AMERICAN EXPRESS CR Performance
| 0258M0EL9 | 96.92 0.46 0.47% |
The bond shows a Beta (market volatility) of 0.15, which signifies not very significant fluctuations relative to the market. As returns on the market increase, AMERICAN's returns are expected to increase less than the market. However, during the bear market, the loss of holding AMERICAN is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days AMERICAN EXPRESS CR has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of very healthy basic indicators, AMERICAN is not utilizing all of its potentials. The current stock price disarray, may contribute to short-term losses for the investors. ...more
AMERICAN |
AMERICAN Relative Risk vs. Return Landscape
If you would invest 9,834 in AMERICAN EXPRESS CR on September 3, 2024 and sell it today you would lose (142.00) from holding AMERICAN EXPRESS CR or give up 1.44% of portfolio value over 90 days. AMERICAN EXPRESS CR is generating negative expected returns and assumes 0.3751% volatility on return distribution over the 90 days horizon. Simply put, 3% of bonds are less volatile than AMERICAN, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
AMERICAN Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for AMERICAN's investment risk. Standard deviation is the most common way to measure market volatility of bonds, such as AMERICAN EXPRESS CR, and traders can use it to determine the average amount a AMERICAN'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 = -0.0597
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| Negative Returns | 0258M0EL9 |
Estimated Market Risk
| 0.38 actual daily | 3 97% of assets are more volatile |
Expected Return
| -0.02 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 AMERICAN 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 AMERICAN by adding AMERICAN to a well-diversified portfolio.
About AMERICAN Performance
By examining AMERICAN's fundamental ratios, stakeholders can obtain critical insights into AMERICAN's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that AMERICAN is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
| AMERICAN EXPRESS generated a negative expected return over the last 90 days |
Other Information on Investing in AMERICAN Bond
AMERICAN financial ratios help investors to determine whether AMERICAN 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 AMERICAN with respect to the benefits of owning AMERICAN security.