Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/08/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CCVIX (CALAMOS CONVERTIBLE FUND CLASS A) | 0.28% | 7.97% | 5.22% | 3.43% | 4.94% | 5.77% | 5.76% | 7.43% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCVIX (CALAMOS CONVERTIBLE FUND CLASS A) | 06/19/1996 | 05/08/2025 |
The return data shown below all have the same latest date: 05/08/2025.
AR inception is since 06/19/1996.
AR inception is since 06/19/1996.
| 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 (%) | 2.03 | 7.97 | 5.22 | 3.43 | 4.94 | 5.77 | 5.76 | 7.43 | 0.28 | 8.71 | 9.39 | -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 | 0.15 | -0.15 | 0.12 | 0.24 | NA | NA | 0.45 | -0.25 | 0.24 | 0.59 | -1.36 | -0.41 | 1.78 | 2.18 | -0.09 | 2.28 | 0.44 | -0.40 | 0.49 | 2.40 | 0.68 | -0.26 | 1.12 | 2.12 | -1.29 | 0.68 | 0.76 | 0.10 | 0.80 | 2.44 | -0.49 | -0.68 | 0.14 | 2.99 | 0.69 | 1.98 | 1.90 |
| Standard Deviation(%) | NA | 12.83 | 12.06 | 14.62 | 13.33 | NA | NA | 12.24 | 18.06 | 8.80 | 8.72 | 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 | 15.57 | 15.57 | 36.21 | 36.21 | NA | NA | 36.59 | 14.60 | 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 | 0.35 | 0.61 | 0.44 | 2.78 | 4.41 | 4.74 | 7.19 | 0.00 | 0.42 | 0.84 | 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 |
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) |
-8.75%
Feb 2021 - Feb 2024 |
-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