Calamos Growth Financial Statements From 2010 to 2024
| CGRIX Fund | USD 73.47 0.53 0.73% |
Check Calamos Growth financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Calamos Growth's main balance sheet or income statement drivers, such as , as well as many indicators such as . Calamos financial statements analysis is a perfect complement when working with Calamos Growth Valuation or Volatility modules.
Calamos |
Calamos Growth Fund Mutual Fund Year To Date Return Analysis
Calamos Growth's 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.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Calamos Growth Year To Date Return | 32.83 % |
Most of Calamos Growth's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Calamos Growth Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
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.
| Competition |
In accordance with the company's disclosures, Calamos Growth Fund has a Year To Date Return of 32.8331%. This is much higher than that of the Calamos family and significantly higher than that of the Large Growth category. The year to date return for all United States funds is notably lower than that of the firm.
Calamos Growth Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Calamos Growth's current stock value. Our valuation model uses many indicators to compare Calamos Growth value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Calamos Growth competition to find correlations between indicators driving Calamos Growth's intrinsic value. More Info.Calamos Growth Fund is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.17 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Calamos Growth Fund is roughly 5.72 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Calamos Growth's earnings, one of the primary drivers of an investment's value.About Calamos Growth Financial Statements
Calamos Growth investors use historical fundamental indicators, such as Calamos Growth's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Calamos Growth. Please read more on our technical analysis and fundamental analysis pages.
The fund invests primarily in equity securities issued by U.S. companies. It currently anticipates that substantially all of its portfolio will consist of securities of companies with large and mid-sized market capitalizations. The funds investment adviser generally defines a large cap company to have a market capitalization in excess of 25 billion and a mid-sized company to have a market capitalization greater than 1 billion, up to 25 billion. It may invest up to 25 percent of its net assets in foreign securities.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Calamos Mutual Fund
Calamos Growth financial ratios help investors to determine whether Calamos 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 Calamos with respect to the benefits of owning Calamos Growth security.
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