Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CNWIX (CALAMOS EVOLVING WORLD GROWTH FUND CLASS I) | 9.81% | 3.27% | 9.65% | 3.84% | 5.20% | 5.06% | NA | 5.49% |
Data as of 07/11/2025, AR inception is 08/21/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNWIX (CALAMOS EVOLVING WORLD GROWTH FUND CLASS I) | 08/21/2008 | 07/11/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.28 | 3.27 | 9.65 | 3.84 | 5.20 | 5.06 | NA | 5.49 | 9.81 | 14.99 | 6.60 | -24.35 | -6.76 | 51.14 | 20.76 | -17.74 | 36.98 | -4.50 | -8.41 | -5.50 | 8.22 | 8.87 | -8.42 | 20.49 | 56.14 | -28.25 |
| Sharpe Ratio | NA | 0.18 | 0.35 | 0.19 | 0.22 | NA | NA | 0.25 | 1.11 | 0.53 | 0.15 | -1.30 | -0.37 | 1.78 | 1.62 | -1.20 | 3.93 | -0.33 | -0.61 | -0.52 | 0.76 | 0.75 | -0.39 | 1.52 | 2.34 | -1.31 |
| Standard Deviation(%) | NA | 18.30 | 16.65 | 17.80 | 17.43 | NA | NA | 18.00 | 19.50 | 15.70 | 15.30 | 19.87 | 18.20 | 28.48 | 11.98 | 15.95 | 9.28 | 14.40 | 13.89 | 10.70 | 10.73 | 11.86 | 21.53 | 13.44 | 23.91 | 46.06 |
| Draw Down(%) | NA | 19.34 | 19.34 | 44.79 | 44.79 | NA | NA | 44.79 | 14.89 | 13.79 | 15.76 | 32.90 | 22.41 | 26.86 | 7.69 | 26.73 | 5.38 | 12.78 | 21.07 | 14.87 | 11.06 | 11.48 | 23.37 | 10.41 | 16.44 | 39.22 |
| Yield(%) | 0.00 | 0.00 | 0.50 | 0.43 | 0.49 | 0.77 | 0.71 | 0.89 | 0.00 | 0.00 | 0.57 | 0.73 | 0.60 | 0.05 | 1.24 | 0.00 | 0.56 | 0.00 | 0.35 | 2.63 | 1.16 | 0.25 | 0.07 | 0.47 | 1.16 | 0.67 |
Data as of 07/11/2025, AR inception is 08/21/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNWIX (CALAMOS EVOLVING WORLD GROWTH FUND CLASS I) |
-10.56%
Jan 2021 - Jan 2024 |
-3.35%
Feb 2011 - Feb 2016 |
1.41%
Oct 2013 - Oct 2023 |
4.12%
Mar 2010 - Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNWIX (CALAMOS EVOLVING WORLD GROWTH FUND CLASS I) |
27.98%
Feb 2009 - Feb 2012 |
17.77%
Feb 2009 - Feb 2014 |
8.53%
Feb 2009 - Feb 2019 |
7.59%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart