Calamos Opportunistic Value Fund Manager Performance Evaluation
| CVAIX Fund | USD 24.41 0.12 0.49% |
The fund shows a Beta (market volatility) of 0.83, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Calamos Opportunistic's returns are expected to increase less than the market. However, during the bear market, the loss of holding Calamos Opportunistic is expected to be smaller as well.
Risk-Adjusted Performance
14 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Calamos Opportunistic Value are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Calamos Opportunistic may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio | 0.9000 |
Calamos |
Calamos Opportunistic Relative Risk vs. Return Landscape
If you would invest 2,232 in Calamos Opportunistic Value on September 2, 2024 and sell it today you would earn a total of 209.00 from holding Calamos Opportunistic Value or generate 9.36% return on investment over 90 days. Calamos Opportunistic Value is currently producing 0.1428% returns and takes up 0.7573% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Calamos, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Calamos Opportunistic Current Valuation
Fairly Valued
Today
Please note that Calamos Opportunistic's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Calamos Opportunistic shows a prevailing Real Value of $24.09 per share. The current price of the fund is $24.41. We determine the value of Calamos Opportunistic from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Calamos Opportunistic is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Calamos Mutual Fund. However, Calamos Opportunistic's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 24.41 | Real 24.09 | Hype 24.41 |
The intrinsic value of Calamos Opportunistic's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Calamos Opportunistic's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Calamos Opportunistic Value helps investors to forecast how Calamos mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Calamos Opportunistic more accurately as focusing exclusively on Calamos Opportunistic's fundamentals will not take into account other important factors: Calamos Opportunistic Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Calamos Opportunistic's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Calamos Opportunistic Value, and traders can use it to determine the average amount a Calamos Opportunistic's 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 = 0.1885
| Best Portfolio | Best Equity | |||
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| Cash | CVAIX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.76 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.14 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 14 86% of assets perform better |
Based on monthly moving average Calamos Opportunistic is performing at about 14% 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 Calamos Opportunistic by adding it to a well-diversified portfolio.
Calamos Opportunistic Fundamentals Growth
Calamos Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Calamos Opportunistic, and Calamos Opportunistic 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 Calamos Mutual Fund performance.
| Price To Earning | 17.13 X | ||||
| Price To Book | 1.94 X | ||||
| Price To Sales | 1.59 X | ||||
| Total Asset | 52.05 M | ||||
About Calamos Opportunistic Performance
Evaluating Calamos Opportunistic's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Calamos Opportunistic 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 Calamos Opportunistic has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests primarily in U.S. equity securities. Its portfolio may include securities of well-established companies with large market capitalizations as well as small, unseasoned companies. 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. Generally, a small cap company is defined by the investment adviser as having a market capitalization of up to 1 billion. It may invest up to 25 percent of its net assets in foreign securities.Things to note about Calamos Opportunistic performance evaluation
Checking the ongoing alerts about Calamos Opportunistic for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Calamos Opportunistic help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds 98.53% of its assets under management (AUM) in equities |
- Analyzing Calamos Opportunistic's 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 Calamos Opportunistic's stock is overvalued or undervalued compared to its peers.
- Examining Calamos Opportunistic's 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 Calamos Opportunistic's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Calamos Opportunistic's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Calamos Opportunistic's mutual fund. These opinions can provide insight into Calamos Opportunistic's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Calamos Mutual Fund
Calamos Opportunistic 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 Opportunistic security.
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