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Nasdaq - Delayed Quote USD

Calamos Timpani Small Cap Growth R6 (CTSOX)

32.89
+2.83
+(9.41%)
At close: 8:00:27 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -20.48%
5y Average Return 10.57%
Number of Years Up 4
Number of Years Down 1
Best 1Y Total Return (Apr 8, 2025) 63.42%
Worst 1Y Total Return (Apr 8, 2025) --
Best 3Y Total Return 63.42%
Worst 3Y Total Return -9.62%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CTSOX
Category
YTD
-11.85%
12.40%
1-Month
-6.80%
3.37%
3-Month
-11.85%
4.88%
1-Year
6.81%
55.69%
3-Year
1.48%
19.34%
5-Year
13.38%
20.72%
10-Year
8.55%
13.98%
Last Bull Market
40.20%
27.85%
Last Bear Market
-23.96%
-24.06%

Annual Total Return (%) History

Year
CTSOX
Category
2025
--
--
2024
44.52%
--
2023
7.70%
--
2022
-37.25%
--
2021
9.21%
--
2020
63.42%
38.62%
2019
--
27.68%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -11.85% -- -- --
2024 19.26% 3.19% 9.42% 7.33%
2023 5.46% 6.51% -10.47% 7.10%
2022 -17.60% -23.96% 1.65% -1.46%
2021 10.09% 4.62% -4.30% -0.92%
2020 -17.99% 40.96% 10.54% 27.89%
2019 -9.60% 7.70% -- --

Rank in Category (By Total Return)

YTD 70
1-Month 36
3-Month 70
1-Year 2
3-Year 33
5-Year 33

Load Adjusted Returns

1-Year 6.81%
3-Year 1.48%
5-Year 13.38%
10-Year 8.55%

Performance & Risk

YTD Return -20.48%
5y Average Return 10.57%
Rank in Category (ytd) 70
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.21
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Calamos
Net Assets 362.2M
YTD Return -11.85%
Yield 3.00%
Morningstar Rating
Inception Date Jan 06, 2014

Fund Summary

Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings) in equity securities of small capitalization companies that the fund's investment adviser, CALAMOS ADVISORS LLC ("Calamos Advisors"), believes have sound growth potential. Equity securities in which the fund invests as a part of its principal investment strategy consist of common stocks and American Depositary Receipts ("ADRs").

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