GemCap Investment Funds (Ireland) Plc – Calamos Global Convertible Fund Class I USD Acc

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)30/11/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage3 star
5-YearHighAverage5 star
10-YearHighAverage5 star
Overall*HighAverage5 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • GemCap Investment Funds (Ireland) Plc – Calamos Global Convertible Fund Class I USD Acc
  • Refinitiv Global CB TR USD
%
Volatility Measurements30/11/2024
 
3-Yr Std Dev8.40 %
3-Yr Mean Return1.38 %
 
3-Yr Sharpe Ratio-0.26
 
Modern Portfolio Statistics30/11/202430/11/2024
 Standard IndexBest Fit Index
 Refinitiv Global CB TR USD  Refinitiv Global CB TR USD
3-Yr Beta0.970.97
3-Yr Alpha-1.37-1.37
 
Advertisement
* This share class has performance data calculated prior to the inception date, 2009-10-05. This is based upon a simulated/extended track record, using the track record of Calamos Global Convertible A USD Acc (ISIN: IE00B28VTV28), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
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)
© Copyright 2024 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Modern Slavery Statement        Cookie Settings        Disclosures