Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CVTRX (CALAMOS GROWTH & INCOME FUND CLASS A) | 7.99% | 15.15% | 12.73% | 9.34% | 9.36% | 9.52% | 7.95% | 9.89% |
Data as of 07/22/2025, AR inception is 11/29/1988
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CVTRX (CALAMOS GROWTH & INCOME FUND CLASS A) | 11/29/1988 | 07/22/2025 |
| 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 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.69 | 15.15 | 12.73 | 9.34 | 9.36 | 9.52 | 7.95 | 9.89 | 7.99 | 15.41 | 16.20 | -20.70 | 15.12 | 19.79 | 25.97 | -3.97 | 16.35 | 7.24 | 1.61 | 7.53 | 16.78 | 8.39 | -0.78 | 12.12 | 37.03 | -30.96 | 9.61 | 9.84 | 8.09 | 9.67 | 27.58 | -4.10 | -2.38 | 6.74 | 52.94 | 17.62 | 23.33 | 6.90 | 23.13 | -7.76 | 6.29 | -2.46 | 40.67 | -3.50 | 14.72 | 3.71 |
| Sharpe Ratio | NA | 0.74 | 0.72 | 0.49 | 0.50 | NA | NA | 0.55 | 0.64 | 0.75 | 1.08 | -1.06 | 1.07 | 0.69 | 2.36 | -0.37 | 2.80 | 0.67 | 0.13 | 0.72 | 1.84 | 0.87 | -0.04 | 0.98 | 1.79 | -1.19 | 0.54 | 0.68 | 0.63 | 0.92 | 2.49 | -0.45 | -0.41 | 0.11 | 3.49 | 1.19 | 2.00 | 0.27 | 2.63 | -1.42 | 0.46 | -0.39 | 3.29 | -0.82 | 1.28 | 5.84 |
| Standard Deviation(%) | NA | 16.92 | 14.66 | 15.59 | 15.66 | NA | NA | 13.90 | 19.79 | 11.76 | 11.18 | 20.96 | 14.16 | 28.26 | 10.40 | 14.20 | 5.64 | 10.57 | 12.36 | 10.40 | 9.09 | 9.70 | 18.82 | 12.24 | 20.61 | 26.75 | 12.36 | 9.69 | 9.33 | 9.49 | 10.81 | 11.56 | 11.57 | 24.26 | 14.26 | 12.00 | 9.85 | 12.40 | 7.34 | 7.57 | 9.21 | 12.43 | 11.18 | 10.62 | 7.06 | 7.87 |
| Draw Down(%) | NA | 16.45 | 16.45 | 26.60 | 28.20 | NA | NA | 44.12 | 16.45 | 7.68 | 8.44 | 23.30 | 8.73 | 28.20 | 5.53 | 16.86 | 1.89 | 9.57 | 9.71 | 7.30 | 5.95 | 8.89 | 15.56 | 9.88 | 16.65 | 41.38 | 7.01 | 10.01 | 7.40 | 9.55 | 5.72 | 15.12 | 12.15 | 19.05 | 5.79 | 20.45 | 6.90 | 14.03 | 6.75 | 13.95 | 9.57 | 12.95 | 6.36 | 19.01 | 7.21 | 0.51 |
| Yield(%) | 0.00 | 4.89 | 2.57 | 1.97 | 4.33 | 5.89 | 5.34 | 13.13 | 0.08 | 5.60 | 0.74 | 0.93 | 0.62 | 1.22 | 4.32 | 7.55 | 8.02 | 7.40 | 7.53 | 12.63 | 11.48 | 5.07 | 1.30 | 2.41 | 2.50 | 1.36 | 9.43 | 7.58 | 4.61 | 2.21 | 2.22 | 1.80 | 3.43 | 12.67 | 4.15 | 8.99 | 15.46 | 1.97 | 3.50 | 1.99 | 3.92 | 2.29 | 2.94 | 2.71 | 4.04 | 2.34 |
Data as of 07/22/2025, AR inception is 11/29/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVTRX (CALAMOS GROWTH & INCOME FUND CLASS A) |
-9.63%
Feb 2006 - Feb 2009 |
-2.65%
Feb 2004 - Feb 2009 |
3.98%
Aug 2000 - Aug 2010 |
5.52%
Sep 2000 - Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVTRX (CALAMOS GROWTH & INCOME FUND CLASS A) |
33.07%
Feb 1997 - Feb 2000 |
25.72%
Feb 1995 - Feb 2000 |
16.65%
Sep 1990 - Sep 2000 |
12.98%
Oct 1990 - Oct 2005 |
Annualized Rolling Returns Comparison Chart