Calamos Convertible Competition

CCVIX Fund

USD 22.70 0.05 0.22%

Calamos Convertible competes with Calamos Antetokounmpo, Calamos Antetokounmpo, Calamos Antetokounmpo, Calamos Opportunistic, and Calamos Opportunistic; as well as few others. The fund is listed under Convertibles category and is part of Calamos family. Analyzing Calamos Convertible competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Calamos Convertible to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Calamos Convertible Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Calamos Convertible competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
22.19	22.70	23.21

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Intrinsic

Valuation

Low	Real	High
20.43	24.18	24.69

Details

Calamos Convertible Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Calamos Convertible and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Calamos and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Calamos Convertible does not affect the price movement of the other competitor.

	SROIX	SROCX	SRORX	CVAIX	CVACX	CVAAX	CVGRX	CVGCX	CVLOX	CVLCX
SROIX		1.0	0.87	0.89	0.9	0.89	0.85	0.85	0.95	0.85	SROIX
SROCX	1.0		0.87	0.87	0.88	0.87	0.83	0.83	0.94	0.85	SROCX
SRORX	0.87	0.87		0.82	0.83	0.82	0.79	0.79	0.86	0.76	SRORX
CVAIX	0.89	0.87	0.82		1.0	1.0	0.99	0.99	0.9	0.82	CVAIX
CVACX	0.9	0.88	0.83	1.0		1.0	0.99	0.99	0.9	0.82	CVACX
CVAAX	0.89	0.87	0.82	1.0	1.0		0.99	0.99	0.9	0.82	CVAAX
CVGRX	0.85	0.83	0.79	0.99	0.99	0.99		1.0	0.86	0.78	CVGRX
CVGCX	0.85	0.83	0.79	0.99	0.99	0.99	1.0		0.86	0.78	CVGCX
CVLOX	0.95	0.94	0.86	0.9	0.9	0.9	0.86	0.86		0.91	CVLOX
CVLCX	0.85	0.85	0.76	0.82	0.82	0.82	0.78	0.78	0.91		CVLCX
	SROIX	SROCX	SRORX	CVAIX	CVACX	CVAAX	CVGRX	CVGCX	CVLOX	CVLCX

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Risk-Adjusted Indicators

There is a big difference between Calamos Mutual Fund performing well and Calamos Convertible Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Calamos Convertible's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
SROIX	0.52	(0.05)	(0.12)	0.04	0.66	(0.56)	1.04	(1.30)	3.47
SROCX	0.52	(0.05)	(0.13)	0.04	0.66	(0.55)	1.05	(1.26)	3.52
SRORX	0.52	0.03	(0.11)	0.40	0.66	(0.55)	1.11	(1.25)	3.47
CVAIX	0.57	(0.01)	(0.03)	0.11	0.71	(0.65)	1.11	(1.66)	4.11
CVACX	0.57	(0.01)	(0.04)	0.10	0.72	(0.65)	1.14	(1.71)	4.19
CVAAX	0.57	(0.01)	(0.03)	0.11	0.72	(0.65)	1.11	(1.70)	4.16
CVGRX	0.71	0.01	0.00	0.13	1.01	(0.67)	1.62	(2.15)	4.90
CVGCX	0.70	0.00	0.00	0.12	1.02	(0.67)	1.63	(2.20)	4.91
CVLOX	0.45	(0.05)	(0.16)	0.03	0.57	(0.51)	1.00	(0.98)	3.00
CVLCX	0.46	0.02	(0.14)	1.34	0.59	(0.53)	1.00	(1.00)	3.03

Unable to evaluate fundamental data of [SROIX, SROCX, SRORX, CVAIX, CVACX, CVAAX, CVGRX, CVGCX, CVLOX, CVLCX] at this time. Please try again later

All Fundamental Data

Calamos Convertible Competitive Analysis

The better you understand Calamos Convertible competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Calamos Convertible's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Calamos Convertible's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	CCVIX	SROIX	SROCX	SRORX	CVAIX	CVACX	CVAAX	CVGRX	CVGCX	CVLOX
	0.22 22.70 Calamos	0.39 12.93 Calamos	0.39 12.76 Calamos	0.31 12.93 Calamos	0.54 24.37 Calamos	0.58 18.96 Calamos	0.52 23.31 Calamos	0.87 47.34 Calamos	0.89 16.92 Calamos	0.23 13.34 Calamos
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Solid	Modest	Insignificant	Modest	Good	Good	Good	Good	Good	Modest
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Under Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Cautious Hold	Strong Sell	Strong Sell	Strong Sell	Strong Sell	Strong Sell	Strong Sell	Strong Sell	Strong Sell	Strong Sell
Net Asset	961.65 M	3.83 M	3.83 M	3.83 M	50.87 M	45.86 M	46.1 M	1.31 B	1.31 B	226.86 M
Minimum Initial Investment	N/A	N/A	N/A	N/A	1000 K	N/A	N/A	N/A	N/A	N/A
Price To Book	1.93	N/A	N/A	N/A	1.94	1.75	1.73	3.94	3.94	2.66
Five Year Return	9.74	N/A	N/A	N/A	14.51	12.82	13.65	14.97	14.24	11.87
One Year Return	21.55	N/A	N/A	N/A	31.23	29.34	30.29	36.43	35.03	30.1
Last Dividend Paid	0.06	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	0.01
Price To Earning	9.71	N/A	N/A	N/A	17.13	16.23	16.69	22.53	22.53	20.77
Price To Sales	1.81	N/A	N/A	N/A	1.59	1.44	1.45	2.99	2.99	2.5
Cash Position Weight	2.25	N/A	N/A	N/A	1.47	5.24	5.24	2.87	2.87	0.36
Equity Positions Weight	4.02	N/A	N/A	N/A	98.53	94.76	94.76	97.13	97.13	72.85
Three Year Return	-0.52	N/A	N/A	N/A	9.12	7.15	7.96	5.73	4.87	3.35
Annual Yield	0.0148	0.0041	N/A	0.0041	2.0E-4	N/A	N/A	N/A	N/A	0.0042
Year To Date Return	14.56	N/A	N/A	N/A	25.64	22.51	23.32	31.42	30.27	25.7
Ten Year Return	7.83	N/A	N/A	N/A	8.38	7.3	8.1	10.76	9.94	5.91
Daily Balance Of Power	(9,223,372,036,855)	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T
Day Typical Price	22.7	12.93	12.76	12.93	24.37	18.96	23.31	47.34	16.92	13.34
Period Momentum Indicator	(0.05)	0.05	0.05	0.04	0.13	0.11	0.12	0.41	0.15	0.03
Rate Of Daily Change	1.0	1.0	1.0	1.0	1.01	1.01	1.01	1.01	1.01	1.0
Day Median Price	22.7	12.93	12.76	12.93	24.37	18.96	23.31	47.34	16.92	13.34
Price Action Indicator	(0.03)	0.025	0.025	0.02	0.065	0.055	0.06	0.21	0.075	0.015
Coefficient Of Variation	378.0	1781.38	1938.87	1462.16	811.63	857.22	820.89	829.88	845.64	2008.06
Mean Deviation	0.4048	0.5218	0.5198	0.5215	0.5728	0.5736	0.5709	0.7082	0.7007	0.4505
Jensen Alpha	0.0633	(0.05)	(0.05)	0.0255	(0.01)	(0.01)	(0.01)	0.0072	0.0047	(0.05)
Total Risk Alpha	0.0458	(0.08)	(0.08)	(0.07)	(0.04)	(0.04)	(0.04)	(0.05)	(0.05)	(0.07)
Sortino Ratio	0.0126	(0.12)	(0.13)	(0.11)	(0.03)	(0.04)	(0.03)	(0)	(0)	(0.16)
Downside Variance	0.2533	0.5261	0.4855	0.5337	0.7778	0.7596	0.8119	1.73	1.83	0.3852
Standard Deviation	0.5102	0.6764	0.6744	0.6763	0.8065	0.809	0.8069	1.04	1.04	0.6143
Kurtosis	(0.19)	0.9563	1.06	0.9465	1.73	1.82	1.78	1.62	1.7	1.48
Potential Upside	1.03	1.04	1.05	1.11	1.11	1.14	1.11	1.62	1.63	0.9992
Treynor Ratio	0.2404	0.0448	0.0396	0.4011	0.1076	0.1017	0.1063	0.1265	0.1237	0.0349
Maximum Drawdown	2.01	3.47	3.52	3.47	4.11	4.19	4.16	4.9	4.91	3.0
Variance	0.2603	0.4576	0.4548	0.4574	0.6505	0.6544	0.6512	1.08	1.08	0.3774
Market Risk Adjusted Performance	0.2504	0.0548	0.0496	0.4111	0.1176	0.1117	0.1163	0.1365	0.1337	0.0449
Risk Adjusted Performance	0.1972	0.0416	0.0381	0.051	0.0947	0.0897	0.0936	0.0947	0.093	0.0356
Skewness	(0.19)	(0.52)	(0.49)	(0.51)	(0.44)	(0.44)	(0.44)	(0.56)	(0.59)	(0.24)
Semi Deviation	0.2489	0.6615	0.6591	0.659	0.7145	0.7242	0.7169	1.01	1.02	0.5654
Information Ratio	0.0124	(0.13)	(0.14)	(0.12)	(0.04)	(0.04)	(0.04)	(0)	(0.01)	(0.16)
Value At Risk	(0.69)	(1.30)	(1.26)	(1.25)	(1.66)	(1.71)	(1.70)	(2.15)	(2.20)	(0.98)
Expected Short fall	(0.47)	(0.56)	(0.55)	(0.55)	(0.65)	(0.65)	(0.65)	(0.67)	(0.67)	(0.51)
Downside Deviation	0.5033	0.7253	0.6968	0.7305	0.8819	0.8715	0.9011	1.31	1.35	0.6206
Semi Variance	0.0619	0.4376	0.4344	0.4343	0.5105	0.5244	0.5139	1.02	1.03	0.3197

Calamos Convertible Competition Performance Charts

Five steps to successful analysis of Calamos Convertible Competition

Calamos Convertible's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Calamos Convertible in relation to its competition. Calamos Convertible's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Calamos Convertible in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Calamos Convertible's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Calamos Convertible, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Calamos Convertible position

In addition to having Calamos Convertible 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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Banking

Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Banking theme has 61 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 Banking Theme or any other thematic opportunities.

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Other Information on Investing in Calamos Mutual Fund

Calamos Convertible 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 Convertible security.

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