Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CADVX (CALAMOS DIVIDEND GROWTH FUND CLASS A) | 8.06% | 13.84% | 18.47% | 15.57% | 12.45% | NA | NA | 12.39% |
Data as of 07/11/2025, AR inception is 08/06/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CADVX (CALAMOS DIVIDEND GROWTH FUND CLASS A) | 08/06/2013 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.44 | 13.84 | 18.47 | 15.57 | 12.45 | NA | NA | 12.39 | 8.06 | 23.93 | 23.32 | -18.20 | 27.08 | 18.79 | 29.38 | -4.98 | 20.94 | 9.48 | -0.04 | 0.72 | 8.16 |
| Sharpe Ratio | NA | 0.53 | 0.89 | 0.77 | 0.60 | NA | NA | 0.59 | 0.54 | 1.60 | 1.57 | -0.83 | 1.98 | 0.52 | 2.25 | -0.37 | 3.02 | 0.73 | 0.00 | 0.07 | 2.43 |
| Standard Deviation(%) | NA | 20.04 | 17.00 | 17.35 | 18.49 | NA | NA | 17.38 | 24.02 | 12.69 | 12.62 | 23.66 | 13.63 | 35.34 | 12.42 | 17.19 | 6.74 | 12.62 | 14.40 | 9.67 | 8.80 |
| Draw Down(%) | NA | 19.50 | 19.50 | 24.74 | 33.68 | NA | NA | 33.68 | 19.50 | 9.03 | 10.10 | 24.74 | 4.88 | 33.68 | 6.63 | 19.17 | 2.79 | 10.23 | 12.21 | 8.23 | 3.41 |
| Yield(%) | 0.00 | 2.61 | 3.05 | 5.89 | 6.76 | 5.13 | 3.85 | 7.00 | 0.00 | 3.09 | 5.15 | 0.30 | 9.79 | 9.02 | 13.87 | 4.30 | 9.33 | 1.00 | 2.75 | 3.81 | 0.81 |
Data as of 07/11/2025, AR inception is 08/06/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CADVX (CALAMOS DIVIDEND GROWTH FUND CLASS A) |
2.81%
Oct 2013 - Oct 2016 |
4.84%
Dec 2013 - Dec 2018 |
8.67%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CADVX (CALAMOS DIVIDEND GROWTH FUND CLASS A) |
25.00%
Dec 2018 - Dec 2021 |
18.03%
Oct 2016 - Oct 2021 |
12.58%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart