Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGNRX (CALAMOS GROWTH & INCOME FUND CLASS R) | NA | 13.96% | 8.33% | 9.00% | 7.40% | NA | NA | … | … |
Data as of 03/09/2018, Common starting date is 03/02/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGNRX (CALAMOS GROWTH & INCOME FUND CLASS R) | 03/02/2007 | 03/09/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.96 | 8.33 | 9.00 | 7.40 | NA | NA | … | … | 2.52 | 16.03 | 7.00 | 1.41 | 6.99 | 16.49 | 8.13 | -1.02 | 11.83 | 36.72 | -31.14 | 10.53 |
| Sharpe Ratio | NA | 1.73 | 0.79 | 0.88 | 0.47 | NA | NA | … | … | 1.01 | 2.74 | 0.64 | 0.11 | 0.67 | 1.81 | 0.84 | -0.06 | 0.96 | 1.77 | -1.20 | 0.76 |
| Standard Deviation(%) | NA | 7.62 | 10.09 | 10.05 | 14.89 | NA | NA | … | … | 13.05 | 5.64 | 10.59 | 12.34 | 10.38 | 9.08 | 9.67 | 18.82 | 12.23 | 20.64 | 26.70 | 12.90 |
| Draw Down(%) | NA | 8.34 | 12.11 | 12.11 | 39.72 | NA | NA | … | … | 8.34 | 1.93 | 9.57 | 9.71 | 7.32 | 5.99 | 8.96 | 15.63 | 9.92 | 16.70 | 41.52 | 7.05 |
| Yield(%) | 0.00 | 7.53 | 7.02 | 8.72 | 6.38 | 4.44 | 3.33 | … | … | 0.00 | 7.81 | 7.20 | 7.32 | 12.44 | 11.27 | 4.86 | 1.13 | 2.24 | 2.28 | 1.29 | 9.14 |
Data as of 03/09/2018, Common starting date is 03/02/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGNRX (CALAMOS GROWTH & INCOME FUND CLASS R) |
-2.81%
Jun 2007 – Jun 2010 |
1.27%
Oct 2007 – Oct 2012 |
5.07%
Oct 2007 – Oct 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGNRX (CALAMOS GROWTH & INCOME FUND CLASS R) |
21.43%
Feb 2009 – Feb 2012 |
16.02%
Feb 2009 – Feb 2014 |
7.17%
Jan 2008 – Jan 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart