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Calamos Global Equity Fund-class I: (MF: CIGEX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$17.41 USD
+0.37 (2.17%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -6.56 | 91 |
| 3 months | -6.56 | 91 |
| 6 months | -6.36 | 79 |
| 1 Year | 2.38 | 66 |
| 3 Year | 7.19 | 24 |
| 5 Year | 17.53 | 7 |
| 10 Year | 10.36 | 7 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -55.31 |
| Bull Market (2/09 - 3/21) | 762.27 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 2.38 |
| 5 Year | 17.53 |
| 10 Year | 10.37 |
| Since Inception | 8.82 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -6.56 | NA | NA | NA |
| 2024 | 19.14 | 8.18 | 1.06 | 0.21 |
| 2023 | 8.45 | 7.55 | -4.53 | 11.83 |
| 2022 | -10.50 | -18.30 | -7.63 | 7.42 |
| 2021 | 3.88 | 6.76 | 0.77 | 4.47 |
| 2020 | -17.19 | 31.45 | 13.49 | 16.78 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -6.56 | 30.54 | 24.54 | -27.45 | 16.78 | 44.28 | 29.39 | -15.26 | 34.71 | -0.80 | 5.20 |
| % Total Return Rel to Index | -4.87 | 11.31 | 0.12 | -8.35 | -1.37 | 30.20 | 4.18 | -4.83 | 14.59 | -6.13 | 7.96 |
| % Total Return Rel to Peer | -6.08 | 18.16 | 5.90 | -7.88 | 0.58 | 27.61 | 4.64 | -5.23 | 12.48 | -6.38 | 7.48 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 4.00 | 3.00 | 1.00 | 2.00 | 5.00 | 1.00 | 5.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.01 | 0.02 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.16 | 0.00 | 0.00 | 0.00 | 0.00 | 0.09 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 1.52 | 0.00 | 0.50 | 1.98 | 1.06 | 0.89 | 2.75 | 1.38 | 0.56 | 0.25 |
| Expense Ratio | 0.00 | 1.14 | 1.15 | 1.15 | 1.15 | 1.15 | 1.15 | 1.15 | 1.15 | 1.13 | 1.09 |
* 1 = Top 20%, 5 = Bottom 20%