Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CVSIX (CALAMOS MARKET NEUTRAL INCOME FUND CLASS A) | 2.70% | 6.66% | 6.97% | 4.61% | 4.60% | 4.18% | 3.94% | … | … |
Data as of 06/03/2026, Common starting date is 12/21/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CVSIX (CALAMOS MARKET NEUTRAL INCOME FUND CLASS A) | 12/21/1990 | 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 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.06 | 6.66 | 6.97 | 4.61 | 4.60 | 4.18 | 3.94 | … | … | 2.70 | 6.84 | 7.13 | 8.91 | -4.49 | 4.70 | 5.19 | 6.37 | 1.53 | 4.56 | 4.72 | 1.03 | 2.01 | 5.85 | 5.80 | 2.50 | 4.90 | 13.80 | -13.28 | 5.93 | 8.41 | -2.05 | 4.94 | 9.35 | 6.61 | 8.49 | 8.30 | 13.69 | 10.04 | 13.97 | 3.84 | 14.46 | -9.08 | 9.06 | 11.97 | 11.61 | 0.30 |
| Sharpe Ratio | NA | 2.34 | 1.49 | 0.59 | 0.82 | NA | NA | … | … | 1.84 | 1.13 | 1.79 | 2.38 | -1.02 | 2.11 | 0.69 | 2.69 | 0.05 | 2.59 | 1.32 | 0.23 | 0.61 | 1.90 | 1.63 | 0.34 | 0.87 | 1.54 | -1.03 | 0.63 | 1.70 | -1.32 | 1.46 | 3.74 | 1.82 | 1.32 | 0.69 | 1.79 | 1.12 | 1.83 | 0.03 | 2.92 | -2.83 | 2.03 | 2.64 | 2.29 | NA |
| Standard Deviation(%) | NA | 1.74 | 2.59 | 3.44 | 3.61 | NA | NA | … | … | 2.20 | 3.52 | 1.97 | 2.22 | 5.79 | 2.21 | 7.14 | 1.82 | 2.98 | 1.51 | 3.41 | 4.39 | 3.29 | 3.06 | 3.56 | 7.32 | 5.51 | 8.89 | 13.76 | 4.40 | 2.94 | 3.27 | 2.71 | 2.31 | 3.00 | 4.66 | 5.88 | 5.76 | 5.88 | 5.58 | 6.52 | 3.59 | 4.30 | 3.38 | 3.56 | 3.35 | NA |
| Draw Down(%) | NA | 1.00 | 2.74 | 7.58 | 8.21 | NA | NA | … | … | 1.00 | 2.74 | 0.75 | 1.19 | 7.58 | 0.75 | 8.21 | 0.53 | 2.54 | 0.42 | 3.53 | 3.73 | 2.47 | 1.96 | 2.94 | 5.47 | 5.20 | 9.56 | 20.05 | 2.83 | 2.06 | 6.22 | 3.52 | 2.75 | 1.81 | 1.96 | 4.83 | 2.70 | 5.62 | 3.33 | 5.31 | 1.46 | 10.86 | 2.06 | 3.32 | 1.79 | NA |
| Yield(%) | 0.00 | 1.52 | 2.97 | 2.03 | 2.33 | 2.38 | 2.61 | … | … | 0.06 | 1.60 | 1.82 | 5.73 | 0.75 | 0.29 | 0.69 | 1.37 | 4.48 | 2.84 | 2.75 | 2.57 | 2.00 | 3.33 | 1.24 | 1.55 | 1.31 | 2.02 | 7.03 | 3.76 | 4.29 | 7.30 | 9.60 | 8.91 | 2.80 | 3.27 | 3.72 | 6.59 | 11.42 | 3.57 | 5.04 | 4.54 | 3.20 | 4.54 | 7.71 | 8.29 | 1.85 |
Data as of 06/03/2026, Common starting date is 12/21/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVSIX (CALAMOS MARKET NEUTRAL INCOME FUND CLASS A) |
-2.77%
Feb 2006 – Feb 2009 |
-0.90%
Feb 2004 – Feb 2009 |
2.71%
Sep 2012 – Sep 2022 |
2.72%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVSIX (CALAMOS MARKET NEUTRAL INCOME FUND CLASS A) |
13.76%
Mar 1997 – Mar 2000 |
11.65%
Feb 1995 – Feb 2000 |
9.31%
Dec 1994 – Dec 2004 |
7.52%
Jan 1991 – Jan 2006 |
Annualized Rolling Returns Comparison Chart