Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
CADGX (CALAMOS DISCOVERY GROWTH FUND CLASS A) | NA | -6.86% | -2.39% | 5.41% | NA | NA | NA | 6.83% |
Data as of 12/29/2016, AR inception is 06/02/2010
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
CADGX (CALAMOS DISCOVERY GROWTH FUND CLASS A) | 06/02/2010 | 12/29/2016 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 0.00 | -6.86 | -2.39 | 5.41 | NA | NA | NA | 6.83 | -5.33 | -7.42 | 5.28 | 35.32 | 4.94 | -11.35 | 27.94 |
Sharpe Ratio | NA | -0.39 | -0.14 | 0.31 | NA | NA | NA | 0.29 | -0.31 | -0.45 | 0.31 | 2.30 | 0.27 | -0.31 | 2.68 |
Standard Deviation(%) | NA | 17.95 | 17.23 | 17.17 | NA | NA | NA | 21.42 | 17.78 | 16.62 | 16.86 | 15.35 | 18.31 | 36.48 | 19.40 |
Draw Down(%) | NA | 20.74 | 31.87 | 31.87 | NA | NA | NA | 36.11 | 19.44 | 18.34 | 11.60 | 8.76 | 15.39 | 36.11 | 9.62 |
Yield(%) | 0.00 | 0.00 | 3.52 | 6.19 | 3.55 | 2.36 | 1.77 | 5.91 | 0.00 | 0.92 | 9.71 | 16.98 | 0.00 | 0.00 | 0.14 |
Data as of 12/29/2016, AR inception is 06/02/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
CADGX (CALAMOS DISCOVERY GROWTH FUND CLASS A) |
-1.15%
Nov 2013 - Nov 2016 |
-1.16%
Apr 2011 - Apr 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
CADGX (CALAMOS DISCOVERY GROWTH FUND CLASS A) |
15.45%
May 2012 - May 2015 |
11.41%
Aug 2010 - Aug 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart