Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CVARX (CALAMOS OPPORTUNISTIC VALUE FUND CLASS R) | NA | 13.64% | 7.68% | 8.68% | 5.91% | NA | NA | 4.71% |
Data as of 03/09/2018, AR inception is 03/06/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CVARX (CALAMOS OPPORTUNISTIC VALUE FUND CLASS R) | 03/06/2007 | 03/09/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.64 | 7.68 | 8.68 | 5.91 | NA | NA | 4.71 | 0.26 | 16.90 | 11.23 | -4.30 | 1.84 | 31.13 | 13.03 | -5.53 | 4.97 | 31.04 | -35.49 | 5.11 |
| Sharpe Ratio | NA | 1.31 | 0.57 | 0.68 | 0.28 | NA | NA | 0.22 | 0.02 | 2.11 | 0.79 | -0.28 | 0.16 | 2.58 | 1.02 | -0.23 | 0.34 | 1.02 | -0.97 | 0.23 |
| Standard Deviation(%) | NA | 9.83 | 12.93 | 12.49 | 20.01 | NA | NA | 19.62 | 16.54 | 7.76 | 13.89 | 15.23 | 11.32 | 12.04 | 12.81 | 23.70 | 14.49 | 30.39 | 37.36 | 14.23 |
| Draw Down(%) | NA | 9.97 | 16.96 | 17.68 | 51.88 | NA | NA | 55.86 | 9.97 | 4.78 | 10.95 | 13.30 | 9.13 | 7.92 | 10.68 | 19.82 | 15.11 | 29.75 | 46.30 | 8.55 |
| Yield(%) | 0.00 | 3.62 | 3.93 | 5.95 | 3.57 | 2.56 | 1.92 | 3.49 | 0.00 | 3.71 | 0.55 | 7.63 | 7.65 | 9.89 | 1.23 | 0.00 | 0.00 | 0.04 | 0.00 | 7.41 |
Data as of 03/09/2018, AR inception is 03/06/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVARX (CALAMOS OPPORTUNISTIC VALUE FUND CLASS R) |
-8.44%
Jun 2007 - Jun 2010 |
-3.41%
May 2007 - May 2012 |
3.14%
May 2007 - May 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVARX (CALAMOS OPPORTUNISTIC VALUE FUND CLASS R) |
21.39%
Feb 2009 - Feb 2012 |
19.42%
Feb 2009 - Feb 2014 |
5.76%
Jan 2008 - Jan 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart