Calamos Growth Three Year Return vs. Equity Positions Weight

CVGCX Fund  USD 17.33  0.16  0.91%   
Considering the key profitability indicators obtained from Calamos Growth's historical financial statements, Calamos Growth Fund may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Calamos Growth's ability to earn profits and add value for shareholders.
For Calamos Growth profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Calamos Growth to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Calamos Growth Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Calamos Growth's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Calamos Growth Fund over time as well as its relative position and ranking within its peers.
  
Check out Trending Equities.
Please note, there is a significant difference between Calamos Growth's value and its price as these two are different measures arrived at by different means. Investors typically determine if Calamos Growth is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Calamos Growth's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Calamos Growth Equity Positions Weight vs. Three Year Return Fundamental Analysis

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.
Calamos Growth Fund is the top fund in three year return among similar funds. It also is the top fund in equity positions weight among similar funds making about  11.99  of Equity Positions Weight per Three Year Return. 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.

Calamos Equity Positions Weight vs. Three Year Return

Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.

Calamos Growth

Three Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
8.10 %
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.

Calamos Growth

Stock Percentage

 = 

% of Equities

in the fund

 = 
97.13 %
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.

Calamos Equity Positions Weight Comparison

Calamos Growth is currently under evaluation in equity positions weight among similar funds.

Calamos Growth Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Calamos Growth, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Calamos Growth will eventually generate negative long term returns. The profitability progress is the general direction of Calamos Growth's change in net profit over the period of time. It can combine multiple indicators of Calamos Growth, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
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.

Calamos Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Calamos Growth. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Calamos Growth position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Calamos Growth's important profitability drivers and their relationship over time.

Use Calamos Growth in pair-trading

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Calamos Growth position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Calamos Growth will appreciate offsetting losses from the drop in the long position's value.

Calamos Growth Pair Trading

Calamos Growth Fund Pair Trading Analysis

The ability to find closely correlated positions to Calamos Growth could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Calamos Growth when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Calamos Growth - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Calamos Growth Fund to buy it.
The correlation of Calamos Growth is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Calamos Growth moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Calamos Growth moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Calamos Growth can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Calamos Growth position

In addition to having Calamos Growth in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Exotic Funds Thematic Idea Now

Exotic Funds
Exotic Funds Theme
Funds or Etfs with high minimum investment requirement that manage portfolios of alternative investments such as hedge funds, options, futures, real estate or commodities. The Exotic Funds theme has 39 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Exotic Funds Theme or any other thematic opportunities.
View All  Next Launch

Other Information on Investing in Calamos Mutual Fund

To fully project Calamos Growth's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Calamos Growth at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Calamos Growth's income statement, its balance sheet, and the statement of cash flows.
Potential Calamos Growth investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Calamos Growth investors may work on each financial statement separately, they are all related. The changes in Calamos Growth's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Calamos Growth's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
Positions Ratings
Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance
Fundamentals Comparison
Compare fundamentals across multiple equities to find investing opportunities
Volatility Analysis
Get historical volatility and risk analysis based on latest market data
Portfolio Backtesting
Avoid under-diversification and over-optimization by backtesting your portfolios