Calamos Hedged Cash Position Weight vs. Five Year Return
| CAHEX Fund | USD 17.59 0.06 0.34% |
For Calamos Hedged profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Calamos Hedged to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Calamos Hedged Equity utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Calamos Hedged's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Calamos Hedged Equity over time as well as its relative position and ranking within its peers.
Calamos |
Calamos Hedged Equity Five Year Return vs. Cash Position Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Calamos Hedged's current stock value. Our valuation model uses many indicators to compare Calamos Hedged value to that of its competitors to determine the firm's financial worth. Calamos Hedged Equity is the top fund in cash position weight among similar funds. It also is the top fund in five year return among similar funds reporting about 9.07 of Five Year Return per Cash Position Weight. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Calamos Hedged's earnings, one of the primary drivers of an investment's value.Calamos Five Year Return vs. Cash Position Weight
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Calamos Hedged |
| = | 0.93 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Calamos Hedged |
| = | 8.44 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Calamos Five Year Return Comparison
Calamos Hedged is currently under evaluation in five year return among similar funds.
Calamos Hedged Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Calamos Hedged, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Calamos Hedged will eventually generate negative long term returns. The profitability progress is the general direction of Calamos Hedged's change in net profit over the period of time. It can combine multiple indicators of Calamos Hedged, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund seeks to achieve total return with lower volatility than equity markets. Under normal circumstances, it invests at least 80 percent of its net assets in equity securities and securities with economic characteristics similar to stock or the equity markets. The fund may write call options on a portion of the equity securities in the funds portfolio and on broad-based securities indexes or ETFs .
Calamos Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Calamos Hedged. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Calamos Hedged position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Calamos Hedged's important profitability drivers and their relationship over time.
Use Calamos Hedged in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Calamos Hedged position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Calamos Hedged will appreciate offsetting losses from the drop in the long position's value.Calamos Hedged Pair Trading
Calamos Hedged Equity Pair Trading Analysis
The ability to find closely correlated positions to Calamos Hedged could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Calamos Hedged when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Calamos Hedged - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Calamos Hedged Equity to buy it.
The correlation of Calamos Hedged is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Calamos Hedged moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Calamos Hedged Equity moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Calamos Hedged can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Calamos Hedged position
In addition to having Calamos Hedged in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Medical Equipment Thematic Idea Now
Medical Equipment
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Medical Equipment theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Medical Equipment Theme or any other thematic opportunities.
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Other Information on Investing in Calamos Mutual Fund
To fully project Calamos Hedged's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Calamos Hedged Equity at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Calamos Hedged's income statement, its balance sheet, and the statement of cash flows.
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