Calamos Market One Year Return vs. Year To Date Return
| CVSCX Fund | USD 15.31 0.01 0.07% |
For Calamos Market profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Calamos Market to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Calamos Market Neutral utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Calamos Market's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Calamos Market Neutral over time as well as its relative position and ranking within its peers.
Calamos |
Calamos Market Neutral Year To Date Return vs. One Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Calamos Market's current stock value. Our valuation model uses many indicators to compare Calamos Market value to that of its competitors to determine the firm's financial worth. Calamos Market Neutral is third largest fund in one year return among similar funds. It also is third largest fund in year to date return among similar funds creating about 0.85 of Year To Date Return per One Year Return. The ratio of One Year Return to Year To Date Return for Calamos Market Neutral is roughly 1.17 . 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 Market's earnings, one of the primary drivers of an investment's value.Calamos Year To Date 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 Market |
| = | 6.86 % |
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.
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Calamos Market |
| = | 5.85 % |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Calamos Year To Date Return Comparison
Calamos Market is second largest fund in year to date return among similar funds.
Calamos Market Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Calamos Market, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Calamos Market will eventually generate negative long term returns. The profitability progress is the general direction of Calamos Market's change in net profit over the period of time. It can combine multiple indicators of Calamos Market, 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 i invests in equities, convertible securities of U.S. companies without regard to market capitalization and employs short selling and enters into total return swaps to enhance income and hedge against market risk. The average term to maturity of the convertible securities purchased by the fund will typically range from two to ten years. It may seek to generate income from option premiums by writing options. The fund may invest without limit in high yield fixed-income securities .
Calamos Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Calamos Market. 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 Market 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 Market's important profitability drivers and their relationship over time.
Use Calamos Market 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 Market 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 Market will appreciate offsetting losses from the drop in the long position's value.Calamos Market Pair Trading
Calamos Market Neutral Pair Trading Analysis
The ability to find closely correlated positions to Calamos Market 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 Market 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 Market - 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 Market Neutral to buy it.
The correlation of Calamos Market 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 Market moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Calamos Market Neutral 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 Market 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 Market position
In addition to having Calamos Market 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?
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Monster Funds
Solid funds with above average long term performance indicators based on Macroaxis rating system. The Monster Funds theme has 50 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 Monster Funds Theme or any other thematic opportunities.
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Other Information on Investing in Calamos Mutual Fund
To fully project Calamos Market's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Calamos Market Neutral 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 Market's income statement, its balance sheet, and the statement of cash flows.
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