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VEMIX vs. CNWIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

VEMIX vs. CNWIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Emerging Markets Stock Index Fund Institutional Shares (VEMIX) and Calamos Evolving World Growth Fund Class I (CNWIX). The values are adjusted to include any dividend payments, if applicable.

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VEMIX vs. CNWIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VEMIX
Vanguard Emerging Markets Stock Index Fund Institutional Shares
-2.51%24.80%11.38%8.85%-17.75%0.91%15.26%20.35%-14.55%31.42%
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, VEMIX achieves a -2.51% return, which is significantly lower than CNWIX's 4.79% return. Over the past 10 years, VEMIX has underperformed CNWIX with an annualized return of 7.32%, while CNWIX has yielded a comparatively higher 8.36% annualized return.


VEMIX

1D
-0.84%
1M
-9.72%
YTD
-2.51%
6M
-1.15%
1Y
19.17%
3Y*
12.50%
5Y*
3.40%
10Y*
7.32%

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)

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VEMIX vs. CNWIX - Expense Ratio Comparison

VEMIX has a 0.10% expense ratio, which is lower than CNWIX's 1.05% expense ratio.


Return for Risk

VEMIX vs. CNWIX — Risk / Return Rank

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

VEMIX
VEMIX Risk / Return Rank: 6767
Overall Rank
VEMIX Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
VEMIX Sortino Ratio Rank: 7070
Sortino Ratio Rank
VEMIX Omega Ratio Rank: 6464
Omega Ratio Rank
VEMIX Calmar Ratio Rank: 6868
Calmar Ratio Rank
VEMIX Martin Ratio Rank: 6060
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.

VEMIX vs. CNWIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Emerging Markets Stock Index Fund Institutional Shares (VEMIX) 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.


VEMIXCNWIXDifference

Sharpe ratio

Return per unit of total volatility

1.24

1.36

-0.13

Sortino ratio

Return per unit of downside risk

1.70

1.78

-0.07

Omega ratio

Gain probability vs. loss probability

1.24

1.26

-0.03

Calmar ratio

Return relative to maximum drawdown

1.53

1.55

-0.01

Martin ratio

Return relative to average drawdown

5.69

6.05

-0.36

VEMIX vs. CNWIX - Sharpe Ratio Comparison

The current VEMIX Sharpe Ratio is 1.24, which is comparable to the CNWIX Sharpe Ratio of 1.36. The chart below compares the historical Sharpe Ratios of VEMIX 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.


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Sharpe Ratios by Period


VEMIXCNWIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.24

1.36

-0.13

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.23

0.12

+0.11

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.45

0.35

+0.10

Sharpe Ratio (All Time)

Calculated using the full available price history

0.33

0.27

+0.07

Correlation

The correlation between VEMIX and CNWIX is 0.93, 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

VEMIX vs. CNWIX - Dividend Comparison

VEMIX's dividend yield for the trailing twelve months is around 2.76%, more than CNWIX's 0.06% yield.


TTM20252024202320222021202020192018201720162015
VEMIX
Vanguard Emerging Markets Stock Index Fund Institutional Shares
2.76%2.77%3.17%3.51%4.09%2.61%1.90%3.23%2.89%2.33%2.55%2.51%
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

VEMIX vs. CNWIX - Drawdown Comparison

The maximum VEMIX drawdown since its inception was -66.43%, which is greater than CNWIX's maximum drawdown of -43.57%. Use the drawdown chart below to compare losses from any high point for VEMIX and CNWIX.


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Drawdown Indicators


VEMIXCNWIXDifference

Max Drawdown

Largest peak-to-trough decline

-66.43%

-43.57%

-22.86%

Max Drawdown (1Y)

Largest decline over 1 year

-11.09%

-16.28%

+5.19%

Max Drawdown (5Y)

Largest decline over 5 years

-32.56%

-37.47%

+4.91%

Max Drawdown (10Y)

Largest decline over 10 years

-36.04%

-43.57%

+7.53%

Current Drawdown

Current decline from peak

-11.05%

-16.28%

+5.23%

Average Drawdown

Average peak-to-trough decline

-16.08%

-16.56%

+0.48%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.99%

4.17%

-1.18%

Volatility

VEMIX vs. CNWIX - Volatility Comparison

The current volatility for Vanguard Emerging Markets Stock Index Fund Institutional Shares (VEMIX) is 6.36%, while Calamos Evolving World Growth Fund Class I (CNWIX) has a volatility of 10.65%. This indicates that VEMIX 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


VEMIXCNWIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.36%

10.65%

-4.29%

Volatility (6M)

Calculated over the trailing 6-month period

10.71%

16.88%

-6.17%

Volatility (1Y)

Calculated over the trailing 1-year period

15.25%

20.17%

-4.92%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.18%

17.53%

-2.35%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.37%

24.07%

-7.70%