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CMQAX: Calamos Multi-Fund Blend A (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/06/2006 |
Last Dividend Date: | 12/18/2009 |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 03/14/2011)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Since 07/06/2006 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 10.5 | 2.3 | 3.1 | 0.4 | 13.2 | 38.5 | -40.6 | 12.9 | 9.1 |
Sharpe Ratio | NA | 0.83 | 0.08 | 0.08 | 0.29 | 0.94 | 1.45 | -1.15 | 0.67 | 1.65 |
Draw Down(%) | NA | 11.8 | 50.2 | 54.3 | 2.5 | 11.8 | 22.6 | 50.3 | 8.8 | 4.0 |
Standard Deviation(%) | NA | 12.5 | 26.9 | 23.1 | 7.4 | 14.0 | 26.5 | 36.0 | 14.8 | 9.7 |
Treynor Ratio | NA | 0.17 | 0.02 | 0.02 | 0.09 | 0.19 | 0.37 | -0.44 | 0.11 | 0.2 |
Alpha | NA | 0.0 | -0.04 | -0.01 | -0.01 | 0.02 | 0.01 | -0.03 | 0.01 | 0.01 |
Beta | NA | 0.61 | 0.93 | 0.92 | 0.25 | 0.7 | 1.05 | 0.95 | 0.88 | 0.81 |
RSquared | NA | 0.85 | 0.93 | 0.93 | 0.27 | 0.93 | 0.95 | 0.97 | 0.95 | 0.91 |
Yield(%) | N/A | 0.0 | 0.2 | N/A | 0.0 | 0.0 | 0.8 | 0.0 | 1.4 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | -100.0 | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/06/2006
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