PLNIJ 4125 15 MAY 27 Performance
| 71568PAC3 | 96.00 0.00 0.00% |
The bond holds a Beta of -0.1, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning PLNIJ are expected to decrease at a much lower rate. During the bear market, PLNIJ is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days PLNIJ 4125 15 MAY 27 has generated negative risk-adjusted returns adding no value to investors with long positions. Despite unfluctuating performance in the last few months, the Bond's basic indicators remain somewhat strong which may send shares a bit higher in December 2024. The current disturbance may also be a sign of long term up-swing for PLNIJ 4125 15 MAY 27 investors. ...more
PLNIJ |
PLNIJ Relative Risk vs. Return Landscape
If you would invest 9,863 in PLNIJ 4125 15 MAY 27 on August 28, 2024 and sell it today you would lose (350.00) from holding PLNIJ 4125 15 MAY 27 or give up 3.55% of portfolio value over 90 days. PLNIJ 4125 15 MAY 27 is generating negative expected returns and assumes 0.6936% volatility on return distribution over the 90 days horizon. Simply put, 6% of bonds are less volatile than PLNIJ, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
PLNIJ Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for PLNIJ's investment risk. Standard deviation is the most common way to measure market volatility of bonds, such as PLNIJ 4125 15 MAY 27, and traders can use it to determine the average amount a PLNIJ'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 = -0.3969
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| Negative Returns | 71568PAC3 |
Estimated Market Risk
| 0.69 actual daily | 6 94% of assets are more volatile |
Expected Return
| -0.28 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.4 actual daily | 0 Most of other assets perform better |
Based on monthly moving average PLNIJ 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 PLNIJ by adding PLNIJ to a well-diversified portfolio.
About PLNIJ Performance
By analyzing PLNIJ's fundamental ratios, stakeholders can gain valuable insights into PLNIJ's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if PLNIJ 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 PLNIJ has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| PLNIJ 4125 15 generated a negative expected return over the last 90 days |
Other Information on Investing in PLNIJ Bond
PLNIJ financial ratios help investors to determine whether PLNIJ 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 PLNIJ with respect to the benefits of owning PLNIJ security.