Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBCIX (CALAMOS FOCUS GROWTH FUND CLASS I) | NA | 9.01% | 2.83% | 9.59% | 4.95% | NA | NA | … | … |
Data as of 01/23/2017, Common starting date is 12/15/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBCIX (CALAMOS FOCUS GROWTH FUND CLASS I) | 12/15/2003 | 01/23/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.01 | 2.83 | 9.59 | 4.95 | NA | NA | … | … | 0.00 | -0.34 | 2.35 | 6.31 | 34.10 | 13.90 | -6.15 | 13.52 | 34.22 | -36.75 | 9.42 | 12.01 | 6.41 | 10.16 | 3.18 |
| Sharpe Ratio | NA | 0.63 | 0.18 | 0.66 | 0.22 | NA | NA | … | … | 0.00 | -0.04 | 0.14 | 0.41 | 2.60 | 1.01 | -0.24 | 0.91 | 1.30 | -0.99 | 0.44 | 0.86 | 0.40 | 0.82 | 17.45 |
| Standard Deviation(%) | NA | 11.95 | 14.94 | 14.39 | 20.72 | NA | NA | … | … | NA | 13.26 | 16.04 | 15.39 | 13.11 | 13.86 | 25.34 | 14.79 | 26.26 | 37.87 | 14.56 | 10.22 | 10.63 | 11.17 | 5.96 |
| Draw Down(%) | NA | 7.99 | 19.72 | 19.72 | 52.66 | NA | NA | … | … | 0.00 | 13.80 | 12.82 | 10.01 | 7.89 | 11.60 | 22.27 | 12.04 | 24.54 | 46.14 | 7.96 | 8.51 | 7.24 | 9.48 | 0.20 |
| Yield(%) | 0.00 | 0.00 | 9.17 | 8.17 | 4.67 | 4.32 | 3.24 | … | … | 0.00 | 0.00 | 18.20 | 10.15 | 0.40 | 0.86 | 0.00 | 0.00 | 0.58 | 0.54 | 7.34 | 1.04 | 0.00 | 0.23 | 0.00 |
Data as of 01/23/2017, Common starting date is 12/15/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBCIX (CALAMOS FOCUS GROWTH FUND CLASS I) |
-14.00%
Feb 2006 – Feb 2009 |
-5.92%
Feb 2004 – Feb 2009 |
5.06%
Dec 2006 – Dec 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBCIX (CALAMOS FOCUS GROWTH FUND CLASS I) |
24.63%
Feb 2009 – Feb 2012 |
21.85%
Feb 2009 – Feb 2014 |
7.68%
Aug 2004 – Aug 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart