CVGRX vs. BIT

In the year-to-date period, CVGRX achieves a -1.71% return, which is significantly lower than BIT's 1.90% return. Over the past 10 years, CVGRX has underperformed BIT with an annualized return of -0.00%, while BIT has yielded a comparatively higher 7.82% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Calamos Growth Fund (CVGRX) and BlackRock Multi-Sector Income Trust (BIT). 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.

The current CVGRX Sharpe Ratio is 0.23, which is lower than the BIT Sharpe Ratio of 0.42. The chart below compares the historical Sharpe Ratios of CVGRX and BIT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CVGRX has not paid dividends to shareholders, while BIT's dividend yield for the trailing twelve months is around 10.42%.

The maximum CVGRX drawdown since its inception was -69.30%, which is greater than BIT's maximum drawdown of -43.54%. Use the drawdown chart below to compare losses from any high point for CVGRX and BIT. For additional features, visit the drawdowns tool.

Calamos Growth Fund (CVGRX) has a higher volatility of 5.59% compared to BlackRock Multi-Sector Income Trust (BIT) at 2.02%. This indicates that CVGRX's price experiences larger fluctuations and is considered to be riskier than BIT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.