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Calamos Short-Term Bond A (CSTBX)

9.39 +0.01 (+0.11%)
At close: 5:33 PM EDT

Fund Summary

The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in a broad range of investment grade debt securities that have a dollar weighted average portfolio maturity of three years or less. It will invest primarily in investment grade debt securities. In addition, the fund may invest up to 20% of its net assets in below investment grade debt securities, which are sometimes referred to as high yield or "junk" bonds, which include bonds, bank loans and preferred securities.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 5.41%
Worst 1Y Total Return --
Number of Years Up 3
Number of Years Down 2

Performance & Risk

YTD Return 0.13%
5y Average Return 1.69%
Rank in Category (ytd) 70
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.30
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
CSTBXCategory AverageCSTBXCategory AverageCSTBXCategory Average
Alpha -0.54 0.01 0.21 0.01 -- 0
BETA 0.3 0 0.32 0 -- 0
Mean Annual Return 0.07 0 0.15 0 -- 0
R-squared 88.46 0.32 66.5 0.35 -- 0.35
Standard Deviation 2.5 0.03 2.44 0.02 -- 0.02
Sharpe Ratio -0.91 0.01 -0.13 0.01 -- 0.01
Treynor Ratio -7.14 0.06 -1.04 0.04 -- 0.06

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