Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CVSCX (CALAMOS MARKET NEUTRAL INCOME FUND CLASS C) | 3.22% | 6.21% | 5.50% | 3.13% | 2.94% | 3.31% | 2.88% | 3.37% |
Data as of 07/14/2025, AR inception is 03/28/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CVSCX (CALAMOS MARKET NEUTRAL INCOME FUND CLASS C) | 03/28/2000 | 07/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.13 | 6.21 | 5.50 | 3.13 | 2.94 | 3.31 | 2.88 | 3.37 | 3.22 | 6.33 | 4.45 | -5.23 | 3.93 | 4.37 | 5.67 | 0.73 | 3.80 | 3.92 | 0.29 | 1.25 | 5.08 | 4.99 | 1.74 | 4.12 | 13.03 | -14.01 | 5.17 | 7.55 | -2.73 | 4.16 | 8.53 | 5.80 | 7.69 | 3.64 |
| Sharpe Ratio | NA | 0.87 | 0.51 | 0.28 | 0.39 | NA | NA | 0.40 | 0.70 | -0.13 | 0.05 | -1.13 | 1.78 | 0.58 | 2.44 | -0.20 | 2.14 | 1.09 | 0.06 | 0.37 | 1.66 | 1.39 | 0.23 | 0.73 | 1.45 | -1.09 | 0.50 | 1.44 | -1.48 | 1.15 | 3.39 | 1.56 | 1.35 | 0.11 |
| Standard Deviation(%) | NA | 3.71 | 3.91 | 3.88 | 4.02 | NA | NA | 5.10 | 4.78 | 1.98 | 4.17 | 5.89 | 2.19 | 7.14 | 1.74 | 2.99 | 1.49 | 3.40 | 4.40 | 3.36 | 3.05 | 3.58 | 7.34 | 5.49 | 8.91 | 13.66 | 4.40 | 2.98 | 3.31 | 2.79 | 2.31 | 3.01 | 4.05 | 5.94 |
| Draw Down(%) | NA | 2.85 | 4.33 | 8.00 | 8.27 | NA | NA | 21.51 | 2.85 | 0.80 | 3.46 | 8.00 | 0.74 | 8.27 | 0.59 | 2.62 | 0.44 | 3.63 | 3.93 | 2.61 | 2.04 | 2.97 | 5.59 | 5.31 | 9.70 | 20.47 | 2.87 | 2.18 | 6.50 | 3.62 | 2.91 | 1.95 | 2.21 | 3.96 |
| Yield(%) | 0.00 | 0.95 | 0.99 | 0.59 | 1.30 | 1.42 | 1.83 | 2.62 | 0.00 | 1.07 | 1.36 | 0.42 | 0.01 | 0.13 | 0.53 | 3.70 | 2.05 | 1.93 | 1.81 | 1.32 | 2.54 | 0.43 | 0.74 | 0.62 | 1.21 | 6.20 | 2.97 | 3.60 | 6.46 | 8.73 | 8.08 | 2.06 | 2.56 | 3.16 |
Data as of 07/14/2025, AR inception is 03/28/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVSCX (CALAMOS MARKET NEUTRAL INCOME FUND CLASS C) |
-3.48%
Feb 2006 - Feb 2009 |
-1.64%
Feb 2004 - Feb 2009 |
1.95%
Sep 2012 - Sep 2022 |
1.95%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVSCX (CALAMOS MARKET NEUTRAL INCOME FUND CLASS C) |
9.33%
Feb 2009 - Feb 2012 |
6.95%
Feb 2009 - Feb 2014 |
4.65%
Feb 2009 - Feb 2019 |
3.85%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart