Correlation
The correlation between CIDVX and IIPR is 0.42, 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.
CIDVX vs. IIPR
Compare and contrast key facts about Calamos Dividend Growth Fund (CIDVX) and Innovative Industrial Properties, Inc. (IIPR).
CIDVX is managed by Calamos. It was launched on Aug 5, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CIDVX or IIPR.
Performance
CIDVX vs. IIPR - Performance Comparison
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Key characteristics
CIDVX:
0.51
IIPR:
-0.98
CIDVX:
0.81
IIPR:
-1.30
CIDVX:
1.12
IIPR:
0.79
CIDVX:
0.48
IIPR:
-0.57
CIDVX:
1.68
IIPR:
-1.27
CIDVX:
5.73%
IIPR:
34.82%
CIDVX:
19.99%
IIPR:
43.45%
CIDVX:
-36.99%
IIPR:
-78.14%
CIDVX:
-4.23%
IIPR:
-74.67%
Returns By Period
In the year-to-date period, CIDVX achieves a 1.20% return, which is significantly higher than IIPR's -13.94% return.
CIDVX
1.20%
6.97%
-2.45%
10.04%
10.84%
10.10%
6.61%
IIPR
-13.94%
5.48%
-45.94%
-42.54%
-18.72%
-1.40%
N/A
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Risk-Adjusted Performance
CIDVX vs. IIPR — Risk-Adjusted Performance Rank
CIDVX
IIPR
CIDVX vs. IIPR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Calamos Dividend Growth Fund (CIDVX) and Innovative Industrial Properties, Inc. (IIPR). 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.
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Dividends
CIDVX vs. IIPR - Dividend Comparison
CIDVX's dividend yield for the trailing twelve months is around 2.56%, less than IIPR's 13.66% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CIDVX Calamos Dividend Growth Fund | 2.56% | 2.59% | 4.38% | 0.44% | 8.41% | 8.48% | 12.29% | 5.07% | 8.95% | 1.14% | 3.07% | 4.10% |
IIPR Innovative Industrial Properties, Inc. | 13.66% | 11.28% | 7.16% | 7.01% | 2.18% | 2.44% | 3.73% | 2.64% | 1.70% | 0.00% | 0.00% | 0.00% |
Drawdowns
CIDVX vs. IIPR - Drawdown Comparison
The maximum CIDVX drawdown since its inception was -36.99%, smaller than the maximum IIPR drawdown of -78.14%. Use the drawdown chart below to compare losses from any high point for CIDVX and IIPR.
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Volatility
CIDVX vs. IIPR - Volatility Comparison
The current volatility for Calamos Dividend Growth Fund (CIDVX) is 4.64%, while Innovative Industrial Properties, Inc. (IIPR) has a volatility of 8.88%. This indicates that CIDVX experiences smaller price fluctuations and is considered to be less risky than IIPR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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