CBAAU 4899236 07 JUL 25 Performance
| 2027A0KG3 | 100.06 0.00 0.00% |
The entity owns a Beta (Systematic Risk) of 0.0125, which signifies not very significant fluctuations relative to the market. As returns on the market increase, CBAAU's returns are expected to increase less than the market. However, during the bear market, the loss of holding CBAAU is expected to be smaller as well.
Risk-Adjusted Performance
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Weak
Compared to the overall equity markets, risk-adjusted returns on investments in CBAAU 4899236 07 JUL 25 are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. Despite somewhat strong basic indicators, CBAAU is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors. ...more
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CBAAU Relative Risk vs. Return Landscape
If you would invest 9,999 in CBAAU 4899236 07 JUL 25 on September 13, 2024 and sell it today you would earn a total of 7.00 from holding CBAAU 4899236 07 JUL 25 or generate 0.07% return on investment over 90 days. CBAAU 4899236 07 JUL 25 is generating 0.003% of daily returns and assumes 0.0896% volatility on return distribution over the 90 days horizon. Simply put, 0% of bonds are less volatile than CBAAU, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
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CBAAU Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for CBAAU's investment risk. Standard deviation is the most common way to measure market volatility of bonds, such as CBAAU 4899236 07 JUL 25, and traders can use it to determine the average amount a CBAAU'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 = 0.033
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| 2027A0KG3 |
Based on monthly moving average CBAAU is performing at about 2% 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 CBAAU by adding it to a well-diversified portfolio.
About CBAAU Performance
By analyzing CBAAU's fundamental ratios, stakeholders can gain valuable insights into CBAAU's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if CBAAU 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 CBAAU has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.