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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
CVABX (CALAMOS OPPORTUNISTIC VALUE FUND CLASS B) NA 12.56% 2.98% 8.04% 2.39% 6.29% NA 4.86%
Data as of 10/31/2017, AR inception is 02/07/2002
More Performance Analytics Comparison
Name Start Date End Date
CVABX (CALAMOS OPPORTUNISTIC VALUE FUND CLASS B) 02/07/2002 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 2006 2005 2004 2003 2002
Annualized Return (%) 0.00 12.56 2.98 8.04 2.39 6.29 NA 4.86 4.39 10.69 -4.74 1.31 30.49 12.45 -6.04 4.47 30.54 -35.85 2.18 13.61 3.94 12.45 32.34 -15.67
Sharpe Ratio NA 1.69 0.22 0.64 0.11 NA NA 0.21 0.73 0.75 -0.31 0.11 2.52 0.98 -0.26 0.30 1.00 -0.98 -0.06 0.93 0.16 1.06 1.79 -0.85
Standard Deviation(%) NA 7.10 12.67 12.41 20.23 NA NA 18.34 6.42 13.92 15.17 11.34 12.10 12.81 23.71 14.53 30.37 37.43 13.70 11.11 10.72 10.82 17.70 21.68
Draw Down(%) NA 4.86 17.32 18.28 56.14 NA NA 56.14 4.86 11.04 13.45 9.21 7.97 10.77 20.00 15.23 29.78 46.50 8.64 10.32 7.04 9.83 17.27 29.14
Yield(%) 0.00 0.00 4.53 5.43 2.82 4.39 2.69 3.59 0.00 0.00 7.06 7.28 9.76 0.18 0.00 0.00 0.00 0.00 6.95 5.72 4.19 0.00 0.00 0.00
Data as of 10/31/2017, AR inception is 02/07/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CVABX (CALAMOS OPPORTUNISTIC VALUE FUND CLASS B) -16.98%
Feb 2006 - Feb 2009
-8.30%
Feb 2004 - Feb 2009
2.10%
May 2002 - May 2012
4.48%
Mar 2002 - Mar 2017
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CVABX (CALAMOS OPPORTUNISTIC VALUE FUND CLASS B) 20.80%
Feb 2009 - Feb 2012
18.86%
Feb 2009 - Feb 2014
6.87%
Mar 2003 - Mar 2013
6.55%
Sep 2002 - Sep 2017
Annualized Rolling Returns Comparison Chart