Nasdaq - Delayed Quote USD
Calamos Global Equity A (CAGEX)
17.05
+0.04
+(0.24%)
As of 8:09:15 AM EDT. Market Open.
Fund Summary
The fund invests primarily in a globally-diversified portfolio of equity securities. It normally invests at least 80% of its net assets in equity securities, including convertible securities convertible into equity securities. The fund's portfolio may include securities of well-established companies with large market capitalizations as well as small, unseasoned companies. It invests at least 40% of its assets in securities of foreign issuers. The fund may invest in securities of issuers in emerging markets to a significant extent.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 43.95% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 12 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | 3.33% |
| 5y Average Return | 15.16% |
| Rank in Category (ytd) | 71 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.07 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CAGEX | Category Average | CAGEX | Category Average | CAGEX | Category Average | |
| Alpha | 1.67 | 0.04 | 1.19 | 0.04 | 1.3 | 0.02 |
| BETA | 1.07 | 0.01 | 1.1 | 0.01 | 1.08 | 0.01 |
| Mean Annual Return | 1.09 | 0.02 | 1.31 | 0.02 | 0.94 | 0.01 |
| R-squared | 88.22 | 0.89 | 87.42 | 0.87 | 88.18 | 0.88 |
| Standard Deviation | 17.65 | 0.19 | 18 | 0.15 | 17.02 | 0.15 |
| Sharpe Ratio | 0.48 | 0.01 | 0.72 | 0.01 | 0.55 | 0.01 |
| Treynor Ratio | 7.01 | 0.18 | 11.13 | 0.18 | 7.69 | 0.11 |
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