Calamos Phineus Financials
| CPCLX Fund | USD 16.13 0.01 0.06% |
Calamos |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Calamos Phineus Fund Summary
Calamos Phineus competes with Neuberger Berman, Neuberger Berman, and Pimco Rae. The fund aims to achieve its investment objective primarily by investing globally in publicly listed equity securities, including common stock and American Depositary Receipts, of issuers of all market capitalizations that operate in the knowledge-based sectors such as technology, communications and media, as well as financial services and healthcare, and other investment companies, including exchange-traded funds, that track or otherwise provide exposure to such sectors.Specialization | Long-Short Equity, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Calamos Investment Trust |
| Mutual Fund Family | Calamos |
| Mutual Fund Category | Long-Short Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 800 582 6959 |
| Currency | USD - US Dollar |
Calamos Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Calamos Phineus's current stock value. Our valuation model uses many indicators to compare Calamos Phineus value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Calamos Phineus competition to find correlations between indicators driving Calamos Phineus's intrinsic value. More Info.Calamos Phineus Longshort is second largest fund in annual yield among similar funds. It also is second largest fund in year to date return among similar funds creating about 919.99 of Year To Date Return per Annual Yield. 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 Phineus' earnings, one of the primary drivers of an investment's value.Calamos Phineus Longshort Systematic Risk
Calamos Phineus' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Calamos Phineus volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was four with a total number of output elements of fifty-seven. The Beta measures systematic risk based on how returns on Calamos Phineus Longshort correlated with the market. If Beta is less than 0 Calamos Phineus generally moves in the opposite direction as compared to the market. If Calamos Phineus Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Calamos Phineus Longshort is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Calamos Phineus is generally in the same direction as the market. If Beta > 1 Calamos Phineus moves generally in the same direction as, but more than the movement of the benchmark.
Calamos Phineus November 27, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Calamos Phineus help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Calamos Phineus Longshort. We use our internally-developed statistical techniques to arrive at the intrinsic value of Calamos Phineus Longshort based on widely used predictive technical indicators. In general, we focus on analyzing Calamos Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Calamos Phineus's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.3313 | |||
| Information Ratio | (0.28) | |||
| Maximum Drawdown | 1.94 | |||
| Value At Risk | (0.49) | |||
| Potential Upside | 0.627 |
Other Information on Investing in Calamos Mutual Fund
Calamos Phineus 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 Phineus security.
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