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Calamos Global Funds PLC - Calamos Short-Term Bond Fund Class A CSTBX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | CSTBX | Replication |
|---|---|---|
| Annualized growth | 2.5% | 2.3% |
| Annualized volatility | 1.9% | 2.0% |
| Sharpe ratio | 1.30 | 1.14 |
| Maximum drawdown | 5.5% | 6.3% |
| Replication fit (R²) | 0.94 · Tracking error 0.5% | |
Replication portfolio
The published portfolio below is the investable basket used to model CSTBX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VGSH | FI · Short Gov | 53.1% |
| VCSH | FI · Short Corp | 33.9% |
| BKLN | FI · Senior Bank Loans | 7.9% |
| STIP | FI · Short TIPS | 2.6% |
| MUB | FI · Municipal | 2.5% |