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CTRRX: Calamos Total Return Bond R (MUTUAL FUND)
Basic Info
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/28/2007 |
| Last Dividend Date: | 02/22/2018 |
| 12-Mo. Yield | 2.68% |
| Expenses | 1.15% |
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Performance Analytics (As of 03/09/2018)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.0 | 0.8 | 1.0 | 1.6 | 2.8 | 3.3 | -2.3 | 2.9 | 2.7 | 0.7 | 3.5 | -0.0 | 3.3 | 3.1 | 5.4 | 6.1 | 4.4 | 5.4 |
| SR | NA | 0.03 | 0.25 | 0.56 | 0.8 | 0.88 | -4.66 | 0.86 | 0.95 | 0.24 | 1.77 | -0.03 | 1.81 | 0.96 | 1.71 | 1.32 | 0.59 | 1.97 |
| DD(%) | NA | 3.3 | 3.7 | 3.7 | 5.9 | 5.9 | 2.5 | 1.6 | 3.7 | 2.0 | 1.3 | 2.6 | 1.3 | 2.7 | 3.5 | 2.0 | 5.9 | 1.6 |
| SD(%) | NA | 2.6 | 2.7 | 2.5 | 3.2 | 3.3 | 2.7 | 2.6 | 2.7 | 2.9 | 2.0 | 1.8 | 1.8 | 3.2 | 3.1 | 4.5 | 5.9 | 4.2 |
| TR | NA | 0.0 | 0.01 | 0.02 | 0.05 | 0.06 | -0.17 | 0.03 | 0.04 | 0.01 | 0.06 | 0.0 | 0.11 | 0.23 | 0.13 | 0.1 | 0.06 | 0.12 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | -0.02 | 0.03 | 0.01 |
| Beta | NA | 0.88 | 0.69 | 0.61 | 0.5 | 0.53 | 0.76 | 0.87 | 0.62 | 0.65 | 0.55 | 0.38 | 0.29 | 0.13 | 0.42 | 0.6 | 0.59 | 0.69 |
| RS | NA | 0.82 | 0.78 | 0.75 | 0.55 | 0.58 | 0.68 | 0.84 | 0.72 | 0.87 | 0.72 | 0.66 | 0.24 | 0.04 | 0.49 | 0.85 | 0.6 | 0.78 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/02/2007
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See Intermediate-Term Bond Asset Class Trend Rankings |
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