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Calamos Global Equity A (CAGEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.19+0.08 (+0.44%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return31.62%
5-year average return15.87%
Number of years up11
Number of years down5
Best 1-yr total return (4 Jul 2024)53.10%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return53.10%
Worst 3-yr total return1.51%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCAGEXCategory
YTD28.73%9.95%
1-month3.73%2.98%
3-month8.15%8.22%
1-year37.27%40.81%
3-year6.75%19.17%
5-year15.61%18.49%
10-year11.21%11.83%
Last bull market36.18%21.12%
Last bear market-18.33%-20.34%

Annual total return (%) history

Year
CAGEXCategory
2024
N/AN/A
2023
24.28%N/A
2022
-27.66%N/A
2021
16.45%N/A
2020
43.95%32.67%
2019
29.08%30.40%
2018
-15.47%-7.79%
2017
34.41%30.22%
2016
-1.02%2.42%
2015
4.99%1.26%
2014
0.64%2.65%
2013
19.54%26.44%
2012
12.12%18.01%
2011
-2.98%-6.80%
2010
22.35%15.68%
2009
53.10%39.03%
2008
-45.32%-41.58%
2007
N/A12.98%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202419.03%8.15%N/AN/A
20238.36%7.55%-4.63%11.81%
2022-10.59%-18.33%-7.68%7.31%
20213.79%6.75%0.64%4.44%
2020-17.30%31.49%13.37%16.78%
201915.65%4.84%-2.82%9.56%
20181.09%-1.21%3.74%-18.41%
20178.83%6.51%8.48%6.89%
2016-4.18%-0.16%8.32%-4.48%
20156.65%0.15%-7.97%6.81%
2014-0.59%3.41%-2.41%0.31%
20133.04%-3.91%10.84%8.93%
201212.44%-6.52%8.43%-1.63%
20116.86%-1.08%-13.92%6.63%
20104.35%-5.04%12.65%9.60%
2009-2.94%23.76%18.94%7.15%
2008-11.08%1.08%-20.46%-23.50%
20077.93%9.65%0.57%N/A

Rank in category (by total return)

YTD2
1-month17
3-month1
1-year2
3-year13
5-year3

Load adjusted returns

1-year30.75%
3-year5.03%
5-year14.49%
10-year10.67%