Calamos Phineus Longshort Fund Manager Performance Evaluation
| CPLIX Fund | USD 17.08 0.05 0.29% |
The fund shows a Beta (market volatility) of 0.4, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Calamos Phineus' returns are expected to increase less than the market. However, during the bear market, the loss of holding Calamos Phineus 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 Phineus Longshort are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Calamos Phineus is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreCalamos |
Calamos Phineus Relative Risk vs. Return Landscape
If you would invest 1,639 in Calamos Phineus Longshort on November 23, 2025 and sell it today you would earn a total of 69.00 from holding Calamos Phineus Longshort or generate 4.21% return on investment over 90 days. Calamos Phineus Longshort is currently producing 0.0691% returns and takes up 0.5487% volatility of returns over 90 trading days. Put another way, 4% 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 Phineus Current Valuation
Fairly Valued
Today
Please note that Calamos Phineus' price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Calamos Phineus Longshort shows a prevailing Real Value of $17.06 per share. The current price of the fund is $17.08. We determine the value of Calamos Phineus Longshort 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 Phineus is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Calamos Mutual Fund. However, Calamos Phineus' 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 17.08 | Real 17.06 | Hype 17.08 | Naive 17.3 |
The intrinsic value of Calamos Phineus' 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 Phineus' 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 Phineus Longshort 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 Phineus more accurately as focusing exclusively on Calamos Phineus' fundamentals will not take into account other important factors: Calamos Phineus Target Price Odds to finish over Current Price
The tendency of Calamos Mutual 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 Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 17.08 | 90 days | 17.08 | about 41.84 |
Based on a normal probability distribution, the odds of Calamos Phineus to move above the current price in 90 days from now is about 41.84 (This Calamos Phineus Longshort probability density function shows the probability of Calamos Mutual Fund to fall within a particular range of prices over 90 days) .
Calamos Phineus Price Density |
| Price |
Predictive Modules for Calamos Phineus
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 Phineus Longshort. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual 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.Calamos Phineus Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Calamos Phineus is not an exception. The market had few large corrections towards the Calamos Phineus' 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 Phineus Longshort, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Calamos Phineus within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.01 | |
β | Beta against Dow Jones | 0.40 | |
σ | Overall volatility | 0.34 | |
Ir | Information ratio | -0.06 |
Calamos Phineus 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 Phineus for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Calamos Phineus Longshort can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund holds about 35.58% of its assets under management (AUM) in cash |
Calamos Phineus Fundamentals Growth
Calamos Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Calamos Phineus, and Calamos Phineus 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.
| Total Asset | 540.77 M | ||||
About Calamos Phineus Performance
Evaluating Calamos Phineus' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Calamos Phineus 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 Phineus 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 aims to achieve its investment objective primarily by investing globally in publicly listed equity securities, including common stock and American Depositary Receipts, of issuers of all market capitalizations that operate in the knowledge-based sectors such as technology, communications and media, as well as financial services and healthcare, and other investment companies, including exchange-traded funds, that track or otherwise provide exposure to such sectors.Things to note about Calamos Phineus Longshort performance evaluation
Checking the ongoing alerts about Calamos Phineus for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Calamos Phineus Longshort 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 about 35.58% of its assets under management (AUM) in cash |
- Analyzing Calamos Phineus' 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 Phineus' stock is overvalued or undervalued compared to its peers.
- Examining Calamos Phineus' 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 Phineus' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Calamos Phineus' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Calamos Phineus' mutual fund. These opinions can provide insight into Calamos Phineus' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Calamos Mutual Fund
Calamos Phineus 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 Phineus security.
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Share Portfolio Track or share privately all of your investments from the convenience of any device | |
| AI Portfolio Prophet Use AI to generate optimal portfolios and find profitable investment opportunities | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data |