CICVX vs. CVRT

In the year-to-date period, CICVX achieves a 11.77% return, which is significantly lower than CVRT's 16.74% return.

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CICVX has a 0.85% expense ratio, which is higher than CVRT's 0.69% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Calamos Convertible Fund (CICVX) and Calamos Convertible Equity Alternative ETF (CVRT). 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.

The current CICVX Sharpe Ratio is 1.50, which is higher than the CVRT Sharpe Ratio of 1.11. The chart below compares the historical Sharpe Ratios of CICVX and CVRT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CICVX's dividend yield for the trailing twelve months is around 0.65%, less than CVRT's 1.35% yield.

The maximum CICVX drawdown since its inception was -36.63%, which is greater than CVRT's maximum drawdown of -9.42%. Use the drawdown chart below to compare losses from any high point for CICVX and CVRT. For additional features, visit the drawdowns tool.

The current volatility for Calamos Convertible Fund (CICVX) is 3.41%, while Calamos Convertible Equity Alternative ETF (CVRT) has a volatility of 5.21%. This indicates that CICVX experiences smaller price fluctuations and is considered to be less risky than CVRT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.