LDP vs CCD

Comparison between Cohen & Steers Ltd Duration Preferred and Income Fund Inc (LDP, ETF) and Calamos Dynamic Convertible and Income Fund (CCD, ETF).

5-Year PerformanceCCD has outperformed LDP, delivering a return of +5.5% compared to +3.0%

LDP vs CCD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LDP(ETF)	CCD(ETF)
Net Assets	$649M	$648M
Max Drawdown	50.18%	60.86%
Sharpe Ratio	0.48	1.72
5Y Beta	0.40	0.75
5Y Dividends CAGR	-2.01%	2.03%

Net Assets

Winner

LDP

$649M

CCD

$648M

Max Drawdown

Winner

LDP

50.18%

CCD

60.86%

Sharpe Ratio

LDP

0.48

Winner

CCD

1.72

5Y Beta

Winner

LDP

0.40

CCD

0.75

5Y Dividends CAGR

LDP

-2.01%

Winner

CCD

2.03%

LDP vs CCD - Historical Returns

Returns include dividend reinvestment.

Period	LDP	CCD
1 month	-0.67%	+1.51%
3 months	-0.03%	+14.95%
6 months	+0.25%	+22.46%
1 year	+7.69%	+38.63%
5 years(CAGR)	+3.01%	+5.49%
10 years(CAGR)	+6.40%	+14.11%
Max(CAGR)	+6.67%	+10.31%

LDP

-0.67%

Winner

CCD

+1.51%

LDP

-0.03%

Winner

CCD

+14.95%

LDP

+0.25%

Winner

CCD

+22.46%

LDP

+7.69%

Winner

CCD

+38.63%

5Y(CAGR)

LDP

+3.01%

Winner

CCD

+5.49%

10Y(CAGR)

LDP

+6.40%

Winner

CCD

+14.11%

Max(CAGR)

LDP

+6.67%

Winner

CCD

+10.31%

LDP vs CCD - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	LDP	CCD
2026	-0.32%	+22.52%
2025	+11.97%	-4.09%
2024	+17.42%	+37.39%
2023	+4.46%	+7.41%
2022	-21.82%	-27.83%
2021	+8.45%	+22.43%
2020	+9.41%	+44.67%
2019	+27.43%	+37.30%
2018	-9.51%	-9.57%
2017	+13.98%	+25.52%
2016	+17.42%	+8.14%
2015	+6.00%	-22.81%
2014	+8.99%	N/A
2013	-3.31%	N/A
2012	+2.69%	N/A

LDP vs CCD Drawdown Comparison

The maximum drawdown for LDP was -49.59%, occurring on Mar 18, 2020. Recovery took 211 trading sessions.

The maximum drawdown for CCD was -55.32%, occurring on Mar 18, 2020. Recovery took 94 trading sessions.

The current LDP drawdown is -2.12%. The current CCD drawdown is -3.51%.

Rank	LDP	CCD
#1	-49.59% Feb 19, 2020 - Dec 17, 2020	-55.32% Feb 20, 2020 - Jul 6, 2020
#2	-32.20% Oct 13, 2021 - Sep 24, 2024	-37.54% Nov 9, 2021 - Sep 19, 2024
#3	-20.27% Sep 20, 2017 - Apr 3, 2019	-36.95% Apr 24, 2015 - Jul 12, 2017
#4	-17.06% Mar 28, 2013 - Jun 19, 2014	-26.91% Sep 12, 2018 - Jul 19, 2019
#5	-12.02% Oct 16, 2024 - Jun 11, 2025	-22.28% Oct 10, 2024 - Jan 15, 2026
#6	-10.95% Sep 7, 2016 - Jan 26, 2017	-11.42% Jan 24, 2018 - Apr 20, 2018
#7	-9.38% Feb 25, 2026 - Mar 30, 2026	-11.34% Mar 2, 2021 - Oct 19, 2021
#8	-8.38% Aug 4, 2015 - Mar 2, 2016	-11.08% Feb 20, 2026 - Apr 8, 2026
#9	-6.87% Sep 3, 2014 - Mar 5, 2015	-9.88% Oct 12, 2020 - Nov 6, 2020
#10	-5.72% Dec 31, 2020 - Apr 1, 2021	-8.30% Sep 1, 2020 - Oct 7, 2020
#11	-5.48% Apr 9, 2015 - Aug 4, 2015	-7.38% May 6, 2026 - May 26, 2026
#12	-5.41% May 4, 2021 - Jul 2, 2021	-5.92% Feb 12, 2021 - Mar 2, 2021
#13	-5.09% Jul 1, 2014 - Aug 29, 2014	-5.65% Jul 24, 2019 - Oct 17, 2019
#14	-4.79% Nov 11, 2025 - Feb 25, 2026	-5.56% Jul 20, 2017 - Sep 19, 2017
#15	-4.70% Aug 10, 2012 - Nov 6, 2012	-5.00% Jan 22, 2021 - Feb 2, 2021

Correlation

Correlation between LDP and CCD is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2012 - 2026)

LDP vs CCD dividend yield comparison.

Year	LDP	CCD
2026	3.17%	3.12%
2025	7.43%	11.22%
2024	7.78%	9.63%
2023	8.66%	11.83%
2022	8.52%	11.42%
2021	7.99%	7.43%
2020	6.74%	7.11%
2019	7.14%	8.93%
2018	8.58%	12.21%
2017	7.56%	9.99%
2016	7.67%	11.43%
2015	8.31%	7.40%
2014	9.59%	0.00%
2013	8.41%	0.00%
2012	2.70%	0.00%