Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CVACX (CALAMOS OPPORTUNISTIC VALUE FUND CLASS C) | 4.75% | 17.10% | 18.10% | 10.74% | 11.97% | 9.89% | 7.44% | … | … |
Data as of 06/03/2026, Common starting date is 02/07/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CVACX (CALAMOS OPPORTUNISTIC VALUE FUND CLASS C) | 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 (%) | 0.42 | 17.10 | 18.10 | 10.74 | 11.97 | 9.89 | 7.44 | … | … | 4.75 | 7.72 | 12.62 | 19.33 | -21.95 | 13.00 | 9.24 | 25.00 | -7.73 | 16.27 | 10.69 | -4.87 | 1.45 | 30.51 | 12.39 | -5.95 | 4.47 | 30.42 | -35.80 | 2.09 | 13.71 | 3.85 | 12.56 | 32.22 | -15.67 |
| Sharpe Ratio | NA | 1.34 | 1.04 | 0.48 | 0.56 | NA | NA | … | … | 0.75 | 0.25 | 0.38 | 1.12 | -0.96 | 0.73 | 0.25 | 1.94 | -0.56 | 2.05 | 0.75 | -0.32 | 0.13 | 2.52 | 0.98 | -0.25 | 0.30 | 1.00 | -0.98 | -0.07 | 0.95 | 0.16 | 1.08 | 1.79 | -0.85 |
| Standard Deviation(%) | NA | 12.16 | 15.05 | 17.10 | 18.38 | NA | NA | … | … | 14.03 | 20.12 | 15.67 | 13.54 | 24.28 | 17.83 | 35.91 | 12.13 | 16.19 | 7.66 | 13.95 | 15.22 | 11.33 | 12.09 | 12.76 | 23.71 | 14.56 | 30.33 | 37.34 | 13.73 | 11.09 | 10.71 | 10.80 | 17.66 | 21.60 |
| Draw Down(%) | NA | 12.21 | 19.65 | 24.73 | 36.03 | NA | NA | … | … | 12.21 | 19.65 | 11.99 | 9.64 | 24.43 | 13.50 | 36.03 | 6.98 | 18.76 | 4.81 | 10.99 | 13.42 | 9.23 | 8.01 | 10.77 | 19.93 | 15.32 | 29.78 | 46.46 | 8.64 | 10.25 | 6.96 | 9.76 | 17.27 | 29.21 |
| Yield(%) | 0.00 | 7.32 | 8.56 | 7.01 | 8.03 | 7.49 | 5.73 | … | … | 0.00 | 7.47 | 10.75 | 6.07 | 2.54 | 10.69 | 6.10 | 0.00 | 16.28 | 3.80 | 0.06 | 7.55 | 7.56 | 10.43 | 0.71 | 0.00 | 0.00 | 0.00 | 0.00 | 6.95 | 5.72 | 4.19 | 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 |
|---|---|---|---|---|
| CVACX (CALAMOS OPPORTUNISTIC VALUE FUND CLASS C) |
-16.96%
Feb 2006 – Feb 2009 |
-8.29%
Feb 2004 – Feb 2009 |
2.09%
May 2002 – May 2012 |
3.36%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVACX (CALAMOS OPPORTUNISTIC VALUE FUND CLASS C) |
22.46%
Sep 2022 – Sep 2025 |
18.85%
Feb 2009 – Feb 2014 |
12.30%
Jan 2016 – Jan 2026 |
11.78%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart