If You Invested in Calamos Dynamic Convertible and Income Fund (CCD)
Looking for the live price? See the CCD quote & overviewWhat $1,000 or $10,000 in CCD Would Be Worth Today
Real historical value by amount invested and how long ago| If you invested | 1 year ago | 5 years ago | 10 years ago | Since Jul 9, 2015 |
|---|---|---|---|---|
| $1,000 | $1,248 +25% | $806 -19% | $1,385 +38% | $1,121 +12% |
| $10,000 | $12,482 +25% | $8,056 -19% | $13,847 +38% | $11,207 +12% |
Based on real historical closing prices through the latest market close. Past performance does not guarantee future results.
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Choose your own date and amount for CCD$1,000 Investment Over Time
CCD vs S&P 500Year-by-Year Returns
CCD annual performance| Year | Start Price | End Price | Annual Return | Cumulative |
|---|---|---|---|---|
| 2017 | $17.68 | $20.07 | +13.5% | +13.5% |
| 2018 | $20.06 | $16.41 | -18.2% | -7.2% |
| 2019 | $16.92 | $21.16 | +25.1% | +19.7% |
| 2020 | $21.39 | $28.17 | +31.7% | +59.3% |
| 2021 | $27.69 | $31.49 | +13.7% | +78.1% |
| 2022 | $31.39 | $20.49 | -34.7% | +15.9% |
| 2023 | $20.61 | $19.78 | -4.0% | +11.9% |
| 2024 | $19.56 | $24.30 | +24.3% | +37.5% |
| 2025 | $24.27 | $20.86 | -14.1% | +18.0% |
| 2026 | $21.10 | $25.45 | +20.6% | +43.9% |
About Calamos Dynamic Convertible and Income Fund
Financial Services · NASDAQ
Calamos Dynamic Convertible & Income Fund (CCD) is described as a closed-end management investment company. According to available information, its stated investment objective is to provide total return through a combination of current income and capital appreciation. The fund is associated with the finance and insurance sector and the securities and commodity exchanges industry classification.
The fund is reported to invest predominantly in a portfolio that includes convertible securities, investment grade and below investment grade bonds, loans, equity-linked notes, and floating rate securities. This mix reflects a focus on income-generating instruments with potential for capital appreciation, consistent with its objective of total return.
Business focus and investment approach
As a closed-end management investment company, Calamos Dynamic Convertible & Income Fund raises capital and invests it according to its stated objective and policies. The fund’s emphasis on convertible securities and a range of fixed income instruments indicates an approach that combines income generation with exposure to securities that may participate in equity-like upside through conversion features or equity-linked structures, as described in the available profile.
The reference to investment grade and below investment grade bonds, as well as loans and floating rate securities, suggests that the fund’s portfolio can span different credit quality tiers and interest rate structures, within the scope described. Equity-linked notes are also cited as part of the investment universe, indicating exposure to instruments whose performance is tied to underlying equity or equity index behavior, as stated in the profile.
Relationship to Calamos Investments
Press releases about Calamos Investments LLC describe Calamos as a diversified global investment firm offering strategies that include alternatives, multi-asset, convertible, fixed income, private credit, equity, and sustainable equity. These releases also note that Calamos offers strategies through ETFs, mutual funds, closed-end funds, interval funds, UCITS funds, and separately managed portfolios. While these press releases focus on other Calamos products, they provide context that Calamos, through its subsidiaries, is active in managing closed-end funds and other vehicles.
In multiple releases, Calamos Investments LLC is described as headquartered in the Chicago metropolitan area, with additional offices in New York, San Francisco, Milwaukee, Portland (Oregon), and the Miami area. The releases also state that Calamos operates through subsidiaries including Calamos Advisors LLC, Calamos Wealth Management LLC, Calamos Investments LLP, and Calamos Financial Services LLC.
Sector and industry context
Calamos Dynamic Convertible & Income Fund is associated with the finance and insurance sector and the securities and commodity exchanges industry classification. Within this context, closed-end management investment companies are pooled investment vehicles whose shares are typically listed and traded, and whose portfolios are managed according to specific investment objectives and policies disclosed to investors.
The fund’s focus on convertible securities and income-oriented instruments, as described in the available profile, aligns with the broader capabilities that Calamos public communications attribute to the firm, including experience in alternatives, options-based strategies, and convertible and fixed income investing. However, the detailed product and risk disclosures in the press releases pertain to specific ETFs and other funds and do not directly modify the stated objective of Calamos Dynamic Convertible & Income Fund.
Risk and disclosure considerations
The Calamos press releases repeatedly emphasize that investing involves risks, that loss of principal is possible, and that there can be no assurance that any fund will achieve its investment objective. They also note that investments in funds managed by Calamos are not deposits in a bank and are not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. While these statements are made in connection with other Calamos funds, they illustrate the type of risk disclosures Calamos provides across its product lineup.
For Calamos Dynamic Convertible & Income Fund specifically, investors are typically directed, in Calamos communications about funds, to review the relevant prospectus and summary prospectus for detailed information about investment objectives, risks, charges, and expenses. The press releases also highlight that information in a fund’s prospectus and statement of additional information may be changed and that these documents are not, by themselves, offers to sell or solicitations to buy in jurisdictions where such offers or sales are not permitted.
Position within Calamos product lineup
Across multiple press releases, Calamos describes offering strategies through ETFs, mutual funds, closed-end funds, interval funds, and UCITS funds, as well as separately managed portfolios. Calamos Dynamic Convertible & Income Fund, as a closed-end management investment company, fits within this broader range of vehicles managed or advised by Calamos or its subsidiaries. The firm’s communications also emphasize experience in alternatives, multi-asset, convertible, and fixed income strategies, which is consistent with a fund that invests in convertible securities and income-oriented fixed income instruments, as described in the profile.
Frequently asked questions about Calamos Dynamic Convertible & Income Fund (CCD)
- What is the investment objective of Calamos Dynamic Convertible & Income Fund?
According to the available profile, the fund’s investment objective is to provide total return through a combination of current income and capital appreciation. - What types of securities does CCD invest in?
The profile states that the fund predominantly invests in a portfolio of convertible securities, investment grade and below investment grade bonds, loans, equity-linked notes, and floating rate securities. - How is Calamos Dynamic Convertible & Income Fund classified by sector and industry?
The fund is associated with the finance and insurance sector and the securities and commodity exchanges industry classification. - Who is associated with managing Calamos funds?
Press releases describe Calamos Investments LLC as a diversified global investment firm that offers strategies through ETFs, mutual funds, closed-end funds, interval funds, UCITS funds, and separately managed portfolios, operating through subsidiaries such as Calamos Advisors LLC and Calamos Wealth Management LLC. These communications do not provide a specific named manager for CCD but indicate the broader Calamos platform. - Where is Calamos Investments headquartered?
Multiple press releases state that Calamos Investments is headquartered in the Chicago metropolitan area, with additional offices in New York, San Francisco, Milwaukee, Portland (Oregon), and the Miami area. - What general risk disclosures does Calamos provide about its funds?
In its press releases, Calamos notes that investing involves risks, loss of principal is possible, and there can be no assurance that any fund will achieve its investment objective. It also states that investments in its funds are not bank deposits and are not insured or guaranteed by the FDIC or any other government agency.
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Frequently Asked Questions
Calamos Dynamic Convertible and Income Fund investment returns
How much would $1,000 invested in Calamos Dynamic Convertible and Income Fund be worth today?
If you invested $1,000 in Calamos Dynamic Convertible and Income Fund (CCD) 10 years ago on 2016-07-08, your investment would be worth $1,385 today, representing a +38.5% total return, growing at a compounded rate of 3.3% per year (CAGR).
Has Calamos Dynamic Convertible and Income Fund outperformed the S&P 500?
Over the past 10 years, CCD returned +38.5% compared to +251.6% for the S&P 500, underperforming the benchmark by 213.1 percentage points.
What is Calamos Dynamic Convertible and Income Fund's average annual return?
The compound annual growth rate (CAGR) of CCD over the past 10 years is 3.3%, growing at a compounded rate each year. Individual years vary significantly — CCD's best recent year was 2020 (+31.7%) and worst was 2022 (-34.7%).
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