CVGRX vs. JCI

In the year-to-date period, CVGRX achieves a 3.00% return, which is significantly higher than JCI's -0.91% return. Over the past 10 years, CVGRX has underperformed JCI with an annualized return of 1.21%, while JCI has yielded a comparatively higher 10.39% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Calamos Growth Fund (CVGRX) and Johnson Controls International plc (JCI). 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 1.15, which is lower than the JCI Sharpe Ratio of 1.64. The chart below compares the historical Sharpe Ratios of CVGRX and JCI, 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 JCI's dividend yield for the trailing twelve months is around 1.89%.

The maximum CVGRX drawdown since its inception was -69.30%, smaller than the maximum JCI drawdown of -85.71%. Use the drawdown chart below to compare losses from any high point for CVGRX and JCI. For additional features, visit the drawdowns tool.

The current volatility for Calamos Growth Fund (CVGRX) is 6.37%, while Johnson Controls International plc (JCI) has a volatility of 7.67%. This indicates that CVGRX experiences smaller price fluctuations and is considered to be less risky than JCI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.