Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCDVX (CALAMOS DIVIDEND GROWTH FUND CLASS C) | NA | 15.46% | 20.66% | 13.68% | 12.59% | NA | NA | … | … |
Data as of 10/03/2025, Common starting date is 08/06/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCDVX (CALAMOS DIVIDEND GROWTH FUND CLASS C) | 08/06/2013 | 10/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 15.46 | 20.66 | 13.68 | 12.59 | NA | NA | … | … | 11.12 | 23.02 | 22.36 | -18.82 | 26.18 | 17.85 | 28.41 | -5.65 | 20.00 | 8.65 | -0.67 | -0.10 | 7.81 |
| Sharpe Ratio | NA | 0.66 | 1.08 | 0.70 | 0.62 | NA | NA | … | … | 0.59 | 1.53 | 1.48 | -0.86 | 1.92 | 0.50 | 2.17 | -0.41 | 2.87 | 0.67 | -0.05 | -0.01 | 2.30 |
| Standard Deviation(%) | NA | 18.72 | 15.98 | 17.01 | 18.23 | NA | NA | … | … | 20.27 | 12.70 | 12.73 | 23.63 | 13.63 | 35.29 | 12.43 | 17.13 | 6.76 | 12.65 | 14.38 | 9.67 | 8.85 |
| Draw Down(%) | NA | 19.56 | 19.56 | 25.13 | 33.79 | NA | NA | … | … | 19.56 | 9.03 | 10.25 | 25.13 | 5.00 | 33.79 | 6.70 | 19.25 | 2.85 | 10.33 | 12.48 | 8.33 | 3.51 |
| Yield(%) | 0.00 | 5.45 | 4.49 | 6.22 | 7.32 | 5.17 | 3.88 | … | … | 2.70 | 3.25 | 5.11 | 0.17 | 10.10 | 9.09 | 13.36 | 3.77 | 9.12 | 0.32 | 2.61 | 3.28 | 0.66 |
Data as of 10/03/2025, Common starting date is 08/06/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCDVX (CALAMOS DIVIDEND GROWTH FUND CLASS C) |
2.04%
Oct 2013 – Oct 2016 |
4.07%
Dec 2013 – Dec 2018 |
7.86%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCDVX (CALAMOS DIVIDEND GROWTH FUND CLASS C) |
24.06%
Dec 2018 – Dec 2021 |
17.15%
Oct 2016 – Oct 2021 |
12.96%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart