CVGRX vs. QQQ

In the year-to-date period, CVGRX achieves a 31.17% return, which is significantly higher than QQQ's 24.04% return. Over the past 10 years, CVGRX has underperformed QQQ with an annualized return of -0.97%, while QQQ has yielded a comparatively higher 18.03% annualized return.

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CVGRX has a 1.28% expense ratio, which is higher than QQQ's 0.20% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Calamos Growth Fund (CVGRX) and Invesco QQQ (QQQ). 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 comparable to the QQQ Sharpe Ratio of 1.76. The chart below compares the historical Sharpe Ratios of CVGRX and QQQ, 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 QQQ's dividend yield for the trailing twelve months is around 0.60%.

The maximum CVGRX drawdown since its inception was -69.30%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for CVGRX and QQQ. For additional features, visit the drawdowns tool.

Calamos Growth Fund (CVGRX) and Invesco QQQ (QQQ) have volatilities of 5.37% and 5.36%, 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.