Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBXCX (CALAMOS FOCUS GROWTH FUND CLASS C) | NA | 8.26% | 1.92% | 8.55% | 3.96% | NA | NA | … | … |
Data as of 01/23/2017, Common starting date is 12/16/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBXCX (CALAMOS FOCUS GROWTH FUND CLASS C) | 12/16/2003 | 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 | 8.26 | 1.92 | 8.55 | 3.96 | NA | NA | … | … | 0.00 | -1.08 | 1.56 | 5.01 | 32.73 | 12.71 | -7.02 | 12.61 | 32.80 | -37.28 | 8.20 | 10.98 | 5.29 | 9.05 | 2.97 |
| Sharpe Ratio | NA | 0.57 | 0.12 | 0.59 | 0.17 | NA | NA | … | … | 0.00 | -0.10 | 0.10 | 0.33 | 2.49 | 0.92 | -0.28 | 0.85 | 1.24 | -1.01 | 0.36 | 0.76 | 0.29 | 0.72 | 18.05 |
| Standard Deviation(%) | NA | 11.89 | 14.84 | 14.30 | 20.58 | NA | NA | … | … | NA | 13.31 | 16.03 | 15.35 | 13.12 | 13.84 | 25.33 | 14.74 | 26.40 | 37.81 | 14.50 | 10.21 | 10.62 | 11.20 | 6.01 |
| Draw Down(%) | NA | 7.98 | 19.95 | 19.95 | 53.37 | NA | NA | … | … | 0.00 | 13.87 | 12.98 | 10.09 | 7.91 | 11.70 | 22.66 | 11.97 | 24.82 | 46.56 | 8.03 | 8.63 | 7.32 | 9.88 | 0.20 |
| Yield(%) | 0.00 | 0.00 | 9.81 | 8.38 | 4.54 | 4.02 | 3.02 | … | … | 0.00 | 0.00 | 19.80 | 10.85 | 0.00 | 0.00 | 0.00 | 0.24 | 0.00 | 0.00 | 7.00 | 0.32 | 0.00 | 0.00 | 0.00 |
Data as of 01/23/2017, Common starting date is 12/16/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBXCX (CALAMOS FOCUS GROWTH FUND CLASS C) |
-14.87%
Feb 2006 – Feb 2009 |
-6.87%
Feb 2004 – Feb 2009 |
4.05%
Feb 2006 – Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBXCX (CALAMOS FOCUS GROWTH FUND CLASS C) |
23.49%
Feb 2009 – Feb 2012 |
20.70%
Feb 2009 – Feb 2014 |
6.62%
Aug 2004 – Aug 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart