Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CVAAX (CALAMOS OPPORTUNISTIC VALUE FUND CLASS A) | 5.05% | 18.01% | 18.95% | 11.56% | 12.81% | 10.72% | 8.25% | … | … |
Data as of 06/03/2026, Common starting date is 02/07/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CVAAX (CALAMOS OPPORTUNISTIC VALUE FUND CLASS A) | 02/07/2002 | 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 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.41 | 18.01 | 18.95 | 11.56 | 12.81 | 10.72 | 8.25 | … | … | 5.05 | 10.08 | 15.43 | 21.37 | -21.00 | 15.46 | 10.87 | 25.88 | -6.97 | 17.15 | 11.52 | -4.14 | 2.19 | 31.53 | 13.25 | -5.32 | 5.23 | 31.50 | -35.33 | 2.85 | 14.59 | 4.67 | 13.28 | 33.33 | -15.14 |
| Sharpe Ratio | NA | 1.41 | 1.10 | 0.53 | 0.61 | NA | NA | … | … | 0.81 | 0.37 | 0.60 | 1.30 | -0.92 | 0.90 | 0.30 | 2.02 | -0.51 | 2.14 | 0.81 | -0.27 | 0.19 | 2.60 | 1.04 | -0.23 | 0.35 | 1.03 | -0.97 | -0.01 | 1.02 | 0.23 | 1.13 | 1.85 | -0.82 |
| Standard Deviation(%) | NA | 12.18 | 15.05 | 17.12 | 18.38 | NA | NA | … | … | 14.08 | 19.65 | 14.79 | 13.29 | 24.31 | 17.11 | 35.68 | 12.12 | 16.20 | 7.75 | 13.91 | 15.25 | 11.34 | 12.10 | 12.79 | 23.65 | 14.55 | 30.39 | 37.30 | 13.71 | 11.13 | 10.66 | 10.90 | 17.65 | 21.66 |
| Draw Down(%) | NA | 12.04 | 19.55 | 24.13 | 35.98 | NA | NA | … | … | 12.04 | 19.55 | 10.42 | 9.42 | 23.99 | 12.23 | 35.98 | 6.96 | 18.58 | 4.72 | 10.98 | 13.29 | 9.11 | 7.99 | 10.66 | 19.69 | 15.13 | 29.69 | 46.11 | 8.48 | 10.20 | 6.88 | 9.51 | 17.24 | 28.96 |
| Yield(%) | 0.00 | 5.83 | 7.09 | 6.01 | 7.46 | 7.34 | 5.82 | … | … | 0.00 | 5.97 | 8.80 | 5.05 | 2.14 | 9.20 | 5.33 | 0.75 | 14.67 | 3.81 | 0.80 | 7.75 | 7.74 | 10.08 | 1.63 | 0.00 | 0.00 | 0.32 | 0.05 | 7.27 | 5.54 | 4.09 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 02/07/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVAAX (CALAMOS OPPORTUNISTIC VALUE FUND CLASS A) |
-16.34%
Feb 2006 – Feb 2009 |
-7.61%
Feb 2004 – Feb 2009 |
2.86%
May 2002 – May 2012 |
4.14%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVAAX (CALAMOS OPPORTUNISTIC VALUE FUND CLASS A) |
23.37%
Sep 2022 – Sep 2025 |
19.74%
Feb 2009 – Feb 2014 |
13.14%
Jan 2016 – Jan 2026 |
12.62%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart