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Calamos Global Opportunities A (CVLOX)

11.75 -0.02 (-0.17%)
At close: 8:01 PM EDT

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 31.76%
Worst 1Y Total Return --
Number of Years Up 20
Number of Years Down 7

Performance & Risk

YTD Return 11.39%
5y Average Return 9.54%
Rank in Category (ytd) 3
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
CVLOXCategory AverageCVLOXCategory AverageCVLOXCategory Average
Alpha 1.83 -0.04 3.38 -0.03 0.35 -0.03
BETA 1.16 0.01 1.25 0.01 1.27 0.01
Mean Annual Return 0.44 0.01 0.97 0.01 0.66 0.01
R-squared 87.03 0.89 88.53 0.89 88.57 0.89
Standard Deviation 15.47 0.13 16.49 0.11 13.4 0.1
Sharpe Ratio 0.15 0.01 0.58 0.01 0.48 0.01
Treynor Ratio 1.03 0.06 6.87 0.06 4.52 0.05

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