UNION PAC P Performance
| 907818ER5 | 81.08 9.48 13.24% |
The entity has a beta of -0.0016, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning UNION are expected to decrease at a much lower rate. During the bear market, UNION is likely to outperform the market.
Risk-Adjusted Performance
4 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in UNION PAC P are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. Despite somewhat unfluctuating basic indicators, UNION sustained solid returns over the last few months and may actually be approaching a breakup point. ...more
| Yield To Maturity | 5.848 |
UNION |
UNION Relative Risk vs. Return Landscape
If you would invest 7,782 in UNION PAC P on October 20, 2024 and sell it today you would earn a total of 326.00 from holding UNION PAC P or generate 4.19% return on investment over 90 days. UNION PAC P is generating 0.2022% of daily returns and assumes 3.3116% volatility on return distribution over the 90 days horizon. Simply put, 29% of bonds are less volatile than UNION, and 96% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
UNION Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for UNION's investment risk. Standard deviation is the most common way to measure market volatility of bonds, such as UNION PAC P, and traders can use it to determine the average amount a UNION'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 = 0.0611
| Best Portfolio | Best Equity | |||
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| Small Returns | 907818ER5 | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 3.31 actual daily | 29 71% of assets are more volatile |
Expected Return
| 0.2 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average UNION is performing at about 4% of its full potential. 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 UNION by adding it to a well-diversified portfolio.
About UNION Performance
By analyzing UNION's fundamental ratios, stakeholders can gain valuable insights into UNION's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if UNION 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 UNION has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| UNION PAC P had very high historical volatility over the last 90 days |
Other Information on Investing in UNION Bond
UNION financial ratios help investors to determine whether UNION 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 UNION with respect to the benefits of owning UNION security.