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Calamos Growth I (CGRIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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63.17+0.01 (+0.02%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return14.21%
5-year average return14.50%
Number of years up19
Number of years down7
Best 1-yr total return (30 May 2024)52.85%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return52.85%
Worst 3-yr total return3.25%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCGRIXCategory
YTD8.24%12.38%
1-month-3.81%5.09%
3-month5.09%10.28%
1-year30.76%41.70%
3-year4.12%22.56%
5-year12.26%21.98%
10-year11.34%15.99%
Last bull market29.35%25.99%
Last bear market-22.98%-17.29%

Annual total return (%) history

Year
CGRIXCategory
2024
N/AN/A
2023
37.90%N/A
2022
-33.17%N/A
2021
23.57%N/A
2020
33.29%35.86%
2019
31.44%31.90%
2018
-5.64%-2.09%
2017
26.90%27.67%
2016
-1.91%3.23%
2015
3.28%3.60%
2014
8.71%10.00%
2013
33.47%33.92%
2012
9.62%15.34%
2011
-8.84%-2.46%
2010
20.37%15.53%
2009
52.85%35.68%
2008
-50.16%-40.67%
2007
23.57%13.35%
2006
1.70%7.05%
2005
8.73%6.71%
2004
18.95%7.81%
2003
42.68%28.66%
2002
-15.66%-27.64%
2001
-7.45%-22.30%
2000
29.95%-13.05%
1999
78.27%38.87%
1998
28.02%34.55%
1997
N/A26.36%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.53%N/AN/AN/A
202312.55%13.30%-4.47%13.19%
2022-10.22%-22.98%-4.29%0.98%
20213.06%9.85%0.39%8.72%
2020-18.57%29.42%9.84%15.14%
201915.80%5.84%-0.34%7.62%
20182.21%3.80%5.45%-15.65%
20179.07%4.75%4.14%6.66%
2016-3.80%-0.85%3.95%-1.07%
20154.65%1.05%-6.28%4.20%
20140.26%2.72%0.41%5.11%
20135.70%0.18%13.62%10.92%
201216.72%-8.41%6.16%-3.41%
20117.05%-1.65%-19.05%6.96%
20103.31%-8.58%13.22%12.57%
2009-0.92%21.30%17.88%7.88%
2008-14.02%4.22%-22.34%-28.38%
20072.15%9.12%9.47%1.27%
20065.96%-6.90%-1.52%4.69%
2005-5.76%1.91%7.50%5.31%
20046.41%3.10%-3.80%12.71%
20030.75%16.24%10.67%10.08%
20020.71%-4.37%-10.94%-1.66%
2001-8.51%6.31%-15.21%12.23%
200034.91%5.79%2.75%-11.39%
19997.43%11.43%0.45%48.24%
199816.71%1.94%-18.24%31.60%
1997-10.12%N/AN/AN/A

Rank in category (by total return)

YTD29
1-month9
3-month26
1-year49
3-year62
5-year63

Load adjusted returns

1-year30.76%
3-year4.12%
5-year12.26%
10-year11.34%