Calamos Strategic Financials
| CSQ Fund | USD 16.46 0.18 1.11% |
Calamos |
Please note that past performance is not an indicator of the future performance of Calamos Strategic, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Calamos Strategic Fund Summary
Calamos Strategic competes with Highland Floating, Neuberger Berman, Allspring Income, Eaton Vance, and BlackRock Science. Calamos Strategic Total Return Fund is a closed ended balanced mutual fund launched by Calamos Investments LLC. Calamos Strategic Total Return Fund was formed on December 31, 2003 and is domiciled in the United States. Calamos Strgc operates under Asset Management classification in the United States and is traded on NASDAQ Exchange.Specialization | null, Allocation--50% to 70% Equity |
| Instrument | USA Fund View All |
| Exchange | NASDAQ Exchange |
| ISIN | US1281251017 |
| CUSIP | 128125101 |
| Location | Illinois; U.S.A |
| Business Address | 2020 Calamos Court |
| Fund Family | Financial Services |
| Fund Category | Asset Management |
| Benchmark | NYSE Composite |
| Website | fundinvestor.calamos.com/closedendfunds/cefund.aspx?name=csq |
| Phone | 630 245 7200 |
| Currency | USD - US Dollar |
You should never invest in Calamos Strategic Total without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Calamos Fund, because this is throwing your money away. Analyzing the key information contained in Calamos Strategic's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Calamos Strategic Key Financial Ratios
Generally speaking, Calamos Strategic's financial ratios allow both analysts and investors to convert raw data from Calamos Strategic's financial statements into concise, actionable information that can be used to evaluate the performance of Calamos Strategic over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Calamos Strategic Total reports annually and quarterly.Calamos Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Calamos Strategic's current stock value. Our valuation model uses many indicators to compare Calamos Strategic value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Calamos Strategic competition to find correlations between indicators driving Calamos Strategic's intrinsic value. More Info.Calamos Strategic Total is second largest fund in price to earning among similar funds. It is the top fund in price to book among similar funds fabricating about 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Calamos Strategic Total is roughly 9.20 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Calamos Strategic by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Calamos Strategic's Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 Strategic's earnings, one of the primary drivers of an investment's value.Calamos Strategic Total Systematic Risk
Calamos Strategic's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Calamos Strategic volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Calamos Strategic Total correlated with the market. If Beta is less than 0 Calamos Strategic generally moves in the opposite direction as compared to the market. If Calamos Strategic Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Calamos Strategic Total is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Calamos Strategic is generally in the same direction as the market. If Beta > 1 Calamos Strategic moves generally in the same direction as, but more than the movement of the benchmark.
Calamos Strategic May 28, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Calamos Strategic help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Calamos Strategic Total. We use our internally-developed statistical techniques to arrive at the intrinsic value of Calamos Strategic Total based on widely used predictive technical indicators. In general, we focus on analyzing Calamos Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Calamos Strategic's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.898 | |||
| Information Ratio | 0.0522 | |||
| Maximum Drawdown | 3.82 | |||
| Value At Risk | (1.17) | |||
| Potential Upside | 1.12 |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Calamos Strategic Total. Also, note that the market value of any fund could be tightly coupled with the direction of predictive economic indicators such as signals in state. You can also try the CEOs Directory module to screen CEOs from public companies around the world.