Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGIOX (Calamos Growth and Income Fund Class R6) | 8.62% | 25.24% | 19.32% | 10.98% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/24/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGIOX (Calamos Growth and Income Fund Class R6) | 06/24/2020 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.62 | 25.24 | 19.32 | 10.98 | NA | NA | NA | … | … | 8.62 | 17.85 | 21.05 | 20.78 | -18.19 | 21.47 | 23.91 |
| Sharpe Ratio | NA | 1.86 | 1.21 | 0.57 | NA | NA | NA | … | … | 1.33 | 0.92 | 1.57 | 1.58 | -0.94 | 1.68 | 3.24 |
| Standard Deviation(%) | NA | 12.16 | 13.23 | 14.88 | NA | NA | NA | … | … | 14.13 | 16.29 | 11.13 | 10.93 | 20.97 | 12.79 | 15.60 |
| Draw Down(%) | NA | 9.08 | 16.43 | 23.11 | NA | NA | NA | … | … | 9.08 | 16.43 | 7.66 | 8.37 | 23.11 | 4.48 | 8.71 |
| Yield(%) | 0.00 | 8.61 | 7.32 | 5.91 | 4.30 | 2.87 | 2.15 | … | … | 0.00 | 8.81 | 6.28 | 5.38 | 3.59 | 7.09 | 3.64 |
Data as of 06/05/2026, Common starting date is 06/24/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGIOX (Calamos Growth and Income Fund Class R6) |
4.52%
Apr 2021 – Apr 2024 |
9.54%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGIOX (Calamos Growth and Income Fund Class R6) |
21.22%
Sep 2022 – Sep 2025 |
14.63%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart