HSBC HLDGS PLC Performance
| 404280AE9 | 106.28 0.00 0.00% |
The bond owns a Beta (Systematic Risk) of -0.18, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning 404280AE9 are expected to decrease at a much lower rate. During the bear market, 404280AE9 is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days HSBC HLDGS PLC has generated negative risk-adjusted returns adding no value to investors with long positions. Despite weak 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 HSBC HLDGS PLC investors. ...more
| Yield To Maturity | 6.917 |
404280AE9 |
404280AE9 Relative Risk vs. Return Landscape
If you would invest 11,218 in HSBC HLDGS PLC on September 4, 2024 and sell it today you would lose (590.00) from holding HSBC HLDGS PLC or give up 5.26% of portfolio value over 90 days. HSBC HLDGS PLC is generating negative expected returns and assumes 3.5309% volatility on return distribution over the 90 days horizon. Simply put, 31% of bonds are less volatile than 404280AE9, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
404280AE9 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for 404280AE9's investment risk. Standard deviation is the most common way to measure market volatility of bonds, such as HSBC HLDGS PLC, and traders can use it to determine the average amount a 404280AE9'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 = -0.1747
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| Negative Returns | 404280AE9 |
Estimated Market Risk
| 3.53 actual daily | 31 69% of assets are more volatile |
Expected Return
| -0.62 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.17 actual daily | 0 Most of other assets perform better |
Based on monthly moving average 404280AE9 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 404280AE9 by adding 404280AE9 to a well-diversified portfolio.
About 404280AE9 Performance
By analyzing 404280AE9's fundamental ratios, stakeholders can gain valuable insights into 404280AE9's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if 404280AE9 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 404280AE9 has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| HSBC HLDGS PLC generated a negative expected return over the last 90 days | |
| HSBC HLDGS PLC has high historical volatility and very poor performance |
Other Information on Investing in 404280AE9 Bond
404280AE9 financial ratios help investors to determine whether 404280AE9 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 404280AE9 with respect to the benefits of owning 404280AE9 security.