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Huntington performance

 
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Huntington Dividend

Fund@NASDAQ Stock Exchange 
United States USD
     
Use Huntington Dividend Capture A performance concurrently with your other holdings, portfolios, and investing themes to protect against small markets fluctuations and to back test it against optimization strategy that fits your risk preferences.  Analyze Themes
Investment horizon: 
  30 Days    Login   to change

Relative Risk vs. Return Landscape

If you would invest  1,036  in Huntington Dividend Capture A on April 24, 2013 and sell it today you would earn a total of  34.00  from holding Huntington Dividend Capture A or generate 3.28% return on investment over 30 days. Huntington Dividend Capture A is currently producing 0.16% returns and takes up 0.49% volatility of returns over 30 trading days. Put another way, 6% of traded equities are less volatile than the company and 91% of traded equity instruments are likely to generate higher returns over the next 30 trading days.
Daily Expected Return (%)
 
Change Benchmark   Risk [Daily Volatility] (%)
Assuming 30 trading days horizon, Huntington Dividend Capture A is expected to generate 1.25 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.16 times less risky than the market. It trades about 0.33 of its potential returns per unit of risk. The S&P 500 is currently generating roughly 0.35 of returns per unit of risk over similar time horizon.

Huntington Price to Book

Based on latest financial disclosure the price to book indicator of Huntington Dividend Capture A is roughly 1.91 times. This is 16.46% higher than that of Huntington family, and 7.91% higher than that of Large Value category, The Price to Book for all funds is 83.65% lower than the firm.
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.

Huntington Year to Date Return

Huntington Dividend Capture A has Year to Date Return of 6.4%. This is much higher than that of Huntington family, and significantly higher than that of Large Value category, The Year to Date Return for all funds is over 1000% lower than the firm.
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.

Huntington Price to Earning vs Price to Book

Huntington Dividend Capture A is one of the top funds in price to earning among similar funds. It is rated below average in price to book among similar funds fabricating about  0.14  of Price to Book per Price to Earning. The ratio of Price to Earning to Price to Book for Huntington Dividend Capture A is roughly  7.09 
Huntington
Performance
17
Out Of
100
Over 30
Days
83% of all equities and portfolios perform better than Huntington Dividend Capture A. Compared with the overall equity markets, risk-adjusted returns on investments in Huntington Dividend Capture A are ranked lower than 17 (%) of all global equities and portfolios over the last 30 days.
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1 Month Efficiency (a.k Sharpe Ratio) ...

0.33

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Estimated Market Risk

 0.49
  actual daily
 
 94 %
of total potential
 
Market Risk score

Expected Return

 0.16
  actual daily
 
 9 %
of total potential
 
Expected Return score

Risk-Adjusted Return

 0.33
  actual daily
 
 17 %
of total potential
 
Risk-Adjusted Return score
Based on monthly moving average Huntington is performing at about 17% 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 Huntington by adding it to a well-diversified portfolio.
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