Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CVLOX (CALAMOS GLOBAL GROWTH & INCOME FUND CLASS A) | 18.21% | 29.92% | 21.56% | 8.73% | 10.23% | 7.81% | 7.24% | … | … |
Data as of 06/03/2026, Common starting date is 12/10/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CVLOX (CALAMOS GLOBAL GROWTH & INCOME FUND CLASS A) | 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 (%) | 0.13 | 29.92 | 21.56 | 8.73 | 10.23 | 7.81 | 7.24 | … | … | 18.21 | 15.83 | 23.82 | 13.88 | -22.17 | 9.49 | 24.57 | 18.27 | -9.88 | 20.04 | 0.67 | 0.68 | 2.20 | 13.01 | 6.97 | -2.50 | 14.56 | 31.59 | -34.51 | 14.00 | 15.90 | 19.17 | 8.68 | 22.61 | -5.40 | -7.00 | -5.86 | 47.22 | 11.69 | 15.79 | -0.17 |
| Sharpe Ratio | NA | 1.98 | 1.38 | 0.41 | 0.57 | NA | NA | … | … | 2.59 | 0.90 | 1.75 | 0.96 | -1.22 | 0.62 | 0.87 | 2.06 | -0.95 | 3.06 | 0.04 | 0.06 | 0.23 | 1.42 | 0.81 | -0.15 | 1.41 | 1.63 | -1.26 | 0.85 | 1.23 | 2.31 | 1.02 | 2.49 | -0.73 | -1.11 | -0.53 | 3.98 | 0.68 | 1.20 | -0.72 |
| Standard Deviation(%) | NA | 14.31 | 13.30 | 14.79 | 15.10 | NA | NA | … | … | 18.07 | 14.47 | 11.53 | 10.70 | 19.34 | 15.20 | 27.94 | 8.17 | 11.85 | 6.37 | 10.32 | 10.30 | 9.64 | 9.13 | 8.60 | 16.45 | 10.24 | 19.33 | 27.99 | 12.82 | 10.19 | 7.31 | 7.58 | 8.79 | 8.95 | 8.68 | 18.94 | 11.02 | 12.16 | 10.07 | 9.21 |
| Draw Down(%) | NA | 9.85 | 15.16 | 33.74 | 33.74 | NA | NA | … | … | 9.85 | 15.16 | 9.00 | 9.30 | 28.15 | 11.83 | 28.29 | 5.28 | 18.63 | 2.09 | 10.27 | 10.80 | 9.47 | 7.49 | 8.96 | 14.01 | 7.00 | 15.73 | 43.85 | 7.81 | 12.32 | 6.88 | 6.93 | 7.04 | 15.78 | 13.00 | 14.80 | 5.15 | 20.84 | 9.77 | 2.26 |
| Yield(%) | 0.00 | 9.14 | 7.37 | 3.76 | 4.78 | 5.03 | 5.03 | … | … | 0.00 | 9.64 | 9.42 | 0.70 | 0.00 | 0.20 | 0.49 | 1.49 | 10.00 | 6.80 | 0.68 | 1.28 | 17.77 | 18.76 | 4.60 | 0.38 | 1.97 | 0.00 | 2.01 | 6.75 | 4.54 | 4.74 | 0.04 | 0.16 | 2.65 | 2.05 | 12.07 | 2.77 | 4.17 | 3.21 | 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 |
|---|---|---|---|---|
| CVLOX (CALAMOS GLOBAL GROWTH & INCOME FUND CLASS A) |
-8.42%
Feb 2006 – Feb 2009 |
-0.65%
Oct 2007 – Oct 2012 |
3.04%
Oct 2007 – Oct 2017 |
2.85%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVLOX (CALAMOS GLOBAL GROWTH & INCOME FUND CLASS A) |
23.25%
Mar 1997 – Mar 2000 |
17.56%
Oct 2002 – Oct 2007 |
11.80%
Oct 1997 – Oct 2007 |
8.51%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart