Nasdaq - Delayed Quote USD
Calamos Growth I (CGRIX)
62.92
+6.46
+(11.44%)
At close: 8:03:53 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -19.86% |
| 5y Average Return | 13.34% |
| Number of Years Up | 20 |
| Number of Years Down | 7 |
| Best 1Y Total Return (Apr 8, 2025) | 37.90% |
| Worst 1Y Total Return (Apr 8, 2025) | -- |
| Best 3Y Total Return | 37.90% |
| Worst 3Y Total Return | 3.25% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CGRIX
Category
- YTD
- -10.55%
- 12.38%
- 1-Month
- -9.27%
- 5.09%
- 3-Month
- -10.55%
- 10.28%
- 1-Year
- 5.40%
- 41.70%
- 3-Year
- 6.78%
- 22.56%
- 5-Year
- 17.20%
- 21.98%
- 10-Year
- 10.62%
- 15.99%
- Last Bull Market
- 22.72%
- 25.99%
- Last Bear Market
- -22.98%
- -17.29%
Annual Total Return (%) History
Year
CGRIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -10.55% | -- | -- | -- |
| 2024 | 12.53% | 7.78% | 2.53% | 6.62% |
| 2023 | 12.55% | 13.30% | -4.47% | 13.19% |
| 2022 | -10.22% | -22.98% | -4.29% | 0.98% |
| 2021 | 3.06% | 9.85% | 0.39% | 8.72% |
| 2020 | -18.57% | 29.42% | 9.84% | 15.14% |
| 2019 | 15.80% | 5.84% | -0.34% | 7.62% |
| 2018 | 2.21% | 3.80% | 5.45% | -15.65% |
| 2017 | 9.07% | 4.75% | 4.14% | 6.66% |
| 2016 | -3.80% | -0.85% | 3.95% | -1.07% |
| 2015 | 4.65% | 1.05% | -6.28% | 4.20% |
| 2014 | 0.26% | 2.72% | 0.41% | 5.11% |
| 2013 | 5.70% | 0.18% | 13.62% | 10.92% |
| 2012 | 16.72% | -8.41% | 6.16% | -3.41% |
| 2011 | 7.05% | -1.65% | -19.05% | 6.96% |
| 2010 | 3.31% | -8.58% | 13.22% | 12.57% |
| 2009 | -0.92% | 21.30% | 17.88% | 7.88% |
| 2008 | -14.02% | 4.22% | -22.34% | -28.38% |
| 2007 | 2.15% | 9.12% | 9.47% | 1.27% |
| 2006 | 5.96% | -6.90% | -1.52% | 4.69% |
| 2005 | -5.76% | 1.91% | 7.50% | 5.31% |
| 2004 | 6.41% | 3.10% | -3.80% | 12.71% |
| 2003 | 0.75% | 16.24% | 10.67% | 10.08% |
| 2002 | 0.71% | -4.37% | -10.94% | -1.66% |
| 2001 | -8.51% | 6.31% | -15.21% | 12.23% |
| 2000 | 34.91% | 5.79% | 2.75% | -11.39% |
| 1999 | 7.43% | 11.43% | 0.45% | 48.24% |
| 1998 | 16.71% | 1.94% | -18.24% | 31.60% |
| 1997 | -10.12% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 76 |
| 1-Month | 80 |
| 3-Month | 76 |
| 1-Year | 43 |
| 3-Year | 70 |
| 5-Year | 50 |
Load Adjusted Returns
| 1-Year | 5.40% |
| 3-Year | 6.78% |
| 5-Year | 17.20% |
| 10-Year | 10.62% |
Performance & Risk
| YTD Return | -19.86% |
| 5y Average Return | 13.34% |
| Rank in Category (ytd) | 76 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.12 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Growth |
| Fund Family | Calamos |
| Net Assets | 1.4B |
| YTD Return | -10.55% |
| 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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