CTRIX
Calamos Total Return Bond Fund
CALAMOS INVESTMENT TRUST/IL

Average annual returns

Through 2025
1 year
7.30%
3 year
5.03%
5 year
0.08%
10 year
2.18%

Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.

Calendar-year returns

Risk statistics

78 months through Jan. 31, 2026
Volatility (ann.)
5.70%
Sharpe
0.69
Sortino
1.20
Max drawdown
-15.89%
Best month
4.62%
Worst month
-4.24%
Beta vs VBTLX
0.98
Correlation
0.99

Derived from N-PORT monthly total returns; distinct from the prospectus returns above.

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