AEP TEX INC Performance
| 00108WAF7 | 78.16 5.80 8.02% |
The bond shows a Beta (market volatility) of -0.37, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning 00108WAF7 are expected to decrease at a much lower rate. During the bear market, 00108WAF7 is likely to outperform the market.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in AEP TEX INC are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. Despite somewhat unfluctuating basic indicators, 00108WAF7 may actually be approaching a critical reversion point that can send shares even higher in August 2025. ...more
| Yield To Maturity | 6.437 |
00108WAF7 |
00108WAF7 Relative Risk vs. Return Landscape
If you would invest 7,006 in AEP TEX INC on May 1, 2025 and sell it today you would earn a total of 249.00 from holding AEP TEX INC or generate 3.55% return on investment over 90 days. AEP TEX INC is generating 0.1004% of daily returns and assumes 1.8839% volatility on return distribution over the 90 days horizon. Simply put, 16% of bonds are less volatile than 00108WAF7, and 98% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
00108WAF7 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for 00108WAF7's investment risk. Standard deviation is the most common way to measure market volatility of bonds, such as AEP TEX INC, and traders can use it to determine the average amount a 00108WAF7'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 = 0.0533
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| Cash | Small Risk | 00108WAF7 | High Risk | Huge Risk |
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Estimated Market Risk
| 1.88 actual daily | 16 84% of assets are more volatile |
Expected Return
| 0.1 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 4 96% of assets perform better |
Based on monthly moving average 00108WAF7 is performing at about 4% 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 00108WAF7 by adding it to a well-diversified portfolio.
About 00108WAF7 Performance
By analyzing 00108WAF7's fundamental ratios, stakeholders can gain valuable insights into 00108WAF7's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if 00108WAF7 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 00108WAF7 has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.