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CNWIX vs. VEIEX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

CNWIX vs. VEIEX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Calamos Evolving World Growth Fund Class I (CNWIX) and Vanguard Emerging Markets Stock Index Fund Investor Shares (VEIEX). The values are adjusted to include any dividend payments, if applicable.

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CNWIX vs. VEIEX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
VEIEX
Vanguard Emerging Markets Stock Index Fund Investor Shares
-2.56%24.58%11.15%8.66%-17.91%0.72%15.05%20.11%-14.73%31.14%

Returns By Period

In the year-to-date period, CNWIX achieves a 4.79% return, which is significantly higher than VEIEX's -2.56% return. Over the past 10 years, CNWIX has outperformed VEIEX with an annualized return of 8.36%, while VEIEX has yielded a comparatively lower 7.11% 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%

VEIEX

1D
-0.84%
1M
-9.75%
YTD
-2.56%
6M
-1.25%
1Y
18.92%
3Y*
12.28%
5Y*
3.20%
10Y*
7.11%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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CNWIX vs. VEIEX - Expense Ratio Comparison

CNWIX has a 1.05% expense ratio, which is higher than VEIEX's 0.29% expense ratio.


Return for Risk

CNWIX vs. VEIEX — Risk / Return Rank

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

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

VEIEX
VEIEX Risk / Return Rank: 6565
Overall Rank
VEIEX Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
VEIEX Sortino Ratio Rank: 6868
Sortino Ratio Rank
VEIEX Omega Ratio Rank: 6363
Omega Ratio Rank
VEIEX Calmar Ratio Rank: 6767
Calmar Ratio Rank
VEIEX Martin Ratio Rank: 5959
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.

CNWIX vs. VEIEX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Calamos Evolving World Growth Fund Class I (CNWIX) and Vanguard Emerging Markets Stock Index Fund Investor Shares (VEIEX). 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.


CNWIXVEIEXDifference

Sharpe ratio

Return per unit of total volatility

1.36

1.22

+0.14

Sortino ratio

Return per unit of downside risk

1.78

1.68

+0.10

Omega ratio

Gain probability vs. loss probability

1.26

1.23

+0.03

Calmar ratio

Return relative to maximum drawdown

1.55

1.51

+0.04

Martin ratio

Return relative to average drawdown

6.05

5.60

+0.44

CNWIX vs. VEIEX - Sharpe Ratio Comparison

The current CNWIX Sharpe Ratio is 1.36, which is comparable to the VEIEX Sharpe Ratio of 1.22. The chart below compares the historical Sharpe Ratios of CNWIX and VEIEX, 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


CNWIXVEIEXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.36

1.22

+0.14

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.12

0.21

-0.09

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.35

0.44

-0.09

Sharpe Ratio (All Time)

Calculated using the full available price history

0.27

0.31

-0.04

Correlation

The correlation between CNWIX and VEIEX is 0.93, 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. VEIEX - Dividend Comparison

CNWIX's dividend yield for the trailing twelve months is around 0.06%, less than VEIEX's 2.61% yield.


TTM20252024202320222021202020192018201720162015
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%
VEIEX
Vanguard Emerging Markets Stock Index Fund Investor Shares
2.61%2.59%2.97%3.32%3.87%2.41%1.72%3.07%2.67%2.14%2.33%3.04%

Drawdowns

CNWIX vs. VEIEX - Drawdown Comparison

The maximum CNWIX drawdown since its inception was -43.57%, smaller than the maximum VEIEX drawdown of -66.47%. Use the drawdown chart below to compare losses from any high point for CNWIX and VEIEX.


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Drawdown Indicators


CNWIXVEIEXDifference

Max Drawdown

Largest peak-to-trough decline

-43.57%

-66.47%

+22.90%

Max Drawdown (1Y)

Largest decline over 1 year

-16.28%

-11.10%

-5.18%

Max Drawdown (5Y)

Largest decline over 5 years

-37.47%

-32.73%

-4.74%

Max Drawdown (10Y)

Largest decline over 10 years

-43.57%

-36.30%

-7.27%

Current Drawdown

Current decline from peak

-16.28%

-11.06%

-5.22%

Average Drawdown

Average peak-to-trough decline

-16.56%

-17.29%

+0.73%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.17%

2.99%

+1.18%

Volatility

CNWIX vs. VEIEX - Volatility Comparison

Calamos Evolving World Growth Fund Class I (CNWIX) has a higher volatility of 10.65% compared to Vanguard Emerging Markets Stock Index Fund Investor Shares (VEIEX) at 6.39%. This indicates that CNWIX's price experiences larger fluctuations and is considered to be riskier than VEIEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CNWIXVEIEXDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.65%

6.39%

+4.26%

Volatility (6M)

Calculated over the trailing 6-month period

16.88%

10.70%

+6.18%

Volatility (1Y)

Calculated over the trailing 1-year period

20.17%

15.27%

+4.90%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.53%

15.18%

+2.35%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.07%

16.37%

+7.70%