PRUDENTIAL FINL INC Performance
| 74432QBS3 | 99.56 1.96 1.93% |
The bond holds a Beta of 0.17, which implies not very significant fluctuations relative to the market. As returns on the market increase, PRUDENTIAL's returns are expected to increase less than the market. However, during the bear market, the loss of holding PRUDENTIAL is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days PRUDENTIAL FINL INC has generated negative risk-adjusted returns adding no value to investors with long positions. Despite somewhat strong basic indicators, PRUDENTIAL is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors. ...more
| Yield To Maturity | 5.959 |
PRUDENTIAL |
PRUDENTIAL Relative Risk vs. Return Landscape
If you would invest 10,405 in PRUDENTIAL FINL INC on August 31, 2024 and sell it today you would lose (449.00) from holding PRUDENTIAL FINL INC or give up 4.32% of portfolio value over 90 days. PRUDENTIAL FINL INC is generating negative expected returns and assumes 4.4872% volatility on return distribution over the 90 days horizon. Simply put, 39% of bonds are less volatile than PRUDENTIAL, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
PRUDENTIAL Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for PRUDENTIAL's investment risk. Standard deviation is the most common way to measure market volatility of bonds, such as PRUDENTIAL FINL INC, and traders can use it to determine the average amount a PRUDENTIAL'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 = -0.0081
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| Negative Returns | 74432QBS3 |
Estimated Market Risk
| 4.49 actual daily | 39 61% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average PRUDENTIAL 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 PRUDENTIAL by adding PRUDENTIAL to a well-diversified portfolio.
About PRUDENTIAL Performance
By analyzing PRUDENTIAL's fundamental ratios, stakeholders can gain valuable insights into PRUDENTIAL's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if PRUDENTIAL 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 PRUDENTIAL has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| PRUDENTIAL FINL INC generated a negative expected return over the last 90 days | |
| PRUDENTIAL FINL INC has high historical volatility and very poor performance |
Other Information on Investing in PRUDENTIAL Bond
PRUDENTIAL financial ratios help investors to determine whether PRUDENTIAL 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 PRUDENTIAL with respect to the benefits of owning PRUDENTIAL security.