Calamos Short Term Bond Fund Manager Performance Evaluation
| CSTBX Fund | USD 9.54 0.01 0.10% |
The fund shows a Beta (market volatility) of 0.0085, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Calamos Short's returns are expected to increase less than the market. However, during the bear market, the loss of holding Calamos Short is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Calamos Short Term Bond are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental drivers, Calamos Short is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreCalamos |
Calamos Short Relative Risk vs. Return Landscape
If you would invest 942.00 in Calamos Short Term Bond on December 17, 2024 and sell it today you would earn a total of 12.00 from holding Calamos Short Term Bond or generate 1.27% return on investment over 90 days. Calamos Short Term Bond is currently producing 0.0212% returns and takes up 0.1442% volatility of returns over 90 trading days. Put another way, 1% 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 Short Current Valuation
Fairly Valued
Today
Please note that Calamos Short's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Calamos Short Term shows a prevailing Real Value of $9.52 per share. The current price of the fund is $9.54. We determine the value of Calamos Short Term 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 Short is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Calamos Mutual Fund. However, Calamos Short'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 9.54 | Real 9.52 | Hype 9.54 | Naive 9.52 |
The intrinsic value of Calamos Short'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 Short'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 Short Term Bond 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 Short more accurately as focusing exclusively on Calamos Short's fundamentals will not take into account other important factors: Calamos Short Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Calamos Short's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Calamos Short Term Bond, and traders can use it to determine the average amount a Calamos Short'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 = 0.147
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CSTBX |
Estimated Market Risk
| 0.14 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average Calamos Short is performing at about 11% of its full potential. 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 Short by adding it to a well-diversified portfolio.
Calamos Short Fundamentals Growth
Calamos Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Calamos Short, and Calamos Short 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 | 6.78 X | ||||
| Total Asset | 359.17 M | ||||
About Calamos Short Performance
Evaluating Calamos Short's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Calamos Short 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 Short 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 normally invests at least 80 percent of its net assets in a broad range of debt securities that have a dollar weighted average portfolio duration of three years or less.Things to note about Calamos Short Term performance evaluation
Checking the ongoing alerts about Calamos Short for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Calamos Short Term help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds about 16.08% of its assets under management (AUM) in fixed income securities |
- Analyzing Calamos Short'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 Short's stock is overvalued or undervalued compared to its peers.
- Examining Calamos Short'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 Short's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Calamos Short's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Calamos Short's mutual fund. These opinions can provide insight into Calamos Short's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Calamos Mutual Fund
Calamos Short 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 Short security.
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