CGO vs ATFV

Comparison between Calamos Global Total Return Fund (CGO, ETF) and ALGER 35 ETF (ATFV, ETF).

5-Year PerformanceATFV has outperformed CGO, delivering a return of +14.8% compared to +5.5%

CGO vs ATFV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CGO(ETF)	ATFV(ETF)
Net Assets	$142M	$142M
Expense Ratio	N/A	0.56%
Max Drawdown	67.04%	45.37%
Sharpe Ratio	1.46	1.45
5Y Beta	0.86	1.37
P/E Ratio	N/A	51.13
Forward P/E	N/A	29.23
PEG Ratio	N/A	0.37
5Y Dividends CAGR	-4.36%	N/A
5Y EPS CAGR	N/A	41.85%
P/S Ratio	N/A	3.54
P/B Ratio	N/A	8.72

Net Assets

Winner

CGO

$142M

ATFV

$142M

Expense Ratio

CGO

N/A

ATFV

0.56%

Max Drawdown

CGO

67.04%

Winner

ATFV

45.37%

Sharpe Ratio

Winner

CGO

1.46

ATFV

1.45

5Y Beta

Winner

CGO

0.86

ATFV

1.37

P/E Ratio

CGO

N/A

ATFV

51.13

Forward P/E

CGO

N/A

ATFV

29.23

PEG Ratio

CGO

N/A

ATFV

0.37

5Y Dividends CAGR

CGO

-4.36%

ATFV

N/A

5Y EPS CAGR

CGO

N/A

ATFV

41.85%

P/S Ratio

CGO

N/A

ATFV

3.54

P/B Ratio

CGO

N/A

ATFV

8.72

CGO vs ATFV - Historical Returns

Returns include dividend reinvestment.

Period	CGO	ATFV
1 month	+4.28%	+4.33%
3 months	+16.92%	+18.44%
6 months	+23.24%	+11.06%
1 year	+29.73%	+41.54%
5 years(CAGR)	+5.48%	+14.81%
10 years(CAGR)	+11.93%	N/A
Max(CAGR)	+8.84%	+14.79%

CGO

+4.28%

Winner

ATFV

+4.33%

CGO

+16.92%

Winner

ATFV

+18.44%

Winner

CGO

+23.24%

ATFV

+11.06%

CGO

+29.73%

Winner

ATFV

+41.54%

5Y(CAGR)

CGO

+5.48%

Winner

ATFV

+14.81%

10Y(CAGR)

CGO

+11.93%

ATFV

N/A

Max(CAGR)

CGO

+8.84%

Winner

ATFV

+14.79%

CGO vs ATFV - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	CGO	ATFV
2026	+20.90%	+12.10%
2025	+8.42%	+35.72%
2024	+37.84%	+50.40%
2023	+13.13%	+34.41%
2022	-36.67%	-36.08%
2021	+13.85%	+4.19%
2020	+19.97%	N/A
2019	+42.30%	N/A
2018	-26.75%	N/A
2017	+55.88%	N/A
2016	+4.65%	N/A
2015	-4.42%	N/A
2014	+3.20%	N/A
2013	+11.09%	N/A
2012	+7.36%	N/A
2011	+0.18%	N/A
2010	+10.10%	N/A
2009	+57.16%	N/A
2008	-45.30%	N/A
2007	+23.11%	N/A
2006	+28.24%	N/A
2005	-4.84%	N/A

CGO vs ATFV Drawdown Comparison

The maximum drawdown for CGO was -59.93%, occurring on Oct 9, 2008. Recovery took 734 trading sessions.

The maximum drawdown for ATFV was -45.34%, occurring on Dec 28, 2022. Recovery took 736 trading sessions.

The current CGO drawdown is -4.04%. The current ATFV drawdown is -5.80%.

Rank	CGO	ATFV
#1	-59.93% Dec 7, 2007 - Nov 5, 2010	-45.34% Nov 8, 2021 - Oct 14, 2024
#2	-50.77% Feb 13, 2020 - Aug 28, 2020	-29.01% Jan 22, 2025 - Jun 16, 2025
#3	-43.70% Sep 7, 2021 - Sep 9, 2025	-18.29% Oct 29, 2025 - Apr 22, 2026
#4	-34.62% Jan 25, 2018 - Dec 26, 2019	-8.42% Sep 10, 2021 - Oct 19, 2021
#5	-27.59% Jul 21, 2015 - Feb 24, 2017	-6.61% May 4, 2021 - May 26, 2021
#6	-22.13% Jul 19, 2007 - Oct 11, 2007	-5.80% Jun 1, 2026 - Jun 5, 2026
#7	-21.55% May 2, 2011 - Mar 29, 2012	-5.42% Oct 9, 2025 - Oct 27, 2025
#8	-16.41% Jul 14, 2014 - Apr 28, 2015	-5.35% Aug 12, 2025 - Sep 8, 2025
#9	-15.24% Feb 26, 2026 - Apr 17, 2026	-5.07% Dec 16, 2024 - Jan 6, 2025
#10	-15.13% Mar 12, 2013 - Dec 24, 2013	-4.73% Jan 6, 2025 - Jan 21, 2025
#11	-14.31% Apr 2, 2012 - Jan 14, 2013	-4.65% Jul 6, 2021 - Jul 23, 2021
#12	-11.93% Oct 28, 2005 - May 8, 2006	-4.52% Jul 23, 2021 - Aug 27, 2021
#13	-10.89% Aug 7, 2017 - Oct 27, 2017	-4.25% May 14, 2026 - May 21, 2026
#14	-10.14% Sep 19, 2025 - Jan 13, 2026	-3.77% Oct 29, 2024 - Nov 6, 2024
#15	-9.54% Oct 14, 2020 - Nov 9, 2020	-3.23% Jun 30, 2025 - Jul 17, 2025

Correlation

Correlation between CGO and ATFV is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2005 - 2026)

CGO vs ATFV dividend yield comparison.

Year	CGO	ATFV
2026	2.36%	0.00%
2025	8.43%	0.20%
2024	8.43%	0.16%
2023	10.57%	0.01%
2022	12.68%	0.06%
2021	7.80%	0.00%
2020	8.18%	0.00%
2019	8.96%	0.00%
2018	11.81%	0.00%
2017	7.97%	0.00%
2016	11.40%	0.00%
2015	10.51%	0.00%
2014	9.08%	0.00%
2013	8.56%	0.00%
2012	8.73%	0.00%
2011	8.80%	0.00%
2010	8.28%	0.00%
2009	8.36%	0.00%
2008	14.64%	0.00%
2007	6.71%	0.00%
2006	5.88%	0.00%
2005	0.71%	0.00%