Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CRGEX (CALAMOS GLOBAL EQUITY FUND CLASS R) | NA | 28.82% | 10.28% | 10.32% | 8.36% | NA | NA | … | … |
Data as of 03/09/2018, Common starting date is 03/06/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CRGEX (CALAMOS GLOBAL EQUITY 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 | 28.82 | 10.28 | 10.32 | 8.36 | NA | NA | … | … | 2.67 | 34.06 | -1.21 | 4.68 | 0.54 | 19.11 | 11.90 | -3.25 | 22.08 | 52.64 | -45.41 | 24.20 |
| Sharpe Ratio | NA | 2.18 | 0.71 | 0.75 | 0.38 | NA | NA | … | … | 0.58 | 4.12 | -0.09 | 0.32 | 0.04 | 1.57 | 0.88 | -0.13 | 1.49 | 1.81 | -1.12 | 1.40 |
| Standard Deviation(%) | NA | 12.86 | 14.01 | 13.52 | 20.97 | NA | NA | … | … | 24.40 | 8.15 | 15.04 | 14.66 | 13.15 | 12.16 | 13.58 | 24.35 | 14.78 | 29.00 | 41.24 | 19.38 |
| Draw Down(%) | NA | 9.82 | 20.02 | 20.02 | 55.39 | NA | NA | … | … | 9.82 | 2.69 | 14.93 | 13.61 | 10.17 | 9.62 | 11.56 | 20.15 | 9.54 | 22.29 | 55.39 | 12.06 |
| Yield(%) | 0.00 | 11.10 | 5.73 | 8.34 | 5.74 | 3.99 | 2.99 | … | … | 0.00 | 11.78 | 4.65 | 2.11 | 20.68 | 2.57 | 0.10 | 0.00 | 0.00 | 0.00 | 2.72 | 0.00 |
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 |
|---|---|---|---|---|
| CRGEX (CALAMOS GLOBAL EQUITY FUND CLASS R) |
-4.23%
Oct 2007 – Oct 2010 |
0.14%
Oct 2007 – Oct 2012 |
5.08%
Oct 2007 – Oct 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRGEX (CALAMOS GLOBAL EQUITY FUND CLASS R) |
31.67%
Feb 2009 – Feb 2012 |
22.75%
Feb 2009 – Feb 2014 |
8.12%
Jan 2008 – Jan 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart