Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CBDGX (CALAMOS DISCOVERY GROWTH FUND CLASS B) | NA | -7.54% | -3.11% | 4.66% | NA | NA | NA | 5.97% |
Data as of 12/29/2016, AR inception is 06/02/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBDGX (CALAMOS DISCOVERY GROWTH FUND CLASS B) | 06/02/2010 | 12/29/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -7.54 | -3.11 | 4.66 | NA | NA | NA | 5.97 | -6.02 | -8.11 | 4.55 | 34.31 | 4.19 | -12.01 | 27.40 |
| Sharpe Ratio | NA | -0.43 | -0.18 | 0.27 | NA | NA | NA | 0.25 | -0.35 | -0.49 | 0.27 | 2.23 | 0.23 | -0.33 | 2.64 |
| Standard Deviation(%) | NA | 17.92 | 17.21 | 17.14 | NA | NA | NA | 21.39 | 17.74 | 16.64 | 16.82 | 15.35 | 18.23 | 36.44 | 19.28 |
| Draw Down(%) | NA | 20.83 | 32.22 | 32.22 | NA | NA | NA | 36.26 | 19.54 | 18.51 | 11.74 | 8.78 | 15.43 | 36.26 | 9.63 |
| Yield(%) | 0.00 | 0.00 | 3.63 | 6.26 | 3.53 | 2.36 | 1.77 | 5.89 | 0.00 | 0.96 | 10.00 | 17.28 | 0.00 | 0.00 | 0.00 |
Data as of 12/29/2016, AR inception is 06/02/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBDGX (CALAMOS DISCOVERY GROWTH FUND CLASS B) |
-1.90%
Nov 2013 - Nov 2016 |
-1.89%
Apr 2011 - Apr 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBDGX (CALAMOS DISCOVERY GROWTH FUND CLASS B) |
14.59%
May 2012 - May 2015 |
10.59%
Aug 2010 - Aug 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart