CVGRX vs. FSPTX

In the year-to-date period, CVGRX achieves a 30.58% return, which is significantly lower than FSPTX's 32.83% return. Over the past 10 years, CVGRX has underperformed FSPTX with an annualized return of -0.95%, while FSPTX has yielded a comparatively higher 13.39% annualized return.

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CVGRX has a 1.28% expense ratio, which is higher than FSPTX's 0.67% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Calamos Growth Fund (CVGRX) and Fidelity Select Technology Portfolio (FSPTX). 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 1.78, which is comparable to the FSPTX Sharpe Ratio of 1.70. The chart below compares the historical Sharpe Ratios of CVGRX and FSPTX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither CVGRX nor FSPTX has paid dividends to shareholders.

The maximum CVGRX drawdown since its inception was -69.30%, smaller than the maximum FSPTX drawdown of -84.32%. Use the drawdown chart below to compare losses from any high point for CVGRX and FSPTX. For additional features, visit the drawdowns tool.

The current volatility for Calamos Growth Fund (CVGRX) is 5.60%, while Fidelity Select Technology Portfolio (FSPTX) has a volatility of 6.61%. This indicates that CVGRX experiences smaller price fluctuations and is considered to be less risky than FSPTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.