Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CVTYX (CALAMOS GROWTH & INCOME FUND CLASS B) | NA | 10.94% | 5.00% | 7.64% | 4.16% | 7.24% | NA | … | … |
Data as of 10/31/2017, Common starting date is 09/26/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CVTYX (CALAMOS GROWTH & INCOME FUND CLASS B) | 09/26/2000 | 10/31/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.94 | 5.00 | 7.64 | 4.16 | 7.24 | NA | … | … | 7.19 | 6.38 | 0.85 | 6.96 | 16.57 | 7.90 | -1.51 | 11.28 | 36.01 | -31.48 | 8.76 | 9.07 | 7.27 | 8.82 | 26.65 | -4.81 | -3.03 | -3.38 |
| Sharpe Ratio | NA | 2.07 | 0.48 | 0.76 | 0.26 | NA | NA | … | … | 1.83 | 0.58 | 0.07 | 0.67 | 1.81 | 0.82 | -0.08 | 0.91 | 1.74 | -1.21 | 0.46 | 0.60 | 0.55 | 0.83 | 2.40 | -0.51 | -0.47 | -0.82 |
| Standard Deviation(%) | NA | 5.02 | 9.95 | 9.86 | 15.08 | NA | NA | … | … | 4.43 | 10.56 | 12.35 | 10.39 | 9.11 | 9.69 | 18.80 | 12.25 | 20.64 | 26.64 | 12.39 | 9.70 | 9.32 | 9.50 | 10.82 | 11.52 | 11.50 | 20.26 |
| Draw Down(%) | NA | 1.97 | 12.48 | 12.48 | 44.57 | NA | NA | … | … | 1.97 | 9.71 | 9.76 | 7.38 | 6.01 | 9.07 | 15.81 | 10.03 | 16.78 | 41.76 | 7.08 | 10.05 | 7.50 | 9.88 | 5.83 | 15.36 | 12.44 | 11.43 |
| Yield(%) | 0.00 | 4.47 | 6.29 | 6.79 | 4.14 | 5.79 | 3.80 | … | … | 0.25 | 5.16 | 5.44 | 10.25 | 9.74 | 3.80 | 0.50 | 1.31 | 1.32 | 0.69 | 7.63 | 6.06 | 3.39 | 1.26 | 1.23 | 1.08 | 2.55 | 1.37 |
Data as of 10/31/2017, Common starting date is 09/26/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVTYX (CALAMOS GROWTH & INCOME FUND CLASS B) |
-10.30%
Feb 2006 – Feb 2009 |
-3.37%
Feb 2004 – Feb 2009 |
4.03%
Jan 2006 – Jan 2016 |
5.21%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVTYX (CALAMOS GROWTH & INCOME FUND CLASS B) |
20.82%
Feb 2009 – Feb 2012 |
15.65%
Feb 2009 – Feb 2014 |
7.43%
Sep 2002 – Sep 2012 |
7.38%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart