Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SROIX (Calamos Antetokounmpo Sustainable Equities Fund) | 5.74% | 5.78% | NA | NA | NA | NA | NA | 29.78% |
Data as of 07/11/2025, AR inception is 09/06/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SROIX (Calamos Antetokounmpo Sustainable Equities Fund) | 09/06/2023 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 5.78 | NA | NA | NA | NA | NA | 29.78 | 5.74 | 16.13 | 6.40 |
| Sharpe Ratio | NA | 0.27 | NA | NA | NA | NA | NA | 0.84 | 0.50 | 0.82 | 1.44 |
| Standard Deviation(%) | NA | 17.30 | NA | NA | NA | NA | NA | 14.78 | 20.71 | 11.71 | 12.10 |
| Draw Down(%) | NA | 17.19 | NA | NA | NA | NA | NA | 17.19 | 16.85 | 8.53 | 8.62 |
| Yield(%) | 0.00 | 0.36 | 0.31 | 0.19 | 0.09 | 0.06 | 0.05 | 0.93 | 0.00 | 0.41 | 0.50 |
Data as of 07/11/2025, 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 |
|---|---|---|---|---|
| SROIX (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 |
|---|---|---|---|---|
| SROIX (Calamos Antetokounmpo Sustainable Equities Fund) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart