CITGO Petroleum 7 Performance
| 17302XAK2 | 99.98 0.15 0.15% |
The bond shows a Beta (market volatility) of 0.0678, which signifies not very significant fluctuations relative to the market. As returns on the market increase, CITGO's returns are expected to increase less than the market. However, during the bear market, the loss of holding CITGO is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days CITGO Petroleum 7 has generated negative risk-adjusted returns adding no value to investors with long positions. Despite somewhat strong basic indicators, CITGO is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors. ...more
| Yield To Maturity | 7.991 |
CITGO |
CITGO Relative Risk vs. Return Landscape
If you would invest 10,005 in CITGO Petroleum 7 on September 24, 2024 and sell it today you would lose (7.00) from holding CITGO Petroleum 7 or give up 0.07% of portfolio value over 90 days. CITGO Petroleum 7 is generating negative expected returns and assumes 0.1686% volatility on return distribution over the 90 days horizon. Simply put, 1% of bonds are less volatile than CITGO, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
CITGO Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for CITGO's investment risk. Standard deviation is the most common way to measure market volatility of bonds, such as CITGO Petroleum 7, and traders can use it to determine the average amount a CITGO'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 = -0.0084
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | 17302XAK2 |
Estimated Market Risk
| 0.17 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average CITGO 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 CITGO by adding CITGO to a well-diversified portfolio.
About CITGO Performance
By analyzing CITGO's fundamental ratios, stakeholders can gain valuable insights into CITGO's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if CITGO 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 CITGO has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| CITGO Petroleum 7 generated a negative expected return over the last 90 days |
Other Information on Investing in CITGO Bond
CITGO financial ratios help investors to determine whether CITGO 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 CITGO with respect to the benefits of owning CITGO security.