Advent Claymore Year To Date Return vs. Annual Yield
Based on the measurements of profitability obtained from Advent Claymore's financial statements, Advent Claymore Convertible may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in April. Profitability indicators assess Advent Claymore's ability to earn profits and add value for shareholders.
Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any fund could be closely tied with the direction of predictive economic indicators such as signals in real.
Please note, there is a significant difference between Advent Claymore's value and its price as these two are different measures arrived at by different means. Investors typically determine if Advent Claymore is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Advent Claymore's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
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.
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Advent Claymore Conv Annual Yield 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 fourth largest fund in annual yield among similar funds . The ratio of Year To Date Return to Annual Yield for Advent Claymore Convertible is about 259.22 . 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 Annual Yield 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.
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| = | 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.
Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
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| = | 0.01 % |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Advent Annual Yield Comparison
Advent Claymore is currently under evaluation in annual yield among similar funds.
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.
Use Advent Claymore in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Advent Claymore position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Advent Claymore will appreciate offsetting losses from the drop in the long position's value.Advent Claymore Pair Trading
Advent Claymore Convertible Pair Trading Analysis
The ability to find closely correlated positions to Philip Morris could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Philip Morris when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Philip Morris - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Philip Morris International to buy it.
The correlation of Philip Morris is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Philip Morris moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Philip Morris Intern moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Philip Morris can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Advent Claymore position
In addition to having Advent Claymore in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Business Services Thematic Idea Now
Business Services
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Business Services theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Business Services Theme or any other thematic opportunities.
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Other Tools for Advent Fund
When running Advent Claymore's price analysis, check to measure Advent Claymore's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Advent Claymore is operating at the current time. Most of Advent Claymore's value examination focuses on studying past and present price action to predict the probability of Advent Claymore's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Advent Claymore's price. Additionally, you may evaluate how the addition of Advent Claymore to your portfolios can decrease your overall portfolio volatility.
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