Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CIGEX (CALAMOS GLOBAL EQUITY FUND CLASS I) | 21.41% | 35.33% | 27.30% | 8.86% | 13.05% | 10.50% | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CIGEX (CALAMOS GLOBAL EQUITY FUND CLASS I) | 03/05/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.50 | 35.33 | 27.30 | 8.86 | 13.05 | 10.50 | NA | … | … | 21.41 | 3.76 | 20.32 | 24.55 | -30.38 | 3.95 | 35.31 | 29.43 | -15.54 | 34.71 | -0.77 | 5.23 | 1.50 | 19.78 | 12.39 | -2.64 | 22.63 | 53.49 | -45.13 | 27.51 |
| Sharpe Ratio | NA | 1.85 | 1.31 | 0.32 | 0.57 | NA | NA | … | … | 2.49 | 0.04 | 0.75 | 1.47 | -1.30 | 0.18 | 1.03 | 2.15 | -0.89 | 4.20 | -0.06 | 0.35 | 0.11 | 1.63 | 0.92 | -0.11 | 1.52 | 1.84 | -1.12 | 1.59 |
| Standard Deviation(%) | NA | 19.10 | 18.71 | 20.29 | 20.17 | NA | NA | … | … | 23.58 | 25.97 | 18.37 | 13.97 | 24.44 | 21.70 | 33.75 | 13.04 | 19.00 | 8.14 | 15.05 | 14.68 | 13.24 | 12.11 | 13.48 | 24.35 | 14.79 | 28.97 | 41.16 | 19.53 |
| Draw Down(%) | NA | 13.31 | 20.42 | 42.78 | 42.78 | NA | NA | … | … | 13.31 | 20.05 | 13.04 | 11.28 | 33.47 | 18.75 | 31.06 | 7.14 | 25.63 | 2.68 | 14.91 | 13.43 | 10.06 | 9.55 | 11.50 | 19.96 | 9.48 | 22.11 | 55.28 | 12.11 |
| Yield(%) | 0.00 | 14.83 | 10.78 | 4.81 | 7.85 | 7.20 | 7.22 | … | … | 0.00 | 15.71 | 10.57 | 0.12 | 0.12 | 0.00 | 0.00 | 8.96 | 18.05 | 11.39 | 4.48 | 2.05 | 20.25 | 3.01 | 0.37 | 0.00 | 0.00 | 0.00 | 3.12 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/05/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIGEX (CALAMOS GLOBAL EQUITY FUND CLASS I) |
-4.75%
Nov 2020 – Nov 2023 |
0.65%
Oct 2007 – Oct 2012 |
5.66%
Oct 2007 – Oct 2017 |
4.65%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIGEX (CALAMOS GLOBAL EQUITY FUND CLASS I) |
32.40%
Feb 2009 – Feb 2012 |
23.40%
Feb 2009 – Feb 2014 |
14.29%
Feb 2009 – Feb 2019 |
12.78%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart