Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCGEX (CALAMOS GLOBAL EQUITY FUND CLASS C) | 20.97% | 34.29% | 26.04% | 11.44% | 14.47% | 10.94% | NA | … | … |
Data as of 06/03/2026, Common starting date is 03/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCGEX (CALAMOS GLOBAL EQUITY FUND CLASS C) | 03/05/2007 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.34 | 34.29 | 26.04 | 11.44 | 14.47 | 10.94 | NA | … | … | 20.97 | 17.19 | 29.43 | 23.29 | -28.20 | 15.36 | 42.87 | 28.19 | -16.40 | 33.30 | -1.76 | 4.14 | 0.56 | 18.58 | 11.32 | -3.63 | 21.46 | 51.95 | -45.75 | 26.48 |
| Sharpe Ratio | NA | 1.77 | 1.24 | 0.46 | 0.65 | NA | NA | … | … | 2.42 | 0.68 | 1.54 | 1.42 | -1.22 | 0.88 | 1.28 | 2.05 | -0.94 | 4.03 | -0.13 | 0.28 | 0.04 | 1.53 | 0.84 | -0.15 | 1.45 | 1.79 | -1.13 | 1.53 |
| Standard Deviation(%) | NA | 19.11 | 18.73 | 19.44 | 19.65 | NA | NA | … | … | 23.54 | 21.09 | 16.81 | 13.98 | 24.34 | 17.51 | 33.10 | 13.06 | 19.03 | 8.13 | 15.03 | 14.71 | 13.28 | 12.14 | 13.52 | 24.47 | 14.76 | 28.92 | 41.26 | 19.43 |
| Draw Down(%) | NA | 13.41 | 20.64 | 36.39 | 36.39 | NA | NA | … | … | 13.41 | 20.15 | 13.11 | 11.59 | 33.96 | 9.24 | 31.10 | 7.29 | 26.32 | 2.70 | 14.97 | 13.75 | 10.30 | 9.64 | 11.64 | 20.38 | 9.53 | 22.24 | 55.62 | 12.16 |
| Yield(%) | 0.00 | 20.53 | 14.15 | 9.42 | 11.60 | 9.11 | 8.86 | … | … | 0.00 | 21.60 | 13.99 | 0.00 | 3.76 | 15.18 | 10.46 | 10.53 | 20.21 | 12.37 | 4.85 | 2.19 | 21.18 | 2.08 | 0.00 | 0.00 | 0.00 | 0.00 | 2.42 | 0.00 |
Data as of 06/03/2026, Common starting date is 03/05/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCGEX (CALAMOS GLOBAL EQUITY FUND CLASS C) |
-4.74%
Oct 2007 – Oct 2010 |
-0.36%
Oct 2007 – Oct 2012 |
4.61%
Oct 2007 – Oct 2017 |
4.84%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCGEX (CALAMOS GLOBAL EQUITY FUND CLASS C) |
31.05%
Feb 2009 – Feb 2012 |
22.15%
Feb 2009 – Feb 2014 |
14.47%
May 2016 – May 2026 |
13.30%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
