Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAGCX (CALAMOS GLOBAL CONVERTIBLE FUND CLASS A) | 16.52% | 29.49% | 17.65% | 5.82% | 9.07% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAGCX (CALAMOS GLOBAL CONVERTIBLE FUND CLASS A) | 01/05/2015 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.57 | 29.49 | 17.65 | 5.82 | 9.07 | NA | NA | … | … | 16.52 | 18.17 | 10.75 | 13.17 | -22.22 | -0.55 | 38.18 | 14.89 | -2.98 | 14.09 | 3.60 | -0.49 |
| Sharpe Ratio | NA | 2.52 | 1.64 | 0.30 | 0.77 | NA | NA | … | … | 3.19 | 1.56 | 0.99 | 1.37 | -1.80 | -0.06 | 2.42 | 2.19 | -0.61 | 3.09 | 0.39 | -0.07 |
| Standard Deviation(%) | NA | 10.07 | 8.73 | 9.66 | 9.61 | NA | NA | … | … | 11.72 | 9.85 | 7.21 | 6.99 | 13.15 | 9.91 | 15.59 | 6.12 | 7.21 | 4.37 | 8.71 | 7.49 |
| Draw Down(%) | NA | 5.72 | 8.98 | 29.07 | 31.01 | NA | NA | … | … | 5.59 | 8.98 | 4.17 | 7.95 | 25.34 | 9.82 | 18.70 | 3.56 | 8.97 | 2.11 | 8.01 | 9.27 |
| Yield(%) | 0.00 | 5.31 | 2.32 | 3.47 | 5.05 | 3.47 | 2.60 | … | … | 0.00 | 5.65 | 0.00 | 0.31 | 0.00 | 12.55 | 10.13 | 2.39 | 4.99 | 3.85 | 2.04 | 1.14 |
Data as of 06/03/2026, Common starting date is 01/05/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAGCX (CALAMOS GLOBAL CONVERTIBLE FUND CLASS A) |
-5.01%
Feb 2021 – Feb 2024 |
2.70%
Feb 2021 – Feb 2026 |
5.52%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAGCX (CALAMOS GLOBAL CONVERTIBLE FUND CLASS A) |
17.61%
May 2023 – May 2026 |
14.96%
Feb 2016 – Feb 2021 |
9.01%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart