Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| XCSQX (Calamos Strategic Total Return Fund) | 1.39% | 11.09% | 18.17% | 15.82% | 9.64% | 9.45% | 4.50% | 4.47% |
Data as of 06/13/2025, AR inception is 04/16/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XCSQX (Calamos Strategic Total Return Fund) | 04/16/2004 | 06/13/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.22 | 11.09 | 18.17 | 15.82 | 9.64 | 9.45 | 4.50 | 4.47 | 1.39 | 26.07 | 27.58 | -24.35 | 28.95 | 24.53 | 28.69 | -8.52 | 14.54 | 3.87 | -9.16 | 6.88 | 25.02 | 7.29 | -7.67 | 7.01 | 32.49 | -51.13 | -4.52 | 10.99 | -4.96 | 7.51 |
| Sharpe Ratio | NA | 0.37 | 0.77 | 0.71 | 0.40 | NA | NA | 0.17 | 0.00 | 1.36 | 1.61 | -0.94 | 1.95 | 0.62 | 2.01 | -0.55 | 1.83 | 0.25 | -0.57 | 0.55 | 2.24 | 0.63 | -0.34 | 0.44 | 1.40 | -1.35 | -0.51 | 0.80 | -0.77 | 1.06 |
| Standard Deviation(%) | NA | 21.09 | 19.36 | 19.63 | 20.49 | NA | NA | 19.38 | 26.50 | 14.32 | 14.66 | 27.55 | 14.83 | 39.03 | 13.57 | 17.97 | 7.64 | 14.44 | 15.99 | 12.55 | 11.16 | 11.59 | 22.67 | 15.60 | 23.22 | 38.56 | 14.75 | 9.65 | 9.26 | 9.10 |
| Draw Down(%) | NA | 23.08 | 23.08 | 30.74 | 40.61 | NA | NA | 66.76 | 23.08 | 10.04 | 11.66 | 30.74 | 5.39 | 40.61 | 7.47 | 22.62 | 4.06 | 13.95 | 15.84 | 10.08 | 7.95 | 11.01 | 23.22 | 16.64 | 28.61 | 61.31 | 11.74 | 8.91 | 9.40 | 5.33 |
| Yield(%) | 0.00 | 7.15 | 8.75 | 9.54 | 6.56 | 7.08 | 3.30 | 3.27 | 2.28 | 8.11 | 9.43 | 6.46 | 7.97 | 8.01 | 2.74 | 7.62 | 2.75 | 0.00 | 0.00 | 7.28 | 7.15 | 0.69 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/13/2025, AR inception is 04/16/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XCSQX (Calamos Strategic Total Return Fund) |
-25.87%
Feb 2006 - Feb 2009 |
-10.56%
Jun 2004 - Jun 2009 |
-2.49%
Feb 2006 - Feb 2016 |
-0.59%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XCSQX (Calamos Strategic Total Return Fund) |
27.37%
Dec 2018 - Dec 2021 |
19.46%
Mar 2020 - Mar 2025 |
11.52%
Sep 2011 - Sep 2021 |
11.08%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart