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CGRIX: Calamos Growth I (MUTUAL FUND)
Basic Info 43.88 0.08(0.18%) November 25
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (76%) |
| Start Date: | 09/05/2000 |
| Last Dividend Date: | 12/20/2021 |
| 12-Mo. Yield | 6.25% |
| Expenses | 1.02% |
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Performance Analytics (As of 11/23/2022)
Not up-to-date? Try| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.2 | -28.9 | -30.3 | 6.0 | 8.2 | 10.5 | 6.5 | 5.9 | 14.0 | 33.3 | 31.4 | -5.6 | 26.9 | -1.9 | 3.3 | 8.7 | 33.5 | 9.6 | -8.8 | 20.4 | 52.8 | -50.2 | 23.6 | 1.7 | 8.7 | 19.0 | 42.7 | -15.7 | -7.4 | -21.0 |
| SR | NA | -1.06 | -1.06 | 0.18 | 0.29 | 0.5 | NA | 0.22 | 0.65 | 0.87 | 2.35 | -0.37 | 3.2 | -0.15 | 0.21 | 0.56 | 2.5 | 0.61 | -0.31 | 1.13 | 1.74 | -1.15 | 1.06 | -0.09 | 0.44 | 1.02 | 2.13 | -0.75 | -0.49 | -1.57 |
| DD(%) | NA | 35.5 | 37.2 | 37.2 | 37.2 | 37.2 | NA | 61.6 | 15.1 | 35.7 | 6.6 | 22.1 | 3.6 | 14.1 | 12.3 | 10.1 | 6.6 | 14.0 | 25.2 | 13.6 | 22.1 | 59.4 | 11.3 | 18.9 | 12.0 | 15.1 | 9.6 | 23.6 | 26.2 | 27.2 |
| SD(%) | NA | 32.0 | 31.3 | 30.2 | 25.5 | 20.5 | NA | 22.7 | 21.3 | 38.0 | 12.8 | 18.7 | 8.2 | 14.1 | 15.7 | 15.5 | 13.4 | 15.9 | 28.2 | 18.0 | 30.3 | 44.5 | 19.4 | 17.8 | 14.9 | 17.7 | 19.7 | 22.3 | 20.1 | 35.4 |
| TR | NA | -0.41 | -0.46 | 0.06 | 0.09 | 0.12 | NA | 0.06 | 0.22 | 0.32 | 0.49 | -0.08 | 0.3 | -0.02 | 0.03 | 0.08 | 0.31 | 0.09 | -0.08 | 0.23 | 0.44 | -0.44 | 0.18 | -0.01 | 0.06 | 0.16 | 0.46 | -0.27 | -0.23 | -0.74 |
| Alpha(%) | NA | 0.01 | -0.04 | -0.01 | -0.01 | -0.01 | NA | 0.01 | -0.01 | -0.07 | 0.02 | -0.03 | 0.0 | 0.0 | -0.02 | -0.02 | -0.02 | -0.03 | -0.03 | 0.03 | 0.03 | -0.05 | 0.04 | 0.0 | -0.01 | 0.04 | 0.06 | 0.04 | 0.03 | 0.03 |
| Beta(%) | NA | 0.83 | 0.72 | 0.86 | 0.84 | 0.87 | NA | 0.88 | 0.62 | 1.03 | 0.61 | 0.88 | 0.89 | 0.93 | 0.95 | 1.11 | 1.08 | 1.06 | 1.05 | 0.9 | 1.2 | 1.17 | 1.13 | 1.29 | 1.15 | 1.12 | 0.92 | 0.61 | 0.43 | 0.75 |
| RS | NA | 0.97 | 0.87 | 0.89 | 0.88 | 0.89 | NA | 0.84 | 0.61 | 0.94 | 0.72 | 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 | 0.82 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/05/2000
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