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Calamos Growth & Income I (CGIIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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42.08+0.29 (+0.69%)
At close: 06:26PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.51%
5-year average return10.87%
Number of years up20
Number of years down6
Best 1-yr total return (29 Apr 2024)37.37%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return37.37%
Worst 3-yr total return5.61%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCGIIXCategory
YTD8.33%11.35%
1-month2.62%0.99%
3-month8.33%5.92%
1-year23.25%32.83%
3-year7.47%11.75%
5-year12.50%11.53%
10-year10.21%8.98%
Last bull market34.15%17.67%
Last bear market-14.84%-15.71%

Annual total return (%) history

Year
CGIIXCategory
2024
N/AN/A
2023
20.64%N/A
2022
-18.29%N/A
2021
21.42%N/A
2020
22.71%13.51%
2019
26.30%21.35%
2018
-3.63%-7.93%
2017
16.64%15.80%
2016
7.47%7.93%
2015
1.88%-2.77%
2014
7.57%5.71%
2013
17.05%21.31%
2012
8.66%13.42%
2011
-0.50%-3.80%
2010
12.39%13.49%
2009
37.37%29.37%
2008
-30.81%-34.34%
2007
9.81%7.43%
2006
10.16%13.07%
2005
8.30%7.35%
2004
9.95%10.93%
2003
27.87%25.10%
2002
-3.86%-14.51%
2001
-2.14%-9.67%
2000
7.28%-1.68%
1999
53.62%20.12%
1998
18.33%10.44%
1997
N/A18.36%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.33%N/AN/AN/A
20236.04%7.25%-3.12%9.50%
2022-5.01%-14.84%-4.31%5.56%
20214.47%7.15%-0.27%8.76%
2020-16.25%20.08%7.98%13.01%
201911.53%4.08%0.67%8.08%
20180.69%2.34%6.01%-11.78%
20174.72%2.87%3.39%4.73%
2016-0.53%1.68%3.71%2.45%
20150.64%1.06%-4.84%5.27%
20140.62%4.67%-0.86%3.01%
20133.93%-0.68%6.56%6.41%
20128.66%-3.89%5.08%-0.98%
20115.83%-0.58%-10.16%5.26%
20101.78%-7.11%10.25%7.83%
2009-0.35%13.52%15.19%5.42%
2008-9.18%0.18%-10.89%-14.65%
2007-0.08%6.00%5.00%-1.26%
20065.95%-3.32%2.55%4.88%
2005-1.37%1.71%6.39%1.46%
20043.60%-1.65%-1.14%9.14%
20031.08%11.78%2.89%9.99%
20021.92%-2.60%-8.02%5.29%
2001-6.59%4.21%-6.94%8.02%
20007.21%-2.50%7.98%-4.96%
19992.61%10.00%1.16%34.54%
199812.95%1.62%-9.56%14.00%
19970.27%N/AN/AN/A

Rank in category (by total return)

YTD9
1-month80
3-month9
1-year8
3-year10
5-year3

Load adjusted returns

1-year23.25%
3-year7.47%
5-year12.50%
10-year10.21%