CHW vs SPY
Comparison between Calamos Global Dynamic Income Fund (CHW, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed CHW, delivering a return of +13.3% compared to +5.4%
CHW vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
CHW vs SPY - Historical Returns
Returns include dividend reinvestment.
CHW vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | CHW | SPY |
|---|---|---|
| 2026 | +19.65% | +8.26% |
| 2025 | +20.25% | +18.00% |
| 2024 | +29.15% | +25.59% |
| 2023 | +13.92% | +26.72% |
| 2022 | -37.66% | -18.64% |
| 2021 | +16.61% | +30.52% |
| 2020 | +22.85% | +17.28% |
| 2019 | +42.73% | +31.09% |
| 2018 | -20.91% | -5.24% |
| 2017 | +44.00% | +20.78% |
| 2016 | +9.71% | +13.59% |
| 2015 | -11.37% | +1.31% |
| 2014 | +13.84% | +14.56% |
| 2013 | +14.81% | +29.00% |
| 2012 | +22.73% | +14.17% |
| 2011 | -7.00% | +0.85% |
| 2010 | +13.76% | +13.14% |
| 2009 | +45.50% | +22.67% |
| 2008 | -47.92% | -36.25% |
| 2007 | -11.08% | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
CHW vs SPY Drawdown Comparison
The maximum drawdown for CHW was -66.81%, occurring on Nov 20, 2008. Recovery took 1371 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current CHW drawdown is -4.70%. The current SPY drawdown is -2.90%.
| Rank | CHW | SPY |
|---|---|---|
| #1 | -66.81% Jul 26, 2007 - Jan 4, 2013 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -53.47% Feb 20, 2020 - Aug 31, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -46.07% Jul 29, 2021 - Sep 19, 2025 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -31.90% Sep 12, 2018 - Nov 4, 2019 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -29.24% Jul 24, 2014 - Feb 7, 2017 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -15.50% Feb 25, 2026 - Apr 27, 2026 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -11.96% Oct 13, 2020 - Nov 11, 2020 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -11.53% May 14, 2013 - Oct 22, 2013 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -10.79% Jan 26, 2018 - Sep 12, 2018 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -7.74% Oct 9, 2025 - Jan 9, 2026 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -7.11% Aug 31, 2020 - Oct 7, 2020 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -6.63% May 14, 2026 - May 27, 2026 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -6.56% Apr 12, 2021 - Jun 8, 2021 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -6.30% Aug 7, 2017 - Sep 19, 2017 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -5.93% Jan 23, 2014 - Feb 18, 2014 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between CHW and SPY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
CHW vs SPY dividend yield comparison.
| Year | CHW | SPY |
|---|---|---|
| 2026 | 2.29% | 0.24% |
| 2025 | 8.10% | 1.07% |
| 2024 | 8.89% | 1.21% |
| 2023 | 10.40% | 1.40% |
| 2022 | 13.62% | 1.65% |
| 2021 | 8.43% | 1.20% |
| 2020 | 8.79% | 1.52% |
| 2019 | 9.67% | 1.75% |
| 2018 | 12.82% | 2.04% |
| 2017 | 9.25% | 1.80% |
| 2016 | 12.05% | 2.03% |
| 2015 | 11.73% | 2.06% |
| 2014 | 8.93% | 1.87% |
| 2013 | 8.29% | 1.81% |
| 2012 | 8.91% | 2.18% |
| 2011 | 8.22% | 2.05% |
| 2010 | 7.17% | 1.80% |
| 2009 | 10.05% | 1.95% |
| 2008 | 21.28% | 3.02% |
| 2007 | 5.21% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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