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

Morningstar Rating™(Relative to Category)30/06/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighAverage5 star
5-YearHighAverage5 star
10-YearHighBelow Average5 star
Overall*HighAverage5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Calamos Global Funds PLC - Calamos Global Convertible Fund Class I USD Acc
  • Refinitiv Global CB TR USD
%
Volatility Measurements30/06/2020
 
3-Yr Std Dev9.49 %
3-Yr Mean Return11.34 %
 
3-Yr Sharpe Ratio1.07
 
Modern Portfolio Statistics30/06/202030/06/2020
 Standard IndexBest Fit Index
 Refinitiv Global CB TR USD  ICE BofA US Convt Bonds TR USD
3-Yr Beta0.830.64
3-Yr Alpha2.41-0.46
 
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* 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)

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