Select Page
Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
CCD (Calamos Dynamic Convertible) -11.56% -3.02% 8.01% 8.36% 9.23% NA NA 8.34%
Data as of 07/09/2025, AR inception is 03/27/2015
More Performance Analytics Comparison
Name Start Date End Date
CCD (Calamos Dynamic Convertible) 03/27/2015 07/09/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Annualized Return (%) 1.23 -3.02 8.01 8.36 9.23 NA NA 8.34 -11.56 35.86 7.98 -28.03 20.35 45.75 42.32 -9.62 26.09 8.68 -22.81
Sharpe Ratio NA -0.21 0.29 0.32 0.30 NA NA 0.25 -1.15 2.05 0.23 -1.06 1.01 0.74 2.67 -0.59 2.39 0.46 -1.34
Standard Deviation(%) NA 19.88 19.48 21.28 26.66 NA NA 26.46 22.53 15.75 18.66 27.80 20.16 61.18 15.28 18.79 10.67 18.45 21.51
Draw Down(%) NA 22.30 25.88 37.57 55.42 NA NA 55.42 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 9.98 10.43 10.36 9.37 5.76 4.32 8.64 4.02 11.96 11.35 7.45 8.45 9.37 11.84 9.99 10.87 11.05 5.34
Data as of 07/09/2025, AR inception 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
2.62%
Apr 2015 - Apr 2020
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
9.17%
Jun 2015 - Jun 2025
0.00%
NA
Annualized Rolling Returns Comparison Chart