Calamos Antetokounmpo Sustainable Fund Manager Performance Evaluation
| SROCX Fund | 12.80 0.06 0.47% |
The fund shows a Beta (market volatility) of 0.63, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Calamos Antetokounmpo's returns are expected to increase less than the market. However, during the bear market, the loss of holding Calamos Antetokounmpo is expected to be smaller as well.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Calamos Antetokounmpo Sustainable are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Calamos Antetokounmpo is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreCalamos |
Calamos Antetokounmpo Relative Risk vs. Return Landscape
If you would invest 1,226 in Calamos Antetokounmpo Sustainable on September 2, 2024 and sell it today you would earn a total of 54.00 from holding Calamos Antetokounmpo Sustainable or generate 4.4% return on investment over 90 days. Calamos Antetokounmpo Sustainable is currently producing 0.0694% returns and takes up 0.634% volatility of returns over 90 trading days. Put another way, 5% 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 Antetokounmpo Current Valuation
Fairly Valued
Today
Please note that Calamos Antetokounmpo's price fluctuation is very steady at this time. Calamos Antetokounmpo shows a prevailing Real Value of USD12.71 per share. The current price of the fund is USD12.8. Our model approximates the value of Calamos Antetokounmpo from analyzing the entity technical indicators and probability of bankruptcy. In general, investors 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 Antetokounmpo is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Calamos Mutual Fund. However, Calamos Antetokounmpo'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 12.8 | Real 12.71 | Hype 12.8 |
The intrinsic value of Calamos Antetokounmpo'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 Antetokounmpo'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 Antetokounmpo Sustainable 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 Antetokounmpo more accurately as focusing exclusively on Calamos Antetokounmpo's fundamentals will not take into account other important factors: Calamos Antetokounmpo Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Calamos Antetokounmpo's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Calamos Antetokounmpo Sustainable, and traders can use it to determine the average amount a Calamos Antetokounmpo'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 = 0.1094
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | SROCX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.63 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Calamos Antetokounmpo is performing at about 8% 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 Antetokounmpo by adding it to a well-diversified portfolio.
About Calamos Antetokounmpo Performance
Evaluating Calamos Antetokounmpo's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Calamos Antetokounmpo 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 Antetokounmpo 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 will, under normal circumstances, invest at least 80 percent of its net assets in equity securities of issuers domiciled in the U.S. that, in the view of the subadviser, have above average growth potential and meet the environmental, social and governance criteria. The fund may invest up to 20 percent of its net assets in American Depositary Receipts , which are securities representing equity ownership in foreign issuers. The fund may invest in companies of any size and seeks diversification by economic sector.Things to note about Calamos Antetokounmpo performance evaluation
Checking the ongoing alerts about Calamos Antetokounmpo for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Calamos Antetokounmpo help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains all of the assets in different exotic instruments |
- Analyzing Calamos Antetokounmpo'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 Antetokounmpo's stock is overvalued or undervalued compared to its peers.
- Examining Calamos Antetokounmpo'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 Antetokounmpo's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Calamos Antetokounmpo's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Calamos Antetokounmpo's mutual fund. These opinions can provide insight into Calamos Antetokounmpo's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Calamos Mutual Fund
Calamos Antetokounmpo 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 Antetokounmpo security.
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing |