Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XCCDX (Calamos Dynamic Convertible and Income Fund) | 33.71% | 59.90% | 24.65% | 8.98% | 11.05% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XCCDX (Calamos Dynamic Convertible and Income Fund) | 04/02/2015 | 06/03/2026 |
| 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 (%) | 3.04 | 59.90 | 24.65 | 8.98 | 11.05 | NA | NA | … | … | 33.71 | 22.45 | 9.42 | 12.69 | -28.69 | 7.76 | 58.71 | 19.23 | -7.72 | 7.03 | -5.36 | -13.78 |
| Sharpe Ratio | NA | 2.90 | 1.30 | 0.32 | 0.54 | NA | NA | … | … | 3.74 | 1.00 | 0.54 | 0.76 | -1.33 | 0.47 | 1.97 | 1.57 | -0.68 | 0.87 | -0.49 | -1.49 |
| Standard Deviation(%) | NA | 19.33 | 16.51 | 17.35 | 17.19 | NA | NA | … | … | 23.90 | 19.75 | 10.71 | 12.01 | 22.63 | 16.43 | 29.48 | 11.30 | 13.40 | 7.35 | 11.45 | 12.06 |
| Draw Down(%) | NA | 10.74 | 19.14 | 36.00 | 37.38 | NA | NA | … | … | 10.74 | 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 | 12.65 | 11.98 | 7.81 | 8.25 | 4.56 | 3.42 | … | … | 3.72 | 12.37 | 12.17 | 12.07 | 7.67 | 7.76 | 9.49 | 2.36 | 5.50 | 1.26 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date 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) |
-6.56%
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 |
10.82%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart