CHW vs IBMP

Comparison between Calamos Global Dynamic Income Fund (CHW, ETF) and ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF (IBMP, ETF).

5-Year PerformanceCHW has outperformed IBMP, delivering a return of +4.9% compared to +0.5%

CHW vs IBMP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CHW(ETF)	IBMP(ETF)
Net Assets	$643M	$643M
Expense Ratio	N/A	0.18%
Max Drawdown	72.87%	15.24%
Sharpe Ratio	1.52	-1.13
5Y Beta	0.88	0.01
5Y Dividends CAGR	-4.71%	18.82%

Net Assets

CHW

$643M

Winner

IBMP

$643M

Expense Ratio

CHW

N/A

IBMP

0.18%

Max Drawdown

CHW

72.87%

Winner

IBMP

15.24%

Sharpe Ratio

Winner

CHW

1.52

IBMP

-1.13

5Y Beta

CHW

0.88

Winner

IBMP

0.01

5Y Dividends CAGR

CHW

-4.71%

Winner

IBMP

18.82%

CHW vs IBMP - Historical Returns

Returns include dividend reinvestment.

Period	CHW	IBMP
1 month	-2.67%	+0.30%
3 months	+10.07%	+0.63%
6 months	+14.90%	+0.95%
1 year	+31.52%	+2.62%
5 years(CAGR)	+4.90%	+0.53%
10 years(CAGR)	+12.14%	N/A
Max(CAGR)	+7.20%	+1.92%

CHW

-2.67%

Winner

IBMP

+0.30%

Winner

CHW

+10.07%

IBMP

+0.63%

Winner

CHW

+14.90%

IBMP

+0.95%

Winner

CHW

+31.52%

IBMP

+2.62%

5Y(CAGR)

Winner

CHW

+4.90%

IBMP

+0.53%

10Y(CAGR)

CHW

+12.14%

IBMP

N/A

Max(CAGR)

Winner

CHW

+7.20%

IBMP

+1.92%

CHW vs IBMP - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	CHW	IBMP
2026	+20.75%	+1.25%
2025	+20.25%	+3.36%
2024	+29.15%	+1.36%
2023	+13.92%	+3.22%
2022	-37.66%	-5.93%
2021	+16.61%	-0.14%
2020	+22.85%	+6.10%
2019	+42.73%	+4.88%
2018	-20.91%	N/A
2017	+44.00%	N/A
2016	+9.71%	N/A
2015	-11.37%	N/A
2014	+13.84%	N/A
2013	+14.81%	N/A
2012	+22.73%	N/A
2011	-7.00%	N/A
2010	+13.76%	N/A
2009	+45.50%	N/A
2008	-47.92%	N/A
2007	-11.08%	N/A

CHW vs IBMP Drawdown Comparison

The maximum drawdown for CHW was -66.81%, occurring on Nov 20, 2008. Recovery took 1371 trading sessions.

The maximum drawdown for IBMP was -15.24%, occurring on Mar 20, 2020. Recovery took 88 trading sessions.

The current CHW drawdown is -3.83%. The current IBMP drawdown is -0.07%.

Rank	CHW	IBMP
#1	-66.81% Jul 26, 2007 - Jan 4, 2013	-15.24% Mar 9, 2020 - Jul 14, 2020
#2	-53.47% Feb 20, 2020 - Aug 31, 2020	-10.10% Feb 11, 2021 - Aug 1, 2025
#3	-46.07% Jul 29, 2021 - Sep 19, 2025	-2.24% Aug 15, 2019 - Jan 10, 2020
#4	-31.90% Sep 12, 2018 - Nov 4, 2019	-1.27% Aug 7, 2020 - Nov 20, 2020
#5	-29.24% Jul 24, 2014 - Feb 7, 2017	-0.59% Sep 18, 2025 - Dec 19, 2025
#6	-15.50% Feb 25, 2026 - Apr 27, 2026	-0.55% Mar 2, 2026 - Jun 4, 2026
#7	-11.96% Oct 13, 2020 - Nov 11, 2020	-0.44% Jan 6, 2021 - Jan 27, 2021
#8	-11.53% May 14, 2013 - Oct 22, 2013	-0.42% Jan 31, 2020 - Feb 19, 2020
#9	-10.79% Jan 26, 2018 - Sep 12, 2018	-0.32% Apr 11, 2019 - Apr 24, 2019
#10	-7.74% Oct 9, 2025 - Jan 9, 2026	-0.25% Feb 27, 2020 - Mar 6, 2020
#11	-7.11% Aug 31, 2020 - Oct 7, 2020	-0.24% Jun 3, 2019 - Jun 19, 2019
#12	-6.63% May 14, 2026 - May 27, 2026	-0.21% Jul 2, 2019 - Jul 9, 2019
#13	-6.56% Apr 12, 2021 - Jun 8, 2021	-0.20% Aug 8, 2019 - Aug 13, 2019
#14	-6.34% Jun 2, 2026 - Jun 10, 2026	-0.20% Jan 9, 2026 - Jan 20, 2026
#15	-6.30% Aug 7, 2017 - Sep 19, 2017	-0.16% Jun 19, 2019 - Jun 27, 2019

Correlation

Correlation between CHW and IBMP is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84

-101

Dividend Comparison (2007 - 2026)

CHW vs IBMP dividend yield comparison.

Year	CHW	IBMP
2026	3.57%	1.26%
2025	8.10%	2.47%
2024	8.89%	2.35%
2023	10.40%	2.05%
2022	13.62%	1.26%
2021	8.43%	0.86%
2020	8.79%	1.16%
2019	9.67%	1.06%
2018	12.82%	0.00%
2017	9.25%	0.00%
2016	12.05%	0.00%
2015	11.73%	0.00%
2014	8.93%	0.00%
2013	8.29%	0.00%
2012	8.91%	0.00%
2011	8.22%	0.00%
2010	7.17%	0.00%
2009	10.05%	0.00%
2008	21.28%	0.00%
2007	5.21%	0.00%