Calamos Timpani Small Fund Manager Performance Evaluation
| CTCSX Fund | USD 40.83 0.10 0.24% |
The fund shows a Beta (market volatility) of 1.64, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Calamos Timpani will likely underperform.
Risk-Adjusted Performance
19 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Calamos Timpani Small are ranked lower than 19 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Calamos Timpani showed solid returns over the last few months and may actually be approaching a breakup point.
...moreCalamos |
Calamos Timpani Relative Risk vs. Return Landscape
If you would invest 3,234 in Calamos Timpani Small on September 1, 2024 and sell it today you would earn a total of 849.00 from holding Calamos Timpani Small or generate 26.25% return on investment over 90 days. Calamos Timpani Small is currently producing 0.3765% returns and takes up 1.5425% volatility of returns over 90 trading days. Put another way, 13% of traded mutual funds are less volatile than Calamos, and 93% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Calamos Timpani Current Valuation
Fairly Valued
Today
Please note that Calamos Timpani's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Calamos Timpani Small shows a prevailing Real Value of $41.64 per share. The current price of the fund is $40.83. We determine the value of Calamos Timpani Small 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 Timpani is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Calamos Mutual Fund. However, Calamos Timpani'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 40.83 | Real 41.64 | Hype 40.83 | Naive 40.95 |
The intrinsic value of Calamos Timpani'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 Timpani'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 Timpani Small 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 Timpani more accurately as focusing exclusively on Calamos Timpani's fundamentals will not take into account other important factors: Calamos Timpani Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Calamos Timpani's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Calamos Timpani Small, and traders can use it to determine the average amount a Calamos Timpani'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 = 0.2441
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | CTCSX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.54 actual daily | 13 87% of assets are more volatile |
Expected Return
| 0.38 actual daily | 7 93% of assets have higher returns |
Risk-Adjusted Return
| 0.24 actual daily | 19 81% of assets perform better |
Based on monthly moving average Calamos Timpani is performing at about 19% 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 Timpani by adding it to a well-diversified portfolio.
Calamos Timpani Fundamentals Growth
Calamos Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Calamos Timpani, and Calamos Timpani 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 | 324.57 M | ||||
About Calamos Timpani Performance
Evaluating Calamos Timpani's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Calamos Timpani 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 Timpani 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.
Under normal market conditions, the fund invests at least 80 percent of its net assets in equity securities of small capitalization companies that the funds investment adviser, CALAMOS ADVISORS LLC , believes have sound growth potential. Equity securities in which the fund invests as a part of its principal investment strategy consist of common stocks and American Depositary Receipts .Things to note about Calamos Timpani Small performance evaluation
Checking the ongoing alerts about Calamos Timpani for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Calamos Timpani Small 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 99.22% of its assets under management (AUM) in equities |
- Analyzing Calamos Timpani'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 Timpani's stock is overvalued or undervalued compared to its peers.
- Examining Calamos Timpani'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 Timpani's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Calamos Timpani's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Calamos Timpani's mutual fund. These opinions can provide insight into Calamos Timpani's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Calamos Mutual Fund
Calamos Timpani 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 Timpani security.
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