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CVLRX: CALAMOS GLOBAL GROWTH & INCOME FUND CLASS R (MUTUAL FUND)
Basic Info
Asset Class: | World Allocation |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/06/2007 |
Last Dividend Date: | 12/14/2017 |
12-Mo. Yield | 5.96% |
Expenses | 1.57% |
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Performance Analytics (As of 03/09/2018)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 03/06/2007 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 17.8 | 6.3 | 6.4 | 5.0 | 4.7 | 2.4 | 19.8 | 0.3 | 0.6 | 1.5 | 12.7 | 6.8 | -2.8 | 14.2 | 31.3 | -34.6 | 14.9 |
Sharpe Ratio | NA | 2.15 | 0.62 | 0.66 | 0.33 | 0.3 | 0.96 | 3.05 | 0.01 | 0.05 | 0.15 | 1.4 | 0.79 | -0.17 | 1.37 | 1.62 | -1.26 | 1.16 |
Draw Down(%) | NA | 7.9 | 15.5 | 15.5 | 41.3 | 46.7 | 7.9 | 2.0 | 10.4 | 10.9 | 9.5 | 7.5 | 9.0 | 14.0 | 6.9 | 15.8 | 43.9 | 7.8 |
Standard Deviation(%) | NA | 7.9 | 9.5 | 9.4 | 14.2 | 14.2 | 12.8 | 6.3 | 10.4 | 10.3 | 9.6 | 9.1 | 8.6 | 16.5 | 10.3 | 19.2 | 28.0 | 13.3 |
Treynor Ratio | NA | 0.14 | 0.05 | 0.05 | 0.04 | 0.04 | 0.11 | 0.14 | 0.0 | 0.0 | 0.01 | 0.11 | 0.07 | -0.03 | 0.16 | 0.24 | -0.28 | 0.1 |
Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.02 | 0.01 | -0.02 | 0.01 | 0.0 | -0.01 | -0.01 | 0.01 | 0.02 | 0.01 | -0.05 | -0.04 |
Beta | NA | 1.21 | 1.19 | 1.2 | 1.16 | 1.17 | 1.09 | 1.36 | 1.16 | 1.2 | 1.32 | 1.12 | 0.97 | 1.06 | 0.86 | 1.29 | 1.25 | 1.48 |
RSquared | NA | 0.71 | 0.85 | 0.85 | 0.84 | 0.83 | 0.74 | 0.71 | 0.89 | 0.89 | 0.87 | 0.85 | 0.89 | 0.9 | 0.83 | 0.86 | 0.82 | 0.81 |
Yield(%) | N/A | 6.6 | 2.9 | 8.1 | 5.4 | N/A | 0.0 | 6.9 | 0.7 | 1.3 | 17.7 | 18.6 | 4.4 | 0.1 | 1.9 | 0.0 | 1.9 | 6.9 |
Dividend Growth(%) | N/A | 850.0 | -82.4 | 414.9 | N/A | N/A | -100.0 | 850.0 | -45.5 | -93.7 | -13.0 | 334.8 | 4500.0 | -94.4 | N/A | -100.0 | -69.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/06/2007
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