Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CCVCX (CALAMOS CONVERTIBLE FUND CLASS C) | 8.14% | 14.13% | 8.63% | 1.36% | 5.23% | 5.74% | 5.30% | 6.90% |
Data as of 07/09/2025, AR inception is 09/25/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCVCX (CALAMOS CONVERTIBLE FUND CLASS C) | 09/25/1996 | 07/09/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 0.71 | 14.13 | 8.63 | 1.36 | 5.23 | 5.74 | 5.30 | 6.90 | 8.14 | 8.07 | 8.57 | -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 | 0.87 | 0.49 | -0.02 | 0.28 | NA | NA | 0.42 | 0.88 | 0.17 | 0.50 | -1.39 | -0.46 | 1.72 | 2.07 | -0.16 | 2.11 | 0.36 | -0.47 | 0.41 | 2.30 | 0.57 | -0.31 | 1.05 | 2.05 | -1.31 | 0.61 | 0.94 | 0.00 | 0.69 | 2.35 | -0.55 | -0.75 | 0.08 | 2.92 | 0.64 | 1.91 | 1.39 |
| Standard Deviation(%) | NA | 13.03 | 11.11 | 14.37 | 13.39 | NA | NA | 12.31 | 15.70 | 8.76 | 8.70 | 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 | 14.90 | 14.90 | 36.86 | 36.86 | NA | NA | 37.08 | 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 | 0.79 | 0.50 | 0.25 | 2.34 | 3.98 | 4.14 | 6.54 | 0.00 | 0.83 | 0.28 | 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 07/09/2025, AR inception 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) |
-9.54%
Feb 2021 - Feb 2024 |
-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