Calamos Strategic Total Fund Manager Performance Evaluation
| CSQ Fund | USD 16.78 0.19 1.15% |
The fund shows a Beta (market volatility) of 0.82, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Calamos Strategic's returns are expected to increase less than the market. However, during the bear market, the loss of holding Calamos Strategic is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Calamos Strategic Total has generated negative risk-adjusted returns adding no value to fund investors. Even with relatively invariable basic indicators, Calamos Strategic is not utilizing all of its potentials. The recent stock price agitation, may contribute to short-term losses for the retail investors.
...more1 | How Two Sorority Sisters Launched a Healthcare Venture Capital Firm - CSQ Magazine | 01/15/2025 |
2 | CSQ stock touches 52-week high at 18.55 amid strong yearly gains - Investing.com | 01/31/2025 |
3 | Pivots Trading Plans and Risk Controls - Stock Traders Daily | 02/26/2025 |
4 | Trading Signals - Stock Traders Daily | 03/19/2025 |
Calamos |
Calamos Strategic Relative Risk vs. Return Landscape
If you would invest 1,787 in Calamos Strategic Total on December 24, 2024 and sell it today you would lose (109.00) from holding Calamos Strategic Total or give up 6.1% of portfolio value over 90 days. Calamos Strategic Total is generating negative expected returns assuming volatility of 1.0074% on return distribution over 90 days investment horizon. In other words, 8% of funds are less volatile than Calamos, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Calamos Strategic Current Valuation
Fairly Valued
Today
Please note that Calamos Strategic's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Calamos Strategic Total shows a prevailing Real Value of $16.72 per share. The current price of the fund is $16.78. We determine the value of Calamos Strategic Total from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor buying undervalued funds and selling overvalued funds since, at some point, fund prices and their ongoing real values will blend.
Calamos Strategic's intrinsic value may or may not be the same as its current market price of 16.78, 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 16.78 | Real 16.72 | Hype 16.56 | Naive 17.09 |
The intrinsic value of Calamos Strategic'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 Strategic'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 Strategic Total helps investors to forecast how Calamos 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 Strategic more accurately as focusing exclusively on Calamos Strategic's fundamentals will not take into account other important factors: Calamos Strategic Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Calamos Strategic's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Calamos Strategic Total, and traders can use it to determine the average amount a Calamos Strategic'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 = -0.0974
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CSQ |
Estimated Market Risk
| 1.01 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.1 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 Strategic 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 Strategic by adding Calamos Strategic to a well-diversified portfolio.
Calamos Strategic Fundamentals Growth
Calamos Fund prices reflect investors' perceptions of the future prospects and financial health of Calamos Strategic, and Calamos Strategic 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 Fund performance.
| Return On Equity | -4.21 | ||||
| Return On Asset | 0.42 | ||||
| Profit Margin | (164.61) % | ||||
| Operating Margin | 37.72 % | ||||
| Current Valuation | 3.28 B | ||||
| Shares Outstanding | 157.31 M | ||||
| Price To Earning | 9.66 X | ||||
| Price To Book | 1.05 X | ||||
| Price To Sales | 33.41 X | ||||
| Revenue | 65.91 M | ||||
| Total Debt | 1.18 B | ||||
| Debt To Equity | 0.48 % | ||||
| Book Value Per Share | 13.30 X | ||||
| Cash Flow From Operations | 212.57 M | ||||
| Earnings Per Share | 1.45 X | ||||
About Calamos Strategic Performance
Assessing Calamos Strategic's fundamental ratios provides investors with valuable insights into Calamos Strategic's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Calamos Strategic is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
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.Things to note about Calamos Strategic Total performance evaluation
Checking the ongoing alerts about Calamos Strategic for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Calamos Strategic Total help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Calamos Strategic generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Trading Signals - Stock Traders Daily |
- Analyzing Calamos Strategic'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 Strategic's stock is overvalued or undervalued compared to its peers.
- Examining Calamos Strategic'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 Strategic's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Calamos Strategic's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Calamos Strategic's fund. These opinions can provide insight into Calamos Strategic's potential for growth and whether the stock is currently undervalued or overvalued.
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.
| Equity Analysis Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing |