Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CICVX (CALAMOS CONVERTIBLE FUND CLASS I) | 20.84% | 38.91% | 19.15% | 4.25% | 9.68% | 7.80% | 7.32% | … | … |
Data as of 06/05/2026, Common starting date is 09/23/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CICVX (CALAMOS CONVERTIBLE FUND CLASS I) | 09/23/1997 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.92 | 38.91 | 19.15 | 4.25 | 9.68 | 7.80 | 7.32 | … | … | 20.84 | 19.29 | 9.95 | 10.95 | -21.02 | -9.36 | 39.16 | 19.51 | 0.62 | 14.61 | 4.77 | -3.62 | 5.29 | 20.70 | 5.77 | -3.79 | 11.17 | 34.33 | -25.69 | 10.13 | 9.31 | 3.20 | 6.03 | 23.07 | -4.27 | -4.71 | 7.37 | 33.46 | 9.70 | -3.11 |
| Sharpe Ratio | NA | 2.35 | 1.27 | 0.12 | 0.57 | NA | NA | … | … | 2.82 | 1.16 | 0.73 | 0.84 | -1.35 | -0.46 | 1.72 | 2.21 | -0.07 | 2.31 | 0.47 | -0.38 | 0.51 | 2.43 | 0.70 | -0.25 | 1.16 | 2.13 | -1.28 | 0.71 | 0.77 | 0.13 | 0.61 | 2.21 | -0.46 | -0.73 | 0.17 | 2.81 | 0.58 | -1.06 |
| Standard Deviation(%) | NA | 15.40 | 12.48 | 14.78 | 14.04 | NA | NA | … | … | 18.83 | 14.25 | 8.69 | 8.75 | 16.67 | 20.35 | 22.49 | 8.17 | 10.82 | 6.06 | 9.62 | 9.72 | 10.29 | 8.49 | 8.20 | 15.19 | 9.54 | 16.06 | 20.78 | 9.94 | 7.70 | 7.10 | 8.25 | 10.14 | 11.70 | 9.92 | 18.23 | 10.69 | 10.75 | 13.74 |
| Draw Down(%) | NA | 7.70 | 14.61 | 37.35 | 37.35 | NA | NA | … | … | 7.70 | 14.44 | 6.14 | 9.96 | 23.89 | 20.10 | 25.73 | 4.50 | 11.57 | 2.70 | 11.57 | 11.31 | 8.58 | 6.18 | 9.74 | 15.37 | 6.70 | 10.01 | 35.15 | 5.68 | 7.13 | 7.06 | 10.38 | 7.15 | 17.35 | 13.05 | 14.21 | 4.68 | 18.57 | 8.23 |
| Yield(%) | 0.00 | 12.87 | 6.59 | 3.00 | 5.10 | 5.33 | 5.39 | … | … | 0.08 | 13.42 | 2.00 | 2.70 | 0.74 | 0.02 | 1.12 | 1.65 | 14.34 | 5.33 | 3.52 | 6.57 | 8.02 | 12.09 | 10.57 | 9.50 | 6.88 | 4.44 | 0.80 | 6.45 | 10.57 | 12.94 | 6.45 | 1.01 | 1.84 | 4.43 | 17.70 | 3.48 | 3.05 | 2.21 |
Data as of 06/05/2026, Common starting date is 09/23/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CICVX (CALAMOS CONVERTIBLE FUND CLASS I) |
-9.34%
Nov 2020 – Nov 2023 |
-1.91%
Feb 2004 – Feb 2009 |
3.70%
Aug 2000 – Aug 2010 |
4.44%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CICVX (CALAMOS CONVERTIBLE FUND CLASS I) |
20.69%
May 2023 – May 2026 |
17.94%
Feb 2016 – Feb 2021 |
10.92%
Sep 2011 – Sep 2021 |
8.56%
Feb 2006 – Feb 2021 |
Annualized Rolling Returns Comparison Chart