Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| XCCDX (Calamos Dynamic Convertible and Income Fund) | 9.45% | 13.85% | 10.78% | 6.98% | 4.82% | NA | NA | 4.69% |
Data as of 07/11/2025, AR inception is 04/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XCCDX (Calamos Dynamic Convertible and Income Fund) | 04/02/2015 | 07/11/2025 |
| 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 (%) | 0.20 | 13.85 | 10.78 | 6.98 | 4.82 | NA | NA | 4.69 | 9.45 | 9.42 | 12.70 | -28.69 | 7.76 | 58.71 | 19.23 | -7.72 | 7.03 | -5.36 | -13.78 |
| Sharpe Ratio | NA | 0.65 | 0.51 | 0.27 | 0.21 | NA | NA | 0.20 | 0.81 | 0.26 | 0.71 | -1.33 | 0.47 | 1.97 | 1.58 | -0.68 | 0.87 | -0.49 | -1.49 |
| Standard Deviation(%) | NA | 16.30 | 14.50 | 16.56 | 16.44 | NA | NA | 16.28 | 19.66 | 10.71 | 12.02 | 22.63 | 16.43 | 29.48 | 11.30 | 13.40 | 7.35 | 11.45 | 12.06 |
| Draw Down(%) | NA | 19.14 | 19.14 | 36.00 | 37.38 | NA | NA | 37.38 | 18.36 | 7.36 | 14.22 | 32.38 | 12.88 | 37.38 | 7.36 | 17.37 | 3.90 | 15.35 | 17.37 |
| Yield(%) | 0.00 | 12.02 | 11.32 | 9.70 | 6.02 | 3.96 | 2.97 | 5.94 | 5.15 | 12.17 | 12.07 | 7.67 | 7.76 | 9.49 | 2.36 | 5.50 | 1.26 | 0.00 | 0.00 |
Data as of 07/11/2025, AR inception is 04/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XCCDX (Calamos Dynamic Convertible and Income Fund) |
-6.55%
Apr 2021 - Apr 2024 |
-0.14%
May 2015 - May 2020 |
3.60%
May 2015 - May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XCCDX (Calamos Dynamic Convertible and Income Fund) |
26.81%
Dec 2018 - Dec 2021 |
15.85%
Feb 2016 - Feb 2021 |
4.75%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart