Calamos Opportunistic Competition

CVAAX Fund

USD 23.31 0.12 0.52%

Calamos Opportunistic competes with Pimco Diversified, Massmutual Premier, Pgim Conservative, Jhancock Diversified, and Delaware Limited-term; as well as few others. The fund is listed under Large Blend category and is part of Calamos family. Analyzing Calamos Opportunistic 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 Opportunistic to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Calamos Opportunistic 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 Opportunistic competition on your existing holdings.

Specify up to 10 symbols:

Hype

Prediction

Low	Estimated	High
22.50	23.31	24.12

Details

Intrinsic

Valuation

Low	Real	High
22.20	23.01	23.82

Details

Naive

Forecast

Low	Next	High
22.50	23.31	24.13

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
21.99	22.77	23.55

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as Calamos Opportunistic. Your research has to be compared to or analyzed against Calamos Opportunistic's peers to derive any actionable benefits. When done correctly, Calamos Opportunistic's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Calamos Opportunistic.

Calamos Opportunistic Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Calamos Opportunistic 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 Opportunistic does not affect the price movement of the other competitor.

	PDNIX	MDBLX	PGFCX	JDJAX	DTICX	LIGFX	BICPX
PDNIX		0.81	0.74	0.46	0.87	0.39	0.89	PDNIX
MDBLX	0.81		0.35	0.48	0.76	-0.13	0.83	MDBLX
PGFCX	0.74	0.35		0.53	0.61	0.69	0.71	PGFCX
JDJAX	0.46	0.48	0.53		0.37	0.12	0.69	JDJAX
DTICX	0.87	0.76	0.61	0.37		0.17	0.73	DTICX
LIGFX	0.39	-0.13	0.69	0.12	0.17		0.35	LIGFX
BICPX	0.89	0.83	0.71	0.69	0.73	0.35		BICPX
	PDNIX	MDBLX	PGFCX	JDJAX	DTICX	LIGFX	BICPX

Click cells to compare fundamentals

Check Volatility

Backtest Portfolio

High positive correlations

BICPX	+ 0.89	PDNIX
DTICX	+ 0.87	PDNIX
BICPX	+ 0.83	MDBLX
MDBLX	+ 0.81	PDNIX
DTICX	+ 0.76	MDBLX
PGFCX	+ 0.74	PDNIX

High negative correlations

LIGFX

- 0.13

MDBLX

Risk-Adjusted Indicators

There is a big difference between Calamos Mutual Fund performing well and Calamos Opportunistic 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 Opportunistic'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
PDNIX	0.15	0.00	(0.49)	0.14	0.11	(0.20)	0.31	(0.31)	0.93
MDBLX	0.22	0.00	(0.39)	0.21	0.27	(0.26)	0.37	(0.60)	1.35
PGFCX	0.22	0.01	(0.35)	0.28	0.22	(0.26)	0.48	(0.48)	1.24
JDJAX	0.44	(0.08)	0.00	(0.09)	0.00	0.00	1.01	(0.90)	2.44
DTICX	0.08	0.00	(0.75)	(0.21)	0.00	(0.15)	0.13	(0.13)	0.64
LIGFX	0.25	(0.01)	(0.31)	0.08	0.21	(0.28)	0.55	(0.50)	1.23
BICPX	0.19	(0.01)	(0.45)	(0.02)	0.19	(0.29)	0.44	(0.43)	1.21

Unable to evaluate fundamental data of [PDNIX, MDBLX, PGFCX, JDJAX, DTICX, LIGFX, BICPX] at this time. Please try again later

All Fundamental Data

Calamos Opportunistic Competitive Analysis

The better you understand Calamos Opportunistic competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Calamos Opportunistic'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 Opportunistic'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

	CVAAX	PDNIX	MDBLX	PGFCX	JDJAX	DTICX	LIGFX	BICPX
	0.52 23.31 Calamos	0.10 9.73 Pimco	0.12 8.21 Massmutual	0.19 10.57 Pgim	0.11 8.90 Jhancock	0.25 7.87 Delaware	0.06 16.47 Lord	0.87 11.61 Blackrock
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Good	OK	Weak	Modest	Very Weak	Modest	OK	Insignificant
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Over 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
Trade Advice (90 Days Macroaxis Advice)	Strong Buy	Cautious Hold	Sell	Cautious Hold	Strong Buy	Strong Sell	Hold	Cautious Hold
Holdings Turnover	N/A	N/A	N/A	86.70 %	N/A	N/A	N/A	N/A
Net Asset	46.1 M	3.38 B	207.76 M	5.05 M	215.57 M	403.27 M	1.56 B	440.19 M
Minimum Initial Investment	N/A	N/A	N/A	1 K	N/A	N/A	N/A	2 M
Price To Book	1.73 X	N/A	N/A	2.87 X	N/A	N/A	1.53 X	2.30 X
Five Year Return	14.16 %	1.61 %	0.40 %	(1.68) %	1.59 %	0.81 %	5.70 %	3.13 %
One Year Return	31.57 %	11.31 %	10.05 %	16.26 %	(2.74) %	5.06 %	16.83 %	12.64 %
Last Dividend Paid	N/A	0.03	0.42	N/A	0.17	0.01	0.02	0.2
Price To Earning	16.69 X	N/A	N/A	15.16 X	N/A	N/A	15.43 X	18.50 X
Price To Sales	1.45 X	N/A	N/A	1.43 X	N/A	N/A	1.27 X	1.57 X
Cash Position Weight	5.24 %	(23.46) %	7.82 %	1.15 %	56.27 %	1.25 %	1.24 %	9.37 %
Equity Positions Weight	94.76 %	0.45 %	N/A	98.85 %	35.24 %	N/A	50.24 %	17.89 %
Three Year Return	8.92 %	0.38 %	(2.52) %	(8.18) %	4.18 %	0.68 %	1.44 %	0.15 %
Annual Yield	N/A	0.05 %	0.09 %	N/A	0.01 %	0 %	0.04 %	0.03 %
Year To Date Return	26.03 %	6.02 %	4.55 %	(2.44) %	1.47 %	3.26 %	11.79 %	7.50 %
Bond Positions Weight	N/A	43.57 %	15.06 %	N/A	(92.27) %	17.18 %	46.58 %	69.26 %
Ten Year Return	8.10 %	5.76 %	3.86 %	(6.10) %	N/A	0.90 %	5.79 %	6.63 %
Day Typical Price	23.31	9.73	8.21	10.57	8.9	7.87	16.47	11.61
Daily Balance Of Power	9.2 T	(9,223,372,036,855)	(9,223,372,036,855)	9.2 T	(9,223,372,036,855)	9.2 T	(9,223,372,036,855)	9.2 T
Period Momentum Indicator	0.12	(0.01)	(0.01)	0.02	(0.01)	0.02	(0.01)	0.1
Rate Of Daily Change	1.01	1.0	1.0	1.0	1.0	1.0	1.0	1.01
Day Median Price	23.31	9.73	8.21	10.57	8.9	7.87	16.47	11.61
Price Action Indicator	0.06	(0.01)	(0.01)	0.01	(0.01)	0.01	(0.01)	0.05
Relative Strength Index	42.74	22.07	35.39	34.0	26.37	31.46	35.38	20.05
Coefficient Of Variation	726.81	1254.34	12755.03	1347.72	(2,345)	1428.98	852.75	3239.35
Mean Deviation	0.5708	0.1468	0.2157	0.2209	0.4388	0.0767	0.2466	0.1888
Jensen Alpha	9.0E-4	9.0E-4	(0)	0.006	(0.08)	(0)	(0.01)	(0.01)
Total Risk Alpha	(0.03)	(0.03)	(0.05)	(0.03)	(0.12)	(0.02)	(0.02)	(0.04)
Sortino Ratio	(0.02)	(0.49)	(0.39)	(0.35)	N/A	(0.75)	(0.31)	(0.45)
Downside Variance	0.8414	0.0537	0.1064	0.0961	N/A	0.0264	0.0957	0.0739
Standard Deviation	0.8068	0.1988	0.2874	0.2774	0.5579	0.1112	0.3056	0.2656
Kurtosis	1.81	0.7996	0.7095	(0.1)	(0.30)	1.43	(0.39)	1.29
Potential Upside	1.11	0.309	0.3659	0.4757	1.01	0.1277	0.5518	0.4367
Treynor Ratio	0.1214	0.142	0.2094	0.2778	(0.09)	(0.21)	0.0826	(0.02)
Maximum Drawdown	4.16	0.9291	1.35	1.24	2.44	0.6352	1.23	1.21
Variance	0.651	0.0395	0.0826	0.077	0.3112	0.0124	0.0934	0.0705
Market Risk Adjusted Performance	0.1314	0.152	0.2194	0.2878	(0.08)	(0.20)	0.0926	(0.01)
Risk Adjusted Performance	0.1057	0.0325	(0.01)	0.0392	(0.04)	(0.01)	0.0746	0.0048
Skewness	(0.48)	0.0173	(0.13)	(0.29)	0.1783	(0.25)	(0.1)	0.6507
Semi Deviation	0.7188	0.1124	0.2692	0.2179	N/A	0.0	0.2092	0.186
Information Ratio	(0.02)	(0.58)	(0.45)	(0.40)	(0.28)	(1.10)	(0.31)	(0.46)
Value At Risk	(1.70)	(0.31)	(0.60)	(0.48)	(0.90)	(0.13)	(0.50)	(0.43)
Expected Short fall	(0.65)	(0.20)	(0.26)	(0.26)	N/A	(0.15)	(0.28)	(0.29)
Downside Deviation	0.9173	0.2317	0.3262	0.31	N/A	0.1626	0.3093	0.2719
Semi Variance	0.5167	0.0126	0.0725	0.0475	N/A	(0.000071)	0.0438	0.0346

Calamos Opportunistic Competition Performance Charts

Five steps to successful analysis of Calamos Opportunistic Competition

Calamos Opportunistic'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 Opportunistic in relation to its competition. Calamos Opportunistic's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Calamos Opportunistic 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 Opportunistic's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Calamos Opportunistic, 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 Opportunistic position

In addition to having Calamos Opportunistic 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.

Did You Try This Idea?

Run Healthcare Thematic Idea Now

Healthcare

Companies that provide healthcare goods and services including hospitals, health maintenance organizations, HMOs, or medical aid manufacturers. The Healthcare theme has 20 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 Healthcare Theme or any other thematic opportunities.

View All Next

Launch

Other Information on Investing in Calamos Mutual Fund

Calamos Opportunistic 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 Opportunistic security.

	Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format
	Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets
	Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions

Feedback Blog

Made with optimal in San Francisco

2024 Macroaxis LLC

Calamos Opportunistic Competition

Specify up to 10 symbols:

Calamos Opportunistic Competition Correlation Matrix

Risk-Adjusted Indicators

Calamos Opportunistic Competitive Analysis

Calamos Opportunistic Competition Performance Charts

Five steps to successful analysis of Calamos Opportunistic Competition

Complement your Calamos Opportunistic position

Did You Try This Idea?

Run Healthcare Thematic Idea Now

Healthcare

Other Information on Investing in Calamos Mutual Fund

COMMON DESTINATIONS

MAIN CATEGORIES

COMPANY