PISHX vs. CICVX
Compare and contrast key facts about Cohen & Steers Preferred Securities and Income SMA Shares (PISHX) and Calamos Convertible Fund (CICVX).
PISHX is managed by Cohen & Steers. It was launched on Feb 28, 2019. CICVX is managed by Calamos. It was launched on Jun 25, 1997.
Performance
PISHX vs. CICVX - Performance Comparison
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PISHX vs. CICVX - 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% |
CICVX Calamos Convertible Fund | 0.23% | 19.03% | 9.94% | 10.95% | -21.02% | 5.36% | 48.84% | 9.13% |
Returns By Period
In the year-to-date period, PISHX achieves a -1.14% return, which is significantly lower than CICVX's 0.23% return.
PISHX
- 1D
- 0.00%
- 1M
- -2.56%
- YTD
- -1.14%
- 6M
- 0.08%
- 1Y
- 6.86%
- 3Y*
- 10.90%
- 5Y*
- 4.03%
- 10Y*
- —
CICVX
- 1D
- -1.77%
- 1M
- -6.19%
- YTD
- 0.23%
- 6M
- 1.71%
- 1Y
- 23.96%
- 3Y*
- 12.12%
- 5Y*
- 3.59%
- 10Y*
- 10.31%
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PISHX vs. CICVX - Expense Ratio Comparison
PISHX has a 0.00% expense ratio, which is lower than CICVX's 0.85% expense ratio.
Return for Risk
PISHX vs. CICVX — Risk / Return Rank
PISHX
CICVX
PISHX vs. CICVX - 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 (CICVX). 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 | CICVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.13 | 1.54 | +0.59 |
Sortino ratioReturn per unit of downside risk | 2.66 | 2.10 | +0.56 |
Omega ratioGain probability vs. loss probability | 1.54 | 1.29 | +0.25 |
Calmar ratioReturn relative to maximum drawdown | 1.93 | 2.73 | -0.80 |
Martin ratioReturn relative to average drawdown | 8.68 | 9.81 | -1.13 |
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 | CICVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.13 | 1.54 | +0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.89 | 0.29 | +0.61 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.81 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.77 | 0.29 | +0.48 |
Correlation
The correlation between PISHX and CICVX 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. CICVX - Dividend Comparison
PISHX's dividend yield for the trailing twelve months is around 5.12%, less than CICVX's 12.57% 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% |
CICVX Calamos Convertible Fund | 12.57% | 12.51% | 1.83% | 2.48% | 0.94% | 15.90% | 7.74% | 1.39% | 16.75% | 4.55% | 3.43% | 5.41% |
Drawdowns
PISHX vs. CICVX - Drawdown Comparison
The maximum PISHX drawdown since its inception was -27.12%, smaller than the maximum CICVX drawdown of -49.33%. Use the drawdown chart below to compare losses from any high point for PISHX and CICVX.
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Drawdown Indicators
| PISHX | CICVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.12% | -49.33% | +22.21% |
Max Drawdown (1Y)Largest decline over 1 year | -3.46% | -7.89% | +4.43% |
Max Drawdown (5Y)Largest decline over 5 years | -19.14% | -27.17% | +8.03% |
Max Drawdown (10Y)Largest decline over 10 years | — | -27.17% | — |
Current DrawdownCurrent decline from peak | -2.83% | -7.70% | +4.87% |
Average DrawdownAverage peak-to-trough decline | -4.03% | -17.58% | +13.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.77% | 2.20% | -1.43% |
Volatility
PISHX vs. CICVX - Volatility Comparison
The current volatility for Cohen & Steers Preferred Securities and Income SMA Shares (PISHX) is 1.22%, while Calamos Convertible Fund (CICVX) has a volatility of 6.16%. This indicates that PISHX experiences smaller price fluctuations and is considered to be less risky than CICVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PISHX | CICVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.22% | 6.16% | -4.94% |
Volatility (6M)Calculated over the trailing 6-month period | 1.76% | 11.86% | -10.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.22% | 15.31% | -12.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.54% | 12.64% | -8.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.43% | 12.69% | -5.26% |