Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CVLCX (CALAMOS GLOBAL GROWTH & INCOME FUND CLASS C) | 17.79% | 28.87% | 20.64% | 7.69% | 9.22% | 6.88% | 6.34% | … | … |
Data as of 06/03/2026, Common starting date is 12/10/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CVLCX (CALAMOS GLOBAL GROWTH & INCOME FUND CLASS C) | 12/10/1996 | 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 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 28.87 | 20.64 | 7.69 | 9.22 | 6.88 | 6.34 | … | … | 17.79 | 4.50 | 12.50 | 12.96 | -22.67 | 7.60 | 22.51 | 17.36 | -10.50 | 19.04 | -0.05 | -0.03 | 1.51 | 12.06 | 6.24 | -3.23 | 13.77 | 30.62 | -35.01 | 13.18 | 15.01 | 18.24 | 7.68 | 21.73 | -6.12 | -7.71 | -8.40 | 46.23 | 11.10 | 15.12 | -0.17 |
| Sharpe Ratio | NA | 1.93 | 1.31 | 0.34 | 0.50 | NA | NA | … | … | 2.54 | 0.09 | 0.41 | 0.83 | -1.25 | 0.49 | 0.79 | 1.97 | -1.00 | 2.97 | -0.03 | -0.01 | 0.15 | 1.33 | 0.73 | -0.20 | 1.33 | 1.58 | -1.28 | 0.80 | 1.15 | 2.19 | 0.90 | 2.42 | -0.81 | -1.15 | -0.66 | 3.85 | 0.63 | 1.09 | -0.68 |
| Standard Deviation(%) | NA | 14.23 | 13.28 | 14.85 | 15.12 | NA | NA | … | … | 18.04 | 18.16 | 14.30 | 10.62 | 19.31 | 15.52 | 27.99 | 8.08 | 11.85 | 6.22 | 10.37 | 10.36 | 9.73 | 9.04 | 8.59 | 16.51 | 10.30 | 19.33 | 28.04 | 12.84 | 10.28 | 7.34 | 7.52 | 8.70 | 8.96 | 8.90 | 18.99 | 11.16 | 12.34 | 10.58 | 9.45 |
| Draw Down(%) | NA | 9.91 | 15.27 | 34.76 | 34.76 | NA | NA | … | … | 9.91 | 15.27 | 12.37 | 9.41 | 28.46 | 12.71 | 28.34 | 5.37 | 19.13 | 2.00 | 10.37 | 11.07 | 9.57 | 7.49 | 9.19 | 14.26 | 7.03 | 15.83 | 44.18 | 7.89 | 12.45 | 6.97 | 7.09 | 7.18 | 16.07 | 13.48 | 14.30 | 5.20 | 21.06 | 9.88 | 2.45 |
| Yield(%) | 0.00 | 10.78 | 8.27 | 4.10 | 4.88 | 4.96 | 4.81 | … | … | 0.00 | 11.32 | 10.70 | 0.27 | 0.00 | 0.00 | 0.00 | 1.29 | 10.35 | 7.45 | 0.75 | 1.40 | 18.49 | 18.84 | 4.05 | 0.00 | 1.71 | 0.00 | 1.95 | 6.91 | 4.43 | 4.34 | 0.04 | 0.14 | 2.44 | 1.39 | 8.18 | 2.71 | 3.75 | 2.93 | 0.21 |
Data as of 06/03/2026, Common starting date is 12/10/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVLCX (CALAMOS GLOBAL GROWTH & INCOME FUND CLASS C) |
-9.11%
Feb 2006 – Feb 2009 |
-1.40%
Oct 2007 – Oct 2012 |
2.27%
Oct 2007 – Oct 2017 |
1.97%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVLCX (CALAMOS GLOBAL GROWTH & INCOME FUND CLASS C) |
22.95%
Mar 1997 – Mar 2000 |
16.69%
Oct 2002 – Oct 2007 |
10.79%
Oct 1997 – Oct 2007 |
7.57%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart