Find A Portfolio/Ticker
Comparison Box
CGO: Calamos Global Total Return (CEF)
Basic Info 16.43 0.04(0.24%) September 17
| Asset Class: | World Allocation |
| MyPlanIQ Rating: | (94%) |
| Start Date: | 10/27/2005 |
| Last Dividend Date: | 09/13/2021 |
| 12-Mo. Yield | 7.30% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 09/17/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.3 | 18.5 | 45.6 | 15.4 | 19.0 | 11.0 | 10.3 | 10.3 | 21.3 | 45.1 | -26.1 | 58.2 | 3.0 | -5.0 | 1.9 | 10.4 | 9.8 | 1.4 | 15.3 | 67.9 | -44.3 | 20.7 | 28.2 | -4.8 |
| SR | NA | 1.58 | 2.36 | 0.42 | 0.62 | 0.45 | NA | 0.36 | 0.39 | 2.46 | -1.19 | 3.53 | 0.18 | -0.29 | 0.13 | 0.73 | 0.7 | 0.05 | 0.75 | 1.92 | -0.9 | 0.79 | 1.74 | -1.09 |
| DD(%) | NA | 9.4 | 9.5 | 50.8 | 50.8 | 50.8 | NA | 59.9 | 50.8 | 10.3 | 34.6 | 10.9 | 16.1 | 19.5 | 16.4 | 15.1 | 14.3 | 21.5 | 16.8 | 30.4 | 59.3 | 22.1 | 7.2 | 11.9 |
| SD(%) | NA | 17.1 | 19.3 | 35.1 | 29.4 | 23.7 | NA | 26.5 | 54.2 | 17.8 | 23.0 | 16.4 | 15.6 | 17.3 | 14.6 | 14.1 | 14.0 | 26.8 | 20.4 | 35.2 | 49.9 | 22.6 | 14.4 | 25.2 |
| TR | NA | 0.52 | 19.62 | 1.81 | 1.97 | 0.7 | NA | 0.3 | 3.16 | 0.97 | -0.7 | 0.36 | 0.02 | -0.03 | 0.01 | 0.11 | 0.09 | 0.01 | 0.14 | 0.37 | -0.25 | 0.11 | 0.44 | 1.47 |
| Alpha(%) | NA | 0.1 | 0.16 | 0.08 | 0.09 | 0.05 | NA | 0.05 | 0.15 | 0.14 | -0.1 | 0.11 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.03 | 0.02 | 0.08 | -0.03 | -0.01 | 0.06 | -0.08 |
| Beta(%) | NA | 0.52 | 0.02 | 0.08 | 0.09 | 0.15 | NA | 0.32 | 0.07 | 0.45 | 0.39 | 1.62 | 1.48 | 1.58 | 1.28 | 0.93 | 1.11 | 1.27 | 1.1 | 1.85 | 1.79 | 1.58 | 0.56 | -0.19 |
| RS | NA | 0.12 | 0.01 | 0.01 | 0.01 | 0.03 | NA | 0.08 | 0.01 | 0.04 | 0.07 | 0.15 | 0.64 | 0.56 | 0.35 | 0.24 | 0.44 | 0.47 | 0.35 | 0.54 | 0.51 | 0.32 | 0.08 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/27/2005
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See World Allocation Asset Class Trend Rankings |
Top Rated Funds in World Allocation
Best Mutual Funds
- IVAEX (Ivy Asset Strategy I) 0.78% (98%)
- PAUIX (PIMCO All Asset All Authority Inst) 0.70% (96%)
- PAAIX (PIMCO All Asset Instl) 0.69% (95%)
- WARCX (Wells Fargo Advantage Absolute Ret C) 0.47% (93%)
- RSSCX (Columbia Strategic Allocation C) 0.57% (93%)
- JSPCX (Janus Conservative Allocation T) 0.35% (92%)
- GBMFX (GMO Benchmark-Free Allocation III) 0.49% (91%)
- GBATX (GMO Strategic Opportunities Allc III) 0.84% (91%)
- GMWAX (GMO Global Asset Allocation III) 0.0% (91%)
- MALOX (BlackRock Global Allocation Instl) 0.55% (90%)
Best ETFs
- GAL (SPDR® SSgA Global Allocation ETF) 0.62% (88%)
- GAA (Cambria Global Asset Allocation ETF) 0.53% (76%)
- INKM (SPDR® SSgA Income Allocation ETF) 0.42% (50%)
- GMOM (Cambria Global Momentum ETF) 0.90% (42%)
- RLY (SPDR® SSgA Multi-Asset Real Return ETF) 1.28% (35%)
- MCRO (IQ Hedge Macro Tracker ETF) 0.18% (26%)
- GYLD (Arrow Dow Jones Global Yield ETF) 1.96% (25%)
Best Closed End Funds
- FEO (First Trust/Aberdeen Emerging Opp) 0.07% (98%)
- CHW (Calamos Global Dynamic Income Fund) 0.97% (96%)
- CGO (Calamos Global Total Return) 0.24% (94%)
- JDD (Nuveen Diversified Dividend & Income) 0.09% (74%)
- DEX (Delaware Enhanced Global Div and Inc) 0.39% (73%)
- RCG (RENN Global Entrepreneurs Fund) 0.0% (69%)
Latest Articles Related to CGO
comments powered by Disqus
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
Community Comments