Nasdaq - Delayed Quote USD

Calamos Global Opportunities I (CGCIX)

12.27 +0.17 (+1.40%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 11.54%
5y Average Return 9.81%
Number of Years Up 19
Number of Years Down 7
Best 1Y Total Return (Apr 23, 2024) 32.21%
Worst 1Y Total Return (Apr 23, 2024) --
Best 3Y Total Return 32.21%
Worst 3Y Total Return 1.09%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CGCIX
Category
YTD
14.36%
8.60%
1-Month
3.97%
0.11%
3-Month
14.36%
4.82%
1-Year
22.85%
25.33%
3-Year
4.40%
8.02%
5-Year
11.04%
8.06%
10-Year
7.50%
6.03%
Last Bull Market
32.10%
13.54%
Last Bear Market
-15.97%
-13.20%

Annual Total Return (%) History

Year
CGCIX
Category
2024
--
--
2023
14.05%
--
2022
-21.91%
--
2021
16.00%
--
2020
32.21%
6.18%
2019
18.39%
16.10%
2018
-9.49%
-8.26%
2017
20.34%
14.79%

2016
0.87%
6.04%
2015
1.02%
-4.15%
2014
2.07%
1.54%
2013
13.19%
10.07%
2012
7.33%
10.74%
2011
-2.26%
-3.99%
2010
14.80%
10.58%
2009
32.07%
24.37%
2008
-34.39%
-28.98%
2007
14.27%
11.39%
2006
16.20%
16.61%
2005
19.50%
6.56%
2004
8.81%
15.24%
2003
23.17%
25.32%
2002
-5.23%
-2.16%
2001
-6.79%
-3.23%
2000
-5.60%
0.23%
1999
47.35%
21.83%
1998
14.53%
9.68%
1997
--
13.17%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 14.36% -- -- --
2023 6.17% 3.64% -4.38% 8.39%
2022 -7.54% -15.97% -6.40% 7.40%
2021 3.83% 4.74% 0.55% 6.09%
2020 -16.61% 24.55% 12.10% 13.55%
2019 9.53% 3.73% -2.08% 6.41%
2018 0.77% -0.43% 2.01% -11.58%
2017 5.24% 4.23% 4.57% 4.90%
2016 -1.98% 1.07% 4.35% -2.42%
2015 3.48% -0.45% -6.20% 4.54%

2014 1.63% 3.87% -3.45% 0.15%
2013 3.97% -2.48% 6.36% 4.96%
2012 7.29% -5.31% 5.47% 0.17%
2011 4.76% -1.48% -8.78% 3.82%
2010 3.06% -4.00% 8.17% 7.26%
2009 -0.95% 14.13% 13.46% 2.97%
2008 -10.97% -1.84% -12.25% -14.45%
2007 1.11% 5.79% 6.25% 0.55%
2006 5.79% -2.00% 3.93% 7.84%
2005 -1.66% 3.49% 10.48% 6.28%
2004 3.74% 0.12% -0.87% 5.67%
2003 -0.63% 11.66% 2.29% 8.53%
2002 2.68% -3.31% -8.02% 3.78%
2001 -5.02% 0.79% -7.01% 4.71%
2000 0.65% -0.77% 0.18% -5.65%
1999 4.08% 6.94% 0.43% 31.83%
1998 12.91% 3.68% -11.74% 10.85%
1997 -2.92% -- -- --

Rank in Category (By Total Return)

YTD 2
1-Month 11
3-Month 2
1-Year 1
3-Year 26
5-Year 1

Load Adjusted Returns

1-Year 22.85%
3-Year 4.40%
5-Year 11.04%
10-Year 7.50%

Performance & Risk

YTD Return 11.54%
5y Average Return 9.81%
Rank in Category (ytd) 2
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

Fund Overview

Category World Allocation
Fund Family Calamos
Net Assets 241.5M
YTD Return 14.36%
Yield 0.76%
Morningstar Rating
Inception Date Sep 09, 1996

Fund Summary

The fund invests primarily in a globally-diversified portfolio of convertible, equity and fixed-income securities, which may include synthetic convertible instruments, without regard to market capitalization. The Advisor attempts to utilize these different types of securities to strike, in the investment adviser's opinion, the appropriate balance between risk and reward in terms of growth and income. The fund will invest at least 40% of its assets in securities of foreign issuers.

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