Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CTXBX (CALAMOS TOTAL RETURN BOND FUND CLASS B SHARES) | NA | -0.34% | 1.46% | 1.33% | 2.90% | NA | NA | 3.24% |
Data as of 10/31/2017, AR inception is 06/28/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTXBX (CALAMOS TOTAL RETURN BOND FUND CLASS B SHARES) | 06/28/2007 | 10/31/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.34 | 1.46 | 1.33 | 2.90 | NA | NA | 3.24 | 1.79 | 2.45 | 0.29 | 2.99 | -0.54 | 2.86 | 2.65 | 4.95 | 5.84 | 4.02 | 5.26 |
| Sharpe Ratio | NA | -0.35 | 0.47 | 0.51 | 0.80 | NA | NA | 0.85 | 0.69 | 0.84 | 0.09 | 1.59 | -0.35 | 1.60 | 0.83 | 1.53 | 1.27 | 0.52 | 1.91 |
| Standard Deviation(%) | NA | 2.51 | 2.62 | 2.30 | 3.32 | NA | NA | 3.32 | 2.24 | 2.68 | 2.90 | 1.87 | 1.65 | 1.77 | 3.14 | 3.18 | 4.51 | 5.97 | 4.19 |
| Draw Down(%) | NA | 3.12 | 3.78 | 3.78 | 6.19 | NA | NA | 6.19 | 1.31 | 3.78 | 2.22 | 1.21 | 2.76 | 1.42 | 2.73 | 3.59 | 1.98 | 6.19 | 1.64 |
| Yield(%) | 0.00 | 1.30 | 2.45 | 2.63 | 2.88 | 1.99 | 1.49 | 2.99 | 0.71 | 1.77 | 3.24 | 3.15 | 4.16 | 1.66 | 2.72 | 3.13 | 3.57 | 2.08 | 1.92 |
Data as of 10/31/2017, 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 |
|---|---|---|---|---|
| CTXBX (CALAMOS TOTAL RETURN BOND FUND CLASS B SHARES) |
0.88%
Sep 2012 - Sep 2015 |
1.33%
Sep 2012 - Sep 2017 |
2.98%
Sep 2007 - Sep 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTXBX (CALAMOS TOTAL RETURN BOND FUND CLASS B SHARES) |
7.11%
Oct 2008 - Oct 2011 |
4.88%
Jul 2007 - Jul 2012 |
3.18%
Jul 2007 - Jul 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart