CICVX vs. LPXZX
Compare and contrast key facts about Calamos Convertible Fund (CICVX) and Cohen & Steers Low Duration Preferred and Income Fund (LPXZX).
CICVX is managed by Calamos. It was launched on Jun 25, 1997. LPXZX is managed by Cohen & Steers. It was launched on Nov 29, 2015.
Performance
CICVX vs. LPXZX - Performance Comparison
Loading graphics...
CICVX vs. LPXZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CICVX Calamos Convertible Fund | 0.23% | 19.03% | 9.94% | 10.95% | -21.02% | 5.36% | 48.84% | 19.51% | 0.59% | 14.21% |
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, CICVX achieves a 0.23% return, which is significantly higher than LPXZX's -0.77% return. Over the past 10 years, CICVX has outperformed LPXZX with an annualized return of 10.31%, while LPXZX has yielded a comparatively lower 4.14% annualized return.
CICVX
- 1D
- -1.77%
- 1M
- -6.19%
- YTD
- 0.23%
- 6M
- 1.71%
- 1Y
- 23.96%
- 3Y*
- 12.12%
- 5Y*
- 3.59%
- 10Y*
- 10.31%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CICVX vs. LPXZX - Expense Ratio Comparison
CICVX has a 0.85% expense ratio, which is higher than LPXZX's 0.60% expense ratio.
Return for Risk
CICVX vs. LPXZX — Risk / Return Rank
CICVX
LPXZX
CICVX vs. LPXZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Calamos Convertible Fund (CICVX) 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.
| CICVX | LPXZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.54 | 2.05 | -0.51 |
Sortino ratioReturn per unit of downside risk | 2.10 | 2.58 | -0.48 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.52 | -0.24 |
Calmar ratioReturn relative to maximum drawdown | 2.73 | 2.11 | +0.62 |
Martin ratioReturn relative to average drawdown | 9.81 | 8.95 | +0.86 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| CICVX | LPXZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.54 | 2.05 | -0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 1.28 | -0.99 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | 1.10 | -0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 1.05 | -0.76 |
Correlation
The correlation between CICVX 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
CICVX vs. LPXZX - Dividend Comparison
CICVX's dividend yield for the trailing twelve months is around 12.57%, more than LPXZX's 4.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CICVX Calamos Convertible Fund | 12.57% | 12.51% | 1.83% | 2.48% | 0.94% | 15.90% | 7.74% | 1.39% | 16.75% | 4.55% | 3.43% | 5.41% |
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
CICVX vs. LPXZX - Drawdown Comparison
The maximum CICVX drawdown since its inception was -49.33%, which is greater than LPXZX's maximum drawdown of -18.13%. Use the drawdown chart below to compare losses from any high point for CICVX and LPXZX.
Loading graphics...
Drawdown Indicators
| CICVX | LPXZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.33% | -18.13% | -31.20% |
Max Drawdown (1Y)Largest decline over 1 year | -7.89% | -2.14% | -5.75% |
Max Drawdown (5Y)Largest decline over 5 years | -27.17% | -9.69% | -17.48% |
Max Drawdown (10Y)Largest decline over 10 years | -27.17% | -18.13% | -9.04% |
Current DrawdownCurrent decline from peak | -7.70% | -2.14% | -5.56% |
Average DrawdownAverage peak-to-trough decline | -17.58% | -1.50% | -16.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.20% | 0.50% | +1.70% |
Volatility
CICVX vs. LPXZX - Volatility Comparison
Calamos Convertible Fund (CICVX) has a higher volatility of 6.16% compared to Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) at 0.87%. This indicates that CICVX'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.
Loading graphics...
Volatility by Period
| CICVX | LPXZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.16% | 0.87% | +5.29% |
Volatility (6M)Calculated over the trailing 6-month period | 11.86% | 1.40% | +10.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.31% | 2.23% | +13.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.64% | 2.68% | +9.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.69% | 3.77% | +8.92% |