CCD vs. RNP
Compare and contrast key facts about Calamos Dynamic Convertible and Income Fund (CCD) and Cohen & Steers REIT and Preferred Income Fund, Inc. (RNP).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CCD or RNP.
Key characteristics
| CCD | RNP | |
|---|---|---|
| YTD Return | 34.18% | 20.13% |
| 1Y Return | 44.60% | 37.49% |
| 3Y Return (Ann) | 0.32% | 2.64% |
| 5Y Return (Ann) | 13.64% | 7.44% |
| Sharpe Ratio | 3.03 | 2.39 |
| Sortino Ratio | 4.12 | 3.30 |
| Omega Ratio | 1.52 | 1.41 |
| Calmar Ratio | 1.60 | 1.69 |
| Martin Ratio | 19.12 | 14.94 |
| Ulcer Index | 2.57% | 3.01% |
| Daily Std Dev | 16.26% | 18.79% |
| Max Drawdown | -55.42% | -87.10% |
| Current Drawdown | -4.51% | -5.79% |
Fundamentals
| CCD | RNP |
|---|
Correlation
The correlation between CCD and RNP is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
CCD vs. RNP - Performance Comparison
In the year-to-date period, CCD achieves a 34.18% return, which is significantly higher than RNP's 20.13% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
CCD vs. RNP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Calamos Dynamic Convertible and Income Fund (CCD) and Cohen & Steers REIT and Preferred Income Fund, Inc. (RNP). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
CCD vs. RNP - Dividend Comparison
CCD's dividend yield for the trailing twelve months is around 9.59%, more than RNP's 7.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CCD Calamos Dynamic Convertible and Income Fund | 9.59% | 11.83% | 11.42% | 7.43% | 7.11% | 9.47% | 12.21% | 9.99% | 11.43% | 7.40% | 0.00% | 0.00% |
RNP Cohen & Steers REIT and Preferred Income Fund, Inc. | 7.23% | 8.10% | 13.26% | 5.20% | 6.52% | 6.25% | 8.36% | 7.00% | 7.75% | 8.03% | 6.79% | 7.64% |
Drawdowns
CCD vs. RNP - Drawdown Comparison
The maximum CCD drawdown since its inception was -55.42%, smaller than the maximum RNP drawdown of -87.10%. Use the drawdown chart below to compare losses from any high point for CCD and RNP. For additional features, visit the drawdowns tool.
Volatility
CCD vs. RNP - Volatility Comparison
The current volatility for Calamos Dynamic Convertible and Income Fund (CCD) is 4.84%, while Cohen & Steers REIT and Preferred Income Fund, Inc. (RNP) has a volatility of 5.68%. This indicates that CCD experiences smaller price fluctuations and is considered to be less risky than RNP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
CCD vs. RNP - Financials Comparison
This section allows you to compare key financial metrics between Calamos Dynamic Convertible and Income Fund and Cohen & Steers REIT and Preferred Income Fund, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities