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CADGX: CALAMOS DISCOVERY GROWTH FUND CLASS A (MUTUAL FUND)
Basic Info
Asset Class: | Small Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/02/2010 |
Last Dividend Date: | 12/17/2015 |
12-Mo. Yield | 0.00% |
Expenses | 1.51% |
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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 06/02/2010 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | -3.5 | 6.2 | -5.3 | -7.4 | 5.3 | 35.3 | 4.9 | -11.3 | 27.9 |
Sharpe Ratio | NA | -0.39 | -0.14 | 0.31 | 0.29 | -0.31 | -0.45 | 0.31 | 2.3 | 0.27 | -0.31 | 2.68 |
Draw Down(%) | NA | 20.7 | 31.9 | 31.9 | 36.1 | 19.4 | 18.3 | 11.6 | 8.8 | 15.4 | 36.1 | 9.6 |
Standard Deviation(%) | NA | 18.0 | 17.2 | 17.2 | 21.4 | 17.8 | 16.6 | 16.9 | 15.3 | 18.3 | 36.5 | 19.4 |
Treynor Ratio | NA | -0.08 | -0.02 | 0.05 | 0.06 | -0.06 | -0.07 | 0.05 | 0.34 | 0.05 | -0.1 | 0.69 |
Alpha | NA | -0.07 | -0.04 | -0.04 | -0.03 | -0.06 | -0.02 | 0.01 | -0.01 | -0.04 | -0.04 | 0.06 |
Beta | NA | 0.86 | 0.96 | 0.98 | 1.01 | 0.85 | 1.0 | 1.03 | 1.02 | 1.01 | 1.11 | 0.76 |
RSquared | NA | 0.71 | 0.84 | 0.86 | 0.9 | 0.71 | 0.92 | 0.93 | 0.92 | 0.89 | 0.97 | 0.8 |
Yield(%) | N/A | 0.0 | 3.5 | 6.2 | N/A | 0.0 | 0.9 | 9.7 | 17.0 | 0.0 | 0.0 | 0.1 |
Dividend Growth(%) | N/A | -100.0 | -29.5 | N/A | N/A | -100.0 | -91.0 | -35.3 | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/02/2010
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