Advent Claymore Convertible Fund Manager Performance Evaluation
| XAVKX Fund | USD 12.48 0.11 0.89% |
The fund shows a Beta (market volatility) of 0.15, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Advent Claymore's returns are expected to increase less than the market. However, during the bear market, the loss of holding Advent Claymore is expected to be smaller as well.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Advent Claymore Convertible are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward-looking signals, Advent Claymore is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 3.9800 |
Advent |
Advent Claymore Relative Risk vs. Return Landscape
If you would invest 1,210 in Advent Claymore Convertible on October 24, 2024 and sell it today you would earn a total of 38.00 from holding Advent Claymore Convertible or generate 3.14% return on investment over 90 days. Advent Claymore Convertible is currently producing 0.0534% returns and takes up 0.6171% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Advent, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Advent Claymore Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Advent Claymore's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Advent Claymore Convertible, and traders can use it to determine the average amount a Advent Claymore'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 = 0.0866
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Estimated Market Risk
| 0.62 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 6 94% of assets perform better |
Based on monthly moving average Advent Claymore 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 Advent Claymore by adding it to a well-diversified portfolio.
Advent Claymore Fundamentals Growth
Advent Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Advent Claymore, and Advent Claymore 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 Advent Mutual Fund performance.
About Advent Claymore Performance
Evaluating Advent Claymore's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Advent Claymore 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 Advent Claymore has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Things to note about Advent Claymore Conv performance evaluation
Checking the ongoing alerts about Advent Claymore for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Advent Claymore Conv help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Advent Claymore's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Advent Claymore's mutual fund performance include:- Analyzing Advent Claymore's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Advent Claymore's stock is overvalued or undervalued compared to its peers.
- Examining Advent Claymore's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Advent Claymore's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Advent Claymore's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Advent Claymore's mutual fund. These opinions can provide insight into Advent Claymore's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Advent Mutual Fund
Advent Claymore financial ratios help investors to determine whether Advent Mutual Fund 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 Advent with respect to the benefits of owning Advent Claymore security.
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
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