Calamos Global Growth Fund Manager Performance Evaluation
| CGCIX Fund | USD 13.83 0.01 0.07% |
The fund shows a Beta (market volatility) of 0.61, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Calamos Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding Calamos Global is expected to be smaller as well.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Calamos Global Growth are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Calamos Global is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.9700 |
Calamos |
Calamos Global Relative Risk vs. Return Landscape
If you would invest 1,357 in Calamos Global Growth on August 25, 2024 and sell it today you would earn a total of 26.00 from holding Calamos Global Growth or generate 1.92% return on investment over 90 days. Calamos Global Growth is currently producing 0.0311% returns and takes up 0.62% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Calamos, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Calamos Global Current Valuation
Fairly Valued
Today
Please note that Calamos Global's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Calamos Global Growth shows a prevailing Real Value of $13.75 per share. The current price of the fund is $13.83. We determine the value of Calamos Global Growth from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Calamos Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Calamos Mutual Fund. However, Calamos Global's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 13.83 | Real 13.75 | Hype 13.83 | Naive 13.74 |
The intrinsic value of Calamos Global's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Calamos Global's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Calamos Global Growth helps investors to forecast how Calamos mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Calamos Global more accurately as focusing exclusively on Calamos Global's fundamentals will not take into account other important factors: Calamos Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Calamos Global's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Calamos Global Growth, and traders can use it to determine the average amount a Calamos Global's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0502
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CGCIX |
Estimated Market Risk
| 0.62 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 3 97% of assets perform better |
Based on monthly moving average Calamos Global is performing at about 3% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Calamos Global by adding it to a well-diversified portfolio.
Calamos Global Fundamentals Growth
Calamos Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Calamos Global, and Calamos Global fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Calamos Mutual Fund performance.
| Price To Earning | 19.90 X | ||||
| Price To Book | 2.56 X | ||||
| Price To Sales | 2.42 X | ||||
| Total Asset | 302.56 M | ||||
About Calamos Global Performance
Evaluating Calamos Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Calamos Global has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Calamos Global has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests primarily in a globally-diversified portfolio of convertible, equity and fixed-income securities, which may include synthetic convertible instruments, without regard to market capitalization. The Advisor attempts to utilize these different types of securities to strike, in the investment advisers opinion, the appropriate balance between risk and reward in terms of growth and income. The fund will invest at least 40 percent of its assets in securities of foreign issuers.Things to note about Calamos Global Growth performance evaluation
Checking the ongoing alerts about Calamos Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Calamos Global Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Calamos Global's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Calamos Global's mutual fund performance include:- Analyzing Calamos Global's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Calamos Global's stock is overvalued or undervalued compared to its peers.
- Examining Calamos Global's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Calamos Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Calamos Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Calamos Global's mutual fund. These opinions can provide insight into Calamos Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Calamos Mutual Fund
Calamos Global 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 Global security.
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| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk |