LDP vs CHW

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

5-Year PerformanceCHW has outperformed LDP, delivering a return of +6.0% compared to +3.1%

LDP vs CHW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LDP(ETF)	CHW(ETF)
Net Assets	$649M	$650M
Max Drawdown	50.18%	72.87%
Sharpe Ratio	0.55	1.97
5Y Beta	0.39	0.88
5Y Dividends CAGR	-0.30%	-5.00%

Net Assets

LDP

$649M

Winner

CHW

$650M

Max Drawdown

Winner

LDP

50.18%

CHW

72.87%

Sharpe Ratio

LDP

0.55

Winner

CHW

1.97

5Y Beta

Winner

LDP

0.39

CHW

0.88

5Y Dividends CAGR

Winner

LDP

-0.30%

CHW

-5.00%

LDP vs CHW - Historical Returns

Returns include dividend reinvestment.

Period	LDP	CHW
1 month	+3.72%	+6.81%
3 months	+3.49%	+21.99%
6 months	+2.25%	+29.95%
1 year	+8.99%	+42.06%
5 years(CAGR)	+3.11%	+6.03%
10 years(CAGR)	+6.46%	+13.12%
Max(CAGR)	+6.78%	+7.39%

LDP

+3.72%

Winner

CHW

+6.81%

LDP

+3.49%

Winner

CHW

+21.99%

LDP

+2.25%

Winner

CHW

+29.95%

LDP

+8.99%

Winner

CHW

+42.06%

5Y(CAGR)

LDP

+3.11%

Winner

CHW

+6.03%

10Y(CAGR)

LDP

+6.46%

Winner

CHW

+13.12%

Max(CAGR)

LDP

+6.78%

Winner

CHW

+7.39%

LDP vs CHW - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	LDP	CHW
2026	+1.34%	+24.07%
2025	+11.97%	+20.25%
2024	+17.42%	+29.15%
2023	+4.46%	+13.92%
2022	-21.82%	-37.66%
2021	+8.45%	+16.61%
2020	+9.41%	+22.85%
2019	+27.43%	+42.73%
2018	-9.51%	-20.91%
2017	+13.98%	+44.00%
2016	+17.42%	+9.71%
2015	+6.00%	-11.37%
2014	+8.99%	+13.84%
2013	-3.31%	+14.81%
2012	+2.69%	+22.73%
2011	N/A	-7.00%
2010	N/A	+13.76%
2009	N/A	+45.50%
2008	N/A	-47.92%
2007	N/A	-11.08%

LDP vs CHW Drawdown Comparison

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

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

The current LDP drawdown is -0.50%. The current CHW drawdown is -1.18%.

Rank	LDP	CHW
#1	-49.59% Feb 19, 2020 - Dec 17, 2020	-66.81% Jul 26, 2007 - Jan 4, 2013
#2	-32.20% Oct 13, 2021 - Sep 24, 2024	-53.47% Feb 20, 2020 - Aug 31, 2020
#3	-20.27% Sep 20, 2017 - Apr 3, 2019	-46.07% Jul 29, 2021 - Sep 19, 2025
#4	-17.06% Mar 28, 2013 - Jun 19, 2014	-31.90% Sep 12, 2018 - Nov 4, 2019
#5	-12.02% Oct 16, 2024 - Jun 11, 2025	-29.24% Jul 24, 2014 - Feb 7, 2017
#6	-10.95% Sep 7, 2016 - Jan 26, 2017	-15.50% Feb 25, 2026 - Apr 27, 2026
#7	-9.38% Feb 25, 2026 - Mar 30, 2026	-11.96% Oct 13, 2020 - Nov 11, 2020
#8	-8.38% Aug 4, 2015 - Mar 2, 2016	-11.53% May 14, 2013 - Oct 22, 2013
#9	-6.87% Sep 3, 2014 - Mar 5, 2015	-10.79% Jan 26, 2018 - Sep 12, 2018
#10	-5.72% Dec 31, 2020 - Apr 1, 2021	-7.74% Oct 9, 2025 - Jan 9, 2026
#11	-5.48% Apr 9, 2015 - Aug 4, 2015	-7.11% Aug 31, 2020 - Oct 7, 2020
#12	-5.41% May 4, 2021 - Jul 2, 2021	-6.63% May 14, 2026 - May 27, 2026
#13	-5.09% Jul 1, 2014 - Aug 29, 2014	-6.56% Apr 12, 2021 - Jun 8, 2021
#14	-4.79% Nov 11, 2025 - Feb 25, 2026	-6.34% Jun 2, 2026 - Jun 10, 2026
#15	-4.70% Aug 10, 2012 - Nov 6, 2012	-6.30% Aug 7, 2017 - Sep 19, 2017

Correlation

Correlation between LDP and CHW is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2007 - 2026)

LDP vs CHW dividend yield comparison.

Year	LDP	CHW
2026	3.77%	2.78%
2025	7.43%	8.10%
2024	7.78%	8.89%
2023	8.66%	10.40%
2022	8.52%	13.62%
2021	7.99%	8.43%
2020	6.74%	8.79%
2019	7.14%	9.67%
2018	8.58%	12.82%
2017	7.56%	9.25%
2016	7.67%	12.05%
2015	8.31%	11.73%
2014	9.59%	8.93%
2013	8.41%	8.29%
2012	2.70%	8.91%
2011	0.00%	8.22%
2010	0.00%	7.17%
2009	0.00%	10.05%
2008	0.00%	21.28%
2007	0.00%	5.21%