Calamos Phineus Five Year Return vs. Net Asset
| CPCLX Fund | USD 16.13 0.01 0.06% |
For Calamos Phineus profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Calamos Phineus to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Calamos Phineus Longshort utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Calamos Phineus's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Calamos Phineus Longshort over time as well as its relative position and ranking within its peers.
Calamos |
Calamos Phineus Longshort Net Asset vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Calamos Phineus's current stock value. Our valuation model uses many indicators to compare Calamos Phineus value to that of its competitors to determine the firm's financial worth. Calamos Phineus Longshort is the top fund in five year return among similar funds. It also is the top fund in net asset among similar funds making up about 139,081,739 of Net Asset per Five Year Return. 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 Phineus' earnings, one of the primary drivers of an investment's value.Calamos Net Asset vs. Five Year Return
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 Phineus |
| = | 7.10 % |
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.
Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Calamos Phineus |
| = | 987.23 M |
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
Calamos Net Asset Comparison
Calamos Phineus is currently under evaluation in net asset among similar funds.
Calamos Phineus Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Calamos Phineus, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Calamos Phineus will eventually generate negative long term returns. The profitability progress is the general direction of Calamos Phineus' change in net profit over the period of time. It can combine multiple indicators of Calamos Phineus, 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 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.
Calamos Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Calamos Phineus. 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 Phineus 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 Phineus' important profitability drivers and their relationship over time.
Use Calamos Phineus 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 Phineus 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 Phineus will appreciate offsetting losses from the drop in the long position's value.Calamos Phineus Pair Trading
Calamos Phineus Longshort Pair Trading Analysis
The ability to find closely correlated positions to Calamos Phineus 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 Phineus 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 Phineus - 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 Phineus Longshort to buy it.
The correlation of Calamos Phineus 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 Phineus moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Calamos Phineus Longshort 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 Phineus 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 Phineus position
In addition to having Calamos Phineus 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 Semiconductor Thematic Idea Now
Semiconductor
Companies involved in production of semiconductor and semiconductor materials. The Semiconductor theme has 47 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 Semiconductor Theme or any other thematic opportunities.
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Other Information on Investing in Calamos Mutual Fund
To fully project Calamos Phineus' future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Calamos Phineus Longshort 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 Phineus' income statement, its balance sheet, and the statement of cash flows.
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