Calamos Growth Equity Positions Weight vs. One Year Return
| CVTCX Fund | USD 52.08 0.28 0.53% |
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 Income 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 Income over time as well as its relative position and ranking within its peers.
Calamos |
Calamos Growth Income One Year Return vs. Equity Positions Weight 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 Income is the top fund in equity positions weight among similar funds. It also is the top fund in one year return among similar funds reporting about 0.37 of One Year Return per Equity Positions Weight. The ratio of Equity Positions Weight to One Year Return for Calamos Growth Income is roughly 2.69 . 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 One Year Return vs. Equity Positions Weight
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Calamos Growth |
| = | 70.58 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Calamos Growth |
| = | 26.24 % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Calamos One Year Return Comparison
Calamos Growth is currently under evaluation in one year return 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 a diversified portfolio of convertible, equity and fixed-income securities of U.S. companies without regard to market capitalization. The Advisor attempts to utilize these different types of securities to strike, in the investment advisers opinion, the appropriate balance between risk and reward in terms of growth and income. The average term to maturity of the convertible and fixed-income securities purchased by the fund will typically range from two to ten years.
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 Income 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 Income 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 Income 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.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?
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Dividend Beast
An experimental equal-weighted theme of equities with high dividend yield and solid fundamentals based on Macroaxis rating system. The Dividend Beast theme has 69 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 Dividend Beast Theme or any other thematic opportunities.
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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 Income 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.
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