Calamos Convertible A
for period ending December 31, 2022
This portfolio is provided by Calamos.
CCVIX is the ticker for this portfolio. This ticker appears in the scatterplots below and on the Summary Page showing all portfolios. You can invest in this portfolio using the ticker "CCVIX" at your favorite brokerage. See
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Risk vs. return for CCVIX: The scatterplots below show the best portfolios as dots closest to the green smiley the at top left of each scatterplot. The yellow dot shows the total return and risk for this portfolio. The risk is measured by maximum loss over each period. Any dot closer to the top left corner has shown better performance using this metric.
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Total Return,
Risk and Volatility,
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Maximum Drawdown vs. Annual Return
●CCVIX●Peer group recipes●All other recipes●S&P 500 (SPY)●U.S. Bonds (BND)●Balanced (60% Equity / 40% Bonds)
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●CCVIX and the identities of all the
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Description Calamos Convertible A gives investors access to a multi-strategy, income portfolio that uses convertible securities. This portfolio is a mutual fund and implements a particular asset allocation approach that is directed by the fund manager.
Category Tactical: Managed
Ingredients used This portfolio invests in convertible securities.
Peer Group Tactical: Managed. See
How to Invest, below. You can see how this portfolio has performed compared to its peers by clicking on any "Rank: Group" link in the Compare sections, below.
Methodology This portfolio is a mutual fund and its holdings are determined by the fund's manager, Calamos. The investment seeks current income, with growth as its secondary objective. The fund invests mainly in a diversified portfolio of convertible securities issued by both U.S. and foreign companies without regard to market capitalization. It invests at least 80% of its net assets (plus any borrowings) in convertible securities. The average term to maturity of the convertible securities purchased by the fund will typically range from two to ten years. The fund may invest up to 25% of its net assets in foreign securities, but generally will invest approximately 5% to 15% of its net assets in foreign securities. You may consult www.calamos.com for details on how this manager chooses particular assets for inclusion in this fund.
Cost- Since this is a mutual fund, you can purchase this directly through your broker using the ticker CCVIXSee How to Invest, below.
- Fund fees. The manager of this fund charges a percentage of assets under management as its fee.
- Additional fees. If a financial adviser purchases this fund on your behalf, they may also charge a fee.
You can invest in this portfolio by buying the ticker symbol "CCVIX" at your favorite brokerage. The full set of risk and return metrics for this recipe are available to VizMetrics subscribers.
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You do not need to adjust the composition of this portfolio. While the underlying assets in this portfolio may change, the portfolio manager handles the details of buying and selling these underlying asset ingredients.
for period ending December 31, 2022
Downside Deviation vs. Annual Return
●CCVIX●Peer group recipes●All other recipes●S&P 500 (SPY)●U.S. Bonds (BND)●Balanced (60% Equity / 40% Bonds)
The location of
●CCVIX and the identities of all the
● portfolios on the 3, 5, 7, and 10 year graphs are available to subscribers only.
Upgrade your subscription. Only $15 per month. Cancel anytime.
Standard Deviation vs. Annual Return
●CCVIX●Peer group recipes●All other recipes●S&P 500 (SPY)●U.S. Bonds (BND)●Balanced (60% Equity / 40% Bonds)
The location of
●CCVIX and the identities of all the
● portfolios on the 3, 5, 7, and 10 year graphs are available to subscribers only.
Upgrade your subscription. Only $15 per month. Cancel anytime.
for period ending December 31, 2022
5-year graph ●CCVIX●Global equities (ACWI)●U.S. equities (SPY)●U.S. bonds (BND)●60% Equity / 40% Bonds (s.6040)
for period ending December 31, 2022
for period ending December 31, 2022
| | 1 year | 3 year | 5 year | 7 year | 10 year | 15 year |
| to Global Stocks (ACWI) | 0.88 | 0.88 | 0.87 | 0.87 | 0.87 | |
| to S&P500 (SPY) | 0.91 | 0.87 | 0.87 | 0.86 | 0.87 | 0.87 |
| to U.S. Bonds (BND) | 0.63 | 0.57 | 0.46 | 0.40 | 0.35 | 0.29 |
| to Commodities (DBC) | 0.13 | 0.46 | 0.48 | 0.44 | 0.42 | 0.52 |
| to Gold (GLD) | 0.30 | 0.26 | 0.19 | 0.10 | 0.10 | 0.18 |
