CNWIX vs. FIMKX
Compare and contrast key facts about Calamos Evolving World Growth Fund Class I (CNWIX) and Fidelity Advisor Focused Emerging Markets Fund Class I (FIMKX).
CNWIX is managed by Calamos. FIMKX is managed by Fidelity. It was launched on Mar 29, 2004.
Performance
CNWIX vs. FIMKX - Performance Comparison
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CNWIX vs. FIMKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
FIMKX Fidelity Advisor Focused Emerging Markets Fund Class I | 0.92% | 40.06% | 9.31% | 8.44% | -19.82% | -2.63% | 30.43% | 29.75% | -18.06% | 46.67% |
Returns By Period
In the year-to-date period, CNWIX achieves a 4.79% return, which is significantly higher than FIMKX's 0.92% return. Over the past 10 years, CNWIX has underperformed FIMKX with an annualized return of 8.36%, while FIMKX has yielded a comparatively higher 10.38% annualized return.
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%
FIMKX
- 1D
- -0.97%
- 1M
- -13.14%
- YTD
- 0.92%
- 6M
- 6.57%
- 1Y
- 33.30%
- 3Y*
- 17.41%
- 5Y*
- 4.77%
- 10Y*
- 10.38%
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CNWIX vs. FIMKX - Expense Ratio Comparison
CNWIX has a 1.05% expense ratio, which is higher than FIMKX's 1.03% expense ratio.
Return for Risk
CNWIX vs. FIMKX — Risk / Return Rank
CNWIX
FIMKX
CNWIX vs. FIMKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Calamos Evolving World Growth Fund Class I (CNWIX) and Fidelity Advisor Focused Emerging Markets Fund Class I (FIMKX). 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.
| CNWIX | FIMKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.36 | 1.76 | -0.39 |
Sortino ratioReturn per unit of downside risk | 1.78 | 2.23 | -0.46 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.34 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.55 | 2.16 | -0.61 |
Martin ratioReturn relative to average drawdown | 6.05 | 8.35 | -2.30 |
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
| CNWIX | FIMKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 1.76 | -0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | 0.26 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | 0.56 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.40 | -0.13 |
Correlation
The correlation between CNWIX and FIMKX is 0.91, 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
CNWIX vs. FIMKX - Dividend Comparison
CNWIX's dividend yield for the trailing twelve months is around 0.06%, less than FIMKX's 1.56% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
FIMKX Fidelity Advisor Focused Emerging Markets Fund Class I | 1.56% | 1.57% | 1.20% | 1.60% | 1.14% | 5.19% | 2.09% | 10.86% | 0.61% | 0.10% | 0.45% | 0.19% |
Drawdowns
CNWIX vs. FIMKX - Drawdown Comparison
The maximum CNWIX drawdown since its inception was -43.57%, smaller than the maximum FIMKX drawdown of -69.98%. Use the drawdown chart below to compare losses from any high point for CNWIX and FIMKX.
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Drawdown Indicators
| CNWIX | FIMKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.57% | -69.98% | +26.41% |
Max Drawdown (1Y)Largest decline over 1 year | -16.28% | -13.72% | -2.56% |
Max Drawdown (5Y)Largest decline over 5 years | -37.47% | -40.49% | +3.02% |
Max Drawdown (10Y)Largest decline over 10 years | -43.57% | -41.85% | -1.72% |
Current DrawdownCurrent decline from peak | -16.28% | -13.72% | -2.56% |
Average DrawdownAverage peak-to-trough decline | -16.56% | -20.00% | +3.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.17% | 3.54% | +0.63% |
Volatility
CNWIX vs. FIMKX - Volatility Comparison
Calamos Evolving World Growth Fund Class I (CNWIX) has a higher volatility of 10.65% compared to Fidelity Advisor Focused Emerging Markets Fund Class I (FIMKX) at 8.53%. This indicates that CNWIX's price experiences larger fluctuations and is considered to be riskier than FIMKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CNWIX | FIMKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.65% | 8.53% | +2.12% |
Volatility (6M)Calculated over the trailing 6-month period | 16.88% | 13.10% | +3.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.17% | 18.40% | +1.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.53% | 18.46% | -0.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.07% | 18.55% | +5.52% |