BHARTI 565 Performance
| V6703DAA2 | 91.62 0.00 0.00% |
The bond owns a Beta (Systematic Risk) of 0.2, which signifies not very significant fluctuations relative to the market. As returns on the market increase, BHARTI's returns are expected to increase less than the market. However, during the bear market, the loss of holding BHARTI is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days BHARTI 565 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 October 2024. The current disturbance may also be a sign of long term up-swing for BHARTI 565 investors. ...more
BHARTI |
BHARTI Relative Risk vs. Return Landscape
If you would invest 9,915 in BHARTI 565 on June 9, 2024 and sell it today you would lose (753.00) from holding BHARTI 565 or give up 7.59% of portfolio value over 90 days. BHARTI 565 is generating negative expected returns and assumes 1.8608% volatility on return distribution over the 90 days horizon. Simply put, 16% of bonds are less volatile than BHARTI, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
BHARTI Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for BHARTI's investment risk. Standard deviation is the most common way to measure market volatility of bonds, such as BHARTI 565, and traders can use it to determine the average amount a BHARTI'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 = -0.2025
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| Negative Returns | V6703DAA2 |
Estimated Market Risk
| 1.86 actual daily | 16 84% of assets are more volatile |
Expected Return
| -0.38 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.2 actual daily | 0 Most of other assets perform better |
Based on monthly moving average BHARTI 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 BHARTI by adding BHARTI to a well-diversified portfolio.
About BHARTI Performance
By analyzing BHARTI's fundamental ratios, stakeholders can gain valuable insights into BHARTI's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if BHARTI 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 BHARTI has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| BHARTI 565 generated a negative expected return over the last 90 days |
Other Information on Investing in BHARTI Bond
BHARTI financial ratios help investors to determine whether BHARTI 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 BHARTI with respect to the benefits of owning BHARTI security.