Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CXGCX (CALAMOS GLOBAL CONVERTIBLE FUND CLASS I) | 16.91% | 29.24% | 18.01% | 6.05% | 9.37% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CXGCX (CALAMOS GLOBAL CONVERTIBLE FUND CLASS I) | 01/05/2015 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.48 | 29.24 | 18.01 | 6.05 | 9.37 | NA | NA | … | … | 16.91 | 13.41 | 10.98 | 13.48 | -22.06 | -0.31 | 38.60 | 15.18 | -2.73 | 14.45 | 3.72 | -0.14 |
| Sharpe Ratio | NA | 2.56 | 1.68 | 0.32 | 0.80 | NA | NA | … | … | 3.19 | 0.95 | 1.02 | 1.41 | -1.80 | -0.03 | 2.44 | 2.22 | -0.58 | 3.18 | 0.44 | -0.02 |
| Standard Deviation(%) | NA | 10.02 | 8.71 | 9.64 | 9.58 | NA | NA | … | … | 11.73 | 11.29 | 7.24 | 7.01 | 13.13 | 9.94 | 15.66 | 6.18 | 7.15 | 4.36 | 7.91 | 7.44 |
| Draw Down(%) | NA | 5.75 | 8.92 | 28.88 | 30.74 | NA | NA | … | … | 5.61 | 8.92 | 4.15 | 7.96 | 25.18 | 9.82 | 18.71 | 3.47 | 8.92 | 2.11 | 8.30 | 9.17 |
| Yield(%) | 0.00 | 5.48 | 2.45 | 3.56 | 5.28 | 3.64 | 2.73 | … | … | 0.06 | 5.81 | 0.00 | 0.43 | 0.00 | 12.85 | 10.40 | 2.66 | 5.25 | 4.29 | 2.27 | 1.28 |
Data as of 06/04/2026, Common starting date is 01/05/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CXGCX (CALAMOS GLOBAL CONVERTIBLE FUND CLASS I) |
-4.76%
Feb 2021 – Feb 2024 |
2.96%
Feb 2021 – Feb 2026 |
5.79%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CXGCX (CALAMOS GLOBAL CONVERTIBLE FUND CLASS I) |
17.89%
May 2023 – May 2026 |
15.25%
Feb 2016 – Feb 2021 |
9.28%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart