Calamos International Small Fund Manager Performance Evaluation
| CSGIX Fund | USD 10.05 0.13 1.28% |
The fund shows a Beta (market volatility) of 0.41, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Calamos International's returns are expected to increase less than the market. However, during the bear market, the loss of holding Calamos International is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Calamos International Small has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Calamos International is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.1000 |
Calamos |
Calamos International Relative Risk vs. Return Landscape
If you would invest 1,026 in Calamos International Small on September 13, 2024 and sell it today you would lose (21.00) from holding Calamos International Small or give up 2.05% of portfolio value over 90 days. Calamos International Small is currently producing negative expected returns and takes up 0.7529% volatility of returns over 90 trading days. Put another way, 6% 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 International Current Valuation
Fairly Valued
Today
Please note that Calamos International's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Calamos International shows a prevailing Real Value of $10.1 per share. The current price of the fund is $10.05. We determine the value of Calamos International 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 International is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Calamos Mutual Fund. However, Calamos International'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 10.05 | Real 10.1 | Hype 10.05 |
The intrinsic value of Calamos International'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 International'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 International Small 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 International more accurately as focusing exclusively on Calamos International's fundamentals will not take into account other important factors: Calamos International Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Calamos International's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Calamos International Small, and traders can use it to determine the average amount a Calamos International'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 = -0.0392
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| Negative Returns | CSGIX |
Estimated Market Risk
| 0.75 actual daily | 6 94% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Calamos International is not performing at its full potential. However, 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 International by adding Calamos International to a well-diversified portfolio.
Calamos International Fundamentals Growth
Calamos Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Calamos International, and Calamos International 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.
About Calamos International Performance
Evaluating Calamos International's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Calamos International 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 International 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.
Under normal market conditions, the fund invests at least 80 percent of its net assets in securities of small capitalization, non-U.S. companies, including emerging and frontier markets. It may invest up to 30 percent in emerging and frontier markets. The fund will generally be invested in a minimum of five countries.Things to note about Calamos International performance evaluation
Checking the ongoing alerts about Calamos International for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Calamos International help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Calamos International generated a negative expected return over the last 90 days | |
| The fund holds all of the assets under management (AUM) in different types of exotic instruments |
- Analyzing Calamos International'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 International's stock is overvalued or undervalued compared to its peers.
- Examining Calamos International'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 International's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Calamos International's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Calamos International's mutual fund. These opinions can provide insight into Calamos International's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Calamos Mutual Fund
Calamos International 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 International security.
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