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Calamos Growth & Income A (CVTRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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47.91+0.21 (+0.44%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.97%
5-year average return12.08%
Number of years up27
Number of years down8
Best 1-yr total return (1 Jul 2024)37.02%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return37.02%
Worst 3-yr total return5.35%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCVTRXCategory
YTD8.52%11.35%
1-month3.94%0.99%
3-month2.83%5.92%
1-year21.12%32.83%
3-year5.47%11.75%
5-year12.61%11.53%
10-year9.71%8.98%
Last bull market20.65%17.67%
Last bear market-14.91%-15.71%

Annual total return (%) history

Year
CVTRXCategory
2024
N/AN/A
2023
20.32%N/A
2022
-18.49%N/A
2021
21.11%N/A
2020
22.43%13.51%
2019
25.97%21.35%
2018
-3.87%-7.93%
2017
16.38%15.80%
2016
7.21%7.93%
2015
1.66%-2.77%
2014
7.27%5.71%
2013
16.78%21.31%
2012
8.39%13.42%
2011
-0.78%-3.80%
2010
12.12%13.49%
2009
37.02%29.37%
2008
-30.96%-34.34%
2007
9.54%7.43%
2006
9.84%13.07%
2005
8.06%7.35%
2004
9.67%10.93%
2003
27.57%25.10%
2002
-4.10%-14.51%
2001
-2.38%-9.67%
2000
6.86%-1.68%
1999
52.94%20.12%
1998
17.62%10.44%
1997
23.34%18.36%
1996
19.22%18.35%
1995
29.14%27.42%
1994
-5.31%-4.27%
1993
14.83%13.30%
1992
10.12%8.33%
1991
40.67%33.09%
1990
-3.51%-0.13%
1989
16.49%23.67%
1988
N/A11.63%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.26%3.47%N/AN/A
20235.95%7.19%-3.17%9.41%
2022-5.07%-14.91%-4.35%5.50%
20214.41%7.07%-0.34%8.71%
2020-16.28%20.00%7.88%12.97%
201911.46%4.00%0.64%7.97%
20180.63%2.25%5.99%-11.85%
20174.69%2.77%3.33%4.68%
2016-0.58%1.63%3.65%2.37%
20150.62%0.97%-4.88%5.21%
20140.57%4.61%-0.93%2.92%
20133.87%-0.73%6.51%6.34%
20128.63%-3.96%5.02%-1.08%
20115.76%-0.66%-10.22%5.18%
20101.71%-7.19%10.22%7.76%
2009-0.41%13.44%15.12%5.35%
2008-9.24%0.15%-10.97%-14.68%
2007-0.14%5.95%4.93%-1.32%
20065.84%-3.35%2.44%4.82%
2005-1.41%1.63%6.32%1.43%
20043.56%-1.71%-1.21%9.06%
20031.05%11.74%2.82%9.87%
20021.85%-2.65%-8.06%5.19%
2001-6.65%4.13%-7.01%8.01%
20007.06%-2.65%7.90%-4.98%
19992.48%9.91%1.06%34.36%
199812.75%1.52%-9.74%13.84%
19970.96%12.25%8.69%0.12%
19966.59%3.60%1.56%6.31%
19953.49%8.51%8.38%6.10%
1994-3.32%-5.05%4.23%-1.03%
19935.70%3.39%6.56%-1.40%
1992-0.65%-2.80%5.15%8.44%
199114.70%-0.78%11.05%11.30%
1990-2.28%6.45%-12.18%5.63%
19894.32%5.18%9.52%-3.06%
19880.90%N/AN/AN/A

Rank in category (by total return)

YTD11
1-month24
3-month44
1-year13
3-year12
5-year4

Load adjusted returns

1-year15.36%
3-year3.77%
5-year11.52%
10-year9.18%