Advent Claymore Year To Date Return vs. Beta
| AVK Fund | USD 10.49 0.68 6.09% |
For Advent Claymore profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Advent Claymore to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Advent Claymore Convertible utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Advent Claymore's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Advent Claymore Convertible over time as well as its relative position and ranking within its peers.
Advent |
Advent Claymore Conv Beta vs. Year To Date Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Advent Claymore's current stock value. Our valuation model uses many indicators to compare Advent Claymore value to that of its competitors to determine the firm's financial worth. Advent Claymore Convertible is rated below average in year to date return among similar funds. It is the top fund in beta among similar funds totaling about 0.82 of Beta per Year To Date Return. The ratio of Year To Date Return to Beta for Advent Claymore Convertible is roughly 1.22 . Comparative valuation analysis is a catch-all technique that is used if you cannot value Advent Claymore by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.Advent Beta vs. Year To Date Return
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Advent Claymore |
| = | 1.56 % |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
Advent Claymore |
| = | 1.28 |
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
Advent Beta Comparison
Advent Claymore is currently under evaluation in beta among similar funds.
Beta Analysis
As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Advent Claymore will likely underperform.
Advent Claymore Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Advent Claymore, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Advent Claymore will eventually generate negative long term returns. The profitability progress is the general direction of Advent Claymore's change in net profit over the period of time. It can combine multiple indicators of Advent Claymore, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Advent Claymore Convertible Securities and Income Fund is a closed-ended fixed income mutual fund launched and managed by Advent Capital Management, LLC. Advent Claymore Convertible Securities and Income Fund was formed on April 29, 2003 and is domiciled in the United States. Advent Claymore operates under Asset Management classification in the United States and is traded on New York Stock Exchange.
Advent Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Advent Claymore. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Advent Claymore position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Advent Claymore's important profitability drivers and their relationship over time.
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Other Information on Investing in Advent Fund
To fully project Advent Claymore's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Advent Claymore Conv at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Advent Claymore's income statement, its balance sheet, and the statement of cash flows.
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