SIVLX vs. CNWIX
Compare and contrast key facts about Seafarer Overseas Value Fund Institutional Class (SIVLX) and Calamos Evolving World Growth Fund Class I (CNWIX).
SIVLX is an actively managed fund by Seafarer. It was launched on May 31, 2016. CNWIX is managed by Calamos.
Performance
SIVLX vs. CNWIX - Performance Comparison
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SIVLX vs. CNWIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SIVLX Seafarer Overseas Value Fund Institutional Class | 1.35% | 37.79% | -3.34% | 13.38% | -0.74% | 10.05% | 4.05% | 21.98% | -13.91% | 23.02% |
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% | 35.64% |
Returns By Period
In the year-to-date period, SIVLX achieves a 1.35% return, which is significantly lower than CNWIX's 4.79% return.
SIVLX
- 1D
- -0.35%
- 1M
- -12.15%
- YTD
- 1.35%
- 6M
- 6.20%
- 1Y
- 33.08%
- 3Y*
- 13.40%
- 5Y*
- 9.45%
- 10Y*
- —
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%
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SIVLX vs. CNWIX - Expense Ratio Comparison
Both SIVLX and CNWIX have an expense ratio of 1.05%.
Return for Risk
SIVLX vs. CNWIX — Risk / Return Rank
SIVLX
CNWIX
SIVLX vs. CNWIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Seafarer Overseas Value Fund Institutional Class (SIVLX) 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.
| SIVLX | CNWIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.52 | 1.36 | +1.15 |
Sortino ratioReturn per unit of downside risk | 3.06 | 1.78 | +1.28 |
Omega ratioGain probability vs. loss probability | 1.50 | 1.26 | +0.23 |
Calmar ratioReturn relative to maximum drawdown | 2.43 | 1.55 | +0.88 |
Martin ratioReturn relative to average drawdown | 9.89 | 6.05 | +3.85 |
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
| SIVLX | CNWIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.52 | 1.36 | +1.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | 0.12 | +0.71 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.35 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.27 | +0.47 |
Correlation
The correlation between SIVLX and CNWIX is 0.71, 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
SIVLX vs. CNWIX - Dividend Comparison
SIVLX's dividend yield for the trailing twelve months is around 4.98%, more than CNWIX's 0.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SIVLX Seafarer Overseas Value Fund Institutional Class | 4.98% | 5.05% | 4.23% | 2.93% | 1.70% | 3.56% | 1.38% | 3.06% | 3.30% | 3.41% | 0.00% | 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
SIVLX vs. CNWIX - Drawdown Comparison
The maximum SIVLX drawdown since its inception was -33.09%, smaller than the maximum CNWIX drawdown of -43.57%. Use the drawdown chart below to compare losses from any high point for SIVLX and CNWIX.
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Drawdown Indicators
| SIVLX | CNWIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.09% | -43.57% | +10.48% |
Max Drawdown (1Y)Largest decline over 1 year | -12.51% | -16.28% | +3.77% |
Max Drawdown (5Y)Largest decline over 5 years | -16.39% | -37.47% | +21.08% |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.57% | — |
Current DrawdownCurrent decline from peak | -12.51% | -16.28% | +3.77% |
Average DrawdownAverage peak-to-trough decline | -5.60% | -16.56% | +10.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.07% | 4.17% | -1.10% |
Volatility
SIVLX vs. CNWIX - Volatility Comparison
The current volatility for Seafarer Overseas Value Fund Institutional Class (SIVLX) is 6.19%, while Calamos Evolving World Growth Fund Class I (CNWIX) has a volatility of 10.65%. This indicates that SIVLX 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.
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Volatility by Period
| SIVLX | CNWIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.19% | 10.65% | -4.46% |
Volatility (6M)Calculated over the trailing 6-month period | 9.10% | 16.88% | -7.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.58% | 20.17% | -7.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.50% | 17.53% | -6.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.55% | 24.07% | -11.52% |