Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CSTIX (Calamos Short-Term Bond Fund) 0.63% 4.35% 5.24% 2.70% NA NA NA
Data as of 06/09/2026, Common starting date is 10/05/2018
More Performance Analytics Comparison
Name Start Date End Date
CSTIX (Calamos Short-Term Bond Fund) 10/05/2018 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018
Annualized Return (%) -0.21 4.35 5.24 2.70 NA NA NA 0.63 6.13 4.92 5.69 -3.18 1.75 4.16 4.83 0.62
Sharpe Ratio NA 0.78 0.85 0.07 NA NA NA -0.47 1.52 0.59 0.75 -1.89 0.87 1.53 2.33 0.75
Standard Deviation(%) NA 2.05 2.25 2.27 NA NA NA 2.18 2.15 2.21 2.75 2.44 1.98 2.54 1.44 1.40
Draw Down(%) NA 1.35 1.35 5.71 NA NA NA 1.35 1.04 1.04 1.24 5.17 0.87 4.79 0.59 0.40
Yield(%) 0.00 4.59 4.63 3.48 2.91 1.94 1.46 1.87 4.63 4.54 3.95 2.30 4.96 3.41 3.47 0.72
Data as of 06/09/2026, Common starting date is 10/05/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CSTIX (Calamos Short-Term Bond Fund) 0.50%
Oct 2019 – Oct 2022
2.30%
Apr 2019 – Apr 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CSTIX (Calamos Short-Term Bond Fund) 5.79%
Oct 2022 – Oct 2025
3.20%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return