Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CVTCX (CALAMOS GROWTH & INCOME FUND CLASS C) | 10.87% | 26.84% | 19.03% | 8.79% | 11.09% | 9.08% | 7.96% | … | … |
Data as of 06/03/2026, Common starting date is 09/25/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CVTCX (CALAMOS GROWTH & INCOME FUND CLASS C) | 09/25/1996 | 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 (%) | 0.43 | 26.84 | 19.03 | 8.79 | 11.09 | 9.08 | 7.96 | … | … | 10.87 | 16.59 | 19.75 | 19.46 | -21.28 | 14.23 | 18.90 | 25.06 | -4.67 | 15.47 | 6.34 | 0.83 | 6.74 | 15.91 | 7.57 | -1.53 | 11.30 | 36.01 | -31.49 | 8.79 | 9.06 | 7.26 | 8.81 | 26.62 | -4.79 | -3.05 | 5.61 | 52.09 | 17.14 | 22.89 | 4.65 |
| Sharpe Ratio | NA | 2.19 | 1.25 | 0.41 | 0.61 | NA | NA | … | … | 1.96 | 0.84 | 1.45 | 1.46 | -1.09 | 1.00 | 0.66 | 2.26 | -0.43 | 2.65 | 0.58 | 0.06 | 0.65 | 1.74 | 0.78 | -0.08 | 0.91 | 1.74 | -1.21 | 0.46 | 0.58 | 0.54 | 0.83 | 2.39 | -0.51 | -0.48 | 0.06 | 1.17 | 1.14 | 1.95 | 1.78 |
| Standard Deviation(%) | NA | 11.79 | 13.12 | 15.06 | 15.53 | NA | NA | … | … | 13.61 | 16.29 | 11.10 | 10.89 | 20.95 | 14.14 | 28.31 | 10.42 | 14.20 | 5.62 | 10.62 | 12.36 | 10.37 | 9.10 | 9.66 | 18.81 | 12.25 | 20.63 | 26.72 | 12.39 | 9.72 | 9.34 | 9.47 | 10.82 | 11.57 | 11.55 | 24.18 | 41.66 | 12.03 | 9.82 | 8.49 |
| Draw Down(%) | NA | 9.24 | 16.57 | 27.13 | 28.25 | NA | NA | … | … | 9.24 | 16.57 | 7.71 | 8.64 | 23.75 | 8.82 | 28.25 | 5.61 | 17.01 | 1.97 | 9.72 | 9.76 | 7.37 | 6.03 | 9.10 | 15.80 | 10.00 | 16.74 | 41.79 | 7.06 | 10.07 | 7.52 | 9.89 | 5.81 | 15.38 | 12.48 | 19.12 | 28.20 | 20.49 | 6.88 | 5.17 |
| Yield(%) | 0.00 | 7.52 | 6.12 | 3.40 | 4.93 | 5.27 | 5.06 | … | … | 0.00 | 7.67 | 5.06 | 4.24 | 0.48 | 0.00 | 0.17 | 3.22 | 6.71 | 7.14 | 6.58 | 6.73 | 11.90 | 10.58 | 4.25 | 0.71 | 1.65 | 1.65 | 0.86 | 8.59 | 6.80 | 3.84 | 1.49 | 1.47 | 1.27 | 2.64 | 9.68 | 3.85 | 8.79 | 15.48 | 1.14 |
Data as of 06/03/2026, Common starting date is 09/25/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVTCX (CALAMOS GROWTH & INCOME FUND CLASS C) |
-10.31%
Feb 2006 – Feb 2009 |
-3.38%
Feb 2004 – Feb 2009 |
3.16%
Aug 2000 – Aug 2010 |
4.72%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVTCX (CALAMOS GROWTH & INCOME FUND CLASS C) |
32.52%
Feb 1997 – Feb 2000 |
17.72%
Mar 1997 – Mar 2002 |
13.15%
Dec 1996 – Dec 2006 |
10.18%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart