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Calamos Timpani SMID Growth Fund (CTIGX)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Fund Info

ISIN
US1281203679
Issuer
Calamos
Inception Date
Jul 31, 2019
Min. Investment
$1,000,000
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Mid-Cap
Asset Class Style
Growth

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Calamos Timpani SMID Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period

Calamos Timpani SMID Growth Fund (CTIGX) has returned -5.11% so far this year and 31.37% over the past 12 months.


Calamos Timpani SMID Growth Fund

1D
-3.45%
1M
-9.97%
YTD
-5.11%
6M
-0.49%
1Y
31.37%
3Y*
20.88%
5Y*
4.28%
10Y*

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Jul 31, 2019, CTIGX's average daily return is +0.06%, while the average monthly return is +1.10%. At this rate, your investment would double in approximately 5.3 years.

Historically, 64% of months were positive and 36% were negative. The best month was Nov 2024 with a return of +18.9%, while the worst month was Jan 2022 at -17.3%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 4 months.

On a daily basis, CTIGX closed higher 54% of trading days. The best single day was Mar 24, 2020 with a return of +10.3%, while the worst single day was Mar 16, 2020 at -14.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.00%5.40%-9.97%-5.11%
20253.60%-8.61%-7.52%2.81%9.02%5.56%1.35%5.58%4.26%3.69%2.56%-1.38%21.21%
20242.89%13.70%2.79%-6.37%7.38%0.62%0.92%4.41%4.01%-0.07%18.92%-9.06%44.09%
20233.25%-0.41%2.45%-2.09%0.41%8.20%1.22%-1.94%-7.73%-6.03%8.37%7.42%12.26%
2022-17.27%-0.08%1.16%-12.41%-1.96%-10.27%10.81%0.76%-8.73%6.34%0.49%-7.20%-34.88%
20213.92%7.43%-5.27%4.39%-6.40%5.70%-1.14%4.12%-3.84%10.53%-5.86%-4.32%7.64%

Benchmark Metrics

Calamos Timpani SMID Growth Fund has an annualized alpha of -1.24%, beta of 1.18, and R² of 0.68 versus S&P 500 Index. Calculated based on daily prices since August 01, 2019.

  • This fund participated in 111.05% of S&P 500 Index downside but only 107.41% of its upside — more exposed to losses than it benefited from rallies.

Alpha
-1.24%
Beta
1.18
0.68
Upside Capture
107.41%
Downside Capture
111.05%

Expense Ratio

CTIGX has a high expense ratio of 1.10%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

CTIGX ranks 72 for risk / return — better than 72% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


CTIGX Risk / Return Rank: 7272
Overall Rank
CTIGX Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
CTIGX Sortino Ratio Rank: 6565
Sortino Ratio Rank
CTIGX Omega Ratio Rank: 5454
Omega Ratio Rank
CTIGX Calmar Ratio Rank: 9191
Calmar Ratio Rank
CTIGX Martin Ratio Rank: 8888
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Calamos Timpani SMID Growth Fund (CTIGX) and compare them to a chosen benchmark (S&P 500 Index).


CTIGXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.17

0.90

+0.27

Sortino ratio

Return per unit of downside risk

1.68

1.39

+0.30

Omega ratio

Gain probability vs. loss probability

1.22

1.21

+0.01

Calmar ratio

Return relative to maximum drawdown

2.60

1.40

+1.20

Martin ratio

Return relative to average drawdown

9.43

6.61

+2.83

Explore CTIGX risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Calamos Timpani SMID Growth Fund provided a 4.84% dividend yield over the last twelve months, with an annual payout of $0.80 per share.


0.00%2.00%4.00%6.00%8.00%10.00%12.00%$0.00$0.50$1.00$1.5020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021
Dividend$0.80$0.80$0.42$0.00$0.00$1.72

Dividend yield

4.84%4.59%2.80%0.00%0.00%11.76%

Monthly Dividends

The table displays the monthly dividend distributions for Calamos Timpani SMID Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.80$0.80
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.42$0.42
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2021$1.72$1.72

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Calamos Timpani SMID Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Calamos Timpani SMID Growth Fund was 46.26%, occurring on Oct 27, 2023. Recovery took 270 trading sessions.

The current Calamos Timpani SMID Growth Fund drawdown is 11.56%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-46.26%Nov 9, 2021495Oct 27, 2023270Nov 22, 2024765
-36.24%Feb 20, 202020Mar 18, 202064Jun 18, 202084
-29.3%Dec 5, 202484Apr 8, 202598Aug 28, 2025182
-22.06%Feb 16, 202161May 12, 2021125Nov 8, 2021186
-13.5%Aug 1, 201944Oct 2, 201973Jan 16, 2020117

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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