Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAGEX (CALAMOS GLOBAL EQUITY FUND CLASS A) | 15.98% | 29.26% | 25.09% | 11.05% | 14.76% | 11.52% | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAGEX (CALAMOS GLOBAL EQUITY FUND CLASS A) | 03/05/2007 | 06/05/2026 |
| 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.48 | 29.26 | 25.09 | 11.05 | 14.76 | 11.52 | NA | … | … | 15.98 | 18.14 | 30.24 | 24.28 | -27.62 | 16.27 | 43.95 | 29.09 | -15.74 | 34.37 | -1.02 | 4.97 | 1.24 | 19.53 | 12.12 | -2.98 | 22.35 | 53.10 | -45.32 | 27.30 |
| Sharpe Ratio | NA | 1.82 | 1.29 | 0.50 | 0.70 | NA | NA | … | … | 2.46 | 0.73 | 1.59 | 1.49 | -1.20 | 0.93 | 1.32 | 2.13 | -0.90 | 4.16 | -0.08 | 0.34 | 0.09 | 1.61 | 0.90 | -0.12 | 1.50 | 1.83 | -1.12 | 1.58 |
| Standard Deviation(%) | NA | 19.15 | 18.75 | 19.45 | 19.64 | NA | NA | … | … | 23.65 | 21.10 | 16.79 | 14.00 | 24.33 | 17.52 | 33.04 | 12.99 | 19.06 | 8.14 | 15.03 | 14.65 | 13.30 | 12.10 | 13.54 | 24.37 | 14.82 | 28.96 | 41.19 | 19.49 |
| Draw Down(%) | NA | 13.33 | 20.49 | 35.94 | 35.94 | NA | NA | … | … | 13.33 | 20.15 | 13.06 | 11.37 | 33.58 | 9.13 | 31.06 | 7.12 | 25.79 | 2.67 | 14.89 | 13.46 | 10.14 | 9.56 | 11.51 | 20.04 | 9.49 | 22.22 | 55.38 | 12.12 |
| Yield(%) | 0.00 | 15.80 | 11.33 | 7.85 | 10.77 | 9.03 | 8.94 | … | … | 0.00 | 16.68 | 11.14 | 0.00 | 3.07 | 12.83 | 9.00 | 9.24 | 18.43 | 11.46 | 4.54 | 2.07 | 20.39 | 2.73 | 0.19 | 0.00 | 0.00 | 0.00 | 2.77 | 0.00 |
Data as of 06/05/2026, Common starting date is 03/05/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAGEX (CALAMOS GLOBAL EQUITY FUND CLASS A) |
-4.01%
Oct 2007 – Oct 2010 |
0.38%
Oct 2007 – Oct 2012 |
5.39%
Oct 2007 – Oct 2017 |
5.63%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAGEX (CALAMOS GLOBAL EQUITY FUND CLASS A) |
32.02%
Feb 2009 – Feb 2012 |
23.06%
Feb 2009 – Feb 2014 |
15.34%
May 2016 – May 2026 |
14.15%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart