Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTRCX (CALAMOS TOTAL RETURN BOND FUND CLASS C SHARES) | -0.38% | 4.13% | 3.27% | -0.80% | 0.62% | 1.01% | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/28/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTRCX (CALAMOS TOTAL RETURN BOND FUND CLASS C SHARES) | 06/28/2007 | 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.13 | 3.27 | -0.80 | 0.62 | 1.01 | NA | … | … | -0.38 | 6.24 | 0.91 | 5.05 | -13.53 | -3.27 | 5.85 | 8.16 | -2.16 | 2.39 | 2.44 | 0.28 | 2.98 | -0.56 | 2.95 | 2.64 | 4.95 | 5.74 | 4.01 | 5.25 |
| Sharpe Ratio | NA | 0.48 | 0.08 | -0.60 | -0.20 | NA | NA | … | … | -0.72 | 0.75 | -0.51 | 0.21 | -2.24 | -0.96 | 1.15 | 2.10 | -1.39 | 0.67 | 0.83 | 0.09 | 1.60 | -0.36 | 1.66 | 0.85 | 1.52 | 1.25 | 0.52 | 1.85 |
| Standard Deviation(%) | NA | 3.85 | 5.23 | 5.53 | 4.57 | NA | NA | … | … | 3.99 | 4.49 | 5.29 | 6.71 | 6.71 | 3.44 | 4.84 | 3.19 | 2.57 | 2.62 | 2.67 | 2.91 | 1.86 | 1.65 | 1.76 | 3.05 | 3.19 | 4.51 | 5.84 | 4.23 |
| Draw Down(%) | NA | 2.95 | 6.29 | 19.32 | 19.96 | NA | NA | … | … | 2.95 | 2.65 | 4.19 | 7.82 | 16.88 | 4.02 | 7.83 | 2.07 | 3.39 | 1.67 | 3.79 | 2.32 | 1.21 | 2.76 | 1.34 | 2.73 | 3.59 | 2.04 | 6.10 | 1.64 |
| Yield(%) | 0.00 | 2.66 | 2.89 | 2.09 | 1.97 | 2.19 | 2.44 | … | … | 0.83 | 3.00 | 3.01 | 2.90 | 1.76 | 1.42 | 1.34 | 1.93 | 1.83 | 2.29 | 1.77 | 3.24 | 3.15 | 4.14 | 1.66 | 2.72 | 3.13 | 3.56 | 2.08 | 1.92 |
Data as of 06/03/2026, Common starting date is 06/28/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTRCX (CALAMOS TOTAL RETURN BOND FUND CLASS C SHARES) |
-6.42%
Oct 2020 – Oct 2023 |
-1.80%
Oct 2017 – Oct 2022 |
-0.20%
Oct 2012 – Oct 2022 |
1.01%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTRCX (CALAMOS TOTAL RETURN BOND FUND CLASS C SHARES) |
7.08%
Oct 2008 – Oct 2011 |
4.87%
Jul 2007 – Jul 2012 |
3.24%
Jul 2007 – Jul 2017 |
2.06%
Jul 2007 – Jul 2022 |
Annualized Rolling Returns Comparison Chart