Back to top
more

Calamos Growth & Income Fund Class A: (MF: CVTRX)

(NASDAQ Mutual Funds) As of May 22, 2026 12:00 AM ET

$NA USD

0 (NA)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 6.01 46
3 months 4.00 37
6 months 5.86 74
1 Year 30.47 22
3 Year 18.87 25
5 Year 10.22 45
10 Year 12.67 31

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 100.83
Bear Market (10/07 - 2/09) -39.39
Bull Market (2/09 - 3/21) 653.94

Load Adjusted Returns as of Apr 30, 2026

1 Year 13.15
5 Year 8.16
10 Year 11.13
Since Inception 10.95

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -3.83 NA NA NA
2025 -4.68 11.85 7.91 2.11
2024 8.26 3.47 4.42 3.11
2023 5.95 7.18 -3.17 9.42
2022 -5.07 -14.90 -4.35 5.51
2021 4.40 7.07 -0.34 8.70

Annual Return

20262025202420232022202120202019201820172016
% Total Return 6.0117.4820.6120.33-18.4721.1022.4125.95-3.8616.387.21
% Total Return Rel to Index 0.50-0.74-4.40-5.91-0.27-7.574.00-5.530.52-5.40-4.72
% Total Return Rel to Peer -3.342.424.775.05-7.68-3.2314.200.313.69-1.02-4.11
% Perf Quintile vs Peer* 4.002.002.002.005.004.001.003.001.004.005.00
% Dividends 0.000.190.350.270.430.200.420.420.530.490.96
% Yield 0.330.320.670.401.100.400.971.141.681.392.98
Capital Gains ($) 0.003.731.991.501.042.370.880.801.911.901.20
Expense Ratio 0.001.051.051.061.051.061.081.091.091.111.11

* 1 = Top 20%, 5 = Bottom 20%