Highland Funds I Preferred Stock Performance
| HFRO-PA Preferred Stock | USD 16.72 0.16 0.97% |
The company retains a Market Volatility (i.e., Beta) of 0.14, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Highland Funds' returns are expected to increase less than the market. However, during the bear market, the loss of holding Highland Funds is expected to be smaller as well. At this point, Highland Funds I has a negative expected return of -0.27%. Please make sure to check out Highland Funds' total risk alpha, maximum drawdown, and the relationship between the jensen alpha and treynor ratio , to decide if Highland Funds I performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Highland Funds I has generated negative risk-adjusted returns adding no value to investors with long positions. Despite inconsistent performance in the last few months, the Preferred Stock's basic indicators remain somewhat strong which may send shares a bit higher in January 2025. The current disturbance may also be a sign of long term up-swing for the company investors. ...more
Highland |
Highland Funds Relative Risk vs. Return Landscape
If you would invest 1,993 in Highland Funds I on September 23, 2024 and sell it today you would lose (321.00) from holding Highland Funds I or give up 16.11% of portfolio value over 90 days. Highland Funds I is generating negative expected returns and assumes 0.9369% volatility on return distribution over the 90 days horizon. Simply put, 8% of preferred stocks are less volatile than Highland, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Highland Funds Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Highland Funds' investment risk. Standard deviation is the most common way to measure market volatility of preferred stocks, such as Highland Funds I, and traders can use it to determine the average amount a Highland Funds' 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 = -0.2834
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| Negative Returns | HFRO-PA |
Estimated Market Risk
| 0.94 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.27 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.28 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Highland Funds 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 Highland Funds by adding Highland Funds to a well-diversified portfolio.
Highland Funds Fundamentals Growth
Highland Preferred Stock prices reflect investors' perceptions of the future prospects and financial health of Highland Funds, and Highland Funds 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 Highland Preferred Stock performance.
About Highland Funds Performance
By analyzing Highland Funds' fundamental ratios, stakeholders can gain valuable insights into Highland Funds' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Highland Funds 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 Highland Funds has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Highland Funds I - Highland Floating Rate Opportunities Fund is a close-ended fixed income mutual fund launched by Highland Capital Management, L.P. Highland Funds I - Highland Floating Rate Opportunities Fund was formed on January 13, 2000 and is domiciled in the United States. Highland Income is traded on New York Stock Exchange in the United States.Things to note about Highland Funds I performance evaluation
Checking the ongoing alerts about Highland Funds for important developments is a great way to find new opportunities for your next move. Preferred Stock alerts and notifications screener for Highland Funds I help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Highland Funds I generated a negative expected return over the last 90 days |
- Analyzing Highland Funds' 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 Highland Funds' stock is overvalued or undervalued compared to its peers.
- Examining Highland Funds' 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 Highland Funds' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Highland Funds' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Highland Funds' preferred stock. These opinions can provide insight into Highland Funds' potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Highland Preferred Stock analysis
When running Highland Funds' price analysis, check to measure Highland Funds' 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 Highland Funds is operating at the current time. Most of Highland Funds' value examination focuses on studying past and present price action to predict the probability of Highland Funds' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Highland Funds' price. Additionally, you may evaluate how the addition of Highland Funds to your portfolios can decrease your overall portfolio volatility.
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