NWIDE 4 14 SEP 26 Performance
| 63859XAD9 | 93.62 0.00 0.00% |
The bond secures a Beta (Market Risk) of 0.0149, which conveys not very significant fluctuations relative to the market. As returns on the market increase, NWIDE's returns are expected to increase less than the market. However, during the bear market, the loss of holding NWIDE is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days NWIDE 4 14 SEP 26 has generated negative risk-adjusted returns adding no value to investors with long positions. Despite fragile performance in the last few months, the Bond's basic indicators remain somewhat strong which may send shares a bit higher in January 2025. The current disturbance may also be a sign of long term up-swing for NWIDE 4 14 SEP 26 investors. ...more
NWIDE |
NWIDE Relative Risk vs. Return Landscape
If you would invest 9,806 in NWIDE 4 14 SEP 26 on September 3, 2024 and sell it today you would lose (444.00) from holding NWIDE 4 14 SEP 26 or give up 4.53% of portfolio value over 90 days. NWIDE 4 14 SEP 26 is generating negative expected returns and assumes 1.1442% volatility on return distribution over the 90 days horizon. Simply put, 10% of bonds are less volatile than NWIDE, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
NWIDE Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for NWIDE's investment risk. Standard deviation is the most common way to measure market volatility of bonds, such as NWIDE 4 14 SEP 26, and traders can use it to determine the average amount a NWIDE'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 = -0.2472
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | 63859XAD9 |
Estimated Market Risk
| 1.14 actual daily | 10 90% of assets are more volatile |
Expected Return
| -0.28 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.25 actual daily | 0 Most of other assets perform better |
Based on monthly moving average NWIDE 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 NWIDE by adding NWIDE to a well-diversified portfolio.
About NWIDE Performance
By analyzing NWIDE's fundamental ratios, stakeholders can gain valuable insights into NWIDE's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if NWIDE 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 NWIDE has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| NWIDE 4 14 generated a negative expected return over the last 90 days |
Other Information on Investing in NWIDE Bond
NWIDE financial ratios help investors to determine whether NWIDE 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 NWIDE with respect to the benefits of owning NWIDE security.