Calamos Investment Financials
| CMRGX Fund | 10.05 0.08 0.79% |
Calamos |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Calamos Investment Fund Summary
Calamos Investment competes with Dunham Porategovernment, Ridgeworth Seix, Prudential Government, Us Government, and Davis Government. The manager utilizes an actively managed merger arbitrage strategy by establishing long and short positions in the securities of companies that are involved in significant corporate events or transactions. Under normal market conditions, it will invest at least 80 percent of its net assets in common stock, convertibles, SPACs, preferred stock, corporate bonds, warrants and options of U.S. and non-U.S. companies which are involved, or which the advisor believes will be involved, in a variety of significant corporate events including, but not limited to merger-arbitrage investments. The fund is non-diversified.Specialization | Event Driven, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Mutual Fund Family | Calamos |
| Mutual Fund Category | Event Driven |
| Benchmark | Dow Jones Industrial |
Calamos Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Calamos Investment's current stock value. Our valuation model uses many indicators to compare Calamos Investment value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Calamos Investment competition to find correlations between indicators driving Calamos Investment's intrinsic value. More Info.Calamos Investment Trust is the top fund in annual yield among similar funds. It also is the top fund in net asset among similar funds making up about 441,050,851 of Net Asset per Annual Yield. 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 Investment's earnings, one of the primary drivers of an investment's value.Calamos Investment Trust Systematic Risk
Calamos Investment's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Calamos Investment volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourty-two with a total number of output elements of nineteen. The Beta measures systematic risk based on how returns on Calamos Investment Trust correlated with the market. If Beta is less than 0 Calamos Investment generally moves in the opposite direction as compared to the market. If Calamos Investment Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Calamos Investment Trust is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Calamos Investment is generally in the same direction as the market. If Beta > 1 Calamos Investment moves generally in the same direction as, but more than the movement of the benchmark.
Calamos Investment December 12, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Calamos Investment help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Calamos Investment Trust. We use our internally-developed statistical techniques to arrive at the intrinsic value of Calamos Investment Trust based on widely used predictive technical indicators. In general, we focus on analyzing Calamos Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Calamos Investment's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.8225 | |||
| Information Ratio | (0.19) | |||
| Maximum Drawdown | 3.63 | |||
| Value At Risk | (0.79) | |||
| Potential Upside | 0.6 |
Other Information on Investing in Calamos Mutual Fund
Calamos Investment 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 Investment security.
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