Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CVAIX (CALAMOS OPPORTUNISTIC VALUE FUND CLASS I) | 5.74% | 18.51% | 19.46% | 9.51% | 11.41% | 10.00% | 7.75% | … | … |
Data as of 06/04/2026, Common starting date is 03/07/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CVAIX (CALAMOS OPPORTUNISTIC VALUE FUND CLASS I) | 03/07/2002 | 06/04/2026 |
| 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 (%) | 0.19 | 18.51 | 19.46 | 9.51 | 11.41 | 10.00 | 7.75 | … | … | 5.74 | 15.30 | 24.38 | 26.78 | -20.73 | 16.11 | 11.23 | 26.23 | -6.77 | 17.50 | 11.75 | -3.90 | 2.46 | 31.82 | 13.53 | -5.06 | 5.52 | 31.72 | -35.15 | 3.17 | 14.83 | 5.04 | 13.59 | 33.62 | -18.09 |
| Sharpe Ratio | NA | 1.44 | 1.12 | 0.40 | 0.53 | NA | NA | … | … | 0.84 | 0.67 | 1.57 | 1.81 | -0.92 | 0.95 | 0.31 | 2.05 | -0.50 | 2.21 | 0.83 | -0.26 | 0.22 | 2.63 | 1.06 | -0.21 | 0.37 | 1.04 | -0.96 | 0.00 | 1.04 | 0.26 | 1.17 | 1.88 | -1.01 |
| Standard Deviation(%) | NA | 12.19 | 15.05 | 17.55 | 18.65 | NA | NA | … | … | 14.09 | 18.62 | 13.26 | 12.93 | 24.28 | 16.94 | 35.70 | 12.10 | 16.26 | 7.66 | 13.93 | 15.25 | 11.33 | 12.08 | 12.83 | 23.76 | 14.53 | 30.39 | 37.34 | 13.72 | 11.07 | 10.66 | 10.82 | 17.52 | 22.37 |
| Draw Down(%) | NA | 12.01 | 19.55 | 29.51 | 35.98 | NA | NA | … | … | 12.01 | 19.55 | 9.95 | 9.38 | 23.88 | 11.98 | 35.98 | 6.92 | 18.58 | 4.74 | 10.95 | 13.25 | 9.14 | 7.96 | 10.62 | 19.60 | 15.08 | 29.62 | 46.02 | 8.42 | 10.09 | 6.90 | 9.45 | 17.09 | 28.93 |
| Yield(%) | 0.00 | 5.58 | 6.90 | 3.84 | 5.32 | 5.97 | 4.88 | … | … | 0.00 | 5.75 | 8.59 | 4.89 | 0.00 | 0.12 | 0.00 | 1.02 | 14.84 | 4.04 | 1.06 | 7.85 | 7.88 | 10.14 | 1.77 | 0.00 | 0.00 | 0.61 | 0.30 | 7.47 | 5.48 | 4.06 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/07/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVAIX (CALAMOS OPPORTUNISTIC VALUE FUND CLASS I) |
-16.15%
Feb 2006 – Feb 2009 |
-7.37%
Feb 2004 – Feb 2009 |
3.14%
May 2002 – May 2012 |
4.37%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVAIX (CALAMOS OPPORTUNISTIC VALUE FUND CLASS I) |
22.60%
Sep 2022 – Sep 2025 |
20.04%
Feb 2009 – Feb 2014 |
12.74%
Feb 2009 – Feb 2019 |
11.80%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart