Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCVIX (CALAMOS CONVERTIBLE FUND CLASS A) | 25.39% | 44.91% | 20.35% | 5.44% | 10.16% | 7.94% | 7.40% | … | … |
Data as of 06/03/2026, Common starting date is 06/19/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCVIX (CALAMOS CONVERTIBLE FUND CLASS A) | 06/19/1996 | 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.35 | 44.91 | 20.35 | 5.44 | 10.16 | 7.94 | 7.40 | … | … | 25.39 | 18.98 | 9.71 | 10.61 | -21.23 | -7.71 | 40.02 | 19.19 | 0.38 | 14.32 | 4.41 | -3.83 | 5.04 | 20.36 | 5.55 | -3.99 | 10.84 | 34.01 | -25.87 | 9.75 | 9.13 | 2.88 | 7.54 | 25.01 | -4.56 | -4.28 | 6.59 | 35.11 | 10.62 | 20.80 | 8.68 |
| Sharpe Ratio | NA | 2.81 | 1.39 | 0.16 | 0.61 | NA | NA | … | … | 3.55 | 1.13 | 0.70 | 0.80 | -1.36 | -0.41 | 1.78 | 2.17 | -0.09 | 2.27 | 0.44 | -0.40 | 0.49 | 2.40 | 0.68 | -0.26 | 1.12 | 2.12 | -1.29 | 0.67 | 0.74 | 0.09 | 0.79 | 2.44 | -0.49 | -0.69 | 0.13 | 2.98 | 0.68 | 1.96 | 1.88 |
| Standard Deviation(%) | NA | 14.78 | 12.26 | 14.28 | 13.73 | NA | NA | … | … | 17.95 | 14.28 | 8.72 | 8.77 | 16.71 | 18.84 | 22.25 | 8.15 | 10.76 | 6.04 | 9.65 | 9.74 | 10.27 | 8.46 | 8.18 | 15.22 | 9.57 | 16.01 | 20.67 | 9.94 | 7.71 | 7.04 | 8.27 | 9.96 | 11.68 | 9.89 | 18.14 | 10.66 | 10.60 | 8.69 | 7.02 |
| Draw Down(%) | NA | 7.71 | 14.69 | 36.21 | 36.21 | NA | NA | … | … | 7.71 | 14.50 | 6.13 | 10.06 | 24.06 | 18.50 | 25.73 | 4.54 | 11.61 | 2.76 | 11.66 | 11.35 | 8.61 | 6.20 | 9.84 | 15.49 | 6.79 | 9.99 | 35.23 | 5.67 | 7.17 | 7.20 | 9.04 | 7.15 | 17.40 | 12.50 | 14.29 | 4.60 | 18.72 | 5.98 | 5.61 |
| Yield(%) | 0.00 | 10.76 | 5.35 | 2.48 | 4.35 | 4.74 | 4.89 | … | … | 0.00 | 11.15 | 1.44 | 2.04 | 0.47 | 0.00 | 0.71 | 1.19 | 12.60 | 4.53 | 2.92 | 5.72 | 7.10 | 10.89 | 9.56 | 8.64 | 6.23 | 3.97 | 0.72 | 5.83 | 9.80 | 12.12 | 7.52 | 2.72 | 1.67 | 4.66 | 13.17 | 5.12 | 4.12 | 10.55 | 10.55 |
Data as of 06/03/2026, Common starting date is 06/19/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCVIX (CALAMOS CONVERTIBLE FUND CLASS A) |
-8.70%
Nov 2020 – Nov 2023 |
-1.85%
Feb 2004 – Feb 2009 |
3.81%
Jan 2006 – Jan 2016 |
4.46%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCVIX (CALAMOS CONVERTIBLE FUND CLASS A) |
22.81%
Mar 1997 – Mar 2000 |
17.84%
Feb 2016 – Feb 2021 |
10.88%
Jul 1996 – Jul 2006 |
9.03%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison Chart