Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTRRX (CALAMOS TOTAL RETURN BOND FUND CLASS R SHARES) | NA | 0.82% | 1.02% | 1.58% | 2.76% | NA | NA | … | … |
Data as of 03/09/2018, Common starting date is 06/28/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTRRX (CALAMOS TOTAL RETURN BOND FUND CLASS R SHARES) | 06/28/2007 | 03/09/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.82 | 1.02 | 1.58 | 2.76 | NA | NA | … | … | -2.25 | 2.89 | 2.74 | 0.73 | 3.50 | -0.03 | 3.35 | 3.14 | 5.43 | 6.09 | 4.43 | 5.44 |
| Sharpe Ratio | NA | 0.03 | 0.25 | 0.56 | 0.80 | NA | NA | … | … | -4.66 | 0.86 | 0.95 | 0.24 | 1.77 | -0.03 | 1.81 | 0.96 | 1.71 | 1.32 | 0.59 | 1.97 |
| Standard Deviation(%) | NA | 2.59 | 2.70 | 2.48 | 3.22 | NA | NA | … | … | 2.69 | 2.63 | 2.67 | 2.93 | 1.97 | 1.75 | 1.84 | 3.24 | 3.13 | 4.53 | 5.94 | 4.23 |
| Draw Down(%) | NA | 3.26 | 3.66 | 3.66 | 5.88 | NA | NA | … | … | 2.48 | 1.56 | 3.66 | 1.98 | 1.30 | 2.58 | 1.26 | 2.73 | 3.55 | 1.98 | 5.88 | 1.64 |
| Yield(%) | 0.00 | 2.74 | 2.81 | 3.28 | 3.25 | 2.45 | 1.84 | … | … | 0.28 | 2.78 | 2.26 | 3.68 | 3.66 | 4.67 | 2.14 | 3.21 | 3.60 | 3.81 | 2.48 | 2.10 |
Data as of 03/09/2018, 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 |
|---|---|---|---|---|
| CTRRX (CALAMOS TOTAL RETURN BOND FUND CLASS R SHARES) |
0.80%
Feb 2015 – Feb 2018 |
1.54%
Feb 2013 – Feb 2018 |
2.75%
Feb 2008 – Feb 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTRRX (CALAMOS TOTAL RETURN BOND FUND CLASS R SHARES) |
7.52%
Oct 2008 – Oct 2011 |
5.30%
Jul 2007 – Jul 2012 |
3.68%
Jul 2007 – Jul 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart