Calamos Convertible Financial Statements From 2010 to 2024
| CHI Fund | USD 12.08 0.03 0.25% |
Market Capitalization 526.3 M |
Check Calamos Convertible financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Calamos Convertible's main balance sheet or income statement drivers, such as , as well as many indicators such as . Calamos financial statements analysis is a perfect complement when working with Calamos Convertible Valuation or Volatility modules.
Calamos |
Calamos Convertible Opportunities Fund Beta Analysis
Calamos Convertible's Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
Current Calamos Convertible Beta | 1.25 |
Most of Calamos Convertible's fundamental indicators, such as Beta, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Calamos Convertible Opportunities is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
| Competition |
In accordance with the recently published financial statements, Calamos Convertible Opportunities has a Beta of 1.25. This is much higher than that of the Financial Services family and significantly higher than that of the Asset Management category. The beta for all United States funds is notably lower than that of the firm.
Calamos Convertible Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Calamos Convertible's current stock value. Our valuation model uses many indicators to compare Calamos Convertible value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Calamos Convertible competition to find correlations between indicators driving Calamos Convertible's intrinsic value. More Info.Calamos Convertible Opportunities is rated below average in price to earning among similar funds. It is fourth largest fund in price to book among similar funds fabricating about 0.23 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Calamos Convertible Opportunities is roughly 4.37 . 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 Convertible's earnings, one of the primary drivers of an investment's value.About Calamos Convertible Financial Statements
Investors use fundamental indicators, such as Calamos Convertible's revenue or net income, to determine how well the company is positioned to perform in the future. Although Calamos Convertible's investors may analyze each financial statement separately, they are all interrelated. Understanding these patterns can help investors make the right trading decisions.
Calamos Convertible Opportunities and Income Fund is a closed ended fixed income mutual fund launched by Calamos Investments LLC. It is managed by Calamos Advisors LLC. The fund invests in the fixed income markets of the United States. It primarily invests in a diversified portfolio of convertible securities and high yield corporate bonds rated Ba or lower by Moodys or BB or lower by Standard Poors. The fund employs both fundamental and quantitative analysis with a focus on such factors as financial soundness, ability to make interest and dividend payments, earnings and cash-flow forecast, and quality of management to create its portfolio. Calamos Convertible Opportunities and Income Fund was formed on April 17, 2002 and is domiciled in the United States.
Currently Active Assets on Macroaxis
Other Information on Investing in Calamos Fund
Calamos Convertible 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 Convertible security.
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