Flaherty Crumrine Total Etf Performance
| FLC Etf | USD 16.62 0.11 0.67% |
The etf shows a Beta (market volatility) of 0.18, which means not very significant fluctuations relative to the market. As returns on the market increase, Flaherty Crumrine's returns are expected to increase less than the market. However, during the bear market, the loss of holding Flaherty Crumrine is expected to be smaller as well.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Flaherty Crumrine Total are ranked lower than 3 (%) of all global equities and portfolios over the last 90 days. In spite of rather sound essential indicators, Flaherty Crumrine is not utilizing all of its potentials. The latest stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
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| Expense Ratio | 1.6400 |
Flaherty |
Flaherty Crumrine Relative Risk vs. Return Landscape
If you would invest 1,637 in Flaherty Crumrine Total on August 28, 2024 and sell it today you would earn a total of 25.00 from holding Flaherty Crumrine Total or generate 1.53% return on investment over 90 days. Flaherty Crumrine Total is generating 0.0256% of daily returns assuming volatility of 0.5521% on return distribution over 90 days investment horizon. In other words, 4% of etfs are less volatile than Flaherty, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Flaherty Crumrine Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Flaherty Crumrine's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Flaherty Crumrine Total, and traders can use it to determine the average amount a Flaherty Crumrine'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 = 0.0463
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| Negative Returns | FLC |
Estimated Market Risk
| 0.55 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 3 97% of assets perform better |
Based on monthly moving average Flaherty Crumrine is performing at about 3% 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 Flaherty Crumrine by adding it to a well-diversified portfolio.
Flaherty Crumrine Fundamentals Growth
Flaherty Etf prices reflect investors' perceptions of the future prospects and financial health of Flaherty Crumrine, and Flaherty Crumrine fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Flaherty Etf performance.
| Return On Equity | -10.2 | ||||
| Return On Asset | 3.16 | ||||
| Profit Margin | (111.73) % | ||||
| Operating Margin | 85.84 % | ||||
| Current Valuation | 275.24 M | ||||
| Shares Outstanding | 10.1 M | ||||
| Price To Earning | 9.22 X | ||||
| Price To Book | 0.73 X | ||||
| Price To Sales | 8.33 X | ||||
| Revenue | 19.41 M | ||||
| Cash And Equivalents | 29.38 K | ||||
| Total Debt | 118.5 M | ||||
| Debt To Equity | 0.60 % | ||||
| Book Value Per Share | 21.97 X | ||||
| Cash Flow From Operations | 2.96 M | ||||
| Earnings Per Share | 1.74 X | ||||
| Total Asset | 157.24 M | ||||
| Retained Earnings | (142.89 M) | ||||
About Flaherty Crumrine Performance
By analyzing Flaherty Crumrine's fundamental ratios, stakeholders can gain valuable insights into Flaherty Crumrine's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Flaherty Crumrine 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 Flaherty Crumrine has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Flaherty Crumrine Total Return Fund Inc. is a closed-ended balanced mutual fund launched and managed by Flaherty Crumrine Incorporated. The fund invests in the public equity and fixed income markets of the United States. It seeks to invest in stocks of companies operating across utilities and banking sectors. The fund primarily invests in investment-grade securities consisting of preferred securities and other income-producing securities comprising of various debt securities. It benchmarks the performance of its portfolio against the Barclays Capital U.S. Aggregate Index and the SP 500 Index. The fund was formerly known as Flaherty CrumrineClaymore Total Return Fund, Inc. Flaherty Crumrine Total Return Fund Inc. was formed on August 26, 2003 and is domiciled in the United States.| The company reported the last year's revenue of 19.41 M. Reported Net Loss for the year was (21.68 M) with profit before taxes, overhead, and interest of 18.99 M. | |
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Other Information on Investing in Flaherty Etf
Flaherty Crumrine financial ratios help investors to determine whether Flaherty Etf 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 Flaherty with respect to the benefits of owning Flaherty Crumrine security.