Advent Claymore Convertible Fund Manager Performance Evaluation
| XAVKX Fund | USD 11.92 0.01 0.08% |
The fund shows a Beta (market volatility) of -0.0307, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Advent Claymore are expected to decrease at a much lower rate. During the bear market, Advent Claymore is likely to outperform the market.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Advent Claymore Convertible has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's forward-looking signals remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...more| Expense Ratio | 3.9800 |
Advent |
Advent Claymore Relative Risk vs. Return Landscape
If you would invest 1,271 in Advent Claymore Convertible on December 12, 2024 and sell it today you would lose (79.00) from holding Advent Claymore Convertible or give up 6.22% of portfolio value over 90 days. Advent Claymore Convertible is currently producing negative expected returns and takes up 0.6439% 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 = -0.1657
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | XAVKX |
Estimated Market Risk
| 0.64 actual daily | 5 95% of assets are more volatile |
Expected Return
| -0.11 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.17 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Advent Claymore 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 Advent Claymore by adding Advent Claymore 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.
Advent Claymore is entity of United States. It is traded as Fund on NMFQS exchange.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.| Advent Claymore Conv generated a negative expected return over the last 90 days |
- 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.
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