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Calamos Growth & Income C (CVTCX)
At close: 8:06:46 AM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 22.57% |
| 5y Average Return | 11.52% |
| Number of Years Up | 21 |
| Number of Years Down | 6 |
| Best 1Y Total Return (Dec 26, 2024) | 36.01% |
| Worst 1Y Total Return (Dec 26, 2024) | -- |
| Best 3Y Total Return | 36.01% |
| Worst 3Y Total Return | 4.53% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CVTCX
Category
- YTD
- 21.73%
- 11.35%
- 1-Month
- 5.27%
- 0.99%
- 3-Month
- 6.93%
- 5.92%
- 1-Year
- 26.24%
- 32.83%
- 3-Year
- 6.76%
- 11.75%
- 5-Year
- 12.07%
- 11.53%
- 10-Year
- 9.68%
- 8.98%
- Last Bull Market
- 20.26%
- 17.67%
- Last Bear Market
- -15.07%
- -15.71%
Annual Total Return (%) History
Year
CVTCX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 8.05% | 3.29% | 4.22% | -- |
| 2023 | 5.75% | 7.00% | -3.38% | 9.23% |
| 2022 | -5.24% | -15.07% | -4.54% | 5.31% |
| 2021 | 4.22% | 6.89% | -0.54% | 8.51% |
| 2020 | -16.47% | 19.81% | 7.69% | 12.73% |
| 2019 | 11.28% | 3.81% | 0.45% | 7.78% |
| 2018 | 0.47% | 2.05% | 5.79% | -12.02% |
| 2017 | 4.51% | 2.60% | 3.12% | 4.46% |
| 2016 | -0.82% | 1.43% | 3.43% | 2.19% |
| 2015 | 0.39% | 0.80% | -5.07% | 5.01% |
| 2014 | 0.37% | 4.44% | -1.13% | 2.75% |
| 2013 | 3.67% | -0.91% | 6.32% | 6.12% |
| 2012 | 8.43% | -4.13% | 4.81% | -1.26% |
| 2011 | 5.54% | -0.82% | -10.40% | 4.99% |
| 2010 | 1.52% | -7.36% | 9.99% | 7.60% |
| 2009 | -0.59% | 13.21% | 14.92% | 5.16% |
| 2008 | -9.43% | -0.04% | -11.13% | -14.85% |
| 2007 | -0.33% | 5.74% | 4.73% | -1.50% |
| 2006 | 5.67% | -3.56% | 2.29% | 4.61% |
| 2005 | -1.60% | 1.47% | 6.13% | 1.19% |
| 2004 | 3.35% | -1.90% | -1.42% | 8.87% |
| 2003 | 0.84% | 11.54% | 2.60% | 9.72% |
| 2002 | 1.67% | -2.83% | -8.23% | 5.02% |
| 2001 | -6.74% | 3.94% | -7.17% | 7.80% |
| 2000 | 6.94% | -2.81% | 7.82% | -3.79% |
| 1999 | 2.36% | 9.74% | 0.92% | 34.17% |
| 1998 | 12.63% | 1.36% | -9.75% | 13.69% |
| 1997 | 0.83% | 12.22% | 8.54% | 0.06% |
| 1996 | 6.18% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 10 |
| 1-Month | 14 |
| 3-Month | 5 |
| 1-Year | 12 |
| 3-Year | 25 |
| 5-Year | 5 |
Load Adjusted Returns
| 1-Year | 25.24% |
| 3-Year | 6.76% |
| 5-Year | 12.07% |
| 10-Year | 9.68% |
Performance & Risk
| YTD Return | 22.57% |
| 5y Average Return | 11.52% |
| Rank in Category (ytd) | 10 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.10 |
| Morningstar Risk Rating |
Fund Overview
| Category | Allocation--70% to 85% Equity |
| Fund Family | Calamos |
| Net Assets | 2.97B |
| YTD Return | 21.73% |
| Yield | 0.11% |
| Morningstar Rating | |
| Inception Date | Sep 18, 1997 |
Fund Summary
The fund invests primarily in a diversified portfolio of convertible, equity and fixed-income securities of U.S. companies without regard to market capitalization. The Advisor attempts to utilize these different types of securities to strike, in the investment adviser's opinion, the appropriate balance between risk and reward in terms of growth and income. The average term to maturity of the convertible and fixed-income securities purchased by the fund will typically range from two to ten years.
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