Calamos Short One Year Return vs. Cash Position Weight

CSTBX Fund  USD 9.56  0.01  0.10%   
Based on Calamos Short's profitability indicators, Calamos Short Term Bond may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Calamos Short's ability to earn profits and add value for shareholders.
For Calamos Short profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Calamos Short to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Calamos Short Term Bond utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Calamos Short's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Calamos Short Term Bond over time as well as its relative position and ranking within its peers.
  
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Please note, there is a significant difference between Calamos Short's value and its price as these two are different measures arrived at by different means. Investors typically determine if Calamos Short is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Calamos Short's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Calamos Short Term Cash Position Weight vs. One Year Return Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Calamos Short's current stock value. Our valuation model uses many indicators to compare Calamos Short value to that of its competitors to determine the firm's financial worth.
Calamos Short Term Bond is the top fund in one year return among similar funds. It also is the top fund in cash position weight among similar funds creating about  0.21  of Cash Position Weight per One Year Return. The ratio of One Year Return to Cash Position Weight for Calamos Short Term Bond is roughly  4.79 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Calamos Short's earnings, one of the primary drivers of an investment's value.

Calamos Cash Position Weight vs. One Year Return

One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.

Calamos Short

One Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
6.14 %
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.

Calamos Short

Cash Percentage

 = 

% of Cash

in the fund

 = 
1.28 %
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.

Calamos Cash Position Weight Comparison

Calamos Short is currently under evaluation in cash position weight among similar funds.

Calamos Short Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Calamos Short, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Calamos Short will eventually generate negative long term returns. The profitability progress is the general direction of Calamos Short's change in net profit over the period of time. It can combine multiple indicators of Calamos Short, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
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.

Calamos Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Calamos Short. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Calamos Short position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Calamos Short's important profitability drivers and their relationship over time.

Use Calamos Short in pair-trading

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Calamos Short position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Calamos Short will appreciate offsetting losses from the drop in the long position's value.

Calamos Short Pair Trading

Calamos Short Term Bond Pair Trading Analysis

The ability to find closely correlated positions to Calamos Short could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Calamos Short when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Calamos Short - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Calamos Short Term Bond to buy it.
The correlation of Calamos Short is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Calamos Short moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Calamos Short Term moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Calamos Short can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Calamos Short position

In addition to having Calamos Short in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Run ESG Investing Thematic Idea Now

ESG Investing
ESG Investing Theme
Sustainable investments that promote the conservation of the natural world, social resposibility, freindly employees policies and strong governance. The ESG Investing theme has 51 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize ESG Investing Theme or any other thematic opportunities.
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Other Information on Investing in Calamos Mutual Fund

To fully project Calamos Short's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Calamos Short Term at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Calamos Short's income statement, its balance sheet, and the statement of cash flows.
Potential Calamos Short investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Calamos Short investors may work on each financial statement separately, they are all related. The changes in Calamos Short's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Calamos Short's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
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