Calamos Opportunistic Financials
| CVAAX Fund | USD 19.68 0.23 1.18% |
Calamos |
Please note that past performance is not an indicator of the future performance of Calamos Opportunistic, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's 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 Opportunistic Fund Summary
Calamos Opportunistic competes with Morningstar Unconstrained, and SPACE. 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.Specialization | Large Blend, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Calamos Investment Trust |
| Mutual Fund Family | Calamos |
| Mutual Fund Category | Large Blend |
| Benchmark | NYSE Composite |
| Phone | 800 582 6959 |
| Currency | USD - US Dollar |
Calamos Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Calamos Opportunistic's current stock value. Our valuation model uses many indicators to compare Calamos Opportunistic value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Calamos Opportunistic competition to find correlations between indicators driving Calamos Opportunistic's intrinsic value. More Info.Calamos Opportunistic Value is the top fund in price to earning among similar funds. It is the top fund in price to book among similar funds fabricating about 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Calamos Opportunistic Value is roughly 9.65 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Calamos Opportunistic by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Calamos Opportunistic's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 Opportunistic's earnings, one of the primary drivers of an investment's value.Calamos Opportunistic Systematic Risk
Calamos Opportunistic's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Calamos Opportunistic 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.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Calamos Opportunistic correlated with the market. If Beta is less than 0 Calamos Opportunistic generally moves in the opposite direction as compared to the market. If Calamos Opportunistic Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Calamos Opportunistic is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Calamos Opportunistic is generally in the same direction as the market. If Beta > 1 Calamos Opportunistic moves generally in the same direction as, but more than the movement of the benchmark.
Calamos Opportunistic April 24, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Calamos Opportunistic help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Calamos Opportunistic Value. We use our internally-developed statistical techniques to arrive at the intrinsic value of Calamos Opportunistic Value 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 Opportunistic's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.7761 | |||
| Information Ratio | (0.03) | |||
| Maximum Drawdown | 3.91 | |||
| Value At Risk | (1.23) | |||
| Potential Upside | 1.21 |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Calamos Opportunistic Value. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation. Note that the Calamos Opportunistic information on this page should be used as a complementary analysis to other Calamos Opportunistic's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Sync Your Broker module to sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors..