Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CVLDX (CALAMOS GLOBAL GROWTH & INCOME FUND CLASS B) | NA | 8.46% | 2.79% | 4.60% | 1.55% | 6.37% | NA | … | … |
Data as of 10/31/2017, Common starting date is 09/26/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CVLDX (CALAMOS GLOBAL GROWTH & INCOME FUND CLASS B) | 09/26/2000 | 10/31/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.46 | 2.79 | 4.60 | 1.55 | 6.37 | NA | … | … | 9.03 | -0.05 | -0.03 | 1.36 | 12.18 | 6.27 | -3.30 | 13.77 | 30.56 | -35.01 | 13.18 | 15.07 | 18.18 | 7.77 | 21.61 | -5.97 | -7.40 | -5.98 |
| Sharpe Ratio | NA | 1.39 | 0.28 | 0.48 | 0.09 | NA | NA | … | … | 1.96 | -0.02 | -0.01 | 0.14 | 1.34 | 0.73 | -0.20 | 1.34 | 1.58 | -1.28 | 0.79 | 1.16 | 2.18 | 0.91 | 2.37 | -0.79 | -1.13 | -1.58 |
| Standard Deviation(%) | NA | 5.72 | 9.16 | 9.19 | 14.49 | NA | NA | … | … | 5.26 | 10.40 | 10.28 | 9.66 | 9.04 | 8.62 | 16.50 | 10.19 | 19.28 | 28.03 | 12.86 | 10.22 | 7.34 | 7.46 | 8.83 | 8.96 | 8.77 | 15.92 |
| Draw Down(%) | NA | 2.58 | 15.80 | 15.80 | 47.03 | NA | NA | … | … | 1.57 | 10.38 | 11.05 | 9.59 | 7.50 | 9.16 | 14.29 | 7.08 | 15.86 | 44.20 | 7.86 | 12.49 | 6.94 | 7.07 | 7.09 | 16.04 | 13.13 | 11.44 |
| Yield(%) | 0.00 | 0.66 | 6.03 | 7.37 | 3.98 | 6.12 | 3.76 | … | … | 0.00 | 0.67 | 1.26 | 16.95 | 17.28 | 3.67 | 0.00 | 1.55 | 0.00 | 1.82 | 6.51 | 4.17 | 4.10 | 0.04 | 0.13 | 2.27 | 1.63 | 4.48 |
Data as of 10/31/2017, Common starting date is 09/26/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVLDX (CALAMOS GLOBAL GROWTH & INCOME FUND CLASS B) |
-9.08%
Feb 2006 – Feb 2009 |
-1.40%
Oct 2007 – Oct 2012 |
2.11%
Sep 2007 – Sep 2017 |
4.28%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVLDX (CALAMOS GLOBAL GROWTH & INCOME FUND CLASS B) |
19.62%
Oct 2004 – Oct 2007 |
16.69%
Oct 2002 – Oct 2007 |
7.71%
Mar 2003 – Mar 2013 |
6.50%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart