Calamos Total Return Fund Fundamentals
| CTRCX Fund | USD 8.94 0.01 0.11% |
Calamos Total Return fundamentals help investors to digest information that contributes to Calamos Total's financial success or failures. It also enables traders to predict the movement of Calamos Mutual Fund. The fundamental analysis module provides a way to measure Calamos Total's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Calamos Total mutual fund.
Calamos |
Calamos Total Return Mutual Fund Three Year Return Analysis
Calamos Total's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Calamos Total Three Year Return | (2.58) % |
Most of Calamos Total's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Calamos Total Return is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
| Competition |
Based on the latest financial disclosure, Calamos Total Return has a Three Year Return of -2.5811%. This is much lower than that of the Calamos family and significantly lower than that of the Intermediate Core-Plus Bond category. The three year return for all United States funds is notably higher than that of the company.
Calamos Total Return Fundamental Drivers 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 3,374 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 Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Calamos Total's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Calamos Total could also be used in its relative valuation, which is a method of valuing Calamos Total by comparing valuation metrics of similar companies.Calamos Total is currently under evaluation in three year return among similar funds.
Fund Asset Allocation for Calamos Total
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in bonds and cash equivalents.Asset allocation divides Calamos Total's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Calamos Fundamentals
| Total Asset | 2.76 M | ||||
| Annual Yield | 0.0005 % | ||||
| Year To Date Return | 1.69 % | ||||
| One Year Return | 2.84 % | ||||
| Three Year Return | (2.58) % | ||||
| Five Year Return | (0.88) % | ||||
| Ten Year Return | 2.64 % | ||||
| Net Asset | 77.36 M | ||||
| Last Dividend Paid | 0.01 | ||||
| Cash Position Weight | 0.95 % | ||||
| Bond Positions Weight | 6.48 % |
About Calamos Total Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Calamos Total Return's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Calamos Total using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Calamos Total Return based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.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.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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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