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Nasdaq - Delayed Quote USD

Calamos Dividend Growth I (CIDVX)

17.37
-0.92
(-5.03%)
At close: 8:00:22 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -4.24%
5y Average Return 18.40%
Number of Years Up 9
Number of Years Down 2
Best 1Y Total Return (Apr 2, 2025) 29.61%
Worst 1Y Total Return (Apr 2, 2025) --
Best 3Y Total Return 29.61%
Worst 3Y Total Return 3.58%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CIDVX
Category
YTD
1.26%
5.31%
1-Month
-1.63%
-4.19%
3-Month
-0.59%
3.90%
1-Year
17.08%
20.31%
3-Year
11.30%
6.48%
5-Year
16.15%
11.78%
10-Year
12.00%
10.96%
Last Bull Market
18.96%
25.56%
Last Bear Market
-15.60%
-15.11%

Annual Total Return (%) History

Year
CIDVX
Category
2025
--
--
2024
24.20%
--
2023
23.51%
22.32%
2022
-17.97%
-16.96%
2021
27.53%
26.07%
2020
19.15%
15.83%
2019
29.61%
28.78%
2018
-4.66%
-6.27%

2017
21.13%
20.44%
2016
9.83%
10.37%
2015
0.28%
-1.07%
2014
0.90%
10.96%
2013
--
31.50%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -5.29% -- -- --
2024 10.65% 4.24% 4.40% 3.14%
2023 6.45% 9.09% -4.01% 10.79%
2022 -4.96% -15.60% -5.27% 7.96%
2021 5.96% 8.34% 0.13% 10.95%
2020 -19.72% 20.97% 8.91% 12.65%
2019 12.99% 4.32% 1.31% 8.54%
2018 -0.86% 2.90% 7.36% -12.95%
2017 5.67% 3.35% 4.43% 6.22%
2016 0.41% 1.55% 3.25% 4.32%

2015 0.97% -0.19% -6.32% 6.22%
2014 -0.60% 3.80% -1.80% -0.42%
2013 7.70% -- -- --

Rank in Category (By Total Return)

YTD 62
1-Month 52
3-Month 21
1-Year 41
3-Year 51
5-Year 42

Load Adjusted Returns

1-Year 17.08%
3-Year 11.30%
5-Year 16.15%
10-Year 12.00%

Performance & Risk

YTD Return -4.24%
5y Average Return 18.40%
Rank in Category (ytd) 62
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Calamos
Net Assets 21.21M
YTD Return 1.26%
Yield 0.08%
Morningstar Rating
Inception Date Aug 05, 2013

Fund Summary

Under normal market conditions, the fund invests at least 80% of its net assets (plus borrowing for investment purposes, if any) in dividend-paying equities (including common and preferred stocks and invests in units of Master Limited Partnerships ("MLPs"). It may, from time to time, have a greater exposure to these higher dividend-yield sectors and industries than the broader equity market. The fund may invest up to 25% of its net assets in MLPs.

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