PISHX vs. CCVIX
Compare and contrast key facts about Cohen & Steers Preferred Securities and Income SMA Shares (PISHX) and Calamos Convertible Fund (CCVIX).
PISHX is managed by Cohen & Steers. It was launched on Feb 28, 2019. CCVIX is managed by Calamos. It was launched on Jun 21, 1985.
Performance
PISHX vs. CCVIX - Performance Comparison
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PISHX vs. CCVIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
PISHX Cohen & Steers Preferred Securities and Income SMA Shares | -1.14% | 9.65% | 12.50% | 7.91% | -11.73% | 4.30% | 8.57% | 12.46% |
CCVIX Calamos Convertible Fund | 0.22% | 18.83% | 9.71% | 10.61% | -21.23% | 5.13% | 48.51% | 8.92% |
Returns By Period
In the year-to-date period, PISHX achieves a -1.14% return, which is significantly lower than CCVIX's 0.22% return.
PISHX
- 1D
- 0.00%
- 1M
- -2.56%
- YTD
- -1.14%
- 6M
- 0.08%
- 1Y
- 6.86%
- 3Y*
- 10.90%
- 5Y*
- 4.03%
- 10Y*
- —
CCVIX
- 1D
- -1.77%
- 1M
- -6.23%
- YTD
- 0.22%
- 6M
- 1.65%
- 1Y
- 23.73%
- 3Y*
- 11.90%
- 5Y*
- 3.36%
- 10Y*
- 10.06%
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PISHX vs. CCVIX - Expense Ratio Comparison
PISHX has a 0.00% expense ratio, which is lower than CCVIX's 1.10% expense ratio.
Return for Risk
PISHX vs. CCVIX — Risk / Return Rank
PISHX
CCVIX
PISHX vs. CCVIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Preferred Securities and Income SMA Shares (PISHX) and Calamos Convertible Fund (CCVIX). 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.
| PISHX | CCVIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.13 | 1.52 | +0.61 |
Sortino ratioReturn per unit of downside risk | 2.66 | 2.08 | +0.59 |
Omega ratioGain probability vs. loss probability | 1.54 | 1.28 | +0.25 |
Calmar ratioReturn relative to maximum drawdown | 1.93 | 2.69 | -0.76 |
Martin ratioReturn relative to average drawdown | 8.68 | 9.65 | -0.97 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PISHX | CCVIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.13 | 1.52 | +0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.89 | 0.27 | +0.63 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.80 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.77 | 0.76 | +0.01 |
Correlation
The correlation between PISHX and CCVIX is 0.39, 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.
Dividends
PISHX vs. CCVIX - Dividend Comparison
PISHX's dividend yield for the trailing twelve months is around 5.12%, less than CCVIX's 10.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PISHX Cohen & Steers Preferred Securities and Income SMA Shares | 5.12% | 5.52% | 5.89% | 5.92% | 5.45% | 4.25% | 4.59% | 3.38% | 0.00% | 0.00% | 0.00% | 0.00% |
CCVIX Calamos Convertible Fund | 10.23% | 10.25% | 1.31% | 1.87% | 0.60% | 13.59% | 6.56% | 1.00% | 14.47% | 3.90% | 2.84% | 4.68% |
Drawdowns
PISHX vs. CCVIX - Drawdown Comparison
The maximum PISHX drawdown since its inception was -27.12%, smaller than the maximum CCVIX drawdown of -36.56%. Use the drawdown chart below to compare losses from any high point for PISHX and CCVIX.
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Drawdown Indicators
| PISHX | CCVIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.12% | -36.56% | +9.44% |
Max Drawdown (1Y)Largest decline over 1 year | -3.46% | -7.90% | +4.44% |
Max Drawdown (5Y)Largest decline over 5 years | -19.14% | -27.33% | +8.19% |
Max Drawdown (10Y)Largest decline over 10 years | — | -27.33% | — |
Current DrawdownCurrent decline from peak | -2.83% | -7.71% | +4.88% |
Average DrawdownAverage peak-to-trough decline | -4.03% | -5.91% | +1.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.77% | 2.21% | -1.44% |
Volatility
PISHX vs. CCVIX - Volatility Comparison
The current volatility for Cohen & Steers Preferred Securities and Income SMA Shares (PISHX) is 1.22%, while Calamos Convertible Fund (CCVIX) has a volatility of 6.17%. This indicates that PISHX experiences smaller price fluctuations and is considered to be less risky than CCVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PISHX | CCVIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.22% | 6.17% | -4.95% |
Volatility (6M)Calculated over the trailing 6-month period | 1.76% | 11.88% | -10.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.22% | 15.33% | -12.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.54% | 12.66% | -8.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.43% | 12.69% | -5.26% |