Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
XGLOX (Clough Global Opportunities Fd) 12.31% 28.79% 16.98% -1.75% 3.52% 1.71% 0.23%
Data as of 06/03/2026, Common starting date is 05/05/2006
More Performance Analytics Comparison
Name Start Date End Date
XGLOX (Clough Global Opportunities Fd) 05/05/2006 06/03/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006
Annualized Return (%) 1.77 28.79 16.98 -1.75 3.52 1.71 0.23 12.31 18.94 13.32 9.89 -39.98 -5.00 35.75 19.10 -12.75 12.95 -13.44 -11.96 3.33 21.58 5.74 -17.63 3.35 30.28 -45.99 9.72 0.89
Sharpe Ratio NA 2.15 1.11 -0.27 0.12 NA NA 1.89 1.16 0.87 0.50 -1.81 -0.25 1.30 1.48 -0.97 1.57 -1.31 -1.11 0.33 2.13 0.47 -0.81 0.19 1.43 -1.58 0.41 -0.19
Standard Deviation(%) NA 12.60 12.97 16.21 16.54 NA NA 15.59 13.95 11.15 12.68 22.96 20.42 27.09 11.90 14.55 7.85 10.45 10.76 10.01 10.10 12.11 21.87 17.11 21.15 29.69 15.99 11.19
Draw Down(%) NA 9.54 15.36 49.03 51.95 NA NA 9.54 15.07 8.62 13.26 41.44 19.63 29.85 6.64 23.51 4.19 13.44 15.87 10.85 5.22 13.15 26.26 19.16 13.61 53.40 13.66 7.38
Yield(%) 0.00 10.49 10.26 5.99 6.43 4.41 2.69 4.16 10.03 10.09 10.00 9.91 10.05 9.96 7.51 8.89 0.41 0.00 0.70 9.31 7.87 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/03/2026, Common starting date is 05/05/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XGLOX (Clough Global Opportunities Fd) -15.49%
Jan 2021 – Jan 2024
-9.38%
Oct 2007 – Oct 2012
-3.99%
Dec 2006 – Dec 2016
-3.90%
Dec 2007 – Dec 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XGLOX (Clough Global Opportunities Fd) 17.75%
Feb 2023 – Feb 2026
10.59%
Feb 2016 – Feb 2021
5.45%
Sep 2011 – Sep 2021
1.61%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return