Nasdaq - Delayed Quote USD

Calamos Evolving World Growth A (CNWGX)

20.30 +0.19 (+0.94%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 21.07%
5y Average Return 8.49%
Number of Years Up 8
Number of Years Down 7
Best 1Y Total Return (Oct 17, 2024) 55.92%
Worst 1Y Total Return (Oct 17, 2024) --
Best 3Y Total Return 55.92%
Worst 3Y Total Return -9.30%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CNWGX
Category
YTD
20.59%
8.73%
1-Month
5.87%
1.20%
3-Month
1.26%
5.47%
1-Year
29.52%
41.79%
3-Year
-2.57%
11.48%
5-Year
8.86%
12.18%
10-Year
4.61%
4.39%
Last Bull Market
19.38%
17.73%
Last Bear Market
-14.50%
-25.55%

Annual Total Return (%) History

Year
CNWGX
Category
2024
--
--
2023
6.38%
--
2022
-24.59%
--
2021
-6.98%
--
2020
53.93%
17.90%
2019
20.45%
19.25%
2018
-17.97%
-16.07%
2017
36.55%
34.17%

2016
-4.69%
8.47%
2015
-8.65%
-13.79%
2014
-5.76%
-3.01%
2013
7.93%
-0.14%
2012
8.56%
18.15%
2011
-8.59%
-19.86%
2010
20.19%
19.26%
2009
55.92%
73.81%
2008
--
-54.44%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.56% 11.75% 1.26% --
2023 4.92% -2.56% -3.12% 7.41%
2022 -6.31% -14.50% -10.81% 5.55%
2021 -0.31% 4.14% -6.28% -4.40%
2020 -16.51% 30.58% 16.74% 20.94%
2019 10.71% 2.89% -4.21% 10.39%
2018 2.89% -9.37% -3.23% -9.08%
2017 10.83% 6.14% 10.20% 5.34%
2016 -0.68% 1.20% 5.18% -9.85%
2015 3.04% 0.60% -14.27% 2.80%

2014 0.07% 5.01% -7.02% -3.55%
2013 1.07% -4.77% 7.80% 4.02%
2012 9.73% -6.89% 5.70% 0.54%
2011 4.41% 0.15% -17.08% 5.43%
2010 2.00% -4.20% 13.05% 8.79%
2009 -0.28% 24.05% 18.70% 6.19%
2008 -17.97% -- -- --

Rank in Category (By Total Return)

YTD 4
1-Month 29
3-Month 94
1-Year 10
3-Year 73
5-Year 13

Load Adjusted Returns

1-Year 23.37%
3-Year -4.14%
5-Year 7.81%
10-Year 4.10%

Performance & Risk

YTD Return 21.07%
5y Average Return 8.49%
Rank in Category (ytd) 4
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.89
Morningstar Risk Rating

Fund Overview

Category Diversified Emerging Mkts
Fund Family Calamos
Net Assets 403.76M
YTD Return 20.59%
Yield 0.24%
Morningstar Rating
Inception Date Aug 15, 2008

Fund Summary

The fund invests at least 40% of its assets in securities of foreign issuers. The advisor intends to invest at least 35% of its assets in equity, convertible or debt securities of issuers that are incorporated in emerging market countries. It invests the remaining assets in equity, convertible or debt securities of companies, regardless of where they are incorporated, if the adviser determines that a significant portion (generally, 20% or more) of the assets or revenues of each such company is attributable to emerging market countries and sovereign and agency debt of non-emerging market countries.

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