Find A Portfolio/Ticker
Comparison Box
CGO: Calamos Global Total Return (CEF)
Basic Info 12.37 0.08(0.64%) October 21
| Asset Class: | World Allocation |
| MyPlanIQ Rating: | (91%) |
| Start Date: | 10/27/2005 |
| Last Dividend Date: | 04/13/2020 |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 10/20/2020)
Not up-to-date? Try| Last 1 Week* | YTD*(2020) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -3.3 | -4.8 | 6.9 | 4.9 | 10.2 | 7.5 | 7.9 | 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 | -0.08 | 0.19 | 0.12 | 0.34 | 0.29 | 0.27 | 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 | 50.8 | 50.8 | 50.8 | 50.8 | 50.8 | 59.9 | 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 | 59.6 | 53.5 | 35.2 | 29.1 | 24.2 | 26.9 | 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 | -0.04 | 0.08 | 0.03 | 0.08 | 0.06 | 0.05 | 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 | -0.02 | 0.01 | 0.01 | 0.02 | 0.01 | 0.01 | 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 | 1.27 | 1.26 | 1.23 | 1.28 | 1.25 | 1.42 | 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 | 0.18 | 0.18 | 0.17 | 0.2 | 0.27 | 0.34 | 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
- LGMAX (Loomis Sayles Global Equity and Income A) (100%)
- CGCIX (Calamos Global Growth & Income I) (99%)
- RPGAX (T. Rowe Price Global Allocation) (98%)
- MGSSX (MassMutual Select BlackRock Glbl Allc S) (98%)
- CARRX (Columbia Adaptive Risk Allocation R4) (97%)
- CRAZX (Columbia Risk Allocation Z) (97%)
- AGAPX (Allianz Glbl Inv Sltns Global Allc P) (95%)
- IMRFX (Columbia Strategic Allocation A) (95%)
- AQRIX (AQR Risk Parity I) (94%)
- GGSIX (Goldman Sachs Growth Strat Instl) (94%)
Best ETFs
- GAL (SPDR® SSgA Global Allocation ETF) 0.05% (65%)
- MCRO (IQ Hedge Macro Tracker ETF) 0.0% (42%)
- GAA (Cambria Global Asset Allocation ETF) 0.22% (40%)
- INKM (SPDR® SSgA Income Allocation ETF) 0.28% (39%)
- GMOM (Cambria Global Momentum ETF) 0.12% (18%)
- RLY (SPDR® SSgA Multi-Asset Real Return ETF) 0.49% (3%)
- GYLD (Arrow Dow Jones Global Yield ETF) 1.05% (0%)
Best Closed End Funds
- CHW (Calamos Global Dynamic Income Fund) 0.12% (94%)
- CGO (Calamos Global Total Return) 0.64% (91%)
- RCG (RENN Global Entrepreneurs Fund) 0.72% (53%)
- FEO (First Trust/Aberdeen Emerging Opp) 0.96% (48%)
- DEX (Delaware Enhanced Global Div and Inc) 0.66% (43%)
- JDD (Nuveen Diversified Dividend & Income) 0.0% (8%)
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