Calamos Dynamic Convertible Fund Manager Performance Evaluation
| CCD Fund | USD 24.51 0.02 0.08% |
The fund shows a Beta (market volatility) of 0.5, 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
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Calamos Dynamic Convertible are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of rather sound fundamental indicators, Calamos Dynamic is not utilizing all of its potentials. The latest stock price tumult, may contribute to shorter-term losses for the shareholders.
...more1 | Cafe Coffee Day Malavika Hegde, Wife of Late CCD Founder VG Siddhartha, Appointed as New CEO - Yahoo Singapore News | 09/04/2024 |
2 | How the price action is used to our Advantage - Stock Traders Daily | 11/11/2024 |
| Expense Ratio | 1.8200 |
Calamos |
Calamos Dynamic Relative Risk vs. Return Landscape
If you would invest 2,308 in Calamos Dynamic Convertible on August 27, 2024 and sell it today you would earn a total of 143.00 from holding Calamos Dynamic Convertible or generate 6.2% return on investment over 90 days. Calamos Dynamic Convertible is generating 0.0984% of daily returns assuming volatility of 0.945% on return distribution over 90 days investment horizon. In other words, 8% of funds are less volatile than Calamos, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Calamos Dynamic Current Valuation
Fairly Valued
Today
Please note that Calamos Dynamic's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Calamos Dynamic Conv shows a prevailing Real Value of $24.46 per share. The current price of the fund is $24.51. 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 24.51 | Real 24.46 | Hype 24.55 | Naive 24.59 |
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.
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: Calamos Dynamic Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Calamos Dynamic's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Calamos Dynamic Convertible, and traders can use it to determine the average amount a Calamos Dynamic'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 = 0.1041
| Best Portfolio | Best Equity | |||
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| Cash | CCD | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.95 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 8 92% of assets perform better |
Based on monthly moving average Calamos Dynamic is performing at about 8% 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 Dynamic by adding it to a well-diversified portfolio.
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.
| Shares Outstanding | 24.85 M | ||||
| Price To Earning | 2.31 X | ||||
| Earnings Per Share | 8.99 X | ||||
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.| Latest headline from news.google.com: How the price action is used to our Advantage - Stock Traders Daily | |
| The fund generated three year return of -4.0% |
- 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.
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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