Calamos Evolving World Fund Manager Performance Evaluation
| CNWGX Fund | USD 19.28 0.03 0.16% |
The fund shows a Beta (market volatility) of 0.48, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Calamos Evolving's returns are expected to increase less than the market. However, during the bear market, the loss of holding Calamos Evolving 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 Evolving World are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Calamos Evolving is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of March 2023 | |
| Expense Ratio | 1.3000 |
CALAMOS |
Calamos Evolving Relative Risk vs. Return Landscape
If you would invest 1,885 in Calamos Evolving World on August 29, 2024 and sell it today you would earn a total of 43.00 from holding Calamos Evolving World or generate 2.28% return on investment over 90 days. Calamos Evolving World is currently producing 0.0407% returns and takes up 1.0514% volatility of returns over 90 trading days. Put another way, 9% 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 Evolving Current Valuation
Undervalued
Today
Please note that Calamos Evolving's price fluctuation is out of control at this time. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. Calamos Evolving World prevailing Real Value cannot be determined due to lack of data. The current price of Calamos Evolving World is $19.28. We determine the value of Calamos Evolving World 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 Evolving is currently traded on the exchange, buyers and sellers on that exchange determine the market value of CALAMOS Mutual Fund. However, Calamos Evolving'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 19.28 | Real 0.0 | Hype 0.0 | Naive 19.04 |
The intrinsic value of Calamos Evolving'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 Evolving'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 Evolving World 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 Evolving more accurately as focusing exclusively on Calamos Evolving's fundamentals will not take into account other important factors: Calamos Evolving Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Calamos Evolving's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Calamos Evolving World, and traders can use it to determine the average amount a Calamos Evolving'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 = 0.0387
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CNWGX |
Estimated Market Risk
| 1.05 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 3 97% of assets perform better |
Based on monthly moving average Calamos Evolving 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 Evolving by adding it to a well-diversified portfolio.
Calamos Evolving Fundamentals Growth
CALAMOS Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Calamos Evolving, and Calamos Evolving 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 | 16.99 X | |||
| Price To Book | 2.31 X | |||
| Price To Sales | 1.68 X | |||
| Total Asset | 40.87 M | |||
About Calamos Evolving Performance
Evaluating Calamos Evolving's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Calamos Evolving 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 Evolving 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 at least 40 percent of its assets in securities of foreign issuers. The advisor intends to invest at least 35 percent of its assets in equity, convertible or debt securities of issuers that are incorporated in emerging market countries. It invests the remaining assets in equity, convertible or debt securities of companies, regardless of where they are incorporated, if the adviser determines that a significant portion of the assets or revenues of each such company is attributable to emerging market countries and sovereign and agency debt of non-emerging market countries.Things to note about Calamos Evolving World performance evaluation
Checking the ongoing alerts about Calamos Evolving for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Calamos Evolving World help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -3.0% | |
| Calamos Evolving World holds 89.34% of its assets under management (AUM) in equities |
- Analyzing Calamos Evolving'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 Evolving's stock is overvalued or undervalued compared to its peers.
- Examining Calamos Evolving'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 Evolving's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Calamos Evolving's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Calamos Evolving's mutual fund. These opinions can provide insight into Calamos Evolving's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in CALAMOS Mutual Fund
Calamos Evolving 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 Evolving security.
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Fundamental Analysis View fundamental data based on most recent published financial statements |