VLO 28 01 DEC 31 Performance

91913YBC3   86.64  0.27  0.31%   
The bond shows a Beta (market volatility) of -0.0157, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning 91913YBC3 are expected to decrease at a much lower rate. During the bear market, 91913YBC3 is likely to outperform the market.

Risk-Adjusted Performance

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Over the last 90 days VLO 28 01 DEC 31 has generated negative risk-adjusted returns adding no value to investors with long positions. Despite somewhat strong basic indicators, 91913YBC3 is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors. ...more
JavaScript chart by amCharts 3.21.152025MarMayJulSepNov -4-3-2-1012
JavaScript chart by amCharts 3.21.15VLO 28 01 VLO 28 01 Dividend Benchmark Dow Jones Industrial
  

91913YBC3 Relative Risk vs. Return Landscape

If you would invest  8,721  in VLO 28 01 DEC 31 on November 30, 2024 and sell it today you would lose (57.00) from holding VLO 28 01 DEC 31 or give up 0.65% of portfolio value over 90 days. VLO 28 01 DEC 31 is generating negative expected returns and assumes 0.3687% volatility on return distribution over the 90 days horizon. Simply put, 3% of bonds are less volatile than 91913YBC3, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days.
  Expected Return   
JavaScript chart by amCharts 3.21.15CashMarket91913YBC3 0.00.10.20.30.40.50.60.70.8 -0.06-0.05-0.04-0.03-0.02-0.010.000.01
       Risk  
Assuming the 90 days trading horizon 91913YBC3 is expected to generate 0.5 times more return on investment than the market. However, the company is 1.99 times less risky than the market. It trades about -0.03 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly -0.08 per unit of risk.

91913YBC3 Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for 91913YBC3's investment risk. Standard deviation is the most common way to measure market volatility of bonds, such as VLO 28 01 DEC 31, and traders can use it to determine the average amount a 91913YBC3'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 = -0.0273

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Negative Returns91913YBC3

Estimated Market Risk

 0.37
  actual daily
3
97% of assets are more volatile

Expected Return

 -0.01
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 -0.03
  actual daily
0
Most of other assets perform better
Based on monthly moving average 91913YBC3 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 91913YBC3 by adding 91913YBC3 to a well-diversified portfolio.

About 91913YBC3 Performance

By analyzing 91913YBC3's fundamental ratios, stakeholders can gain valuable insights into 91913YBC3's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if 91913YBC3 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 91913YBC3 has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
VLO 28 01 generated a negative expected return over the last 90 days

Other Information on Investing in 91913YBC3 Bond

91913YBC3 financial ratios help investors to determine whether 91913YBC3 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 91913YBC3 with respect to the benefits of owning 91913YBC3 security.