CVGRX vs. CNWIX
Compare and contrast key facts about Calamos Growth Fund (CVGRX) and Calamos Evolving World Growth Fund Class I (CNWIX).
CVGRX is managed by Calamos. It was launched on Sep 4, 1990. CNWIX is managed by Calamos.
Performance
CVGRX vs. CNWIX - Performance Comparison
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CVGRX vs. CNWIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CVGRX Calamos Growth Fund | -13.66% | 16.08% | 32.32% | 37.64% | -33.33% | 23.06% | 32.97% | 31.11% | -6.14% | 26.58% |
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, CVGRX achieves a -13.66% return, which is significantly lower than CNWIX's 4.79% return. Over the past 10 years, CVGRX has outperformed CNWIX with an annualized return of 12.11%, while CNWIX has yielded a comparatively lower 8.36% annualized return.
CVGRX
- 1D
- -0.83%
- 1M
- -9.33%
- YTD
- -13.66%
- 6M
- -12.25%
- 1Y
- 12.10%
- 3Y*
- 17.50%
- 5Y*
- 7.77%
- 10Y*
- 12.11%
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%
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CVGRX vs. CNWIX - Expense Ratio Comparison
CVGRX has a 1.28% expense ratio, which is higher than CNWIX's 1.05% expense ratio.
Return for Risk
CVGRX vs. CNWIX — Risk / Return Rank
CVGRX
CNWIX
CVGRX vs. CNWIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Calamos Growth Fund (CVGRX) 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.
| CVGRX | CNWIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.55 | 1.36 | -0.82 |
Sortino ratioReturn per unit of downside risk | 0.95 | 1.78 | -0.83 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.26 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 0.56 | 1.55 | -0.99 |
Martin ratioReturn relative to average drawdown | 2.15 | 6.05 | -3.90 |
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
| CVGRX | CNWIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.55 | 1.36 | -0.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.12 | +0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.35 | +0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.27 | +0.21 |
Correlation
The correlation between CVGRX and CNWIX is 0.74, 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
CVGRX vs. CNWIX - Dividend Comparison
CVGRX's dividend yield for the trailing twelve months is around 10.21%, more than CNWIX's 0.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CVGRX Calamos Growth Fund | 10.21% | 8.81% | 6.66% | 4.48% | 0.00% | 12.17% | 11.25% | 9.71% | 16.86% | 13.75% | 4.12% | 35.24% |
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
CVGRX vs. CNWIX - Drawdown Comparison
The maximum CVGRX drawdown since its inception was -61.65%, which is greater than CNWIX's maximum drawdown of -43.57%. Use the drawdown chart below to compare losses from any high point for CVGRX and CNWIX.
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Drawdown Indicators
| CVGRX | CNWIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.65% | -43.57% | -18.08% |
Max Drawdown (1Y)Largest decline over 1 year | -16.00% | -16.28% | +0.28% |
Max Drawdown (5Y)Largest decline over 5 years | -37.43% | -37.47% | +0.04% |
Max Drawdown (10Y)Largest decline over 10 years | -37.43% | -43.57% | +6.14% |
Current DrawdownCurrent decline from peak | -16.00% | -16.28% | +0.28% |
Average DrawdownAverage peak-to-trough decline | -11.55% | -16.56% | +5.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.18% | 4.17% | +0.01% |
Volatility
CVGRX vs. CNWIX - Volatility Comparison
The current volatility for Calamos Growth Fund (CVGRX) is 6.33%, while Calamos Evolving World Growth Fund Class I (CNWIX) has a volatility of 10.65%. This indicates that CVGRX 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
| CVGRX | CNWIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.33% | 10.65% | -4.32% |
Volatility (6M)Calculated over the trailing 6-month period | 12.66% | 16.88% | -4.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.38% | 20.17% | +2.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.80% | 17.53% | +4.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.50% | 24.07% | -2.57% |