Calamos Growth Fund Manager Performance Evaluation
| CGRIX Fund | USD 72.72 0.08 0.11% |
The fund shows a Beta (market volatility) of 0.93, which signifies possible diversification benefits within a given portfolio. Calamos Growth returns are very sensitive to returns on the market. As the market goes up or down, Calamos Growth is expected to follow.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Calamos Growth Fund are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Calamos Growth may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio | 1.0700 |
Calamos |
Calamos Growth Relative Risk vs. Return Landscape
If you would invest 6,679 in Calamos Growth Fund on August 25, 2024 and sell it today you would earn a total of 593.00 from holding Calamos Growth Fund or generate 8.88% return on investment over 90 days. Calamos Growth Fund is currently producing 0.1363% returns and takes up 1.0418% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Calamos, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Calamos Growth Current Valuation
Overvalued
Today
Please note that Calamos Growth's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Calamos Growth shows a prevailing Real Value of $66.54 per share. The current price of the fund is $72.72. We determine the value of Calamos Growth 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 Growth is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Calamos Mutual Fund. However, Calamos Growth'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 72.72 | Real 66.54 | Hype 72.72 | Naive 71.72 |
The intrinsic value of Calamos Growth'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 Growth'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 Growth Fund 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 Growth more accurately as focusing exclusively on Calamos Growth's fundamentals will not take into account other important factors: Calamos Growth Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Calamos Growth's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Calamos Growth Fund, and traders can use it to determine the average amount a Calamos Growth'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 = 0.1308
| Best Portfolio | Best Equity | |||
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| Cash | CGRIX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.04 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.14 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Calamos Growth is performing at about 10% 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 Growth by adding it to a well-diversified portfolio.
Calamos Growth Fundamentals Growth
Calamos Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Calamos Growth, and Calamos Growth 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 | 22.53 X | ||||
| Price To Book | 3.94 X | ||||
| Price To Sales | 2.99 X | ||||
| Total Asset | 1.81 B | ||||
About Calamos Growth Performance
Evaluating Calamos Growth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Calamos Growth 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 Growth 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 primarily in equity securities issued by U.S. companies. It currently anticipates that substantially all of its portfolio will consist of securities of companies with large and mid-sized market capitalizations. The funds investment adviser generally defines a large cap company to have a market capitalization in excess of 25 billion and a mid-sized company to have a market capitalization greater than 1 billion, up to 25 billion. It may invest up to 25 percent of its net assets in foreign securities.Things to note about Calamos Growth performance evaluation
Checking the ongoing alerts about Calamos Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Calamos Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds 98.85% of its assets under management (AUM) in equities |
- Analyzing Calamos Growth'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 Growth's stock is overvalued or undervalued compared to its peers.
- Examining Calamos Growth'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 Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Calamos Growth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Calamos Growth's mutual fund. These opinions can provide insight into Calamos Growth's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Calamos Mutual Fund
Calamos Growth 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 Growth security.
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