Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCD (Calamos Dynamic Convertible) | 27.91% | 42.97% | 14.24% | 6.15% | 14.43% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/27/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCD (Calamos Dynamic Convertible) | 03/27/2015 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.65 | 42.97 | 14.24 | 6.15 | 14.43 | NA | NA | … | … | 27.91 | -4.24 | 35.86 | 7.98 | -28.03 | 20.35 | 45.75 | 42.32 | -9.62 | 26.09 | 8.68 | -22.81 |
| Sharpe Ratio | NA | 2.20 | 0.68 | 0.13 | 0.49 | NA | NA | … | … | 3.47 | -0.38 | 2.05 | 0.23 | -1.06 | 1.01 | 0.74 | 2.67 | -0.59 | 2.39 | 0.46 | -1.34 |
| Standard Deviation(%) | NA | 17.48 | 18.27 | 20.29 | 26.39 | NA | NA | … | … | 21.69 | 18.96 | 15.75 | 18.66 | 27.80 | 20.16 | 61.18 | 15.28 | 18.79 | 10.67 | 18.45 | 21.51 |
| Draw Down(%) | NA | 11.08 | 25.88 | 37.57 | 55.42 | NA | NA | … | … | 11.08 | 21.50 | 7.76 | 25.88 | 33.67 | 11.46 | 55.42 | 10.97 | 26.91 | 5.56 | 17.71 | 28.21 |
| Yield(%) | 0.00 | 11.64 | 9.81 | 7.37 | 12.07 | 6.33 | 4.75 | … | … | 3.70 | 9.64 | 11.96 | 11.35 | 7.45 | 8.45 | 9.37 | 11.84 | 9.99 | 10.87 | 11.05 | 5.34 |
Data as of 06/04/2026, Common starting date is 03/27/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCD (Calamos Dynamic Convertible) |
-3.87%
Feb 2021 – Feb 2024 |
1.98%
Mar 2021 – Mar 2026 |
8.43%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCD (Calamos Dynamic Convertible) |
35.65%
Dec 2018 – Dec 2021 |
26.38%
Feb 2016 – Feb 2021 |
14.53%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart