Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CRDGX (CALAMOS DISCOVERY GROWTH FUND CLASS R) | NA | 7.90% | -3.10% | 3.86% | NA | NA | NA | 6.54% |
Data as of 01/23/2017, AR inception is 06/02/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CRDGX (CALAMOS DISCOVERY GROWTH FUND CLASS R) | 06/02/2010 | 01/23/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.90 | -3.10 | 3.86 | NA | NA | NA | 6.54 | 0.00 | -5.58 | -7.66 | 5.03 | 34.99 | 4.69 | -11.58 | 27.80 |
| Sharpe Ratio | NA | 0.33 | -0.19 | 0.22 | NA | NA | NA | 0.27 | 0.00 | -0.33 | -0.46 | 0.30 | 2.29 | 0.26 | -0.32 | 2.67 |
| Standard Deviation(%) | NA | 16.54 | 17.06 | 17.04 | NA | NA | NA | 21.29 | NA | 17.66 | 16.67 | 16.82 | 15.28 | 18.18 | 36.45 | 19.35 |
| Draw Down(%) | NA | 9.96 | 32.02 | 32.02 | NA | NA | NA | 36.16 | 0.00 | 19.48 | 18.44 | 11.64 | 8.66 | 15.37 | 36.16 | 9.62 |
| Yield(%) | 0.00 | 0.00 | 3.50 | 5.84 | 3.53 | 2.36 | 1.77 | 5.89 | 0.00 | 0.00 | 0.93 | 9.80 | 17.06 | 0.00 | 0.00 | 0.00 |
Data as of 01/23/2017, 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 |
|---|---|---|---|---|
| CRDGX (CALAMOS DISCOVERY GROWTH FUND CLASS R) |
-2.89%
Dec 2013 - Dec 2016 |
-1.38%
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 |
|---|---|---|---|---|
| CRDGX (CALAMOS DISCOVERY GROWTH FUND CLASS R) |
15.17%
May 2012 - May 2015 |
11.15%
Aug 2010 - Aug 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart