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CVGRX: CALAMOS GROWTH FUND CLASS A (MUTUAL FUND)
Basic Info 38.57 0.09(0.23%) April 25
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (53%) |
Start Date: | 12/21/1990 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 0.00% |
Expenses | 1.05% |
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Performance Analytics (As of 04/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/21/1997 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.0 | 8.0 | 34.3 | 3.6 | 12.2 | 10.8 | 12.6 | 8.3 | 10.8 | 37.6 | -33.3 | 23.1 | 33.0 | 31.1 | -6.1 | 26.6 | -2.1 | 2.6 | 9.1 | 33.0 | 9.3 | -9.0 | 20.1 | 52.5 | -50.3 | 23.4 | 1.5 | 8.5 | 18.6 | 42.3 | -15.9 | -7.7 | 26.3 | 78.2 | 27.3 | -3.5 | 25.4 | 5.2 | -6.6 | 0.3 | -0.5 | 40.2 | -0.6 |
Sharpe Ratio | NA | 1.03 | 1.63 | 0.04 | 0.4 | 0.45 | NA | NA | 0.38 | 2.14 | -1.12 | 0.93 | 0.86 | 2.31 | -0.4 | 3.16 | -0.17 | 0.16 | 0.58 | 2.46 | 0.59 | -0.32 | 1.11 | 1.73 | -1.15 | 1.06 | -0.1 | 0.43 | 1.0 | 2.11 | -0.76 | -0.5 | 0.5 | 2.88 | 0.96 | -0.23 | 1.12 | 0.06 | -0.82 | -0.16 | -0.25 | 2.4 | NA |
Draw Down(%) | NA | 6.5 | 11.0 | 40.4 | 40.4 | 40.4 | NA | NA | 61.6 | 11.0 | 35.6 | 10.2 | 35.7 | 6.6 | 22.4 | 3.6 | 14.1 | 12.3 | 10.1 | 6.6 | 14.0 | 25.3 | 13.7 | 22.1 | 59.5 | 11.4 | 19.0 | 12.1 | 15.1 | 9.6 | 23.6 | 26.3 | 32.9 | 13.6 | 35.4 | 37.5 | 18.9 | 21.6 | 12.2 | 9.3 | 15.1 | 9.2 | NA |
Standard Deviation(%) | NA | 15.8 | 14.9 | 24.1 | 26.3 | 21.3 | NA | NA | 22.7 | 15.7 | 31.2 | 24.7 | 38.0 | 12.9 | 18.7 | 8.2 | 14.1 | 15.8 | 15.6 | 13.4 | 15.9 | 28.2 | 18.0 | 30.3 | 44.5 | 19.4 | 17.8 | 14.9 | 17.8 | 19.7 | 22.3 | 20.1 | 44.0 | 26.0 | 25.0 | 30.4 | 19.4 | 21.4 | 11.6 | 11.2 | 11.6 | 15.1 | NA |
Treynor Ratio | NA | 0.19 | 0.3 | 0.01 | 0.12 | 0.11 | NA | NA | 0.1 | 0.42 | -0.42 | 0.32 | 0.32 | 0.51 | -0.08 | 0.29 | -0.03 | 0.03 | 0.08 | 0.3 | 0.09 | -0.09 | 0.22 | 0.44 | -0.44 | 0.18 | -0.01 | 0.06 | 0.16 | 0.46 | -0.28 | -0.23 | 0.23 | 0.81 | 0.3 | -0.11 | 0.31 | 0.03 | -0.11 | -0.02 | -0.03 | 0.41 | NA |
Alpha | NA | 0.02 | 0.01 | 0.01 | 0.0 | -0.01 | NA | NA | 0.01 | 0.0 | 0.0 | 0.05 | -0.07 | 0.02 | -0.03 | 0.0 | -0.01 | -0.02 | -0.02 | -0.02 | -0.04 | -0.03 | 0.03 | 0.03 | -0.05 | 0.04 | 0.0 | -0.01 | 0.04 | 0.06 | 0.04 | 0.03 | 0.2 | 0.18 | 0.01 | -0.06 | 0.05 | -0.03 | -0.04 | 0.01 | -0.01 | 0.0 | NA |
Beta | NA | 0.84 | 0.81 | 0.8 | 0.88 | 0.87 | NA | NA | 0.89 | 0.8 | 0.83 | 0.72 | 1.03 | 0.58 | 0.88 | 0.89 | 0.93 | 0.96 | 1.11 | 1.08 | 1.06 | 1.05 | 0.9 | 1.2 | 1.16 | 1.13 | 1.29 | 1.15 | 1.12 | 0.91 | 0.61 | 0.43 | 0.97 | 0.93 | 0.81 | 0.66 | 0.69 | 0.46 | 0.87 | 0.89 | 0.87 | 0.88 | NA |
RSquared | NA | 0.98 | 0.93 | 0.76 | 0.84 | 0.85 | NA | NA | 0.71 | 0.93 | 0.97 | 0.39 | 0.94 | 0.69 | 0.96 | 0.86 | 0.95 | 0.96 | 0.95 | 0.94 | 0.94 | 0.97 | 0.91 | 0.94 | 0.96 | 0.92 | 0.88 | 0.82 | 0.85 | 0.8 | 0.76 | 0.57 | 0.58 | 0.57 | 0.6 | 0.21 | 0.26 | 0.05 | 0.64 | 0.62 | 0.69 | 0.83 | NA |
Yield(%) | N/A | 0.0 | 5.3 | 5.3 | 8.8 | 9.9 | 13.5 | 8.1 | N/A | 5.9 | 0.0 | 13.5 | 13.3 | 11.6 | 13.4 | 15.2 | 3.9 | 26.9 | 21.7 | 31.7 | 7.9 | 4.0 | 0.0 | 0.0 | 0.0 | 14.1 | 3.5 | 4.5 | 0.3 | 0.0 | 0.0 | 0.0 | 13.9 | 14.4 | 0.0 | 1.9 | 0.0 | 0.5 | 0.0 | 0.1 | 0.0 | 0.3 | 0.6 |
Dividend Growth(%) | N/A | -100.0 | N/A | -43.6 | -55.8 | 35.4 | N/A | N/A | N/A | N/A | -100.0 | 18.1 | 38.3 | -31.1 | -1.6 | 272.5 | -89.0 | 8.0 | -33.7 | 309.9 | 73.5 | N/A | N/A | N/A | -100.0 | 283.8 | -15.8 | 1571.4 | N/A | N/A | N/A | -100.0 | 59.4 | N/A | -100.0 | N/A | -100.0 | N/A | -100.0 | N/A | -100.0 | -50.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/21/1997
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