Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGIIX (CALAMOS GROWTH & INCOME FUND CLASS I) | 11.78% | 28.31% | 20.39% | 9.72% | 12.16% | 10.23% | 9.07% | … | … |
Data as of 06/04/2026, Common starting date is 09/17/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGIIX (CALAMOS GROWTH & INCOME FUND CLASS I) | 09/17/1997 | 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 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.30 | 28.31 | 20.39 | 9.72 | 12.16 | 10.23 | 9.07 | … | … | 11.78 | 17.75 | 20.97 | 20.69 | -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 | 2.31 | 1.34 | 0.48 | 0.68 | NA | NA | … | … | 2.06 | 0.92 | 1.56 | 1.58 | -1.05 | 1.06 | 0.69 | 2.38 | -0.36 | 2.85 | 0.69 | 0.15 | 0.75 | 1.87 | 0.90 | -0.03 | 1.03 | 1.80 | -1.18 | 0.54 | 0.70 | 0.65 | 0.85 | 2.37 | -0.43 | -0.41 | 0.12 | 3.52 | 0.53 | -1.16 |
| Standard Deviation(%) | NA | 11.77 | 13.12 | 15.09 | 15.55 | NA | NA | … | … | 13.62 | 16.28 | 11.13 | 10.90 | 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 | 9.09 | 16.42 | 26.58 | 28.21 | NA | NA | … | … | 9.09 | 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 | 8.52 | 7.25 | 4.29 | 6.25 | 6.50 | 6.23 | … | … | 0.00 | 8.76 | 6.19 | 5.32 | 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 06/04/2026, Common starting date 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 |
12.16%
May 2016 – May 2026 |
11.28%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart