Calamos Dynamic Convertible Fund Manager Performance Evaluation

CCD Fund  USD 22.53  0.03  0.13%   
The fund shows a Beta (market volatility) of 0.83, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Calamos Dynamic's returns are expected to increase less than the market. However, during the bear market, the loss of holding Calamos Dynamic is expected to be smaller as well.

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Calamos Dynamic Convertible are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of rather weak fundamental indicators, Calamos Dynamic may actually be approaching a critical reversion point that can send shares even higher in March 2026.
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1
Calamos Dynamic Convertible and Income Fund To Go Ex-Dividend On November 14th, 2025 With 0.195 USD Dividend Per Share -
11/12/2025
2
Lebanon council approves multiple appropriations for street projects, personnel and CCD projects - citizenportal.ai
12/08/2025
3
Calamos Investments Closed-End Funds Announce Monthly Distributions and Required Notifications of Sources of Distribution - Yahoo Finance
02/02/2026
  

Calamos Dynamic Relative Risk vs. Return Landscape

If you would invest  2,105  in Calamos Dynamic Convertible on November 6, 2025 and sell it today you would earn a total of  148.00  from holding Calamos Dynamic Convertible or generate 7.03% return on investment over 90 days. Calamos Dynamic Convertible is generating 0.1186% of daily returns assuming volatility of 1.0382% on return distribution over 90 days investment horizon. In other words, 9% of funds are less volatile than Calamos, and above 98% of all equities are expected to generate higher returns over the next 90 days.
  Expected Return   
       Risk  
Considering the 90-day investment horizon Calamos Dynamic is expected to generate 1.38 times more return on investment than the market. However, the company is 1.38 times more volatile than its market benchmark. It trades about 0.11 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.11 per unit of risk.

Calamos Dynamic Current Valuation

Undervalued
Today
22.53
Please note that Calamos Dynamic's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Calamos Dynamic Conv shows a prevailing Real Value of $24.56 per share. The current price of the fund is $22.53. We determine the value of Calamos Dynamic Conv from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor purchasing undervalued funds and exiting overvalued funds since, at some point, fund prices and their ongoing real values will blend.
The fair value of the Calamos fund is determined by what a typical buyer is willing to pay for full or partial control of Calamos Dynamic Convertible. Since Calamos Dynamic is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Calamos Fund. However, Calamos Dynamic'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  22.53 Real  24.56 Hype  22.53 Naive  22.0
The real value of Calamos Fund, also known as its intrinsic value, is the underlying worth of Calamos Dynamic Conv Fund, which is reflected in its stock price. It is based on Calamos Dynamic's financial performance, growth prospects, management team, or industry conditions. The intrinsic value of Calamos Dynamic'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, or news.
24.56
Real Value
25.60
Upside
Estimating the potential upside or downside of Calamos Dynamic Convertible helps investors to forecast how Calamos 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 Dynamic more accurately as focusing exclusively on Calamos Dynamic's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
21.0522.2123.37
Details
Hype
Prediction
LowEstimatedHigh
21.4922.5323.57
Details
Naive
Forecast
LowNext ValueHigh
20.9622.0023.04
Details
Below is the normalized historical share price chart for Calamos Dynamic Convertible extending back to March 27, 2015. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Calamos Dynamic stands at 22.53, as last reported on the 4th of February, with the highest price reaching 22.75 and the lowest price hitting 22.25 during the day.
 
Yuan Drop
 
Covid
 
Interest Hikes

Calamos Dynamic Target Price Odds to finish over Current Price

The tendency of Calamos Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds to move above the current price in 90 days
 22.53 90 days 22.53 
about 7.61
Based on a normal probability distribution, the odds of Calamos Dynamic to move above the current price in 90 days from now is about 7.61 (This Calamos Dynamic Convertible probability density function shows the probability of Calamos Fund to fall within a particular range of prices over 90 days) .
Considering the 90-day investment horizon Calamos Dynamic has a beta of 0.83 suggesting as returns on the market go up, Calamos Dynamic average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Calamos Dynamic Convertible will be expected to be much smaller as well. Additionally Calamos Dynamic Convertible has an alpha of 0.0628, implying that it can generate a 0.0628 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta).
   Calamos Dynamic Price Density   
       Price  

Predictive Modules for Calamos Dynamic

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Calamos Dynamic Conv. Regardless of method or technology, however, to accurately forecast the fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Calamos Dynamic's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
21.4922.5323.57
Details
Intrinsic
Valuation
LowRealHigh
20.2824.5625.60
Details
Naive
Forecast
LowNextHigh
20.9622.0023.04
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
21.0522.2123.37
Details

Calamos Dynamic Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Calamos Dynamic is not an exception. The market had few large corrections towards the Calamos Dynamic's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Calamos Dynamic Convertible, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Calamos Dynamic within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
0.06
β
Beta against Dow Jones0.83
σ
Overall volatility
0.81
Ir
Information ratio 0.06

Calamos Dynamic Alerts and Suggestions

In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Calamos Dynamic for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Calamos Dynamic Conv can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.

Calamos Dynamic Fundamentals Growth

Calamos Fund prices reflect investors' perceptions of the future prospects and financial health of Calamos Dynamic, and Calamos Dynamic 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 Fund performance.

About Calamos Dynamic Performance

By analyzing Calamos Dynamic's fundamental ratios, stakeholders can gain valuable insights into Calamos Dynamic's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Calamos Dynamic 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 Dynamic has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Calamos Dynamic Convertible and Income Fund is a closed ended fixed income mutual fund launched by Calamos Investments LLC. It is managed by Calamos Advisors LLC. The fund invests in the fixed income markets of the United States. It primarily invests in a portfolio of convertible securities, investment grade and below investment grade bonds, loans, equity-linked notes, and floating rate securities. The fund also invests through derivatives such as options. It employs fundamental analysis with a top-down global macroeconomic approach to create its portfolio. Calamos Dynamic Convertible and Income Fund was formed on March 11, 2014 and is domiciled in the United States.

Things to note about Calamos Dynamic Conv performance evaluation

Checking the ongoing alerts about Calamos Dynamic for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Calamos Dynamic Conv help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Evaluating Calamos Dynamic's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Calamos Dynamic's fund performance include:
  • Analyzing Calamos Dynamic'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 Dynamic's stock is overvalued or undervalued compared to its peers.
  • Examining Calamos Dynamic'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 Dynamic's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Calamos Dynamic's management team can help you assess the Fund's leadership.
  • Pay attention to analyst opinions and ratings of Calamos Dynamic's fund. These opinions can provide insight into Calamos Dynamic's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Calamos Dynamic's fund performance is not an exact science, and many factors can impact Calamos Dynamic's fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Calamos Fund

Calamos Dynamic financial ratios help investors to determine whether Calamos 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 Dynamic security.
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