Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CMRGX (Calamos Investment Trust - Calamos Merger Arbitrage Fund) | 4.16% | 8.32% | NA | NA | NA | NA | NA | 6.66% |
Data as of 06/30/2025, AR inception is 10/12/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMRGX (Calamos Investment Trust - Calamos Merger Arbitrage Fund) | 10/12/2023 | 06/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.28 | 8.32 | NA | NA | NA | NA | NA | 6.66 | 4.16 | -1.83 | 4.32 |
| Sharpe Ratio | NA | 0.62 | NA | NA | NA | NA | NA | -0.04 | 0.39 | -0.92 | 2.43 |
| Standard Deviation(%) | NA | 7.80 | NA | NA | NA | NA | NA | 6.92 | 8.41 | 5.96 | 7.41 |
| Draw Down(%) | NA | 5.86 | NA | NA | NA | NA | NA | 7.24 | 5.81 | 7.15 | 4.69 |
| Yield(%) | 0.00 | 3.00 | 1.18 | 0.71 | 0.35 | 0.24 | 0.18 | 3.54 | 0.00 | 2.85 | 0.61 |
Data as of 06/30/2025, AR inception is 10/12/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMRGX (Calamos Investment Trust - Calamos Merger Arbitrage Fund) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMRGX (Calamos Investment Trust - Calamos Merger Arbitrage Fund) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart