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CIGEX vs. CNWIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

CIGEX vs. CNWIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Calamos Global Equity Fund (CIGEX) and Calamos Evolving World Growth Fund Class I (CNWIX). The values are adjusted to include any dividend payments, if applicable.

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CIGEX vs. CNWIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CIGEX
Calamos Global Equity Fund
-5.78%18.46%30.61%24.55%-27.42%16.61%44.24%29.43%-15.54%34.56%
CNWIX
Calamos Evolving World Growth Fund Class I
4.79%19.29%14.99%6.60%-24.35%-4.70%54.23%20.76%-17.74%36.97%

Returns By Period

In the year-to-date period, CIGEX achieves a -5.78% return, which is significantly lower than CNWIX's 4.79% return. Over the past 10 years, CIGEX has outperformed CNWIX with an annualized return of 12.93%, while CNWIX has yielded a comparatively lower 8.36% annualized return.


CIGEX

1D
-1.45%
1M
-12.14%
YTD
-5.78%
6M
-7.10%
1Y
19.44%
3Y*
18.74%
5Y*
8.14%
10Y*
12.93%

CNWIX

1D
-2.00%
1M
-16.05%
YTD
4.79%
6M
3.82%
1Y
27.65%
3Y*
13.45%
5Y*
2.05%
10Y*
8.36%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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CIGEX vs. CNWIX - Expense Ratio Comparison

CIGEX has a 1.15% expense ratio, which is higher than CNWIX's 1.05% expense ratio.


Return for Risk

CIGEX vs. CNWIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CIGEX
CIGEX Risk / Return Rank: 4747
Overall Rank
CIGEX Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
CIGEX Sortino Ratio Rank: 4545
Sortino Ratio Rank
CIGEX Omega Ratio Rank: 4444
Omega Ratio Rank
CIGEX Calmar Ratio Rank: 5454
Calmar Ratio Rank
CIGEX Martin Ratio Rank: 4949
Martin Ratio Rank

CNWIX
CNWIX Risk / Return Rank: 7070
Overall Rank
CNWIX Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
CNWIX Sortino Ratio Rank: 7272
Sortino Ratio Rank
CNWIX Omega Ratio Rank: 7070
Omega Ratio Rank
CNWIX Calmar Ratio Rank: 6868
Calmar Ratio Rank
CNWIX Martin Ratio Rank: 6464
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CIGEX vs. CNWIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Calamos Global Equity Fund (CIGEX) and Calamos Evolving World Growth Fund Class I (CNWIX). 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.


CIGEXCNWIXDifference

Sharpe ratio

Return per unit of total volatility

0.91

1.36

-0.46

Sortino ratio

Return per unit of downside risk

1.33

1.78

-0.45

Omega ratio

Gain probability vs. loss probability

1.19

1.26

-0.07

Calmar ratio

Return relative to maximum drawdown

1.28

1.55

-0.26

Martin ratio

Return relative to average drawdown

4.84

6.05

-1.20

CIGEX vs. CNWIX - Sharpe Ratio Comparison

The current CIGEX Sharpe Ratio is 0.91, which is lower than the CNWIX Sharpe Ratio of 1.36. The chart below compares the historical Sharpe Ratios of CIGEX and CNWIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


CIGEXCNWIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.91

1.36

-0.46

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.43

0.12

+0.31

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.67

0.35

+0.33

Sharpe Ratio (All Time)

Calculated using the full available price history

0.45

0.27

+0.18

Correlation

The correlation between CIGEX and CNWIX is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

CIGEX vs. CNWIX - Dividend Comparison

CIGEX's dividend yield for the trailing twelve months is around 16.31%, more than CNWIX's 0.06% yield.


TTM20252024202320222021202020192018201720162015
CIGEX
Calamos Global Equity Fund
16.31%15.37%8.67%0.10%4.43%11.75%6.51%7.44%27.66%9.21%4.62%1.98%
CNWIX
Calamos Evolving World Growth Fund Class I
0.06%0.06%0.00%0.54%0.97%2.79%2.01%1.04%0.00%0.42%0.00%0.38%

Drawdowns

CIGEX vs. CNWIX - Drawdown Comparison

The maximum CIGEX drawdown since its inception was -60.48%, which is greater than CNWIX's maximum drawdown of -43.57%. Use the drawdown chart below to compare losses from any high point for CIGEX and CNWIX.


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Drawdown Indicators


CIGEXCNWIXDifference

Max Drawdown

Largest peak-to-trough decline

-60.48%

-43.57%

-16.91%

Max Drawdown (1Y)

Largest decline over 1 year

-13.31%

-16.28%

+2.97%

Max Drawdown (5Y)

Largest decline over 5 years

-35.81%

-37.47%

+1.66%

Max Drawdown (10Y)

Largest decline over 10 years

-35.81%

-43.57%

+7.76%

Current Drawdown

Current decline from peak

-13.31%

-16.28%

+2.97%

Average Drawdown

Average peak-to-trough decline

-10.42%

-16.56%

+6.14%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.53%

4.17%

-0.64%

Volatility

CIGEX vs. CNWIX - Volatility Comparison

The current volatility for Calamos Global Equity Fund (CIGEX) is 8.43%, while Calamos Evolving World Growth Fund Class I (CNWIX) has a volatility of 10.65%. This indicates that CIGEX experiences smaller price fluctuations and is considered to be less risky than CNWIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CIGEXCNWIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.43%

10.65%

-2.22%

Volatility (6M)

Calculated over the trailing 6-month period

14.83%

16.88%

-2.05%

Volatility (1Y)

Calculated over the trailing 1-year period

21.26%

20.17%

+1.09%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.17%

17.53%

+1.64%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.25%

24.07%

-4.82%