Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBGEX (CALAMOS GLOBAL EQUITY FUND CLASS B) | NA | 13.68% | 5.16% | 7.23% | 3.41% | NA | NA | … | … |
Data as of 10/31/2017, Common starting date is 03/06/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBGEX (CALAMOS GLOBAL EQUITY FUND CLASS B) | 03/06/2007 | 10/31/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.68 | 5.16 | 7.23 | 3.41 | NA | NA | … | … | 15.43 | -1.76 | 4.15 | 0.01 | 18.63 | 11.30 | -3.71 | 22.04 | 52.02 | -45.73 | 23.60 |
| Sharpe Ratio | NA | 1.79 | 0.38 | 0.55 | 0.15 | NA | NA | … | … | 2.77 | -0.13 | 0.28 | 0.00 | 1.54 | 0.84 | -0.15 | 1.49 | 1.79 | -1.13 | 1.35 |
| Standard Deviation(%) | NA | 7.34 | 12.96 | 12.87 | 21.26 | NA | NA | … | … | 6.56 | 14.99 | 14.64 | 13.14 | 12.07 | 13.47 | 24.38 | 14.69 | 29.03 | 41.20 | 19.45 |
| Draw Down(%) | NA | 3.78 | 20.27 | 20.27 | 58.91 | NA | NA | … | … | 2.21 | 14.93 | 13.78 | 10.35 | 9.70 | 11.62 | 20.35 | 9.61 | 22.21 | 55.58 | 12.16 |
| Yield(%) | 0.00 | 4.74 | 8.69 | 6.67 | 3.38 | 3.01 | 2.26 | … | … | 0.00 | 4.84 | 2.19 | 21.13 | 2.08 | 0.00 | 0.00 | 0.44 | 0.00 | 2.31 | 0.00 |
Data as of 10/31/2017, Common starting date is 03/06/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBGEX (CALAMOS GLOBAL EQUITY FUND CLASS B) |
-4.59%
Oct 2007 – Oct 2010 |
-0.27%
Oct 2007 – Oct 2012 |
4.25%
Sep 2007 – Sep 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBGEX (CALAMOS GLOBAL EQUITY FUND CLASS B) |
31.22%
Feb 2009 – Feb 2012 |
22.26%
Feb 2009 – Feb 2014 |
5.23%
Apr 2007 – Apr 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart