Nasdaq - Delayed Quote USD

Calamos Antetokounmpo Sustainable Eqs C (SROCX)

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

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.

Risk Overview

Morningstar Risk Rating --
Best 1Y Total Return 13.54%
Worst 1Y Total Return --
Number of Years Up 1
Number of Years Down --

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 --

Risk Statistics

3 Years 5 Years 10 Years
SROCXCategory AverageSROCXCategory AverageSROCXCategory Average
Alpha -- -0.01 -- -0.01 -- -0.01
BETA -- 0.01 -- 0.01 -- 0.01
Mean Annual Return -- 0.01 -- 0.01 -- 0.01
R-squared -- 0.94 -- 0.95 -- 0.95
Standard Deviation -- 0.17 -- 0.19 -- 0.15
Sharpe Ratio -- 0 -- 0.01 -- 0.01
Treynor Ratio -- 0.03 -- 0.1 -- 0.1

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