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GLO: Clough Global Opportunities Fund (CEF)
Basic Info 4.91 0.06(1.24%) April 26
Asset Class: | Aggressive Allocation |
MyPlanIQ Rating: | (99%) |
Start Date: | 05/02/2006 |
Last Dividend Date: | 04/18/2024 |
12-Mo. Yield | 13.70% |
Expenses | - |
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Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.0 | 9.7 | 24.9 | -9.1 | 4.9 | 5.4 | 8.3 | 4.0 | 15.6 | -35.9 | 10.5 | 32.8 | 28.2 | -15.3 | 34.9 | -3.3 | -9.1 | 9.7 | 21.1 | 22.3 | -14.4 | 11.0 | 56.2 | -47.4 | 12.9 | -6.8 |
Sharpe Ratio | NA | 1.65 | 1.22 | -0.5 | 0.11 | 0.2 | NA | 0.14 | 0.64 | -1.27 | 0.5 | 0.76 | 2.44 | -1.04 | 3.01 | -0.22 | -0.67 | 0.9 | 1.69 | 1.75 | -0.64 | 0.57 | 1.9 | -1.06 | 0.6 | -0.8 |
Draw Down(%) | NA | 3.8 | 14.0 | 48.5 | 48.5 | 48.5 | NA | 60.5 | 14.0 | 39.7 | 15.6 | 44.4 | 5.5 | 30.1 | 8.1 | 14.6 | 14.6 | 11.8 | 8.0 | 11.2 | 25.3 | 18.3 | 26.0 | 60.5 | 13.0 | 15.0 |
Standard Deviation(%) | NA | 14.3 | 16.5 | 22.9 | 26.8 | 21.3 | NA | 22.6 | 17.9 | 29.4 | 20.8 | 42.7 | 11.0 | 16.0 | 11.4 | 15.4 | 13.7 | 10.8 | 12.5 | 12.8 | 22.6 | 19.2 | 29.5 | 45.4 | 16.4 | 16.9 |
Treynor Ratio | NA | 0.16 | 0.14 | -0.08 | 0.02 | 0.03 | NA | 0.02 | 0.1 | -0.27 | 0.08 | 0.2 | 0.27 | -0.13 | 0.33 | -0.02 | -0.08 | 0.09 | 0.15 | 0.18 | -0.1 | 0.08 | 0.36 | -0.29 | 0.08 | -0.2 |
Alpha | NA | 0.08 | 0.03 | -0.04 | -0.01 | -0.01 | NA | -0.02 | 0.0 | -0.06 | -0.02 | 0.04 | 0.02 | -0.05 | 0.07 | -0.06 | -0.04 | 0.0 | -0.01 | 0.03 | -0.08 | -0.02 | 0.07 | -0.07 | 0.02 | -0.07 |
Beta | NA | 1.44 | 1.39 | 1.36 | 1.48 | 1.42 | NA | 1.46 | 1.13 | 1.38 | 1.36 | 1.64 | 1.01 | 1.28 | 1.06 | 1.47 | 1.11 | 1.04 | 1.36 | 1.26 | 1.44 | 1.38 | 1.57 | 1.64 | 1.29 | 0.67 |
RSquared | NA | 0.66 | 0.5 | 0.47 | 0.56 | 0.54 | NA | 0.6 | 0.36 | 0.57 | 0.31 | 0.67 | 0.42 | 0.63 | 0.14 | 0.56 | 0.5 | 0.41 | 0.56 | 0.51 | 0.75 | 0.58 | 0.78 | 0.72 | 0.52 | 0.08 |
Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 11.4 | 9.0 | 10.0 | 8.0 | 8.2 | 10.4 | 7.9 | 7.8 | 3.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 36.1 | 0.0 | 0.0 | 0.0 | 9.1 | -33.1 | 3.5 | 138.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/26/2006
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