KLAC 495 15 JUL 52 Performance
| 482480AM2 | 97.91 6.70 7.35% |
The bond owns a Beta (Systematic Risk) of 0.0378, which signifies not very significant fluctuations relative to the market. As returns on the market increase, 482480AM2's returns are expected to increase less than the market. However, during the bear market, the loss of holding 482480AM2 is expected to be smaller as well.
Risk-Adjusted Performance
Modest
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in KLAC 495 15 JUL 52 are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. Despite somewhat weak basic indicators, 482480AM2 may actually be approaching a critical reversion point that can send shares even higher in September 2025. ...more
482480AM2 |
482480AM2 Relative Risk vs. Return Landscape
If you would invest 8,808 in KLAC 495 15 JUL 52 on May 5, 2025 and sell it today you would earn a total of 562.00 from holding KLAC 495 15 JUL 52 or generate 6.38% return on investment over 90 days. KLAC 495 15 JUL 52 is generating 0.1041% of daily returns and assumes 1.24% volatility on return distribution over the 90 days horizon. Simply put, 11% of bonds are less volatile than 482480AM2, and 98% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
482480AM2 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for 482480AM2's investment risk. Standard deviation is the most common way to measure market volatility of bonds, such as KLAC 495 15 JUL 52, and traders can use it to determine the average amount a 482480AM2'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 = 0.084
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Estimated Market Risk
| 1.24 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.1 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average 482480AM2 is performing at about 6% 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 482480AM2 by adding it to a well-diversified portfolio.
About 482480AM2 Performance
By analyzing 482480AM2's fundamental ratios, stakeholders can gain valuable insights into 482480AM2's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if 482480AM2 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 482480AM2 has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.