over the 90 days horizon. Simply put, 5% of bonds are less volatile than 42225UAF1, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
42225UAF1 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for 42225UAF1's investment risk. Standard deviation is the most common way to measure market volatility of bonds, such as HEALTHCARE TR AMER, and traders can use it to determine the average amount a 42225UAF1'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 = -0.1417
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| Negative Returns | 42225UAF1 |
Estimated Market Risk
| 0.6 actual daily | 5 95% of assets are more volatile |
Expected Return
| -0.09 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.14 actual daily | 0 Most of other assets perform better |
Based on monthly moving average 42225UAF1 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 42225UAF1 by adding 42225UAF1 to a well-diversified portfolio.
About 42225UAF1 Performance
By analyzing 42225UAF1's fundamental ratios, stakeholders can gain valuable insights into 42225UAF1's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if 42225UAF1 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 42225UAF1 has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| HEALTHCARE TR AMER generated a negative expected return over the last 90 days |
Other Information on Investing in 42225UAF1 Bond
42225UAF1 financial ratios help investors to determine whether 42225UAF1 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 42225UAF1 with respect to the benefits of owning 42225UAF1 security.