CVRT:NYE-Calamos ETF Trust (USD)

ETF | Others |

Last Closing

USD 28.63

Change

-0.26 (-0.91)%

Market Cap

USD 0.01B

Volume

8.88K

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: 2025-03-18 )

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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 -4.71% 24% F 30% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -4.71% 24% F 29% F
Trailing 12 Months  
Capital Gain 6.60% 69% C- 65% D
Dividend Return 1.28% 31% F 24% F
Total Return 7.88% 71% C- 60% D-
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 3.38% 57% F 45% F
Dividend Return 3.62% 51% F 38% F
Total Return 0.24% 15% F 7% C-
Risk Return Profile  
Volatility (Standard Deviation) 7.62% 63% D 84% B
Risk Adjusted Return 47.51% 53% F 61% D-
Market Capitalization 0.01B 19% F 7% C-

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.