Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGRRX (CALAMOS GROWTH FUND CLASS R) | NA | 21.63% | 8.06% | 12.12% | 7.65% | NA | NA | … | … |
Data as of 03/09/2018, Common starting date is 03/06/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGRRX (CALAMOS GROWTH FUND CLASS R) | 03/06/2007 | 03/09/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 21.63 | 8.06 | 12.12 | 7.65 | NA | NA | … | … | 3.99 | 26.29 | -2.42 | 2.78 | 8.18 | 32.78 | 9.06 | -9.29 | 19.79 | 52.09 | -50.42 | 24.15 |
| Sharpe Ratio | NA | 1.94 | 0.58 | 0.86 | 0.31 | NA | NA | … | … | 1.25 | 3.13 | -0.19 | 0.18 | 0.53 | 2.44 | 0.57 | -0.33 | 1.09 | 1.71 | -1.15 | 1.35 |
| Standard Deviation(%) | NA | 10.75 | 13.36 | 13.88 | 22.73 | NA | NA | … | … | 17.81 | 8.22 | 14.12 | 15.71 | 15.50 | 13.41 | 15.92 | 28.22 | 18.00 | 30.32 | 44.45 | 19.98 |
| Draw Down(%) | NA | 9.16 | 19.84 | 19.84 | 59.09 | NA | NA | … | … | 9.16 | 3.57 | 14.14 | 12.34 | 10.12 | 6.67 | 14.07 | 25.39 | 13.70 | 22.13 | 59.56 | 11.36 |
| Yield(%) | 0.00 | 14.99 | 13.47 | 17.02 | 10.12 | 6.93 | 5.19 | … | … | 0.00 | 16.05 | 4.16 | 27.84 | 22.31 | 32.21 | 7.99 | 4.01 | 0.00 | 0.00 | 0.00 | 14.17 |
Data as of 03/09/2018, 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 |
|---|---|---|---|---|
| CGRRX (CALAMOS GROWTH FUND CLASS R) |
-7.76%
Aug 2007 – Aug 2010 |
-3.63%
Oct 2007 – Oct 2012 |
3.98%
Oct 2007 – Oct 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGRRX (CALAMOS GROWTH FUND CLASS R) |
27.93%
Feb 2009 – Feb 2012 |
22.69%
Feb 2009 – Feb 2014 |
7.05%
Jan 2008 – Jan 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart