Calamos Longshort Equity Stock Performance
| CPZ Stock | USD 15.55 0.19 1.24% |
Calamos LongShort has a performance score of 6 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 0.32, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Calamos LongShort's returns are expected to increase less than the market. However, during the bear market, the loss of holding Calamos LongShort is expected to be smaller as well. Calamos LongShort Equity right now shows a risk of 0.64%. Please confirm Calamos LongShort Equity treynor ratio, as well as the relationship between the expected short fall and day median price , to decide if Calamos LongShort Equity will be following its price patterns.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Calamos LongShort Equity are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. In spite of fairly strong basic indicators, Calamos LongShort is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors. ...more
Actual Historical Performance (%)
One Day Return 0.65 | Five Day Return 0.19 | Year To Date Return 6.68 | Ten Year Return (22.47) | All Time Return (22.47) |
Forward Dividend Yield 0.1198 | Forward Dividend Rate 1.68 | Dividend Date 2023-03-20 | Ex Dividend Date 2023-10-12 |
1 | Calamos LongShort Equity Dynamic Income Trust, Babson Capital Participation Investors, Another 6 Companies Have A High Estimated Dividend Yield - Via News Agenc... | 09/05/2024 |
| Calamos LongShort dividend paid on 18th of September 2024 | 09/18/2024 |
2 | Disposition of 247 shares by Koudounis John S. of Calamos LongShort at 15.41 subject to Rule 16b-3 | 09/19/2024 |
3 | Insider Sale Vice President John Koudounis Sells 24,7 Shares of Calamos LS Equity ... | 09/20/2024 |
| Calamos LongShort dividend paid on 22nd of October 2024 | 10/22/2024 |
4 | Calamos LongShort Equity Dynamic Income Term Trust Declares Monthly Dividend of 0.14 | 11/11/2024 |
| Calamos LongShort dividend paid on 20th of November 2024 | 11/20/2024 |
| Begin Period Cash Flow | 183.1 M | |
| Free Cash Flow | 119.5 M |
Calamos |
Calamos LongShort Relative Risk vs. Return Landscape
If you would invest 1,505 in Calamos LongShort Equity on August 24, 2024 and sell it today you would earn a total of 50.00 from holding Calamos LongShort Equity or generate 3.32% return on investment over 90 days. Calamos LongShort Equity is generating 0.0539% of daily returns assuming volatility of 0.6391% on return distribution over 90 days investment horizon. In other words, 5% of stocks 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 LongShort Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Calamos LongShort's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Calamos LongShort Equity, and traders can use it to determine the average amount a Calamos LongShort'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 = 0.0843
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Estimated Market Risk
| 0.64 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Calamos LongShort is performing at about 6% 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 LongShort by adding it to a well-diversified portfolio.
Calamos LongShort Fundamentals Growth
Calamos Stock prices reflect investors' perceptions of the future prospects and financial health of Calamos LongShort, and Calamos LongShort 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 Stock performance.
| Shares Outstanding | 19.63 M | ||||
| Price To Earning | 2.71 X | ||||
| Price To Book | 0.86 X | ||||
| Price To Sales | 7.72 X | ||||
| Revenue | 13.88 M | ||||
| EBITDA | 11.01 M | ||||
| Net Income | 11.01 M | ||||
| Total Debt | 120 M | ||||
| Cash Flow From Operations | 119.55 M | ||||
| Earnings Per Share | 1.82 X | ||||
| Market Capitalization | 305.28 M | ||||
| Total Asset | 717.56 M | ||||
| Retained Earnings | (67.85 M) | ||||
About Calamos LongShort Performance
Evaluating Calamos LongShort's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Calamos LongShort 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 LongShort 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.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | 0.01 | 0.01 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.04 | 0.02 |
Things to note about Calamos LongShort Equity performance evaluation
Checking the ongoing alerts about Calamos LongShort for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Calamos LongShort Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| About 66.0% of the company shares are held by institutions such as insurance companies | |
| On 20th of November 2024 Calamos LongShort paid $ 0.14 per share dividend to its current shareholders | |
| Latest headline from thelincolnianonline.com: Calamos LongShort Equity Dynamic Income Term Trust Declares Monthly Dividend of 0.14 |
- Analyzing Calamos LongShort'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 LongShort's stock is overvalued or undervalued compared to its peers.
- Examining Calamos LongShort'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 LongShort's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Calamos LongShort's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Calamos LongShort's stock. These opinions can provide insight into Calamos LongShort's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Calamos Stock Analysis
When running Calamos LongShort's price analysis, check to measure Calamos LongShort's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Calamos LongShort is operating at the current time. Most of Calamos LongShort's value examination focuses on studying past and present price action to predict the probability of Calamos LongShort's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Calamos LongShort's price. Additionally, you may evaluate how the addition of Calamos LongShort to your portfolios can decrease your overall portfolio volatility.