Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CVGRX (CALAMOS GROWTH FUND CLASS A) | -9.36% | 11.04% | 8.87% | 8.74% | 7.25% | 8.59% | 7.46% | 9.78% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CVGRX (CALAMOS GROWTH FUND CLASS A) | 12/21/1990 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 12/21/1990.
AR inception is since 12/21/1990.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 9.75 | 11.04 | 8.87 | 8.74 | 7.25 | 8.59 | 7.46 | 9.78 | -9.36 | 32.32 | 31.67 | -33.33 | 9.33 | 19.45 | 31.11 | -6.14 | 26.58 | -2.13 | 2.59 | 9.07 | 33.02 | 9.34 | -9.03 | 20.06 | 52.47 | -50.28 | 23.41 | 1.46 | 8.54 | 18.65 | 42.34 | -15.88 | -7.68 | 26.30 | 78.19 | 27.31 | -3.46 | 25.38 | 5.18 | -6.56 | 0.27 | -0.54 | 40.21 | -0.56 |
| Sharpe Ratio | NA | 0.19 | 0.20 | 0.26 | 0.25 | NA | NA | 0.34 | -0.84 | 1.50 | 1.73 | -1.12 | 0.40 | 0.48 | 2.31 | -0.40 | 3.16 | -0.17 | 0.16 | 0.58 | 2.46 | 0.59 | -0.32 | 1.11 | 1.73 | -1.15 | 1.06 | -0.10 | 0.43 | 1.00 | 2.11 | -0.76 | -0.50 | 0.50 | 2.88 | 0.96 | -0.23 | 1.12 | 0.06 | -0.82 | -0.16 | -0.25 | 2.40 | NA |
| Standard Deviation(%) | NA | 24.78 | 23.14 | 24.29 | 22.36 | NA | NA | 22.84 | 35.62 | 17.17 | 16.02 | 31.15 | 23.37 | 39.47 | 12.86 | 18.71 | 8.25 | 14.09 | 15.76 | 15.60 | 13.41 | 15.90 | 28.24 | 17.98 | 30.32 | 44.45 | 19.44 | 17.78 | 14.93 | 17.75 | 19.73 | 22.30 | 20.13 | 44.02 | 26.05 | 25.00 | 30.40 | 19.39 | 21.37 | 11.60 | 11.21 | 11.57 | 15.12 | NA |
| Draw Down(%) | NA | 23.81 | 23.81 | 44.41 | 44.41 | NA | NA | 61.65 | 23.81 | 12.47 | 11.03 | 35.58 | 18.37 | 35.74 | 6.63 | 22.42 | 3.57 | 14.07 | 12.32 | 10.12 | 6.63 | 14.04 | 25.33 | 13.67 | 22.11 | 59.47 | 11.37 | 18.98 | 12.06 | 15.14 | 9.64 | 23.62 | 26.29 | 32.88 | 13.57 | 35.41 | 37.47 | 18.90 | 21.59 | 12.19 | 9.25 | 15.15 | 9.20 | NA |
| Yield(%) | 0.00 | 7.65 | 2.96 | 2.10 | 6.19 | 8.08 | 7.27 | 21.64 | 0.00 | 8.39 | 0.00 | 0.00 | 0.00 | 0.00 | 11.55 | 13.37 | 15.17 | 3.95 | 26.87 | 21.74 | 31.68 | 7.89 | 3.97 | 0.00 | 0.00 | 0.00 | 14.06 | 3.49 | 4.48 | 0.32 | 0.00 | 0.00 | 0.00 | 13.90 | 14.43 | 0.00 | 1.91 | 0.00 | 0.51 | 0.00 | 0.14 | 0.00 | 0.28 | 0.56 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVGRX (CALAMOS GROWTH FUND CLASS A) |
-18.73%
Feb 2006 - Feb 2009 |
-7.25%
Feb 2004 - Feb 2009 |
0.94%
Aug 2000 - Aug 2010 |
3.85%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVGRX (CALAMOS GROWTH FUND CLASS A) |
46.49%
Mar 1997 - Mar 2000 |
31.94%
Feb 1995 - Feb 2000 |
18.51%
Jan 1996 - Jan 2006 |
13.67%
Jan 1991 - Jan 2006 |
Annualized Rolling Returns Comparison Chart