CTRIX vs. VOO
Compare and contrast key facts about Calamos Total Return Bond Fund (CTRIX) and Vanguard S&P 500 ETF (VOO).
CTRIX is managed by Calamos. It was launched on Jun 27, 2007. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CTRIX or VOO.
Correlation
The correlation between CTRIX and VOO is -0.80. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
CTRIX vs. VOO - Performance Comparison
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Key characteristics
CTRIX:
5.98%
VOO:
19.11%
CTRIX:
-0.56%
VOO:
-33.99%
CTRIX:
-0.45%
VOO:
-7.67%
Returns By Period
CTRIX
N/A
N/A
N/A
N/A
N/A
N/A
VOO
-3.41%
5.73%
-5.06%
9.79%
16.35%
12.31%
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CTRIX vs. VOO - Expense Ratio Comparison
CTRIX has a 0.65% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
CTRIX vs. VOO — Risk-Adjusted Performance Rank
CTRIX
VOO
CTRIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Calamos Total Return Bond Fund (CTRIX) and Vanguard S&P 500 ETF (VOO). 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
CTRIX vs. VOO - Dividend Comparison
CTRIX's dividend yield for the trailing twelve months is around 3.76%, more than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CTRIX Calamos Total Return Bond Fund | 3.76% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.34% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
CTRIX vs. VOO - Drawdown Comparison
The maximum CTRIX drawdown since its inception was -0.56%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for CTRIX and VOO. For additional features, visit the drawdowns tool.
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Volatility
CTRIX vs. VOO - Volatility Comparison
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