Viking Cruises Ltd Performance

92676XAD9   99.63  0.13  0.13%   
The entity has a beta of -0.21, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Viking are expected to decrease at a much lower rate. During the bear market, Viking is likely to outperform the market.

Risk-Adjusted Performance

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Over the last 90 days Viking Cruises Ltd has generated negative risk-adjusted returns adding no value to investors with long positions. Despite unfluctuating performance in the last few months, the Bond's basic indicators remain somewhat strong which may send shares a bit higher in January 2025. The current disturbance may also be a sign of long term up-swing for Viking Cruises Ltd investors. ...more
Yield To Maturity8.743
  

Viking Relative Risk vs. Return Landscape

If you would invest  9,997  in Viking Cruises Ltd on September 5, 2024 and sell it today you would lose (1,376) from holding Viking Cruises Ltd or give up 13.76% of portfolio value over 90 days. Viking Cruises Ltd is generating negative expected returns and assumes 1.7942% volatility on return distribution over the 90 days horizon. Simply put, 15% of bonds are less volatile than Viking, 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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Assuming the 90 days trading horizon Viking is expected to under-perform the market. In addition to that, the company is 2.41 times more volatile than its market benchmark. It trades about -0.14 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.21 per unit of volatility.

Viking Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Viking's investment risk. Standard deviation is the most common way to measure market volatility of bonds, such as Viking Cruises Ltd, and traders can use it to determine the average amount a Viking'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 = -0.1375

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Negative Returns92676XAD9

Estimated Market Risk

 1.79
  actual daily
15
85% of assets are more volatile

Expected Return

 -0.25
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 -0.14
  actual daily
0
Most of other assets perform better
Based on monthly moving average Viking 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 Viking by adding Viking to a well-diversified portfolio.

About Viking Performance

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

Other Information on Investing in Viking Bond

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