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CAGSX: Calamos Global Sustainable Equities Fund Class A (MUTUAL FUND)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/17/2021 |
Last Dividend Date: | - |
12-Mo. Yield | 0.81% |
Expenses | 1.20% |
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Performance Analytics (As of 05/25/2023)
Not up-to-date? TryLast 1 Week* | 1 Yr | Since 12/17/2021 |
2023 | 2022 | 2021 | |
---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.7 | -13.1 | 4.3 | -23.6 | 2.6 |
Sharpe Ratio | NA | -0.13 | -0.79 | 0.58 | -1.13 | 7.24 |
Draw Down(%) | NA | 17.1 | 31.2 | 7.3 | 31.2 | 1.6 |
Standard Deviation(%) | NA | 18.8 | 19.6 | 11.2 | 22.3 | 14.5 |
Treynor Ratio | NA | -0.03 | -0.19 | 0.11 | -0.29 | 1.18 |
Alpha | NA | -0.02 | -0.03 | -0.01 | -0.03 | -0.02 |
Beta | NA | 0.82 | 0.83 | 0.57 | 0.86 | 0.89 |
RSquared | NA | 0.88 | 0.9 | 0.63 | 0.94 | 0.91 |
Yield(%) | N/A | 0.0 | N/A | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/17/2021
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