Calamos Dynamic Financial Statements From 2010 to 2025
| CCD Fund | USD 21.78 0.05 0.23% |
Market Capitalization 387.3 M |
Check Calamos Dynamic financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Calamos Dynamic's main balance sheet or income statement drivers, such as , as well as many indicators such as . Calamos financial statements analysis is a perfect complement when working with Calamos Dynamic Valuation or Volatility modules.
Calamos |
Calamos Dynamic Convertible Fund Year To Date Return Analysis
Calamos Dynamic's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Calamos Dynamic Year To Date Return | 4.10 % |
Most of Calamos Dynamic's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Calamos Dynamic Convertible is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
| Competition |
In accordance with the company's disclosures, Calamos Dynamic Convertible has a Year To Date Return of 4.0997%. This is much higher than that of the Financial Services family and significantly higher than that of the Asset Management category. The year to date return for all United States funds is notably lower than that of the firm.
Calamos Dynamic Conv Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Calamos Dynamic's current stock value. Our valuation model uses many indicators to compare Calamos Dynamic value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Calamos Dynamic competition to find correlations between indicators driving Calamos Dynamic's intrinsic value. More Info.Calamos Dynamic Convertible is rated below average in price to earning among similar funds. It is fifth largest fund in beta among similar funds totaling about 0.56 of Beta per Price To Earning. The ratio of Price To Earning to Beta for Calamos Dynamic Convertible is roughly 1.78 . Comparative valuation analysis is a catch-all technique that is used if you cannot value Calamos Dynamic by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.About Calamos Dynamic Financial Statements
Calamos Dynamic stakeholders use historical fundamental indicators, such as Calamos Dynamic's revenue or net income, to determine how well the company is positioned to perform in the future. Although Calamos Dynamic investors may analyze each financial statement separately, they are all interrelated. For example, changes in Calamos Dynamic's assets and liabilities are reflected in the revenues and expenses on Calamos Dynamic's income statement, which ultimately affect the company's gains or losses. Understanding these patterns can help in making the right long-term investment decisions in Calamos Dynamic Convertible. Please read more on our technical analysis and fundamental analysis pages.
Calamos Dynamic Convertible and Income Fund is a closed ended fixed income mutual fund launched by Calamos Investments LLC. It is managed by Calamos Advisors LLC. The fund invests in the fixed income markets of the United States. It primarily invests in a portfolio of convertible securities, investment grade and below investment grade bonds, loans, equity-linked notes, and floating rate securities. The fund also invests through derivatives such as options. It employs fundamental analysis with a top-down global macroeconomic approach to create its portfolio. Calamos Dynamic Convertible and Income Fund was formed on March 11, 2014 and is domiciled in the United States.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Calamos Fund
Calamos Dynamic financial ratios help investors to determine whether Calamos 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 Dynamic security.
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