Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SROCX (Calamos Antetokounmpo Sustainable Equities Fund) | 5.72% | 4.79% | NA | NA | NA | NA | NA | 28.00% |
Data as of 07/10/2025, AR inception is 09/06/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SROCX (Calamos Antetokounmpo Sustainable Equities Fund) | 09/06/2023 | 07/10/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.23 | 4.79 | NA | NA | NA | NA | NA | 28.00 | 5.72 | 15.28 | 6.63 |
| Sharpe Ratio | NA | 0.21 | NA | NA | NA | NA | NA | 0.76 | 0.44 | 0.75 | 1.50 |
| Standard Deviation(%) | NA | 17.34 | NA | NA | NA | NA | NA | 14.80 | 20.80 | 11.71 | 12.16 |
| Draw Down(%) | NA | 17.56 | NA | NA | NA | NA | NA | 17.56 | 17.04 | 8.61 | 8.76 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/10/2025, AR inception is 09/06/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SROCX (Calamos Antetokounmpo Sustainable Equities Fund) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SROCX (Calamos Antetokounmpo Sustainable Equities Fund) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart