CVGRX vs. SPYG

The year-to-date returns for both investments are quite close, with CVGRX having a 4.62% return and SPYG slightly higher at 4.69%. Over the past 10 years, CVGRX has underperformed SPYG with an annualized return of 1.48%, while SPYG has yielded a comparatively higher 15.82% annualized return.

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CVGRX has a 1.28% expense ratio, which is higher than SPYG's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Calamos Growth Fund (CVGRX) and SPDR Portfolio S&P 500 Growth ETF (SPYG). 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 1.40, which is lower than the SPYG Sharpe Ratio of 2.08. The chart below compares the historical Sharpe Ratios of CVGRX and SPYG, 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 SPYG's dividend yield for the trailing twelve months is around 0.58%.

The maximum CVGRX drawdown since its inception was -69.30%, roughly equal to the maximum SPYG drawdown of -67.79%. Use the drawdown chart below to compare losses from any high point for CVGRX and SPYG. For additional features, visit the drawdowns tool.

Calamos Growth Fund (CVGRX) has a higher volatility of 7.61% compared to SPDR Portfolio S&P 500 Growth ETF (SPYG) at 5.31%. This indicates that CVGRX's price experiences larger fluctuations and is considered to be riskier than SPYG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.