Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTRIX (CALAMOS TOTAL RETURN BOND FUND CLASS I SHARES) | -0.36% | 4.31% | 4.17% | 0.01% | 1.57% | 1.97% | NA | … | … |
Data as of 06/05/2026, Common starting date 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 | 06/05/2026 |
| 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 (%) | -0.55 | 4.31 | 4.17 | 0.01 | 1.57 | 1.97 | NA | … | … | -0.36 | 7.31 | 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 | 0.75 | 0.28 | -0.43 | 0.01 | NA | NA | … | … | -0.48 | 0.99 | -0.34 | 0.36 | -2.08 | -0.73 | 1.36 | 2.43 | -0.92 | 0.99 | 1.21 | 0.39 | 2.02 | 0.23 | 2.11 | 1.14 | 1.79 | 1.38 | 0.67 | 2.01 |
| Standard Deviation(%) | NA | 3.90 | 5.29 | 5.59 | 4.63 | NA | NA | … | … | 4.18 | 4.49 | 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 | 2.78 | 5.94 | 18.40 | 18.69 | NA | NA | … | … | 2.78 | 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 | 3.62 | 3.88 | 2.90 | 2.88 | 3.07 | 3.34 | … | … | 1.18 | 4.02 | 4.02 | 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 06/05/2026, 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 |
|---|---|---|---|---|
| CTRIX (CALAMOS TOTAL RETURN BOND FUND CLASS I SHARES) |
-5.57%
Oct 2020 – Oct 2023 |
-0.88%
Jul 2020 – Jul 2025 |
0.76%
Oct 2012 – Oct 2022 |
1.99%
May 2011 – May 2026 |
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