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Calamos L/S Equity & Dynamic Trust (Calamos L/S Equity & Dynamic Trust) 3-Year RORE %

: 901.06% (As of Oct. 2023)
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Return on Retained Earnings (RORE) is an indicator of a company's growth potential, it shows how much a company earns by reinvesting its retained earnings, i.e. profits after dividend payments. Calamos L/S Equity & Dynamic Trust's 3-Year RORE % for the quarter that ended in Oct. 2023 was 901.06%.

The industry rank for Calamos L/S Equity & Dynamic Trust's 3-Year RORE % or its related term are showing as below:

CPZ's 3-Year RORE % is ranked better than
97.84% of 1531 companies
in the Asset Management industry
Industry Median: 2.13 vs CPZ: 901.06

Calamos L/S Equity & Dynamic Trust 3-Year RORE % Historical Data

The historical data trend for Calamos L/S Equity & Dynamic Trust's 3-Year RORE % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

Calamos L/S Equity & Dynamic Trust Annual Data
Trend Oct20 Oct21 Oct22 Oct23
3-Year RORE %
- - - 901.06

Calamos L/S Equity & Dynamic Trust Semi-Annual Data
Apr20 Oct20 Apr21 Oct21 Apr22 Oct22 Apr23 Oct23
3-Year RORE % Premium Member Only Premium Member Only Premium Member Only - - - - 901.06

Competitive Comparison

For the Asset Management subindustry, Calamos L/S Equity & Dynamic Trust's 3-Year RORE %, along with its competitors' market caps and 3-Year RORE % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Calamos L/S Equity & Dynamic Trust 3-Year RORE % Distribution

For the Asset Management industry and Financial Services sector, Calamos L/S Equity & Dynamic Trust's 3-Year RORE % distribution charts can be found below:

* The bar in red indicates where Calamos L/S Equity & Dynamic Trust's 3-Year RORE % falls into.



Calamos L/S Equity & Dynamic Trust 3-Year RORE % Calculation

Calamos L/S Equity & Dynamic Trust's 3-Year RORE % for the quarter that ended in Oct. 2023 is calculated as:

3-Year RORE %=( Most Recent EPS (Diluted)- First Period EPS (Diluted) )/( Cumulative EPS (Diluted) for 3-year -Cumulative Dividends per Share for 3-year )
=( 0.558-5.64 )/( 4.016-4.58 )
=-5.082/-0.564
=901.06 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of 3-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Oct. 2023 and 3-year before.


Calamos L/S Equity & Dynamic Trust  (NAS:CPZ) 3-Year RORE % Explanation

Return on Retained Earnings (RORE) is important to investors because it reveals a company's efficiency and growth potential. A higher RORE indicates a higher return. A high RORE indicates that the company should reinvest profits into the business. A lower RORE suggests that the company should distribute profits to shareholders by paying out dividends, since those dollars aren't generating much additional growth for the company.

There are a several different ways to arrive at the Return on Retained Earnings. The simplest way to calculate it is by using published information on Earnings per Share (EPS) and Dividend per Share (DPS) over a selected period. Here, 3-year period is chosen.

Be Aware

Please keep in mind that the RORE is relative to the nature of the business and its competitors. If another company in the same sector is producing a lower return on retained earnings, it doesn’t necessarily mean it’s a bad investment. It may just suggest the company is older and no longer in a high growth stage. At such a stage in the business cycle, it would be expected to see a lower RORE and higher dividend payout.


Calamos L/S Equity & Dynamic Trust 3-Year RORE % Related Terms

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Calamos L/S Equity & Dynamic Trust (Calamos L/S Equity & Dynamic Trust) Business Description

Traded in Other Exchanges
N/A
Address
2020 Calamos Court, Naperville, IL, USA, 60563-2787
Calamos L/S Equity & Dynamic Inc Trust is a trust company which seeks to provide current income and risk-managed capital appreciation. The company invests in securities across sectors such as Industrials, Healthcare, Financials, Consumer Discretionary and others.
Executives
John S. Koudounis officer: Vice President 2020 CALAMOS COURT, NAPERVILLE IL 60563
Calamos John P Sr director, officer: President and Chairman 2020 CALAMOS COURT, NAPERVILLE IL 60563
Erik D. Ojala officer: VP, Sec'y & Chief Legal Off. 2020 CALAMOS CT., NAPERVILLE IL 60563
Susan L Schoenberger officer: VP and Assistant Secretary 2020 CALAMOS COURT, NAPERVILLE IL 60563
Daniel Dufresne officer: Vice President 2020 CALAMOS COURT, NAPERVILLE IL 60563
Christopher M Toub director 2020 CALAMOS COURT, NAPERVILLE IL 60563
Robert Behan officer: Vice President 2020 CALAMOS COURT, NAPERVILLE IL 60563
Thomas E Herman officer: VP and CFO 2020 CALAMOS COURT, NAPERVILLE IL 60563
Stephen Atkins officer: Treasurer 2020 CALAMOS COURT, NAPERVILLE IL 60563
Karen Stuckey director 2020 CALAMOS COURT, NAPERVILLE IL 60563
Calamos Advisors Llc other: Investment Adviser 2020 CALAMOS COURT, NAPERVILLE IL 60563
Stephen B Timbers director 2020 CALAMOS COURT, NAPERVILLE IL 60563
Mark Mickey officer: Chief Compliance Officer 2020 CALAMOS COURT, NAPERVILLE IL 60563
William R Rybak director 2020 CALAMOS COURT, NAPERVILE IL 60563
John E Neal director 2020 CALAMOS COURT, NAPERVILLE X1 60563