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CNWRX: CALAMOS EVOLVING WORLD GROWTH FUND CLASS R (MUTUAL FUND)
Basic Info
Asset Class: | DIVERSIFIED EMERGING MKTS |
MyPlanIQ Rating: | Not Rated |
Start Date: | 08/21/2008 |
Last Dividend Date: | 12/18/2014 |
12-Mo. Yield | 0.00% |
Expenses | 1.84% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 08/21/2008 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 4.1 | 4.7 | 5.3 | 4.0 | 36.3 | -5.0 | -8.9 | -6.0 | 7.7 | 8.2 | -8.8 | 19.8 | 55.4 | -28.4 |
Sharpe Ratio | NA | 2.93 | 0.47 | 0.3 | 0.29 | 1.37 | 3.85 | -0.36 | -0.64 | -0.56 | 0.71 | 0.7 | -0.41 | 1.46 | 2.32 | -1.32 |
Draw Down(%) | NA | 10.3 | 26.6 | 29.1 | 39.3 | 10.3 | 5.4 | 12.9 | 21.2 | 15.1 | 11.1 | 11.6 | 23.5 | 10.5 | 16.6 | 39.3 |
Standard Deviation(%) | NA | 11.1 | 13.2 | 12.3 | 17.4 | 16.3 | 9.3 | 14.5 | 13.9 | 10.7 | 10.7 | 11.9 | 21.6 | 13.5 | 23.8 | 45.9 |
Treynor Ratio | NA | 0.35 | 0.08 | 0.05 | 0.08 | 0.26 | 0.36 | -0.07 | -0.12 | -0.08 | 0.11 | 0.12 | -0.11 | 0.33 | 0.79 | -1.06 |
Alpha | NA | 0.01 | -0.01 | -0.01 | 0.0 | -0.01 | 0.02 | -0.06 | 0.01 | -0.03 | 0.04 | -0.02 | 0.03 | 0.03 | 0.01 | -0.07 |
Beta | NA | 0.94 | 0.8 | 0.77 | 0.67 | 0.85 | 0.99 | 0.79 | 0.74 | 0.73 | 0.68 | 0.68 | 0.8 | 0.59 | 0.7 | 0.57 |
RSquared | NA | 0.82 | 0.88 | 0.86 | 0.89 | 0.77 | 0.87 | 0.9 | 0.93 | 0.79 | 0.81 | 0.88 | 0.91 | 0.87 | 0.92 | 0.94 |
Yield(%) | N/A | 0.0 | 0.0 | 0.6 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 2.2 | 0.9 | 0.0 | 0.0 | 0.0 | 0.6 | 0.5 |
Dividend Growth(%) | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | -100.0 | 150.0 | N/A | N/A | N/A | -100.0 | -20.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/21/2008
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See DIVERSIFIED EMERGING MKTS Asset Class Trend Rankings |
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