Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CTASX (Calamos Timpani Small Cap Growth Fund Class A) 33.44% 65.35% 34.10% 10.53% NA NA NA
Data as of 06/03/2026, Common starting date is 06/10/2019
More Performance Analytics Comparison
Name Start Date End Date
CTASX (Calamos Timpani Small Cap Growth Fund Class A) 06/10/2019 06/03/2026
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
Annualized Return (%) 0.31 65.35 34.10 10.53 NA NA NA 33.44 29.10 43.94 7.33 -37.47 8.84 63.02 1.03
Sharpe Ratio NA 2.34 1.20 0.27 NA NA NA 3.10 0.89 1.61 0.19 -1.12 0.28 1.57 0.03
Standard Deviation(%) NA 27.54 26.70 27.99 NA NA NA 31.54 29.89 24.97 19.90 34.79 30.95 39.68 17.03
Draw Down(%) NA 12.37 28.45 50.85 NA NA NA 12.37 25.34 13.24 21.04 38.88 21.02 37.77 14.33
Yield(%) 0.00 0.00 1.15 0.47 1.45 0.97 0.73 0.00 0.00 3.52 0.00 0.00 0.00 6.04 4.88
Data as of 06/03/2026, Common starting date is 06/10/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CTASX (Calamos Timpani Small Cap Growth Fund Class A) -11.56%
Jan 2021 – Jan 2024
3.83%
Mar 2021 – Mar 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CTASX (Calamos Timpani Small Cap Growth Fund Class A) 35.43%
May 2023 – May 2026
13.71%
Nov 2019 – Nov 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return