CVRT:NYE-Calamos ETF Trust (USD)

ETF | Others |

Last Closing

USD 30.3201

Change

+0.02 (+0.06)%

Market Cap

USD 0.01B

Volume

261.00

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: 2025-05-23 )

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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 0.92% 67% D+ 65% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.92% 65% D 61% D-
Trailing 12 Months  
Capital Gain 9.27% 80% B- 74% C
Dividend Return 0.92% 25% F 19% F
Total Return 10.18% 80% B- 69% 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 3.32% 59% D- 50% F
Dividend Return 3.67% 53% F 42% F
Total Return 0.36% 21% F 9% A-
Risk Return Profile  
Volatility (Standard Deviation) 8.05% 59% D- 83% B
Risk Adjusted Return 45.61% 52% F 62% D
Market Capitalization 0.01B 17% 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.