Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CIDGX (CALAMOS DISCOVERY GROWTH FUND CLASS I) | NA | -6.67% | -2.18% | 5.67% | NA | NA | NA | 7.11% |
Data as of 12/29/2016, AR inception is 06/02/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CIDGX (CALAMOS DISCOVERY GROWTH FUND CLASS I) | 06/02/2010 | 12/29/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -6.67 | -2.18 | 5.67 | NA | NA | NA | 7.11 | -5.17 | -7.24 | 5.58 | 35.69 | 5.28 | -11.18 | 28.16 |
| Sharpe Ratio | NA | -0.39 | -0.13 | 0.33 | NA | NA | NA | 0.30 | -0.30 | -0.44 | 0.33 | 2.32 | 0.29 | -0.31 | 2.72 |
| Standard Deviation(%) | NA | 17.68 | 17.03 | 16.97 | NA | NA | NA | 21.30 | 17.71 | 16.67 | 16.81 | 15.35 | 18.24 | 36.44 | 19.30 |
| Draw Down(%) | NA | 20.73 | 31.80 | 31.80 | NA | NA | NA | 36.07 | 19.45 | 18.34 | 11.55 | 8.63 | 15.26 | 36.07 | 9.61 |
| Yield(%) | 0.00 | 0.00 | 3.49 | 6.18 | 3.56 | 2.37 | 1.78 | 5.93 | 0.00 | 0.91 | 9.62 | 16.87 | 0.00 | 0.00 | 0.26 |
Data as of 12/29/2016, AR inception is 06/02/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIDGX (CALAMOS DISCOVERY GROWTH FUND CLASS I) |
-0.93%
Nov 2013 - Nov 2016 |
-0.89%
Apr 2011 - Apr 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIDGX (CALAMOS DISCOVERY GROWTH FUND CLASS I) |
15.75%
May 2012 - May 2015 |
11.68%
Aug 2010 - Aug 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart