CCVIX vs. LPXZX
Compare and contrast key facts about Calamos Convertible Fund (CCVIX) and Cohen & Steers Low Duration Preferred and Income Fund (LPXZX).
CCVIX is managed by Calamos. It was launched on Jun 21, 1985. LPXZX is managed by Cohen & Steers. It was launched on Nov 29, 2015.
Performance
CCVIX vs. LPXZX - Performance Comparison
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CCVIX vs. LPXZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CCVIX Calamos Convertible Fund | 0.22% | 18.83% | 9.71% | 10.61% | -21.23% | 5.13% | 48.51% | 19.18% | 0.38% | 14.04% |
LPXZX Cohen & Steers Low Duration Preferred and Income Fund | -0.77% | 6.89% | 8.75% | 6.91% | -5.78% | 2.08% | 4.27% | 11.38% | -1.44% | 5.82% |
Returns By Period
In the year-to-date period, CCVIX achieves a 0.22% return, which is significantly higher than LPXZX's -0.77% return. Over the past 10 years, CCVIX has outperformed LPXZX with an annualized return of 10.06%, while LPXZX has yielded a comparatively lower 4.14% annualized return.
CCVIX
- 1D
- -1.77%
- 1M
- -6.23%
- YTD
- 0.22%
- 6M
- 1.65%
- 1Y
- 23.73%
- 3Y*
- 11.90%
- 5Y*
- 3.36%
- 10Y*
- 10.06%
LPXZX
- 1D
- 0.00%
- 1M
- -1.88%
- YTD
- -0.77%
- 6M
- -0.06%
- 1Y
- 4.51%
- 3Y*
- 7.62%
- 5Y*
- 3.40%
- 10Y*
- 4.14%
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CCVIX vs. LPXZX - Expense Ratio Comparison
CCVIX has a 1.10% expense ratio, which is higher than LPXZX's 0.60% expense ratio.
Return for Risk
CCVIX vs. LPXZX — Risk / Return Rank
CCVIX
LPXZX
CCVIX vs. LPXZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Calamos Convertible Fund (CCVIX) and Cohen & Steers Low Duration Preferred and Income Fund (LPXZX). 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.
| CCVIX | LPXZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.52 | 2.05 | -0.53 |
Sortino ratioReturn per unit of downside risk | 2.08 | 2.58 | -0.50 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.52 | -0.24 |
Calmar ratioReturn relative to maximum drawdown | 2.69 | 2.11 | +0.59 |
Martin ratioReturn relative to average drawdown | 9.65 | 8.95 | +0.70 |
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
| CCVIX | LPXZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.52 | 2.05 | -0.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 1.28 | -1.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 1.10 | -0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 1.05 | -0.29 |
Correlation
The correlation between CCVIX and LPXZX is 0.34, 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.
Dividends
CCVIX vs. LPXZX - Dividend Comparison
CCVIX's dividend yield for the trailing twelve months is around 10.23%, more than LPXZX's 4.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CCVIX Calamos Convertible Fund | 10.23% | 10.25% | 1.31% | 1.87% | 0.60% | 13.59% | 6.56% | 1.00% | 14.47% | 3.90% | 2.84% | 4.68% |
LPXZX Cohen & Steers Low Duration Preferred and Income Fund | 4.59% | 4.84% | 5.10% | 4.92% | 4.45% | 4.21% | 4.36% | 4.51% | 4.71% | 3.78% | 4.10% | 0.00% |
Drawdowns
CCVIX vs. LPXZX - Drawdown Comparison
The maximum CCVIX drawdown since its inception was -36.56%, which is greater than LPXZX's maximum drawdown of -18.13%. Use the drawdown chart below to compare losses from any high point for CCVIX and LPXZX.
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Drawdown Indicators
| CCVIX | LPXZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.56% | -18.13% | -18.43% |
Max Drawdown (1Y)Largest decline over 1 year | -7.90% | -2.14% | -5.76% |
Max Drawdown (5Y)Largest decline over 5 years | -27.33% | -9.69% | -17.64% |
Max Drawdown (10Y)Largest decline over 10 years | -27.33% | -18.13% | -9.20% |
Current DrawdownCurrent decline from peak | -7.71% | -2.14% | -5.57% |
Average DrawdownAverage peak-to-trough decline | -5.91% | -1.50% | -4.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.21% | 0.50% | +1.71% |
Volatility
CCVIX vs. LPXZX - Volatility Comparison
Calamos Convertible Fund (CCVIX) has a higher volatility of 6.17% compared to Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) at 0.87%. This indicates that CCVIX's price experiences larger fluctuations and is considered to be riskier than LPXZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CCVIX | LPXZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.17% | 0.87% | +5.30% |
Volatility (6M)Calculated over the trailing 6-month period | 11.88% | 1.40% | +10.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.33% | 2.23% | +13.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.66% | 2.68% | +9.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.69% | 3.77% | +8.92% |