CHW vs LONZ
Comparison between Calamos Global Dynamic Income Fund (CHW, ETF) and PIMCO Senior Loan Active ExchangeTraded Fund (LONZ, ETF).
CHW vs LONZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CHW
$586M
LONZ
$585M
Expense Ratio
CHW
N/A
LONZ
0.63%
Max Drawdown
CHW
72.87%
Winner
LONZ
6.03%
Sharpe Ratio
Winner
CHW
1.26
LONZ
0.50
5Y Beta
CHW
0.88
Winner
LONZ
0.10
5Y Dividends CAGR
CHW
-4.42%
LONZ
N/A
CHW vs LONZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CHW
+2.37%
LONZ
+0.89%
3M
CHW
-2.80%
Winner
LONZ
+1.59%
6M
Winner
CHW
+8.57%
LONZ
+4.62%
1Y
Winner
CHW
+26.72%
LONZ
+5.01%
5Y(CAGR)
CHW
+5.08%
Winner
LONZ
+7.42%
10Y(CAGR)
CHW
+11.69%
LONZ
N/A
Max(CAGR)
CHW
+7.12%
Winner
LONZ
+7.42%
CHW vs LONZ - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | CHW | LONZ |
|---|---|---|
| 2026 | +19.76% | +3.26% |
| 2025 | +20.25% | +5.09% |
| 2024 | +29.15% | +9.42% |
| 2023 | +13.92% | +12.26% |
| 2022 | -37.66% | +0.79% |
| 2021 | +16.61% | N/A |
| 2020 | +22.85% | N/A |
| 2019 | +42.73% | N/A |
| 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 LONZ Drawdown Comparison
The maximum drawdown for CHW was -66.81%, occurring on Nov 20, 2008. Recovery took 1371 trading sessions.
The maximum drawdown for LONZ was -4.19%, occurring on Apr 4, 2025. Recovery took 59 trading sessions.
The current CHW drawdown is -4.61%.
| Rank | CHW | LONZ |
|---|---|---|
| #1 | -66.81% Jul 26, 2007 - Jan 4, 2013 | -4.19% Feb 14, 2025 - May 12, 2025 |
| #2 | -53.47% Feb 20, 2020 - Aug 31, 2020 | -4.05% Aug 12, 2022 - Jan 6, 2023 |
| #3 | -46.07% Jul 29, 2021 - Sep 19, 2025 | -3.91% Jun 9, 2022 - Aug 5, 2022 |
| #4 | -31.90% Sep 12, 2018 - Nov 4, 2019 | -2.03% Dec 26, 2025 - Apr 17, 2026 |
| #5 | -29.24% Jul 24, 2014 - Feb 7, 2017 | -2.03% Mar 8, 2023 - Apr 17, 2023 |
| #6 | -15.50% Feb 25, 2026 - Apr 27, 2026 | -1.41% Jul 23, 2024 - Aug 28, 2024 |
| #7 | -11.96% Oct 13, 2020 - Nov 11, 2020 | -0.70% Oct 16, 2023 - Nov 6, 2023 |
| #8 | -11.53% May 14, 2013 - Oct 22, 2013 | -0.69% Jan 19, 2024 - Feb 14, 2024 |
| #9 | -10.79% Jan 26, 2018 - Sep 12, 2018 | -0.57% Oct 7, 2025 - Oct 27, 2025 |
| #10 | -10.58% Jun 2, 2026 - Jul 29, 2026 | -0.54% Sep 28, 2023 - Oct 12, 2023 |
| #11 | -7.74% Oct 9, 2025 - Jan 9, 2026 | -0.52% Dec 16, 2024 - Dec 31, 2024 |
| #12 | -7.11% Aug 31, 2020 - Oct 7, 2020 | -0.44% Feb 14, 2023 - Mar 3, 2023 |
| #13 | -6.63% May 14, 2026 - May 27, 2026 | -0.39% Jun 2, 2026 - Jun 15, 2026 |
| #14 | -6.56% Apr 12, 2021 - Jun 8, 2021 | -0.38% Jan 23, 2025 - Feb 14, 2025 |
| #15 | -6.30% Aug 7, 2017 - Sep 19, 2017 | -0.34% May 14, 2026 - Jun 1, 2026 |
Correlation
Correlation between CHW and LONZ is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (2007 - 2026)
CHW vs LONZ dividend yield comparison.
| Year | CHW | LONZ |
|---|---|---|
| 2026 | 4.32% | 5.15% |
| 2025 | 8.10% | 6.60% |
| 2024 | 8.89% | 8.16% |
| 2023 | 10.40% | 8.29% |
| 2022 | 13.62% | 3.33% |
| 2021 | 8.43% | 0.00% |
| 2020 | 8.79% | 0.00% |
| 2019 | 9.67% | 0.00% |
| 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% |
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