Performance Comparison
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