Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CGIIX (CALAMOS GROWTH & INCOME FUND CLASS I) | 7.45% | 12.82% | 13.59% | 9.83% | 9.68% | 9.82% | 8.20% | 9.23% |
Data as of 07/10/2025, AR inception is 09/17/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGIIX (CALAMOS GROWTH & INCOME FUND CLASS I) | 09/17/1997 | 07/10/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.14 | 12.82 | 13.59 | 9.83 | 9.68 | 9.82 | 8.20 | 9.23 | 7.45 | 15.34 | 16.30 | -20.62 | 15.19 | 19.94 | 26.31 | -3.74 | 16.62 | 7.49 | 1.82 | 7.84 | 17.05 | 8.66 | -0.50 | 12.74 | 37.36 | -30.77 | 9.86 | 10.16 | 8.32 | 9.01 | 26.48 | -3.86 | -2.14 | 7.14 | 52.01 | 10.88 | -6.13 |
| Sharpe Ratio | NA | 0.67 | 0.71 | 0.53 | 0.53 | NA | NA | 0.50 | 0.62 | 0.74 | 1.08 | -1.05 | 1.06 | 0.69 | 2.39 | -0.36 | 2.86 | 0.69 | 0.15 | 0.75 | 1.87 | 0.90 | -0.03 | 1.03 | 1.80 | -1.18 | 0.56 | 0.71 | 0.66 | 0.85 | 2.37 | -0.43 | -0.39 | 0.13 | 3.53 | 0.54 | -1.15 |
| Standard Deviation(%) | NA | 17.01 | 14.73 | 15.67 | 15.69 | NA | NA | 15.08 | 20.48 | 11.87 | 11.23 | 20.98 | 14.28 | 28.32 | 10.42 | 14.19 | 5.61 | 10.55 | 12.32 | 10.39 | 9.09 | 9.67 | 18.82 | 12.26 | 20.65 | 26.74 | 12.37 | 9.70 | 9.34 | 9.46 | 10.89 | 11.61 | 11.53 | 23.73 | 13.83 | 13.89 | 20.09 |
| Draw Down(%) | NA | 16.42 | 16.42 | 26.58 | 28.21 | NA | NA | 43.96 | 16.42 | 7.66 | 8.40 | 23.16 | 8.88 | 28.21 | 5.51 | 16.79 | 1.83 | 9.58 | 9.66 | 7.29 | 5.94 | 8.85 | 15.46 | 9.86 | 16.65 | 41.23 | 7.03 | 9.98 | 7.34 | 10.19 | 5.67 | 15.04 | 12.06 | 18.98 | 5.81 | 20.33 | 13.00 |
| Yield(%) | 0.00 | 5.13 | 2.96 | 2.37 | 4.81 | 6.44 | 5.75 | 8.58 | 0.00 | 6.19 | 1.00 | 1.21 | 1.01 | 1.54 | 4.79 | 8.13 | 8.59 | 7.93 | 8.03 | 13.25 | 12.07 | 5.45 | 1.52 | 3.03 | 2.83 | 1.55 | 9.89 | 7.97 | 4.95 | 1.62 | 1.18 | 1.98 | 3.87 | 15.07 | 3.00 | 2.21 | 1.43 |
Data as of 07/10/2025, AR inception is 09/17/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGIIX (CALAMOS GROWTH & INCOME FUND CLASS I) |
-9.39%
Feb 2006 - Feb 2009 |
-2.56%
Feb 2004 - Feb 2009 |
4.05%
Aug 2000 - Aug 2010 |
5.67%
Sep 2000 - Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGIIX (CALAMOS GROWTH & INCOME FUND CLASS I) |
22.17%
Feb 2009 - Feb 2012 |
16.67%
Feb 2009 - Feb 2014 |
12.02%
Oct 1997 - Oct 2007 |
11.01%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart