Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CICVX (CALAMOS CONVERTIBLE FUND CLASS I) | 10.43% | 16.71% | 9.13% | 1.80% | 6.20% | 6.55% | 6.11% | 6.81% |
Data as of 07/25/2025, AR inception is 09/23/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CICVX (CALAMOS CONVERTIBLE FUND CLASS I) | 09/23/1997 | 07/25/2025 |
| 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 (%) | 0.30 | 16.71 | 9.13 | 1.80 | 6.20 | 6.55 | 6.11 | 6.81 | 10.43 | 9.32 | 9.52 | -21.02 | -9.36 | 39.16 | 19.51 | 0.62 | 14.61 | 4.77 | -3.62 | 5.29 | 20.70 | 5.77 | -3.79 | 11.17 | 34.33 | -25.69 | 10.13 | 9.31 | 3.20 | 6.03 | 23.07 | -4.27 | -4.71 | 7.37 | 33.46 | 9.70 | -3.11 |
| Sharpe Ratio | NA | 1.06 | 0.52 | -0.01 | 0.35 | NA | NA | 0.41 | 1.10 | 0.31 | 0.61 | -1.35 | -0.46 | 1.72 | 2.22 | -0.06 | 2.32 | 0.47 | -0.38 | 0.51 | 2.44 | 0.70 | -0.25 | 1.16 | 2.13 | -1.28 | 0.72 | 0.79 | 0.14 | 0.62 | 2.21 | -0.46 | -0.72 | 0.18 | 2.83 | 0.59 | -1.04 |
| Standard Deviation(%) | NA | 12.83 | 11.01 | 14.69 | 13.60 | NA | NA | 12.54 | 14.88 | 8.73 | 8.70 | 16.67 | 20.35 | 22.49 | 8.17 | 10.82 | 6.06 | 9.62 | 9.72 | 10.29 | 8.49 | 8.20 | 15.19 | 9.54 | 16.06 | 20.78 | 9.94 | 7.70 | 7.10 | 8.25 | 10.14 | 11.70 | 9.92 | 18.23 | 10.69 | 10.75 | 13.74 |
| Draw Down(%) | NA | 15.09 | 15.09 | 37.35 | 37.35 | NA | NA | 37.35 | 14.44 | 6.14 | 9.96 | 23.89 | 20.10 | 25.73 | 4.50 | 11.57 | 2.70 | 11.57 | 11.31 | 8.58 | 6.18 | 9.74 | 15.37 | 6.70 | 10.01 | 35.15 | 5.68 | 7.13 | 7.06 | 10.38 | 7.15 | 17.35 | 13.05 | 14.21 | 4.68 | 18.57 | 8.23 |
| Yield(%) | 0.00 | 1.12 | 1.24 | 0.75 | 3.40 | 4.96 | 4.95 | 6.17 | 0.21 | 1.36 | 1.30 | 0.74 | 0.02 | 1.12 | 1.65 | 14.34 | 5.33 | 3.52 | 6.57 | 8.02 | 12.09 | 10.57 | 9.50 | 6.88 | 4.44 | 0.80 | 6.45 | 10.57 | 12.94 | 6.45 | 1.01 | 1.84 | 4.43 | 17.70 | 3.48 | 3.05 | 2.21 |
Data as of 07/25/2025, AR inception is 09/23/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CICVX (CALAMOS CONVERTIBLE FUND CLASS I) |
-9.34%
Nov 2020 - Nov 2023 |
-1.91%
Feb 2004 - Feb 2009 |
3.70%
Aug 2000 - Aug 2010 |
4.44%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CICVX (CALAMOS CONVERTIBLE FUND CLASS I) |
20.10%
Oct 2018 - Oct 2021 |
17.94%
Feb 2016 - Feb 2021 |
10.92%
Sep 2011 - Sep 2021 |
8.56%
Feb 2006 - Feb 2021 |
Annualized Rolling Returns Comparison Chart