Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CAPHX (Calamos Aksia Alternative Credit and Income Fund) | 4.41% | 10.34% | NA | NA | NA | NA | NA | 11.73% |
Data as of 07/11/2025, AR inception is 05/31/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAPHX (Calamos Aksia Alternative Credit and Income Fund) | 05/31/2023 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 10.34 | NA | NA | NA | NA | NA | 11.73 | 4.41 | 11.20 | 6.20 |
| Sharpe Ratio | NA | 5.13 | NA | NA | NA | NA | NA | 5.65 | 3.54 | 2.68 | 4.97 |
| Standard Deviation(%) | NA | 1.39 | NA | NA | NA | NA | NA | 1.34 | 1.58 | 1.72 | 1.40 |
| Draw Down(%) | NA | 0.74 | NA | NA | NA | NA | NA | 0.74 | 0.74 | 1.21 | 0.10 |
| Yield(%) | 0.00 | 7.96 | 5.28 | 3.17 | 1.59 | 1.06 | 0.79 | 7.93 | 3.56 | 8.30 | 3.53 |
Data as of 07/11/2025, AR inception is 05/31/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAPHX (Calamos Aksia Alternative Credit and Income Fund) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAPHX (Calamos Aksia Alternative Credit and Income Fund) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart