Nasdaq - Delayed Quote USD

Calamos Growth A (CVGRX)

38.13 +0.41 (+1.09%)
As of 8:06 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 6.78%
5y Average Return 12.15%
Number of Years Up 25
Number of Years Down 8
Best 1Y Total Return (Apr 22, 2024) 52.47%
Worst 1Y Total Return (Apr 22, 2024) --
Best 3Y Total Return 52.47%
Worst 3Y Total Return 2.99%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CVGRX
Category
YTD
12.46%
12.38%
1-Month
2.14%
5.09%
3-Month
12.46%
10.28%
1-Year
37.53%
41.70%
3-Year
7.27%
22.56%
5-Year
13.88%
21.98%
10-Year
11.16%
15.99%
Last Bull Market
41.42%
25.99%
Last Bear Market
-23.04%
-17.29%

Annual Total Return (%) History

Year
CVGRX
Category
2024
--
--
2023
37.57%
--
2022
-33.33%
--
2021
23.27%
--
2020
32.93%
35.86%
2019
31.11%
31.90%
2018
-5.87%
-2.09%
2017
26.59%
27.67%

2016
-2.13%
3.23%
2015
3.02%
3.60%
2014
8.44%
10.00%
2013
33.14%
33.92%
2012
9.33%
15.34%
2011
-9.07%
-2.46%
2010
20.06%
15.53%
2009
52.47%
35.68%
2008
-50.28%
-40.67%
2007
23.26%
13.35%
2006
1.45%
7.05%
2005
8.47%
6.71%
2004
18.65%
7.81%
2003
42.34%
28.66%
2002
-15.88%
-27.64%
2001
-7.68%
-22.30%
2000
26.59%
-13.05%
1999
77.70%
38.87%
1998
27.31%
34.55%
1997
24.22%
26.36%
1996
37.91%
19.76%
1995
27.50%
32.65%
1994
-5.70%
-2.45%
1993
4.35%
8.69%
1992
1.71%
5.92%
1991
40.21%
40.07%
1990
--
-3.78%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 12.46% -- -- --
2023 12.50% 13.21% -4.52% 13.13%
2022 -10.28% -23.04% -4.34% 0.93%
2021 3.01% 9.78% 0.33% 8.64%
2020 -18.62% 29.31% 9.79% 15.05%
2019 15.71% 5.76% -0.41% 7.57%
2018 2.12% 3.74% 5.38% -15.68%
2017 9.01% 4.65% 4.11% 6.59%
2016 -3.86% -0.90% 3.89% -1.11%
2015 4.61% 0.96% -6.31% 4.12%

2014 0.21% 2.66% 0.35% 5.04%
2013 5.65% 0.12% 13.55% 10.85%
2012 16.66% -8.48% 6.10% -3.48%
2011 6.99% -1.72% -19.10% 6.89%
2010 3.24% -8.63% 13.14% 12.50%
2009 -0.96% 21.23% 17.79% 7.81%
2008 -14.08% 4.17% -22.39% -28.42%
2007 2.08% 9.05% 9.42% 1.20%
2006 5.90% -6.96% -1.59% 4.62%
2005 -5.81% 1.84% 7.46% 5.23%
2004 6.34% 3.04% -3.85% 12.61%
2003 0.70% 16.16% 10.60% 10.02%
2002 0.64% -4.44% -10.98% -1.75%
2001 -8.57% 6.24% -15.27% 12.18%
2000 34.89% 5.67% 2.65% -13.48%
1999 7.30% 11.31% 0.34% 48.26%
1998 16.56% 1.84% -18.31% 31.28%
1997 -6.01% 20.57% 22.08% -10.21%
1996 8.85% 15.27% 3.71% 5.97%
1995 2.61% 10.51% 14.05% -1.41%
1994 -4.33% -0.51% 3.95% -4.69%
1993 -0.14% -0.87% 3.00% 2.34%
1992 -2.03% -6.59% 4.52% 6.34%
1991 18.10% -3.60% 8.46% 13.54%
1990 10.00% -- -- --

Rank in Category (By Total Return)

YTD 47
1-Month 46
3-Month 47
1-Year 51
3-Year 67
5-Year 69

Load Adjusted Returns

1-Year 30.99%
3-Year 5.54%
5-Year 12.77%
10-Year 10.62%

Performance & Risk

YTD Return 6.78%
5y Average Return 12.15%
Rank in Category (ytd) 47
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.13
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Calamos
Net Assets 1.48B
YTD Return 12.46%
Yield 0.00%
Morningstar Rating
Inception Date Sep 03, 1996

Fund Summary

The fund invests primarily in equity securities issued by U.S. companies. It currently anticipates that substantially all of its portfolio will consist of securities of companies with large and mid-sized market capitalizations. The fund's investment adviser generally defines a large cap company to have a market capitalization in excess of $25 billion and a mid-sized company to have a market capitalization greater than $1 billion, up to $25 billion. It may invest up to 25% of its net assets in foreign securities.

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