Calamos Total Financials
| CTRAX Fund | USD 8.98 0.02 0.22% |
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 Total Fund Summary
Calamos Total competes with Goldman Sachs, Ivy Natural, Dreyfus Natural, and Victory Global. The fund normally invests at least 80 percent of its net assets in a diversified portfolio of fixed-income instruments of varying maturities, including derivative instruments with economic characteristics similar to fixed-income instruments. It may invest up to 25 percent of its net assets in high yield debt securities, often referred to as junk bonds. The fund may invest up to 35 percent of its net assets in foreign securities.Specialization | Intermediate Core-Plus Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Calamos Investment Trust |
| Mutual Fund Family | Calamos |
| Mutual Fund Category | Intermediate Core-Plus Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 800 582 6959 |
| Currency | USD - US Dollar |
Calamos Total Key Financial Ratios
Calamos Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Calamos Total's current stock value. Our valuation model uses many indicators to compare Calamos Total value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Calamos Total competition to find correlations between indicators driving Calamos Total's intrinsic value. More Info.Calamos Total Return is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 3,132 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 Total's earnings, one of the primary drivers of an investment's value.Calamos Total Return Systematic Risk
Calamos Total's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Calamos Total 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 Total Return correlated with the market. If Beta is less than 0 Calamos Total generally moves in the opposite direction as compared to the market. If Calamos Total Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Calamos Total Return is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Calamos Total is generally in the same direction as the market. If Beta > 1 Calamos Total moves generally in the same direction as, but more than the movement of the benchmark.
Calamos Total November 27, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Calamos Total help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Calamos Total Return. We use our internally-developed statistical techniques to arrive at the intrinsic value of Calamos Total Return 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 Total's daily price indicators and compare them against related drivers.
| Information Ratio | (0.49) | |||
| Maximum Drawdown | 1.34 | |||
| Value At Risk | (0.66) | |||
| Potential Upside | 0.4415 |
Other Information on Investing in Calamos Mutual Fund
Calamos Total 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 Total security.
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