Nasdaq - Delayed Quote USD

Calamos Global Opportunities A (CVLOX)

11.89 +0.16 (+1.36%)
At close: April 26 at 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 12.53%
5y Average Return 9.79%
Number of Years Up 20
Number of Years Down 7
Best 1Y Total Return (Apr 26, 2024) 31.76%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 31.76%
Worst 3Y Total Return 0.87%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CVLOX
Category
YTD
14.23%
8.60%
1-Month
3.91%
0.11%
3-Month
14.23%
4.82%
1-Year
22.61%
25.33%
3-Year
4.16%
8.02%
5-Year
10.77%
8.06%
10-Year
7.24%
6.03%
Last Bull Market
31.76%
13.54%
Last Bear Market
-16.05%
-13.20%

Annual Total Return (%) History

Year
CVLOX
Category
2024
--
--
2023
13.89%
--
2022
-22.17%
--
2021
15.78%
--
2020
31.76%
6.18%
2019
18.28%
16.10%
2018
-9.80%
-8.26%
2017
20.05%
14.79%

2016
0.67%
6.04%
2015
0.68%
-4.15%
2014
1.81%
1.54%
2013
13.01%
10.07%
2012
6.97%
10.74%
2011
-2.50%
-3.99%
2010
14.56%
10.58%
2009
31.59%
24.37%
2008
-34.51%
-28.98%
2007
13.99%
11.39%
2006
15.89%
16.61%
2005
19.16%
6.56%
2004
8.69%
15.24%
2003
22.61%
25.32%
2002
-5.40%
-2.16%
2001
-7.00%
-3.23%
2000
-5.86%
0.23%
1999
47.22%
21.83%
1998
14.09%
9.68%
1997
18.34%
13.17%
1996
--
14.59%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 14.23% -- -- --
2023 6.10% 3.53% -4.33% 8.37%
2022 -7.58% -16.05% -6.44% 7.23%
2021 3.73% 4.67% 0.51% 6.10%
2020 -16.72% 24.50% 12.01% 13.46%
2019 9.54% 3.67% -2.21% 6.51%
2018 0.63% -0.40% 2.01% -11.78%
2017 5.14% 4.28% 4.47% 4.81%
2016 -2.03% 0.98% 4.47% -2.59%
2015 3.44% -0.46% -6.34% 4.40%

2014 1.49% 3.85% -3.42% 0.03%
2013 4.06% -2.61% 6.38% 4.83%
2012 7.24% -5.37% 5.36% 0.03%
2011 4.65% -1.51% -8.84% 3.77%
2010 2.95% -4.03% 8.19% 7.17%
2009 -1.10% 14.17% 13.26% 2.90%
2008 -11.07% -1.86% -12.29% -14.45%
2007 1.03% 5.74% 6.21% 0.47%
2006 5.71% -2.06% 3.95% 7.68%
2005 -1.78% 3.51% 10.51% 6.06%
2004 3.74% 0.00% -1.00% 5.82%
2003 -0.95% 11.65% 2.15% 8.54%
2002 2.62% -3.30% -8.13% 3.77%
2001 -5.06% 0.73% -6.97% 4.53%
2000 0.76% -0.78% -0.05% -5.79%
1999 3.93% 6.81% 0.28% 32.25%
1998 12.84% 3.53% -11.91% 10.86%
1997 2.47% 13.03% 5.56% -3.21%
1996 4.59% -- -- --

Rank in Category (By Total Return)

YTD 3
1-Month 13
3-Month 3
1-Year 1
3-Year 28
5-Year 1

Load Adjusted Returns

1-Year 16.78%
3-Year 2.49%
5-Year 9.70%
10-Year 6.72%

Performance & Risk

YTD Return 12.53%
5y Average Return 9.79%
Rank in Category (ytd) 3
% 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 14.23%
Yield 0.57%
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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