Calamos Global Funds PLC - Calamos Global Convertible Fund Class A USD Acc

Morningstar Rating™(Relative to Category)30/11/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighBelow Average5 star
5-YearHighAverage5 star
10-YearHighBelow Average5 star
OverallHighBelow Average5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Calamos Global Funds PLC - Calamos Global Convertible Fund Class A USD Acc
  • TReuters Global CB TR USD
%
Volatility Measurements30/11/2019
 
3-Yr Std Dev6.86 %
3-Yr Mean Return6.03 %
 
3-Yr Sharpe Ratio0.78
 
Modern Portfolio Statistics30/11/201930/11/2019
 Standard IndexBest Fit Index
 TReuters Global CB TR USD  MSCI World Free Growth NR USD
3-Yr Beta0.830.46
3-Yr Alpha0.23-1.24
 
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)

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