PortfoliosLab logoPortfoliosLab logo
PEAFX vs. CNWIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

PEAFX vs. CNWIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PIMCO RAE Emerging Markets Fund Class A (PEAFX) and Calamos Evolving World Growth Fund Class I (CNWIX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

PEAFX vs. CNWIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PEAFX
PIMCO RAE Emerging Markets Fund Class A
6.52%20.25%1.14%22.28%-10.71%15.47%6.43%13.30%-12.77%28.91%
CNWIX
Calamos Evolving World Growth Fund Class I
4.79%19.29%14.99%6.60%-24.35%-4.70%54.23%20.76%-17.74%36.97%

Returns By Period

In the year-to-date period, PEAFX achieves a 6.52% return, which is significantly higher than CNWIX's 4.79% return. Over the past 10 years, PEAFX has outperformed CNWIX with an annualized return of 10.12%, while CNWIX has yielded a comparatively lower 8.36% annualized return.


PEAFX

1D
0.08%
1M
-8.64%
YTD
6.52%
6M
8.29%
1Y
24.42%
3Y*
15.08%
5Y*
8.03%
10Y*
10.12%

CNWIX

1D
-2.00%
1M
-16.05%
YTD
4.79%
6M
3.82%
1Y
27.65%
3Y*
13.45%
5Y*
2.05%
10Y*
8.36%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


PEAFX vs. CNWIX - Expense Ratio Comparison

PEAFX has a 1.10% expense ratio, which is higher than CNWIX's 1.05% expense ratio.


Return for Risk

PEAFX vs. CNWIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PEAFX
PEAFX Risk / Return Rank: 7878
Overall Rank
PEAFX Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
PEAFX Sortino Ratio Rank: 7878
Sortino Ratio Rank
PEAFX Omega Ratio Rank: 7878
Omega Ratio Rank
PEAFX Calmar Ratio Rank: 7474
Calmar Ratio Rank
PEAFX Martin Ratio Rank: 7474
Martin Ratio Rank

CNWIX
CNWIX Risk / Return Rank: 7070
Overall Rank
CNWIX Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
CNWIX Sortino Ratio Rank: 7272
Sortino Ratio Rank
CNWIX Omega Ratio Rank: 7070
Omega Ratio Rank
CNWIX Calmar Ratio Rank: 6868
Calmar Ratio Rank
CNWIX Martin Ratio Rank: 6464
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PEAFX vs. CNWIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for PIMCO RAE Emerging Markets Fund Class A (PEAFX) and Calamos Evolving World Growth Fund Class I (CNWIX). 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.


PEAFXCNWIXDifference

Sharpe ratio

Return per unit of total volatility

1.58

1.36

+0.21

Sortino ratio

Return per unit of downside risk

1.99

1.78

+0.21

Omega ratio

Gain probability vs. loss probability

1.31

1.26

+0.04

Calmar ratio

Return relative to maximum drawdown

1.75

1.55

+0.20

Martin ratio

Return relative to average drawdown

7.13

6.05

+1.09

PEAFX vs. CNWIX - Sharpe Ratio Comparison

The current PEAFX Sharpe Ratio is 1.58, which is comparable to the CNWIX Sharpe Ratio of 1.36. The chart below compares the historical Sharpe Ratios of PEAFX and CNWIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


PEAFXCNWIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.58

1.36

+0.21

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.54

0.12

+0.42

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.59

0.35

+0.24

Sharpe Ratio (All Time)

Calculated using the full available price history

0.65

0.27

+0.38

Correlation

The correlation between PEAFX and CNWIX is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

PEAFX vs. CNWIX - Dividend Comparison

PEAFX's dividend yield for the trailing twelve months is around 2.79%, more than CNWIX's 0.06% yield.


TTM20252024202320222021202020192018201720162015
PEAFX
PIMCO RAE Emerging Markets Fund Class A
2.79%2.97%1.01%4.01%11.33%9.19%7.05%2.48%11.05%8.07%2.59%0.00%
CNWIX
Calamos Evolving World Growth Fund Class I
0.06%0.06%0.00%0.54%0.97%2.79%2.01%1.04%0.00%0.42%0.00%0.38%

Drawdowns

PEAFX vs. CNWIX - Drawdown Comparison

The maximum PEAFX drawdown since its inception was -47.18%, which is greater than CNWIX's maximum drawdown of -43.57%. Use the drawdown chart below to compare losses from any high point for PEAFX and CNWIX.


Loading graphics...

Drawdown Indicators


PEAFXCNWIXDifference

Max Drawdown

Largest peak-to-trough decline

-47.18%

-43.57%

-3.61%

Max Drawdown (1Y)

Largest decline over 1 year

-12.14%

-16.28%

+4.14%

Max Drawdown (5Y)

Largest decline over 5 years

-28.57%

-37.47%

+8.90%

Max Drawdown (10Y)

Largest decline over 10 years

-47.18%

-43.57%

-3.61%

Current Drawdown

Current decline from peak

-9.39%

-16.28%

+6.89%

Average Drawdown

Average peak-to-trough decline

-10.29%

-16.56%

+6.27%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.20%

4.17%

-0.97%

Volatility

PEAFX vs. CNWIX - Volatility Comparison

The current volatility for PIMCO RAE Emerging Markets Fund Class A (PEAFX) is 5.57%, while Calamos Evolving World Growth Fund Class I (CNWIX) has a volatility of 10.65%. This indicates that PEAFX experiences smaller price fluctuations and is considered to be less risky than CNWIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


PEAFXCNWIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.57%

10.65%

-5.08%

Volatility (6M)

Calculated over the trailing 6-month period

11.14%

16.88%

-5.74%

Volatility (1Y)

Calculated over the trailing 1-year period

15.50%

20.17%

-4.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.88%

17.53%

-2.65%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.23%

24.07%

-6.84%