Nasdaq - Delayed Quote USD

Calamos Antetokounmpo Sustainable Eqs C (SROCX)

12.32
-0.16
(-1.28%)
At close: 8:02:41 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.73%
5y Average Return 0.00%
Number of Years Up 1
Number of Years Down --
Best 1Y Total Return (May 21, 2025) 13.54%
Worst 1Y Total Return (May 21, 2025) --
Best 3Y Total Return 13.54%
Worst 3Y Total Return --

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SROCX
Category
YTD
-4.75%
5.31%
1-Month
0.08%
-4.19%
3-Month
-6.78%
3.90%
1-Year
4.79%
20.31%
3-Year
0.00%
6.48%
5-Year
0.00%
11.78%
10-Year
0.00%
10.96%
Last Bull Market
13.48%
25.56%
Last Bear Market
0.00%
-15.11%

Annual Total Return (%) History

Year
SROCX
Category
2025
--
--
2024
13.54%
--
2023
--
22.32%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -4.83% -- -- --
2024 7.50% 3.74% 3.69% -1.82%
2023 4.93% -6.33% 11.87% --

Rank in Category (By Total Return)

YTD 42
1-Month 16
3-Month 25
1-Year 89
3-Year --
5-Year --

Load Adjusted Returns

1-Year 3.79%
3-Year --
5-Year --
10-Year --

Performance & Risk

YTD Return -0.73%
5y Average Return 0.00%
Rank in Category (ytd) 42
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

Fund Overview

Category Large Blend
Fund Family Calamos
Net Assets 4.12M
YTD Return -4.75%
Yield 0.00%
Morningstar Rating --
Inception Date Feb 03, 2023

Fund Summary

The fund will, under normal circumstances, invest at least 80% of its net assets (plus borrowings for investment purposes, if any) in equity securities of issuers domiciled in the U.S. that, in the view of the subadviser, have above average growth potential and meet the environmental, social and governance ("ESG") criteria. The fund may invest up to 20% of its net assets in American Depositary Receipts ("ADRs"), which are securities representing equity ownership in foreign issuers. The fund may invest in companies of any size and seeks diversification by economic sector.

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