CVGRX vs. RVT

In the year-to-date period, CVGRX achieves a 27.05% return, which is significantly higher than RVT's 16.14% return. Over the past 10 years, CVGRX has underperformed RVT with an annualized return of 0.94%, while RVT has yielded a comparatively higher 9.44% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Calamos Growth Fund (CVGRX) and Royce Value Trust Inc. (RVT). 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 1.52, which is higher than the RVT Sharpe Ratio of 0.90. The chart below compares the historical Sharpe Ratios of CVGRX and RVT, 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 RVT's dividend yield for the trailing twelve months is around 8.16%.

The maximum CVGRX drawdown since its inception was -69.30%, roughly equal to the maximum RVT drawdown of -72.33%. Use the drawdown chart below to compare losses from any high point for CVGRX and RVT. For additional features, visit the drawdowns tool.

Calamos Growth Fund (CVGRX) has a higher volatility of 7.59% compared to Royce Value Trust Inc. (RVT) at 6.09%. This indicates that CVGRX's price experiences larger fluctuations and is considered to be riskier than RVT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.