Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCVCX (CALAMOS CONVERTIBLE FUND CLASS C) | 24.93% | 42.77% | 19.44% | 4.46% | 9.26% | 7.17% | 6.70% | … | … |
Data as of 06/04/2026, Common starting date is 09/25/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCVCX (CALAMOS CONVERTIBLE FUND CLASS C) | 09/25/1996 | 06/04/2026 |
| 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.89 | 42.77 | 19.44 | 4.46 | 9.26 | 7.17 | 6.70 | … | … | 24.93 | 18.11 | 8.87 | 9.81 | -21.83 | -8.65 | 38.80 | 18.36 | -0.38 | 13.43 | 3.70 | -4.59 | 4.25 | 19.49 | 4.71 | -4.68 | 10.04 | 32.99 | -26.42 | 8.98 | 10.64 | 2.14 | 6.68 | 24.12 | -5.31 | -4.96 | 5.61 | 34.45 | 10.16 | 20.26 | 4.55 |
| Sharpe Ratio | NA | 2.73 | 1.32 | 0.10 | 0.55 | NA | NA | … | … | 3.47 | 1.07 | 0.60 | 0.71 | -1.40 | -0.46 | 1.72 | 2.06 | -0.16 | 2.11 | 0.36 | -0.47 | 0.41 | 2.30 | 0.57 | -0.31 | 1.05 | 2.05 | -1.32 | 0.59 | 0.92 | -0.02 | 0.69 | 2.35 | -0.55 | -0.76 | 0.08 | 2.91 | 0.63 | 1.89 | 1.37 |
| Standard Deviation(%) | NA | 14.79 | 12.26 | 14.33 | 13.76 | NA | NA | … | … | 17.98 | 14.28 | 8.70 | 8.75 | 16.70 | 19.03 | 22.28 | 8.18 | 10.78 | 6.08 | 9.68 | 9.75 | 10.24 | 8.46 | 8.20 | 15.19 | 9.52 | 16.02 | 20.72 | 9.91 | 7.92 | 7.07 | 8.29 | 9.96 | 11.69 | 9.87 | 18.16 | 10.68 | 10.61 | 8.71 | 10.69 |
| Draw Down(%) | NA | 7.81 | 14.90 | 36.86 | 36.86 | NA | NA | … | … | 7.81 | 14.56 | 6.14 | 10.22 | 24.52 | 18.80 | 25.80 | 4.68 | 11.82 | 2.73 | 11.70 | 11.61 | 8.79 | 6.22 | 9.92 | 15.78 | 6.89 | 10.15 | 35.58 | 5.76 | 7.25 | 7.43 | 9.35 | 7.24 | 17.69 | 12.93 | 14.41 | 4.67 | 18.74 | 6.00 | 6.15 |
| Yield(%) | 0.00 | 10.52 | 4.86 | 2.17 | 3.73 | 4.25 | 4.41 | … | … | 0.00 | 10.85 | 0.83 | 1.51 | 0.26 | 0.00 | 0.14 | 0.28 | 11.92 | 3.86 | 2.16 | 5.02 | 6.38 | 9.94 | 9.10 | 8.00 | 5.53 | 3.22 | 0.60 | 5.02 | 11.10 | 11.35 | 6.74 | 1.92 | 1.26 | 3.85 | 11.37 | 4.63 | 3.84 | 10.00 | 1.79 |
Data as of 06/04/2026, Common starting date is 09/25/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCVCX (CALAMOS CONVERTIBLE FUND CLASS C) |
-9.49%
Nov 2020 – Nov 2023 |
-2.16%
Feb 2004 – Feb 2009 |
3.24%
Aug 2000 – Aug 2010 |
3.71%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCVCX (CALAMOS CONVERTIBLE FUND CLASS C) |
22.24%
Mar 1997 – Mar 2000 |
16.94%
Feb 2016 – Feb 2021 |
9.90%
Sep 2011 – Sep 2021 |
7.69%
Feb 2006 – Feb 2021 |
Annualized Rolling Returns Comparison Chart