Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTRAX (CALAMOS TOTAL RETURN BOND FUND CLASS A SHARES) | -0.55% | 4.05% | 3.91% | -0.21% | 1.33% | 1.73% | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/28/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTRAX (CALAMOS TOTAL RETURN BOND FUND CLASS A SHARES) | 06/28/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.66 | 4.05 | 3.91 | -0.21 | 1.33 | 1.73 | NA | … | … | -0.55 | 7.03 | 1.70 | 5.94 | -12.94 | -2.70 | 6.67 | 8.95 | -1.35 | 2.97 | 3.31 | 0.98 | 3.74 | 0.21 | 3.62 | 3.40 | 5.66 | 6.23 | 4.64 | 5.52 |
| Sharpe Ratio | NA | 0.37 | 0.12 | -0.49 | -0.07 | NA | NA | … | … | -0.95 | 0.93 | -0.36 | 0.34 | -2.13 | -0.78 | 1.31 | 2.31 | -1.04 | 0.86 | 1.14 | 0.32 | 1.92 | 0.10 | 1.98 | 1.04 | 1.72 | 1.35 | 0.62 | 1.99 |
| Standard Deviation(%) | NA | 3.77 | 5.24 | 5.60 | 4.63 | NA | NA | … | … | 4.01 | 4.49 | 5.37 | 6.81 | 6.77 | 3.50 | 4.88 | 3.24 | 2.63 | 2.70 | 2.73 | 2.99 | 1.94 | 1.75 | 1.82 | 3.25 | 3.24 | 4.54 | 5.87 | 4.22 |
| Draw Down(%) | NA | 2.82 | 6.12 | 18.71 | 19.06 | NA | NA | … | … | 2.82 | 2.65 | 3.90 | 7.47 | 16.47 | 3.65 | 7.83 | 2.07 | 3.04 | 1.48 | 3.51 | 1.94 | 1.21 | 2.56 | 1.21 | 2.61 | 3.53 | 1.89 | 5.76 | 1.64 |
| Yield(%) | 0.00 | 3.36 | 3.62 | 2.69 | 2.65 | 2.86 | 3.11 | … | … | 1.10 | 3.75 | 3.77 | 3.63 | 2.37 | 1.99 | 2.13 | 2.69 | 2.54 | 3.05 | 2.54 | 3.93 | 3.90 | 4.90 | 2.41 | 3.47 | 3.82 | 3.95 | 2.68 | 2.18 |
Data as of 06/05/2026, Common starting date is 06/28/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTRAX (CALAMOS TOTAL RETURN BOND FUND CLASS A SHARES) |
-5.79%
Oct 2020 – Oct 2023 |
-1.10%
Oct 2017 – Oct 2022 |
0.52%
Oct 2012 – Oct 2022 |
1.75%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTRAX (CALAMOS TOTAL RETURN BOND FUND CLASS A SHARES) |
7.73%
Oct 2008 – Oct 2011 |
5.52%
Jul 2007 – Jul 2012 |
3.93%
Jul 2007 – Jul 2017 |
2.76%
Jul 2007 – Jul 2022 |
Annualized Rolling Returns Comparison Chart