Find A Portfolio/Ticker
Comparison Box
CVGRX: CALAMOS GROWTH FUND CLASS A (MUTUAL FUND)
Basic Info 40.92 0.57(1.41%) May 01
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (52%) |
| Start Date: | 12/21/1990 |
| Last Dividend Date: | 12/23/2024 |
| 12-Mo. Yield | 7.65% |
| Expenses | 1.05% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 04/28/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/21/1990 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.0 | -7.7 | 12.9 | 10.9 | 9.4 | 7.4 | 8.9 | 7.7 | 9.7 | 32.3 | 31.7 | -33.3 | 9.3 | 19.5 | 31.1 | -6.1 | 26.6 | -2.1 | 2.6 | 9.1 | 33.0 | 9.3 | -9.0 | 20.1 | 52.5 | -50.3 | 23.4 | 1.5 | 8.5 | 18.6 | 42.3 | -15.9 | -7.7 | 26.3 | 78.2 | 27.3 | -3.5 | 25.4 | 5.2 | -6.6 | 0.3 | -0.5 | 40.2 | -0.6 |
| Sharpe Ratio | NA | -0.84 | 0.19 | 0.2 | 0.26 | 0.25 | NA | NA | 0.34 | 1.5 | 1.73 | -1.12 | 0.4 | 0.48 | 2.31 | -0.4 | 3.16 | -0.17 | 0.16 | 0.58 | 2.46 | 0.59 | -0.32 | 1.11 | 1.73 | -1.15 | 1.06 | -0.1 | 0.43 | 1.0 | 2.11 | -0.76 | -0.5 | 0.5 | 2.88 | 0.96 | -0.23 | 1.12 | 0.06 | -0.82 | -0.16 | -0.25 | 2.4 | NA |
| Draw Down(%) | NA | 23.8 | 23.8 | 23.8 | 44.4 | 44.4 | NA | NA | 61.6 | 12.5 | 11.0 | 35.6 | 18.4 | 35.7 | 6.6 | 22.4 | 3.6 | 14.1 | 12.3 | 10.1 | 6.6 | 14.0 | 25.3 | 13.7 | 22.1 | 59.5 | 11.4 | 19.0 | 12.1 | 15.1 | 9.6 | 23.6 | 26.3 | 32.9 | 13.6 | 35.4 | 37.5 | 18.9 | 21.6 | 12.2 | 9.3 | 15.1 | 9.2 | NA |
| Standard Deviation(%) | NA | 35.6 | 24.8 | 23.1 | 24.3 | 22.4 | NA | NA | 22.8 | 17.2 | 16.0 | 31.2 | 23.4 | 39.5 | 12.9 | 18.7 | 8.2 | 14.1 | 15.8 | 15.6 | 13.4 | 15.9 | 28.2 | 18.0 | 30.3 | 44.5 | 19.4 | 17.8 | 14.9 | 17.8 | 19.7 | 22.3 | 20.1 | 44.0 | 26.0 | 25.0 | 30.4 | 19.4 | 21.4 | 11.6 | 11.2 | 11.6 | 15.1 | NA |
| Treynor Ratio | NA | -0.32 | 0.05 | 0.05 | 0.08 | 0.06 | NA | NA | 0.09 | 0.32 | 0.35 | -0.42 | 0.13 | 0.19 | 0.51 | -0.09 | 0.29 | -0.03 | 0.03 | 0.08 | 0.3 | 0.09 | -0.09 | 0.22 | 0.44 | -0.44 | 0.18 | -0.01 | 0.06 | 0.16 | 0.46 | -0.28 | -0.23 | 0.23 | 0.81 | 0.3 | -0.11 | 0.31 | 0.03 | -0.11 | -0.02 | -0.03 | 0.41 | NA |
| Alpha | NA | -0.03 | 0.01 | 0.0 | 0.0 | -0.01 | NA | NA | 0.01 | 0.03 | -0.01 | 0.0 | 0.04 | -0.09 | 0.02 | -0.03 | 0.0 | -0.01 | -0.02 | -0.02 | -0.02 | -0.04 | -0.03 | 0.03 | 0.03 | -0.05 | 0.04 | 0.0 | -0.01 | 0.04 | 0.06 | 0.04 | 0.03 | 0.2 | 0.18 | 0.01 | -0.06 | 0.05 | -0.03 | -0.04 | 0.01 | -0.01 | 0.0 | NA |
| Beta | NA | 0.94 | 0.89 | 0.85 | 0.82 | 0.86 | NA | NA | 0.88 | 0.81 | 0.8 | 0.83 | 0.7 | 1.02 | 0.58 | 0.88 | 0.89 | 0.93 | 0.96 | 1.11 | 1.08 | 1.06 | 1.05 | 0.9 | 1.2 | 1.16 | 1.13 | 1.29 | 1.15 | 1.12 | 0.91 | 0.61 | 0.43 | 0.97 | 0.93 | 0.81 | 0.66 | 0.69 | 0.46 | 0.87 | 0.89 | 0.87 | 0.88 | NA |
| RSquared | NA | 0.99 | 0.96 | 0.96 | 0.83 | 0.86 | NA | NA | 0.72 | 0.94 | 0.89 | 0.97 | 0.52 | 0.87 | 0.69 | 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 | 0.58 | 0.57 | 0.6 | 0.21 | 0.26 | 0.05 | 0.64 | 0.62 | 0.69 | 0.83 | NA |
| Yield(%) | N/A | 0.0 | 7.7 | 3.1 | 2.1 | 6.3 | 8.2 | 7.4 | N/A | 8.4 | 0.0 | 0.0 | 0.0 | 0.0 | 11.5 | 13.4 | 15.2 | 3.9 | 26.9 | 21.7 | 31.7 | 7.9 | 4.0 | 0.0 | 0.0 | 0.0 | 14.1 | 3.5 | 4.5 | 0.3 | 0.0 | 0.0 | 0.0 | 13.9 | 14.4 | 0.0 | 1.9 | 0.0 | 0.5 | 0.0 | 0.1 | 0.0 | 0.3 | 0.6 |
| Dividend Growth(%) | N/A | -100.0 | N/A | -2.5 | -87.7 | -37.5 | 183.6 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -31.2 | -1.5 | 271.2 | -89.0 | 8.0 | -33.8 | 310.2 | 73.4 | N/A | N/A | N/A | -100.0 | 284.6 | -16.1 | 1539.2 | N/A | N/A | N/A | -100.0 | 59.2 | N/A | -100.0 | N/A | -100.0 | N/A | -100.0 | N/A | -100.0 | -50.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/21/1990
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
Top Rated Funds in LARGE GROWTH
Best Mutual Funds
- SEQUX (SEQUOIA FUND INC SEQUOIA FUND INC) 0.07% (100%)
- JENSX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND J SHARES) 0.04% (100%)
- PRGFX (T. ROWE PRICE GROWTH STOCK FUND INC. T. ROWE PRICE GROWTH STOCK FUND INC.) 1.30% (100%)
- FFIDX (FIDELITY FUND FIDELITY FUND) 1.26% (100%)
- TRBCX (T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND INC.) 1.46% (100%)
- NBSRX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INVESTOR CLASS) 0.89% (99%)
- PRSGX (SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND) 0.37% (99%)
- NGUAX (NEUBERGER BERMAN GUARDIAN FUND INVESTOR CLASS) 1.50% (99%)
- VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) 1.24% (99%)
- FBGRX (FIDELITY BLUE CHIP GROWTH FUND FIDELITY BLUE CHIP GROWTH FUND) 1.27% (99%)
Best ETFs
- IVW (iShares S&P 500 Growth ETF) 1.19% (99%)
- VUG (Vanguard Growth ETF) 1.47% (99%)
- IWF (iShares Russell 1000 Growth ETF) 1.32% (99%)
- QQQQ (PowerShares QQQ) 1.31% (97%)
- ONEQ (Fidelity Nasdaq Composite Index ETF) 1.43% (97%)
- FPX (First Trust US Equity Opportunities ETF) 1.23% (96%)
- FTC (First Trust Large Cap Growth AlphaDEX Fund) 0.29% (96%)
- MGK (Vanguard Mega Cap Growth ETF) 1.60% (96%)
- PWB (Invesco Large Cap Growth ETF) 1.67% (96%)
- QQEW (First Trust NASDAQ-100 Equal Weighted Index Fund) 0.35% (96%)
Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) (98%)
- EOS (Eaton Vance Enhanced Equity Income II Closed Fund) (98%)
- ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) (98%)
- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) (97%)
- GAM (General American Investors Closed Fund) (97%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) (97%)
- JCE (Nuveen Core Equity Alpha Closed Fund) (97%)
- FXBY (Foxby Corp) 0.0% (63%)
- HEQ (John Hancock Hedged Equity & Income Fund) (22%)
Latest Articles Related to CVGRX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
