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CBCRX: CALAMOS FOCUS GROWTH FUND CLASS R (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/06/2007 |
Last Dividend Date: | 12/17/2015 |
12-Mo. Yield | 0.00% |
Expenses | 1.40% |
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Performance Analytics (As of 12/29/2016)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 03/06/2007 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -2.0 | 2.4 | 10.0 | 4.9 | -0.7 | 2.1 | 5.5 | 33.4 | 13.3 | -6.6 | 13.0 | 33.4 | -37.0 | 11.1 |
Sharpe Ratio | NA | -0.17 | 0.16 | 0.69 | 0.22 | -0.07 | 0.13 | 0.36 | 2.55 | 0.97 | -0.26 | 0.87 | 1.27 | -1.0 | 0.71 |
Draw Down(%) | NA | 15.0 | 19.7 | 19.7 | 53.0 | 13.8 | 12.9 | 10.0 | 7.8 | 11.6 | 22.5 | 12.1 | 24.7 | 46.4 | 8.0 |
Standard Deviation(%) | NA | 13.3 | 14.9 | 14.4 | 20.7 | 13.3 | 16.0 | 15.4 | 13.1 | 13.8 | 25.3 | 14.9 | 26.2 | 37.8 | 15.1 |
Treynor Ratio | NA | -0.03 | 0.02 | 0.1 | 0.05 | -0.01 | 0.02 | 0.05 | 0.32 | 0.15 | -0.07 | 0.17 | 0.32 | -0.38 | 0.12 |
Alpha | NA | 0.0 | -0.02 | -0.01 | -0.01 | 0.0 | -0.02 | -0.03 | -0.01 | -0.01 | -0.02 | 0.02 | -0.01 | 0.0 | 0.01 |
Beta | NA | 0.82 | 0.95 | 0.96 | 0.95 | 0.82 | 0.96 | 1.08 | 1.04 | 0.92 | 0.94 | 0.74 | 1.04 | 0.99 | 0.87 |
RSquared | NA | 0.84 | 0.89 | 0.91 | 0.94 | 0.84 | 0.94 | 0.92 | 0.92 | 0.94 | 0.97 | 0.91 | 0.95 | 0.95 | 0.95 |
Yield(%) | N/A | 0.0 | 9.4 | 8.5 | N/A | 0.0 | 18.7 | 10.4 | 0.0 | 0.4 | 0.0 | 0.0 | 0.0 | 0.2 | 7.1 |
Dividend Growth(%) | N/A | -100.0 | 9780.0 | N/A | N/A | -100.0 | 72.9 | N/A | -100.0 | N/A | N/A | N/A | -100.0 | -96.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/06/2007
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