Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 12/29/2016.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CBCAX (CALAMOS FOCUS GROWTH FUND CLASS A) | NA | -1.79% | 2.75% | 10.26% | 4.80% | NA | NA | 6.04% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBCAX (CALAMOS FOCUS GROWTH FUND CLASS A) | 12/16/2003 | 12/29/2016 |
The return data shown below all have the same latest date: 12/29/2016.
AR inception is since 12/16/2003.
AR inception is since 12/16/2003.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.79 | 2.75 | 10.26 | 4.80 | NA | NA | 6.04 | -0.49 | 2.34 | 5.80 | 33.53 | 13.56 | -6.34 | 13.29 | 33.82 | -36.86 | 9.06 | 11.76 | 6.06 | 9.94 | 2.97 |
| Sharpe Ratio | NA | -0.15 | 0.17 | 0.71 | 0.21 | NA | NA | 0.28 | -0.05 | 0.14 | 0.38 | 2.56 | 0.99 | -0.25 | 0.89 | 1.28 | -1.00 | 0.42 | 0.83 | 0.36 | 0.80 | 17.28 |
| Standard Deviation(%) | NA | 13.32 | 14.99 | 14.43 | 20.72 | NA | NA | 18.78 | 13.23 | 16.02 | 15.37 | 13.10 | 13.80 | 25.34 | 14.82 | 26.39 | 37.80 | 14.48 | 10.22 | 10.67 | 11.22 | 6.27 |
| Draw Down(%) | NA | 14.94 | 19.62 | 19.62 | 52.85 | NA | NA | 52.85 | 13.82 | 12.82 | 10.04 | 7.89 | 11.55 | 22.40 | 12.08 | 24.59 | 46.19 | 7.99 | 8.56 | 7.26 | 9.67 | 0.20 |
| Yield(%) | 0.00 | 0.00 | 9.28 | 8.44 | 4.59 | 4.14 | 3.11 | 4.78 | 0.00 | 18.40 | 10.23 | 0.00 | 0.52 | 0.00 | 0.00 | 0.23 | 0.29 | 7.10 | 0.65 | 0.00 | 0.10 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBCAX (CALAMOS FOCUS GROWTH FUND CLASS A) |
-14.23%
Feb 2006 - Feb 2009 |
-6.16%
Feb 2004 - Feb 2009 |
4.79%
Feb 2006 - Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBCAX (CALAMOS FOCUS GROWTH FUND CLASS A) |
24.30%
Feb 2009 - Feb 2012 |
21.52%
Feb 2009 - Feb 2014 |
7.39%
Aug 2004 - Aug 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart