Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAPHX (Calamos Aksia Alternative Credit and Income Fund) | 2.97% | 8.05% | 10.45% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/31/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAPHX (Calamos Aksia Alternative Credit and Income Fund) | 05/31/2023 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.19 | 8.05 | 10.45 | NA | NA | NA | NA | … | … | 2.97 | 9.45 | 12.59 | 6.20 |
| Sharpe Ratio | NA | 3.80 | 5.50 | NA | NA | NA | NA | … | … | 2.56 | 5.80 | 7.67 | 5.04 |
| Standard Deviation(%) | NA | 1.42 | 1.31 | NA | NA | NA | NA | … | … | 1.78 | 1.14 | 1.17 | 1.40 |
| Draw Down(%) | NA | 0.56 | 0.56 | NA | NA | NA | NA | … | … | 0.56 | 0.37 | 0.09 | 0.10 |
| Yield(%) | 0.00 | 9.09 | 8.53 | 5.12 | 2.56 | 1.71 | 1.28 | … | … | 3.67 | 9.04 | 8.30 | 3.53 |
Data as of 06/05/2026, Common starting date is 05/31/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAPHX (Calamos Aksia Alternative Credit and Income 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 |
|---|---|---|---|---|
| CAPHX (Calamos Aksia Alternative Credit and Income Fund) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart