Calamos Growth and Income Fund A USD Acc/ IE000VKXOHZ8 /
NAV30/07/2024 | Chg.-0.0537 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
11.8486USD | -0.45% | reinvestment | Mixed Fund Worldwide | Calamos Advisors ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2022 | - | - | - | - | - | - | 6.92 | -3.32 | -8.04 | 6.91 | 3.63 | -5.36 | - |
2023 | 5.47 | -2.71 | 2.96 | 1.44 | 0.02 | 5.13 | 2.31 | -1.78 | -3.99 | -1.89 | 7.21 | 3.63 | +18.51% |
2024 | 1.16 | 4.09 | 2.49 | -3.62 | 3.76 | 3.07 | -1.32 | - | - | - | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 9.65% | 9.91% | 9.68% | -% | -% |
Sharpe ratio | 1.44 | 1.09 | 0.95 | - | - |
Best month | +4.09% | +4.09% | +7.21% | +7.21% | - |
Worst month | -3.62% | -3.62% | -3.99% | -8.04% | - |
Maximum loss | -4.61% | -4.61% | -8.71% | - | - |
Outperformance | - | - | - | - | - |
All quotes in USD
Performance
YTD | +9.76% | ||
---|---|---|---|
6 Months | +6.96% | ||
1 Year | +12.83% | ||
3 Years | - | ||
5 Years | - | ||
10 Years | - | ||
Since start | +19.58% | ||
Year | |||
2023 | +18.51% |