GPIX varies its covered call portfolio coverage (overwrite) levels dynamically depending on market conditions such as the S&P 500's volatility. This allows GPIX to capture a lot of the S&P 500's ...
Upside capture ratio is a measurement of an investment's relative performance in up markets. An up market is defined as a period (months or quarters) in which market return was positive. An example of ...
Upside risk refers to the potential for an investment or strategy to perform better than expected. Unlike downside risk, which focuses on the likelihood of losses, upside risk highlights the chance ...