LLOYDS 5871 06 MAR 29 Performance
| 539439AX7 | 103.75 1.20 1.17% |
The bond secures a Beta (Market Risk) of -0.0631, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning LLOYDS are expected to decrease at a much lower rate. During the bear market, LLOYDS is likely to outperform the market.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days LLOYDS 5871 06 MAR 29 has generated negative risk-adjusted returns adding no value to investors with long positions. Despite somewhat strong basic indicators, LLOYDS is not utilizing all of its potentials. The newest stock price disturbance, may contribute to short-term losses for the investors. ...more
LLOYDS |
LLOYDS Relative Risk vs. Return Landscape
If you would invest 10,374 in LLOYDS 5871 06 MAR 29 on September 1, 2024 and sell it today you would earn a total of 1.00 from holding LLOYDS 5871 06 MAR 29 or generate 0.01% return on investment over 90 days. LLOYDS 5871 06 MAR 29 is generating 4.0E-4% of daily returns and assumes 0.2378% volatility on return distribution over the 90 days horizon. Simply put, 2% of bonds are less volatile than LLOYDS, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
LLOYDS Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for LLOYDS's investment risk. Standard deviation is the most common way to measure market volatility of bonds, such as LLOYDS 5871 06 MAR 29, and traders can use it to determine the average amount a LLOYDS'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 = 0.0018
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | 539439AX7 |
Estimated Market Risk
| 0.24 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.0 actual daily | 0 Most of other assets perform better |
Based on monthly moving average LLOYDS 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 LLOYDS by adding LLOYDS to a well-diversified portfolio.
About LLOYDS Performance
By analyzing LLOYDS's fundamental ratios, stakeholders can gain valuable insights into LLOYDS's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if LLOYDS 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 LLOYDS has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.