CCD vs. USA

Last updated Jun 3, 2026

CCD (Calamos Dynamic Convertible and Income Fund) and USA (Liberty All-Star Equity Fund) are both stocks. Both operate in the Asset Management industry within the Financial Services sector.

Performance

CCD vs. USA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Calamos Dynamic Convertible and Income Fund (CCD) and Liberty All-Star Equity Fund (USA). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

CCD

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

USA

• 1D: 0.17%
• 1M: 0.34%
• YTD: -1.61%
• 6M: 1.29%
• 1Y: -2.20%
• 3Y*: 9.21%
• 5Y*: 1.92%
• 10Y*: 12.17%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Fundamentals

Total Revenue (TTM) CCD : $109.16M USA : $355.74M
Gross Profit (TTM) CCD : $84.83M USA : $329.90M
EBITDA (TTM) CCD : $109.15M USA : $305.11M

Return for Risk

CCD vs. USA — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

USA

USA Risk / Return Rank: 32
USA Sharpe Ratio Rank: 33
USA Sortino Ratio Rank: 26
USA Omega Ratio Rank: 26
USA Calmar Ratio Rank: 37
USA Martin Ratio Rank: 36

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.

CCD vs. USA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Calamos Dynamic Convertible and Income Fund (CCD) and Liberty All-Star Equity Fund (USA). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	CCD	USA	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	-0.16	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.10	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.54	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.34	—

Drawdowns

Drawdown Indicators

	CCD	USA	Difference
Max Drawdown Largest peak-to-trough decline	—	-69.15%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-15.28%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-17.69%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-34.05%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-47.07%	—
Current Drawdown Current decline from peak	—	-6.90%	—
Average Drawdown Average peak-to-trough decline	—	-11.52%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	6.30%	—

Volatility

Volatility by Period

	CCD	USA	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.83%	—
Volatility (6M) Calculated over the trailing 6-month period	—	10.20%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	13.46%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	20.24%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	22.56%	—

Dividends

CCD vs. USA - Dividend Comparison

CCD has not paid dividends to shareholders, while USA's dividend yield for the trailing twelve months is around 11.62%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CCD Calamos Dynamic Convertible and Income Fund	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
USA Liberty All-Star Equity Fund	11.62%	10.67%	10.22%	9.56%	12.11%	9.67%	9.13%	9.75%	12.64%	8.89%	9.30%	9.53%

Financials