Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMRGX (Calamos Investment Trust – Calamos Merger Arbitrage Fund) | 0.99% | 9.14% | NA | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/12/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMRGX (Calamos Investment Trust – Calamos Merger Arbitrage Fund) | 10/12/2023 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.49 | 9.14 | NA | NA | NA | NA | NA | … | … | 0.99 | 10.70 | -1.83 | 4.32 |
| Sharpe Ratio | NA | 1.76 | NA | NA | NA | NA | NA | … | … | 0.17 | 1.16 | -0.92 | 2.43 |
| Standard Deviation(%) | NA | 4.55 | NA | NA | NA | NA | NA | … | … | 4.32 | 6.75 | 5.96 | 7.41 |
| Draw Down(%) | NA | 2.74 | NA | NA | NA | NA | NA | … | … | 2.70 | 5.81 | 7.15 | 4.69 |
| Yield(%) | 0.00 | 7.85 | 3.83 | 2.30 | 1.15 | 0.77 | 0.57 | … | … | 0.00 | 8.08 | 2.85 | 0.61 |
Data as of 06/10/2026, Common starting date is 10/12/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMRGX (Calamos Investment Trust – Calamos Merger Arbitrage 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 |
|---|---|---|---|---|
| CMRGX (Calamos Investment Trust – Calamos Merger Arbitrage Fund) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart