CVRT:NYE-Calamos ETF Trust (USD)

ETF | Others |

Last Closing

USD 31.1425

Change

0.00 (0.00)%

Market Cap

USD 0.01B

Volume

2.85K

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: 2025-06-07 )

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 3.65% 72% C 69% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.65% 71% C- 67% D+
Trailing 12 Months  
Capital Gain 15.78% 89% A- 80% B-
Dividend Return 0.77% 21% F 15% F
Total Return 16.56% 88% B+ 78% 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 3.62% 61% D- 52% F
Dividend Return 4.00% 56% F 45% F
Total Return 0.38% 21% F 10% F
Risk Return Profile  
Volatility (Standard Deviation) 8.07% 58% F 82% B
Risk Adjusted Return 49.51% 55% F 66% D+
Market Capitalization 0.01B 17% F 6% D-

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.