CCD vs. USA
Compare and contrast key facts about Calamos Dynamic Convertible and Income Fund (CCD) and Liberty All-Star Equity Fund (USA).
Performance
CCD vs. USA - Performance Comparison
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CCD vs. USA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CCD Calamos Dynamic Convertible and Income Fund | 7.96% | -4.26% | 35.89% | 7.98% | -28.00% | 20.33% | 45.75% | 41.60% | -9.64% | 26.56% |
USA Liberty All-Star Equity Fund | -7.72% | 0.09% | 20.81% | 23.17% | -25.20% | 33.76% | 12.89% | 39.70% | -5.06% | 34.66% |
Fundamentals
CCD:
$2.87
USA:
$1.42
CCD:
7.71
USA:
3.97
CCD:
5.48
USA:
4.72
CCD:
$109.16M
USA:
$355.74M
CCD:
$84.83M
USA:
$329.90M
CCD:
$109.15M
USA:
$305.11M
Returns By Period
In the year-to-date period, CCD achieves a 7.96% return, which is significantly higher than USA's -7.72% return. Over the past 10 years, CCD has outperformed USA with an annualized return of 13.14%, while USA has yielded a comparatively lower 11.94% annualized return.
CCD
- 1D
- 3.65%
- 1M
- -2.88%
- YTD
- 7.96%
- 6M
- 11.10%
- 1Y
- 16.29%
- 3Y*
- 12.77%
- 5Y*
- 2.51%
- 10Y*
- 13.14%
USA
- 1D
- 1.44%
- 1M
- -5.85%
- YTD
- -7.72%
- 6M
- -6.62%
- 1Y
- -5.00%
- 3Y*
- 7.24%
- 5Y*
- 3.73%
- 10Y*
- 11.94%
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Return for Risk
CCD vs. USA — Risk / Return Rank
CCD
USA
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.
| CCD | USA | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | -0.29 | +1.10 |
Sortino ratioReturn per unit of downside risk | 1.30 | -0.30 | +1.59 |
Omega ratioGain probability vs. loss probability | 1.18 | 0.96 | +0.22 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | -0.28 | +1.52 |
Martin ratioReturn relative to average drawdown | 3.24 | -0.76 | +4.00 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CCD | USA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | -0.29 | +1.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | 0.18 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.53 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.33 | +0.03 |
Correlation
The correlation between CCD and USA is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
CCD vs. USA - Dividend Comparison
CCD's dividend yield for the trailing twelve months is around 10.57%, less than USA's 12.08% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CCD Calamos Dynamic Convertible and Income Fund | 10.57% | 11.22% | 9.63% | 11.83% | 11.42% | 7.43% | 7.11% | 8.93% | 12.21% | 9.99% | 11.43% | 7.40% |
USA Liberty All-Star Equity Fund | 12.08% | 10.67% | 10.22% | 9.56% | 12.11% | 9.67% | 9.13% | 9.75% | 12.64% | 8.89% | 9.30% | 9.53% |
Drawdowns
CCD vs. USA - Drawdown Comparison
The maximum CCD drawdown since its inception was -55.42%, smaller than the maximum USA drawdown of -69.15%. Use the drawdown chart below to compare losses from any high point for CCD and USA.
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Drawdown Indicators
| CCD | USA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.42% | -69.15% | +13.73% |
Max Drawdown (1Y)Largest decline over 1 year | -12.89% | -15.28% | +2.39% |
Max Drawdown (5Y)Largest decline over 5 years | -37.54% | -34.05% | -3.49% |
Max Drawdown (10Y)Largest decline over 10 years | -55.42% | -47.07% | -8.35% |
Current DrawdownCurrent decline from peak | -3.30% | -12.67% | +9.37% |
Average DrawdownAverage peak-to-trough decline | -12.00% | -11.53% | -0.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.94% | 5.64% | -0.70% |
Volatility
CCD vs. USA - Volatility Comparison
Calamos Dynamic Convertible and Income Fund (CCD) has a higher volatility of 9.45% compared to Liberty All-Star Equity Fund (USA) at 5.71%. This indicates that CCD's price experiences larger fluctuations and is considered to be riskier than USA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CCD | USA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.45% | 5.71% | +3.74% |
Volatility (6M)Calculated over the trailing 6-month period | 14.20% | 10.53% | +3.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.20% | 17.40% | +2.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.19% | 20.72% | -0.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.77% | 22.54% | +3.23% |
Financials
CCD vs. USA - Financials Comparison
This section allows you to compare key financial metrics between Calamos Dynamic Convertible and Income Fund and Liberty All-Star Equity Fund. 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