Calamos Strategic Financials
| CSQ Fund | USD 16.59 0.02 0.12% |
Calamos |
Please note that you must use caution to infer results of funds 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 Strategic Fund Summary
Calamos Strategic competes with Calamos Convertible, Calamos Dynamic, Calamos Global, Calamos LongShort, and Calamos Convertible. Calamos Strategic Total Return Fund is a closed ended balanced mutual fund launched by Calamos Investments LLC. The fund is managed by Calamos Advisors LLC. It invests in the public equity and fixed income markets of the United States. The fund seeks to invest in securities of companies operating across diversified sectors. It primarily invests in common and preferred stocks of companies across all market capitalizations, convertible securities, and high yield corporate bonds with an average credit rating of BB as rated by SP. The fund employs both fundamental and quantitative analysis with a combination of bottom-up and top-down security picking approaches to create its portfolio. Calamos Strategic Total Return Fund was formed on December 31, 2003 and is domiciled in the United States.Specialization | null, Allocation--50% to 70% Equity |
| Instrument | USA Fund View All |
| Exchange | NASDAQ Exchange |
| ISIN | US1281251017 |
| CUSIP | 128125101 |
| Location | Illinois; U.S.A |
| Business Address | 2020 Calamos Court |
| Fund Family | Financial Services |
| Fund Category | Asset Management |
| Benchmark | Dow Jones Industrial |
| Website | fundinvestor.calamos.com/closedendfunds/cefund.aspx?name=csq |
| Phone | 630 245 7200 |
| Currency | USD - US Dollar |
Calamos Strategic Key Financial Ratios
Calamos Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Calamos Strategic's current stock value. Our valuation model uses many indicators to compare Calamos Strategic value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Calamos Strategic competition to find correlations between indicators driving Calamos Strategic's intrinsic value. More Info.Calamos Strategic Total is third largest fund in price to earning among similar funds. It is second largest fund in price to book among similar funds fabricating about 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Calamos Strategic Total is roughly 9.20 . Comparative valuation analysis is a catch-all technique that is used if you cannot value Calamos Strategic 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.Calamos Strategic Total Systematic Risk
Calamos Strategic's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Calamos Strategic 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.
The function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Calamos Strategic Total correlated with the market. If Beta is less than 0 Calamos Strategic generally moves in the opposite direction as compared to the market. If Calamos Strategic Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Calamos Strategic Total is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Calamos Strategic is generally in the same direction as the market. If Beta > 1 Calamos Strategic moves generally in the same direction as, but more than the movement of the benchmark.
Calamos Strategic March 24, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Calamos Strategic help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Calamos Strategic Total. We use our internally-developed statistical techniques to arrive at the intrinsic value of Calamos Strategic Total based on widely used predictive technical indicators. In general, we focus on analyzing Calamos Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Calamos Strategic's daily price indicators and compare them against related drivers.
| Information Ratio | (0.05) | |||
| Maximum Drawdown | 5.19 | |||
| Value At Risk | (1.89) | |||
| Potential Upside | 1.33 |
Other Information on Investing in Calamos Fund
Calamos Strategic 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 Strategic security.
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