Calamos Growth Income Fund Manager Performance Evaluation
| CGIIX Fund | USD 46.31 0.58 1.27% |
The fund shows a Beta (market volatility) of 0.39, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Calamos Growth's returns are expected to increase less than the market. However, during the bear market, the loss of holding Calamos Growth is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Calamos Growth Income has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Calamos Growth is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.8100 |
Calamos |
Calamos Growth Relative Risk vs. Return Landscape
If you would invest 4,889 in Calamos Growth Income on December 2, 2024 and sell it today you would lose (258.00) from holding Calamos Growth Income or give up 5.28% of portfolio value over 90 days. Calamos Growth Income is currently producing negative expected returns and takes up 0.8782% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Calamos, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Calamos Growth Current Valuation
Fairly Valued
Today
Please note that Calamos Growth's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Calamos Growth Income shows a prevailing Real Value of $46.62 per share. The current price of the fund is $46.31. We determine the value of Calamos Growth Income from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Calamos Growth is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Calamos Mutual Fund. However, Calamos Growth's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 46.31 | Real 46.62 | Hype 46.31 | Naive 46.13 |
The intrinsic value of Calamos Growth's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Calamos Growth's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Calamos Growth Income helps investors to forecast how Calamos mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Calamos Growth more accurately as focusing exclusively on Calamos Growth's fundamentals will not take into account other important factors: Calamos Growth Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Calamos Growth's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Calamos Growth Income, and traders can use it to determine the average amount a Calamos Growth's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0968
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CGIIX |
Estimated Market Risk
| 0.88 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.08 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.1 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Calamos Growth is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Calamos Growth by adding Calamos Growth to a well-diversified portfolio.
Calamos Growth Fundamentals Growth
Calamos Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Calamos Growth, and Calamos Growth fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Calamos Mutual Fund performance.
| Price To Earning | 17.81 X | ||||
| Price To Book | 2.53 X | ||||
| Price To Sales | 2.05 X | ||||
| Total Asset | 2.89 B | ||||
About Calamos Growth Performance
Evaluating Calamos Growth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Calamos Growth has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Calamos Growth has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
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.Things to note about Calamos Growth Income performance evaluation
Checking the ongoing alerts about Calamos Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Calamos Growth Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Calamos Growth generated a negative expected return over the last 90 days |
- Analyzing Calamos Growth's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Calamos Growth's stock is overvalued or undervalued compared to its peers.
- Examining Calamos Growth's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Calamos Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Calamos Growth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Calamos Growth's mutual fund. These opinions can provide insight into Calamos Growth's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Calamos Mutual Fund
Calamos Growth financial ratios help investors to determine whether Calamos Mutual 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 Growth security.
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