EQM Midstream Partners Performance

26885BAE0   104.00  1.78  1.68%   
The bond shows a Beta (market volatility) of 1.29, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, 26885BAE0 will likely underperform.

Risk-Adjusted Performance

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Over the last 90 days EQM Midstream Partners has generated negative risk-adjusted returns adding no value to investors with long positions. Despite abnormal 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 EQM Midstream Partners investors. ...more
Yield To Maturity7.654
  

26885BAE0 Relative Risk vs. Return Landscape

If you would invest  10,324  in EQM Midstream Partners on September 6, 2024 and sell it today you would lose (2,749) from holding EQM Midstream Partners or give up 26.63% of portfolio value over 90 days. EQM Midstream Partners is generating negative expected returns and assumes 3.5825% volatility on return distribution over the 90 days horizon. Simply put, 31% of bonds are less volatile than 26885BAE0, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days.
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Assuming the 90 days trading horizon 26885BAE0 is expected to under-perform the market. In addition to that, the company is 4.86 times more volatile than its market benchmark. It trades about -0.12 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.24 per unit of volatility.

26885BAE0 Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for 26885BAE0's investment risk. Standard deviation is the most common way to measure market volatility of bonds, such as EQM Midstream Partners, and traders can use it to determine the average amount a 26885BAE0'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 = -0.1223

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Negative Returns26885BAE0

Estimated Market Risk

 3.58
  actual daily
31
69% of assets are more volatile

Expected Return

 -0.44
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 -0.12
  actual daily
0
Most of other assets perform better
Based on monthly moving average 26885BAE0 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 26885BAE0 by adding 26885BAE0 to a well-diversified portfolio.

About 26885BAE0 Performance

By analyzing 26885BAE0's fundamental ratios, stakeholders can gain valuable insights into 26885BAE0's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if 26885BAE0 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 26885BAE0 has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
26885BAE0 generated a negative expected return over the last 90 days
26885BAE0 has high historical volatility and very poor performance

Other Information on Investing in 26885BAE0 Bond

26885BAE0 financial ratios help investors to determine whether 26885BAE0 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 26885BAE0 with respect to the benefits of owning 26885BAE0 security.