Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CTRIX (CALAMOS TOTAL RETURN BOND FUND CLASS I SHARES) | 2.64% | 3.35% | 2.02% | -1.04% | 1.58% | 2.07% | NA | 2.85% |
Data as of 07/28/2025, AR inception is 06/28/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTRIX (CALAMOS TOTAL RETURN BOND FUND CLASS I SHARES) | 06/28/2007 | 07/28/2025 |
| 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 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 3.35 | 2.02 | -1.04 | 1.58 | 2.07 | NA | 2.85 | 2.64 | 1.83 | 6.10 | -12.64 | -2.52 | 6.91 | 9.23 | -1.10 | 3.32 | 3.46 | 1.20 | 4.03 | 0.43 | 3.97 | 3.66 | 5.91 | 6.28 | 4.95 | 5.58 |
| Sharpe Ratio | NA | 0.19 | -0.17 | -0.56 | 0.03 | NA | NA | 0.46 | 0.41 | -0.89 | 0.27 | -2.07 | -0.73 | 1.36 | 2.45 | -0.90 | 1.00 | 1.21 | 0.39 | 2.02 | 0.23 | 2.11 | 1.14 | 1.79 | 1.38 | 0.68 | 2.04 |
| Standard Deviation(%) | NA | 5.09 | 6.14 | 5.49 | 4.55 | NA | NA | 4.13 | 5.16 | 5.35 | 6.79 | 6.79 | 3.48 | 4.90 | 3.20 | 2.70 | 2.70 | 2.69 | 2.97 | 1.99 | 1.72 | 1.87 | 3.17 | 3.25 | 4.49 | 5.88 | 4.24 |
| Draw Down(%) | NA | 4.61 | 8.90 | 18.69 | 18.69 | NA | NA | 18.69 | 2.65 | 4.06 | 7.20 | 16.23 | 3.53 | 7.83 | 2.07 | 2.95 | 1.42 | 3.55 | 1.90 | 1.21 | 2.55 | 1.26 | 2.57 | 3.51 | 1.98 | 5.74 | 1.64 |
| Yield(%) | 0.00 | 3.30 | 3.44 | 2.62 | 2.92 | 3.16 | 3.16 | 3.51 | 1.28 | 3.90 | 3.89 | 2.58 | 2.17 | 2.37 | 2.96 | 2.79 | 3.30 | 2.78 | 4.15 | 4.18 | 5.12 | 2.65 | 3.73 | 4.06 | 4.10 | 2.87 | 2.34 |
Data as of 07/28/2025, AR inception is 06/28/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTRIX (CALAMOS TOTAL RETURN BOND FUND CLASS I SHARES) |
-5.57%
Oct 2020 - Oct 2023 |
-0.87%
Oct 2017 - Oct 2022 |
0.76%
Oct 2012 - Oct 2022 |
2.09%
Jan 2010 - Jan 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTRIX (CALAMOS TOTAL RETURN BOND FUND CLASS I SHARES) |
7.91%
Oct 2008 - Oct 2011 |
5.75%
Jul 2007 - Jul 2012 |
4.18%
Jul 2007 - Jul 2017 |
3.00%
Jul 2007 - Jul 2022 |
Annualized Rolling Returns Comparison Chart