Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CIDVX (CALAMOS DIVIDEND GROWTH FUND CLASS I) | 9.16% | 16.10% | 17.72% | 15.35% | 12.71% | NA | NA | 12.79% |
Data as of 07/21/2025, AR inception is 08/06/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CIDVX (CALAMOS DIVIDEND GROWTH FUND CLASS I) | 08/06/2013 | 07/21/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.68 | 16.10 | 17.72 | 15.35 | 12.71 | NA | NA | 12.79 | 9.16 | 24.23 | 23.56 | -17.96 | 27.40 | 19.12 | 29.62 | -4.66 | 21.13 | 9.84 | 0.28 | 0.90 | 8.24 |
| Sharpe Ratio | NA | 0.66 | 0.94 | 0.78 | 0.61 | NA | NA | 0.61 | 0.61 | 1.63 | 1.58 | -0.82 | 2.02 | 0.53 | 2.25 | -0.35 | 3.02 | 0.77 | 0.02 | 0.09 | 2.41 |
| Standard Deviation(%) | NA | 19.86 | 16.91 | 17.31 | 18.47 | NA | NA | 17.35 | 23.47 | 12.65 | 12.72 | 23.62 | 13.58 | 35.36 | 12.49 | 17.15 | 6.81 | 12.55 | 14.40 | 9.65 | 8.97 |
| Draw Down(%) | NA | 19.43 | 19.43 | 24.62 | 33.75 | NA | NA | 33.75 | 19.43 | 9.04 | 10.01 | 24.62 | 4.93 | 33.75 | 6.56 | 19.06 | 2.82 | 10.22 | 12.19 | 8.18 | 3.41 |
| Yield(%) | 0.00 | 2.68 | 3.01 | 5.83 | 6.91 | 5.32 | 3.99 | 7.26 | 0.00 | 3.15 | 5.21 | 0.35 | 10.02 | 9.20 | 14.15 | 4.56 | 9.86 | 1.26 | 2.97 | 4.00 | 0.89 |
Data as of 07/21/2025, AR inception is 08/06/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIDVX (CALAMOS DIVIDEND GROWTH FUND CLASS I) |
3.04%
Oct 2013 - Oct 2016 |
5.12%
Dec 2013 - Dec 2018 |
8.94%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIDVX (CALAMOS DIVIDEND GROWTH FUND CLASS I) |
25.30%
Dec 2018 - Dec 2021 |
18.34%
Oct 2016 - Oct 2021 |
12.86%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart