EFT vs. CVGRX
Compare and contrast key facts about Eaton Vance Floating-Rate Income Trust (EFT) and Calamos Growth Fund (CVGRX).
CVGRX is managed by Calamos. It was launched on Sep 4, 1990.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EFT or CVGRX.
Correlation
The correlation between EFT and CVGRX is 0.31, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
EFT vs. CVGRX - Performance Comparison
Key characteristics
EFT:
1.71
CVGRX:
1.56
EFT:
2.39
CVGRX:
2.09
EFT:
1.33
CVGRX:
1.29
EFT:
2.86
CVGRX:
0.54
EFT:
10.57
CVGRX:
8.32
EFT:
1.54%
CVGRX:
3.26%
EFT:
9.54%
CVGRX:
17.33%
EFT:
-60.58%
CVGRX:
-69.30%
EFT:
-1.48%
CVGRX:
-32.71%
Returns By Period
In the year-to-date period, EFT achieves a 15.68% return, which is significantly lower than CVGRX's 32.46% return. Over the past 10 years, EFT has outperformed CVGRX with an annualized return of 6.89%, while CVGRX has yielded a comparatively lower 1.46% annualized return.
EFT
15.68%
0.47%
3.80%
16.65%
7.90%
6.89%
CVGRX
32.46%
2.67%
8.61%
26.47%
8.73%
1.46%
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Risk-Adjusted Performance
EFT vs. CVGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Floating-Rate Income Trust (EFT) and Calamos Growth Fund (CVGRX). 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.
Dividends
EFT vs. CVGRX - Dividend Comparison
EFT's dividend yield for the trailing twelve months is around 10.66%, while CVGRX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EFT Eaton Vance Floating-Rate Income Trust | 10.66% | 11.09% | 9.14% | 5.26% | 5.40% | 7.41% | 6.77% | 5.26% | 5.54% | 7.17% | 5.82% | 6.62% |
CVGRX Calamos Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
EFT vs. CVGRX - Drawdown Comparison
The maximum EFT drawdown since its inception was -60.58%, smaller than the maximum CVGRX drawdown of -69.30%. Use the drawdown chart below to compare losses from any high point for EFT and CVGRX. For additional features, visit the drawdowns tool.
Volatility
EFT vs. CVGRX - Volatility Comparison
The current volatility for Eaton Vance Floating-Rate Income Trust (EFT) is 1.75%, while Calamos Growth Fund (CVGRX) has a volatility of 5.21%. This indicates that EFT experiences smaller price fluctuations and is considered to be less risky than CVGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.