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CVLDX: CALAMOS GLOBAL GROWTH & INCOME FUND CLASS B (MUTUAL FUND)
Basic Info
Asset Class: | World Allocation |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/26/2000 |
Last Dividend Date: | 12/15/2016 |
12-Mo. Yield | 0.00% |
Expenses | 2.07% |
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Performance Analytics (As of 10/31/2017)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 04/03/2001 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 8.5 | 2.8 | 4.6 | 1.6 | 6.4 | 5.2 | 9.0 | -0.0 | -0.0 | 1.4 | 12.2 | 6.3 | -3.3 | 13.8 | 30.6 | -35.0 | 13.2 | 15.1 | 18.2 | 7.8 | 21.6 | -6.0 | -7.4 | -6.0 |
Sharpe Ratio | NA | 1.39 | 0.28 | 0.48 | 0.09 | NA | 0.26 | 1.96 | -0.02 | -0.01 | 0.14 | 1.34 | 0.73 | -0.2 | 1.34 | 1.58 | -1.28 | 0.79 | 1.16 | 2.18 | 0.91 | 2.37 | -0.79 | -1.13 | -1.58 |
Draw Down(%) | NA | 2.6 | 15.8 | 15.8 | 47.0 | NA | 47.0 | 1.6 | 10.4 | 11.1 | 9.6 | 7.5 | 9.2 | 14.3 | 7.1 | 15.9 | 44.2 | 7.9 | 12.5 | 6.9 | 7.1 | 7.1 | 16.0 | 13.1 | 11.4 |
Standard Deviation(%) | NA | 5.7 | 9.2 | 9.2 | 14.5 | NA | 12.6 | 5.3 | 10.4 | 10.3 | 9.7 | 9.0 | 8.6 | 16.5 | 10.2 | 19.3 | 28.0 | 12.9 | 10.2 | 7.3 | 7.5 | 8.8 | 9.0 | 8.8 | 15.9 |
Treynor Ratio | NA | 0.07 | 0.02 | 0.04 | 0.01 | NA | 0.03 | 0.11 | 0.0 | 0.0 | 0.01 | 0.11 | 0.06 | -0.03 | 0.16 | 0.24 | -0.29 | 0.07 | 0.1 | 0.19 | 0.08 | 0.26 | -0.12 | -0.17 | -0.15 |
Alpha | NA | -0.02 | -0.01 | -0.02 | -0.02 | NA | -0.02 | -0.01 | -0.02 | 0.01 | 0.0 | -0.01 | -0.01 | 0.0 | 0.02 | 0.01 | -0.05 | -0.03 | -0.01 | 0.03 | -0.01 | -0.02 | -0.01 | -0.04 | -0.18 |
Beta | NA | 1.06 | 1.16 | 1.17 | 1.17 | NA | 1.04 | 0.97 | 1.16 | 1.19 | 1.33 | 1.11 | 0.97 | 1.07 | 0.85 | 1.29 | 1.25 | 1.44 | 1.19 | 0.83 | 0.82 | 0.8 | 0.58 | 0.57 | 1.65 |
RSquared | NA | 0.61 | 0.86 | 0.85 | 0.84 | NA | 0.76 | 0.54 | 0.9 | 0.89 | 0.87 | 0.85 | 0.89 | 0.9 | 0.83 | 0.86 | 0.82 | 0.82 | 0.76 | 0.49 | 0.67 | 0.68 | 0.79 | 0.53 | 0.68 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/03/2001
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