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CNWZX: Calamos Evolving World Growth B (MUTUAL FUND)
Basic Info
Asset Class: | DIVERSIFIED EMERGING MKTS |
MyPlanIQ Rating: | Not Rated |
Start Date: | 08/21/2008 |
Last Dividend Date: | 12/18/2014 |
12-Mo. Yield | 0.00% |
Expenses | 2.34% |
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Performance Analytics (As of 10/31/2017)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 08/21/2008 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 8.1 | -1.2 | 0.5 | 2.9 | 17.5 | -5.4 | -9.3 | -6.4 | 7.1 | 7.8 | -9.3 | 19.4 | 54.7 | -28.5 |
Sharpe Ratio | NA | 0.88 | -0.11 | 0.03 | 0.16 | 2.98 | -0.39 | -0.67 | -0.6 | 0.66 | 0.65 | -0.43 | 1.43 | 2.29 | -1.33 |
Draw Down(%) | NA | 9.4 | 26.8 | 29.7 | 39.4 | 2.9 | 13.0 | 21.3 | 15.3 | 11.2 | 11.6 | 23.7 | 10.5 | 16.6 | 39.4 |
Standard Deviation(%) | NA | 8.6 | 12.5 | 11.8 | 17.5 | 7.0 | 14.5 | 13.9 | 10.7 | 10.7 | 11.9 | 21.6 | 13.5 | 23.9 | 45.8 |
Treynor Ratio | NA | 0.11 | -0.02 | 0.01 | 0.04 | 0.35 | -0.07 | -0.13 | -0.09 | 0.1 | 0.11 | -0.12 | 0.32 | 0.77 | -1.07 |
Alpha | NA | -0.03 | -0.02 | -0.02 | -0.01 | 0.01 | -0.06 | 0.01 | -0.03 | 0.04 | -0.02 | 0.03 | 0.03 | 0.01 | -0.07 |
Beta | NA | 0.71 | 0.75 | 0.73 | 0.66 | 0.59 | 0.79 | 0.74 | 0.73 | 0.67 | 0.68 | 0.8 | 0.6 | 0.7 | 0.57 |
RSquared | NA | 0.67 | 0.87 | 0.84 | 0.89 | 0.55 | 0.9 | 0.93 | 0.79 | 0.81 | 0.87 | 0.91 | 0.87 | 0.92 | 0.94 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/21/2008
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See DIVERSIFIED EMERGING MKTS Asset Class Trend Rankings |
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