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CHW: Calamos Global Dynamic Income Fund (CEF)
Basic Info 6.41 0.1(1.54%) February 03
| Asset Class: | World Allocation |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 07/02/2007 |
| Last Dividend Date: | 12/29/2022 |
| 12-Mo. Yield | 8.54% |
| Expenses | - |
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Performance Analytics (As of 02/03/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.9 | 14.9 | -12.8 | 5.6 | 5.9 | 8.7 | 6.6 | 5.7 | -30.1 | 16.2 | 22.7 | 47.1 | -20.3 | 45.2 | 10.8 | -14.0 | 12.6 | 16.2 | 24.0 | -6.7 | 15.9 | 53.4 | -47.5 | -11.1 |
| SR | NA | 19.21 | -0.54 | 0.15 | 0.18 | 0.36 | NA | 0.19 | -1.18 | 0.9 | 0.46 | 3.53 | -1.09 | 4.16 | 0.62 | -0.8 | 0.88 | 1.34 | 1.51 | -0.27 | 0.8 | 1.47 | -0.83 | -0.86 |
| DD(%) | NA | 2.0 | 34.6 | 53.5 | 53.5 | 53.5 | NA | 66.9 | 37.0 | 13.9 | 53.5 | 7.9 | 31.9 | 6.3 | 16.0 | 21.7 | 16.6 | 11.5 | 12.4 | 22.3 | 18.5 | 36.8 | 64.2 | 19.1 |
| SD(%) | NA | 18.4 | 26.7 | 33.9 | 28.3 | 22.5 | NA | 27.2 | 26.6 | 18.0 | 48.7 | 13.0 | 19.9 | 10.8 | 17.2 | 17.5 | 14.3 | 12.0 | 16.0 | 25.1 | 19.7 | 36.2 | 58.4 | 30.6 |
| TR | NA | 3.19 | -0.12 | 0.57 | 0.47 | 0.54 | NA | 0.15 | -0.28 | 0.23 | 5.55 | 0.55 | -0.15 | 0.32 | 0.07 | -0.08 | 0.09 | 0.16 | 0.19 | -0.04 | 0.11 | 0.28 | -0.23 | -0.29 |
| Alpha(%) | NA | 0.37 | 0.0 | 0.05 | 0.04 | 0.04 | NA | 0.04 | -0.05 | 0.07 | 0.13 | 0.1 | -0.04 | 0.08 | 0.02 | -0.05 | 0.04 | 0.01 | 0.04 | 0.0 | 0.01 | 0.04 | -0.01 | -0.15 |
| Beta(%) | NA | 1.11 | 1.17 | 0.09 | 0.11 | 0.15 | NA | 0.35 | 1.14 | 0.7 | 0.04 | 0.83 | 1.42 | 1.4 | 1.58 | 1.67 | 1.39 | 1.02 | 1.29 | 1.54 | 1.41 | 1.9 | 2.06 | 0.91 |
| RS | NA | 0.46 | 0.46 | 0.02 | 0.02 | 0.04 | NA | 0.09 | 0.43 | 0.2 | 0.01 | 0.14 | 0.37 | 0.26 | 0.61 | 0.61 | 0.43 | 0.4 | 0.46 | 0.82 | 0.62 | 0.53 | 0.52 | 0.08 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/02/2007
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See World Allocation Asset Class Trend Rankings |
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