3M 4 percent Performance
| 88579YBD2 | 86.15 6.48 8.13% |
The bond owns a Beta (Systematic Risk) of 0.94, which signifies possible diversification benefits within a given portfolio. 88579YBD2 returns are very sensitive to returns on the market. As the market goes up or down, 88579YBD2 is expected to follow.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days 3M 4 percent has generated negative risk-adjusted returns adding no value to investors with long positions. Despite latest weak performance, the Bond's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for 3M 4 percent investors. ...more
88579YBD2 |
88579YBD2 Relative Risk vs. Return Landscape
If you would invest 7,873 in 3M 4 percent on December 24, 2024 and sell it today you would lose (878.00) from holding 3M 4 percent or give up 11.15% of portfolio value over 90 days. 3M 4 percent is generating negative expected returns and assumes 2.7544% volatility on return distribution over the 90 days horizon. Simply put, 24% of bonds are less volatile than 88579YBD2, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
88579YBD2 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for 88579YBD2's investment risk. Standard deviation is the most common way to measure market volatility of bonds, such as 3M 4 percent, and traders can use it to determine the average amount a 88579YBD2'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 = -0.0553
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | 88579YBD2 |
Estimated Market Risk
| 2.75 actual daily | 24 76% of assets are more volatile |
Expected Return
| -0.15 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average 88579YBD2 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 88579YBD2 by adding 88579YBD2 to a well-diversified portfolio.
About 88579YBD2 Performance
By analyzing 88579YBD2's fundamental ratios, stakeholders can gain valuable insights into 88579YBD2's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if 88579YBD2 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 88579YBD2 has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| 3M 4 percent generated a negative expected return over the last 90 days |
Other Information on Investing in 88579YBD2 Bond
88579YBD2 financial ratios help investors to determine whether 88579YBD2 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 88579YBD2 with respect to the benefits of owning 88579YBD2 security.