Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CVLRX (CALAMOS GLOBAL GROWTH & INCOME FUND CLASS R) | NA | 17.79% | 6.26% | 6.37% | 5.13% | NA | NA | … | … |
Data as of 03/09/2018, Common starting date is 03/06/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CVLRX (CALAMOS GLOBAL GROWTH & INCOME FUND CLASS R) | 03/06/2007 | 03/09/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 17.79 | 6.26 | 6.37 | 5.13 | NA | NA | … | … | 2.37 | 19.81 | 0.31 | 0.58 | 1.49 | 12.72 | 6.77 | -2.77 | 14.21 | 31.27 | -34.60 | 14.88 |
| Sharpe Ratio | NA | 2.15 | 0.62 | 0.66 | 0.33 | NA | NA | … | … | 0.96 | 3.05 | 0.01 | 0.05 | 0.15 | 1.40 | 0.79 | -0.17 | 1.37 | 1.62 | -1.26 | 1.16 |
| Standard Deviation(%) | NA | 7.92 | 9.47 | 9.44 | 14.21 | NA | NA | … | … | 12.79 | 6.32 | 10.39 | 10.33 | 9.57 | 9.08 | 8.57 | 16.46 | 10.29 | 19.22 | 28.05 | 13.29 |
| Draw Down(%) | NA | 7.92 | 15.46 | 15.46 | 41.32 | NA | NA | … | … | 7.92 | 2.02 | 10.40 | 10.92 | 9.46 | 7.46 | 8.99 | 14.05 | 6.94 | 15.77 | 43.93 | 7.82 |
| Yield(%) | 0.00 | 6.61 | 2.84 | 8.10 | 5.35 | 3.82 | 2.87 | … | … | 0.00 | 6.83 | 0.69 | 1.30 | 17.70 | 18.55 | 4.38 | 0.13 | 1.89 | 0.00 | 1.98 | 6.84 |
Data as of 03/09/2018, Common starting date is 03/06/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVLRX (CALAMOS GLOBAL GROWTH & INCOME FUND CLASS R) |
-4.15%
Oct 2007 – Oct 2010 |
-0.88%
Oct 2007 – Oct 2012 |
2.76%
Oct 2007 – Oct 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVLRX (CALAMOS GLOBAL GROWTH & INCOME FUND CLASS R) |
19.49%
Feb 2009 – Feb 2012 |
14.49%
Feb 2009 – Feb 2014 |
4.90%
Jan 2008 – Jan 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart