CVRT:NYE-Calamos ETF Trust (USD)

ETF | Others |

Last Closing

USD 30.4302

Change

0.00 (0.00)%

Market Cap

USD 0.01B

Volume

443.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund is an actively managed exchange-traded fund (ETF) that invests in the segment of the U.S. convertibles marketplace that has a higher level of equity sensitivity. The fund seeks to achieve its objective by investing at least 80% of its net assets (plus borrowings for investment purposes, if any) in a portfolio of convertible securities (including synthetic convertible instruments). The fund is non-diversified.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-02-23 )

ETFs Containing CVRT

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 1.28% 48% F 48% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.28% 47% F 46% F
Trailing 12 Months  
Capital Gain 15.88% 80% B- 74% C
Dividend Return 1.43% 30% F 24% F
Total Return 17.31% 80% B- 72% C
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 3.19% 56% F 44% F
Dividend Return 3.40% 50% F 37% F
Total Return 0.21% 13% F 6% D-
Risk Return Profile  
Volatility (Standard Deviation) 7.60% 63% D 85% B
Risk Adjusted Return 44.73% 51% F 58% F
Market Capitalization 0.01B 21% F 8% B-

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:

There is nothing we particularly like

What to not like:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.