CVGRX vs. IOLZX
Compare and contrast key facts about Calamos Growth Fund (CVGRX) and ICON Equity Fund (IOLZX).
CVGRX is managed by Calamos. It was launched on Sep 4, 1990. IOLZX is managed by ICON Funds. It was launched on Oct 17, 2002.
Performance
CVGRX vs. IOLZX - Performance Comparison
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CVGRX vs. IOLZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CVGRX Calamos Growth Fund | -8.90% | 16.08% | 32.32% | 37.64% | -33.33% | 23.06% | 32.97% | 31.11% | -6.14% | 26.58% |
IOLZX ICON Equity Fund | 2.04% | 15.81% | 16.87% | 12.13% | -17.78% | 26.72% | 16.00% | 38.22% | -16.69% | 26.78% |
Returns By Period
In the year-to-date period, CVGRX achieves a -8.90% return, which is significantly lower than IOLZX's 2.04% return. Both investments have delivered pretty close results over the past 10 years, with CVGRX having a 12.71% annualized return and IOLZX not far behind at 12.17%.
CVGRX
- 1D
- 1.27%
- 1M
- -3.54%
- YTD
- -8.90%
- 6M
- -7.99%
- 1Y
- 16.34%
- 3Y*
- 19.63%
- 5Y*
- 8.53%
- 10Y*
- 12.71%
IOLZX
- 1D
- 3.78%
- 1M
- -4.73%
- YTD
- 2.04%
- 6M
- 4.94%
- 1Y
- 23.81%
- 3Y*
- 15.83%
- 5Y*
- 7.18%
- 10Y*
- 12.17%
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CVGRX vs. IOLZX - Expense Ratio Comparison
CVGRX has a 1.28% expense ratio, which is higher than IOLZX's 1.04% expense ratio.
Return for Risk
CVGRX vs. IOLZX — Risk / Return Rank
CVGRX
IOLZX
CVGRX vs. IOLZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Calamos Growth Fund (CVGRX) and ICON Equity Fund (IOLZX). 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 | IOLZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 1.02 | -0.25 |
Sortino ratioReturn per unit of downside risk | 1.26 | 1.52 | -0.26 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.21 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.14 | 1.54 | -0.40 |
Martin ratioReturn relative to average drawdown | 4.24 | 5.07 | -0.83 |
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 | IOLZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 1.02 | -0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.34 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.55 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.36 | +0.13 |
Correlation
The correlation between CVGRX and IOLZX is 0.82, 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. IOLZX - Dividend Comparison
CVGRX's dividend yield for the trailing twelve months is around 9.67%, less than IOLZX's 10.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CVGRX Calamos Growth Fund | 9.67% | 8.81% | 6.66% | 4.48% | 0.00% | 12.17% | 11.25% | 9.71% | 16.86% | 13.75% | 4.12% | 35.24% |
IOLZX ICON Equity Fund | 10.48% | 10.69% | 22.21% | 4.75% | 18.57% | 14.12% | 0.00% | 3.46% | 1.60% | 0.00% | 0.00% | 0.00% |
Drawdowns
CVGRX vs. IOLZX - Drawdown Comparison
The maximum CVGRX drawdown since its inception was -61.65%, which is greater than IOLZX's maximum drawdown of -56.03%. Use the drawdown chart below to compare losses from any high point for CVGRX and IOLZX.
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Drawdown Indicators
| CVGRX | IOLZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.65% | -56.03% | -5.62% |
Max Drawdown (1Y)Largest decline over 1 year | -16.00% | -15.69% | -0.31% |
Max Drawdown (5Y)Largest decline over 5 years | -37.43% | -27.77% | -9.66% |
Max Drawdown (10Y)Largest decline over 10 years | -37.43% | -41.04% | +3.61% |
Current DrawdownCurrent decline from peak | -11.37% | -10.48% | -0.89% |
Average DrawdownAverage peak-to-trough decline | -11.55% | -12.71% | +1.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.31% | 4.76% | -0.45% |
Volatility
CVGRX vs. IOLZX - Volatility Comparison
Calamos Growth Fund (CVGRX) and ICON Equity Fund (IOLZX) have volatilities of 7.88% and 7.90%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CVGRX | IOLZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.88% | 7.90% | -0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 13.39% | 14.56% | -1.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.75% | 23.81% | -1.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.86% | 21.38% | +0.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.54% | 22.28% | -0.74% |