Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGCIX (CALAMOS GLOBAL GROWTH & INCOME FUND CLASS I) | 18.52% | 29.94% | 21.90% | 8.89% | 10.52% | 8.16% | 7.54% | … | … |
Data as of 06/04/2026, Common starting date is 03/17/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGCIX (CALAMOS GLOBAL GROWTH & INCOME FUND CLASS I) | 03/17/1998 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.12 | 29.94 | 21.90 | 8.89 | 10.52 | 8.16 | 7.54 | … | … | 18.52 | 16.04 | 24.25 | 14.05 | -21.91 | 9.93 | 25.23 | 18.42 | -9.57 | 20.31 | 0.87 | 1.01 | 2.46 | 13.20 | 7.32 | -2.26 | 14.80 | 32.07 | -34.40 | 14.28 | 16.21 | 19.51 | 8.80 | 23.17 | -5.22 | -6.80 | -5.64 | 45.14 | 2.59 |
| Sharpe Ratio | NA | 2.03 | 1.40 | 0.43 | 0.59 | NA | NA | … | … | 2.64 | 0.91 | 1.78 | 0.98 | -1.21 | 0.66 | 0.89 | 2.07 | -0.93 | 3.10 | 0.06 | 0.10 | 0.25 | 1.45 | 0.85 | -0.14 | 1.44 | 1.65 | -1.26 | 0.87 | 1.26 | 2.37 | 1.03 | 2.57 | -0.71 | -1.06 | -0.52 | 3.87 | -0.01 |
| Standard Deviation(%) | NA | 14.21 | 13.32 | 14.77 | 15.07 | NA | NA | … | … | 17.99 | 14.49 | 11.56 | 10.74 | 19.32 | 15.05 | 27.86 | 8.18 | 11.85 | 6.38 | 10.35 | 10.29 | 9.67 | 9.08 | 8.66 | 16.58 | 10.20 | 19.35 | 28.02 | 12.83 | 10.23 | 7.28 | 7.56 | 8.73 | 8.94 | 8.88 | 18.90 | 10.80 | 12.81 |
| Draw Down(%) | NA | 9.81 | 15.18 | 33.40 | 33.40 | NA | NA | … | … | 9.81 | 15.18 | 9.06 | 9.24 | 27.97 | 11.59 | 28.19 | 5.17 | 18.46 | 2.03 | 10.24 | 10.77 | 9.38 | 7.46 | 8.94 | 13.96 | 7.00 | 15.67 | 43.70 | 7.82 | 12.36 | 6.85 | 6.92 | 6.90 | 15.71 | 12.85 | 14.61 | 5.14 | 20.82 |
| Yield(%) | 0.00 | 8.95 | 7.36 | 3.78 | 4.88 | 5.18 | 5.19 | … | … | 0.05 | 9.49 | 9.31 | 0.88 | 0.00 | 0.44 | 0.68 | 1.65 | 9.96 | 6.69 | 1.01 | 1.26 | 17.73 | 18.77 | 4.78 | 0.66 | 2.07 | 0.00 | 2.03 | 6.71 | 4.58 | 4.88 | 0.04 | 0.17 | 2.72 | 2.28 | 12.71 | 0.78 | 4.03 |
Data as of 06/04/2026, Common starting date is 03/17/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGCIX (CALAMOS GLOBAL GROWTH & INCOME FUND CLASS I) |
-8.21%
Feb 2006 – Feb 2009 |
-0.40%
Oct 2007 – Oct 2012 |
3.30%
Oct 2007 – Oct 2017 |
3.14%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGCIX (CALAMOS GLOBAL GROWTH & INCOME FUND CLASS I) |
22.42%
May 2023 – May 2026 |
17.92%
Oct 2002 – Oct 2007 |
10.54%
May 2016 – May 2026 |
8.81%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart