CVGRX vs. IVE

In the year-to-date period, CVGRX achieves a 31.17% return, which is significantly higher than IVE's 18.05% return. Over the past 10 years, CVGRX has underperformed IVE with an annualized return of -0.97%, while IVE has yielded a comparatively higher 10.42% annualized return.

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CVGRX has a 1.28% expense ratio, which is higher than IVE's 0.18% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Calamos Growth Fund (CVGRX) and iShares S&P 500 Value ETF (IVE). 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 1.80, which is lower than the IVE Sharpe Ratio of 2.67. The chart below compares the historical Sharpe Ratios of CVGRX and IVE, 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 IVE's dividend yield for the trailing twelve months is around 1.79%.

The maximum CVGRX drawdown since its inception was -69.30%, which is greater than IVE's maximum drawdown of -61.32%. Use the drawdown chart below to compare losses from any high point for CVGRX and IVE. For additional features, visit the drawdowns tool.

Calamos Growth Fund (CVGRX) has a higher volatility of 5.37% compared to iShares S&P 500 Value ETF (IVE) at 3.52%. This indicates that CVGRX's price experiences larger fluctuations and is considered to be riskier than IVE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.