Calamos Growth One Year Return vs. Ten Year Return
| CVGCX Fund | USD 16.74 0.02 0.12% |
For Calamos Growth profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Calamos Growth to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Calamos Growth Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Calamos Growth's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Calamos Growth Fund over time as well as its relative position and ranking within its peers.
Calamos |
Calamos Growth Ten Year Return vs. One Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Calamos Growth's current stock value. Our valuation model uses many indicators to compare Calamos Growth value to that of its competitors to determine the firm's financial worth. Calamos Growth Fund is the top fund in one year return among similar funds. It also is the top fund in ten year return among similar funds reporting about 0.29 of Ten Year Return per One Year Return. The ratio of One Year Return to Ten Year Return for Calamos Growth Fund is roughly 3.46 . 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 Growth's earnings, one of the primary drivers of an investment's value.Calamos Ten Year Return vs. One Year Return
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Calamos Growth |
| = | 34.41 % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Calamos Growth |
| = | 9.94 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Calamos Ten Year Return Comparison
Calamos Growth is currently under evaluation in ten year return among similar funds.
Calamos Growth Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Calamos Growth, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Calamos Growth will eventually generate negative long term returns. The profitability progress is the general direction of Calamos Growth's change in net profit over the period of time. It can combine multiple indicators of Calamos Growth, 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 invests primarily in equity securities issued by U.S. companies. It currently anticipates that substantially all of its portfolio will consist of securities of companies with large and mid-sized market capitalizations. The funds investment adviser generally defines a large cap company to have a market capitalization in excess of 25 billion and a mid-sized company to have a market capitalization greater than 1 billion, up to 25 billion. It may invest up to 25 percent of its net assets in foreign securities.
Calamos Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Calamos Growth. 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 Growth 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 Growth's important profitability drivers and their relationship over time.
Use Calamos Growth 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 Growth 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 Growth will appreciate offsetting losses from the drop in the long position's value.Calamos Growth Pair Trading
Calamos Growth Fund Pair Trading Analysis
The ability to find closely correlated positions to Calamos Growth 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 Growth 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 Growth - 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 Growth Fund to buy it.
The correlation of Calamos Growth 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 Growth moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Calamos Growth 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 Growth 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 Growth position
In addition to having Calamos Growth 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 Broad Market ETFs Thematic Idea Now
Broad Market ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Broad Market ETFs theme has 56 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 Broad Market ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Calamos Mutual Fund
To fully project Calamos Growth's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Calamos Growth 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 Growth's income statement, its balance sheet, and the statement of cash flows.
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