CGO vs EDGH
Comparison between Calamos Global Total Return Fund (CGO, ETF) and 3EDGE DYNAMIC HARD ASSETS ETF (EDGH, ETF).
CGO vs EDGH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CGO
$152M
Winner
EDGH
$152M
Expense Ratio
CGO
N/A
EDGH
1.01%
Max Drawdown
CGO
67.04%
Winner
EDGH
12.47%
Sharpe Ratio
CGO
0.90
Winner
EDGH
1.08
5Y Beta
CGO
0.86
Winner
EDGH
0.13
5Y Dividends CAGR
CGO
-2.64%
EDGH
N/A
CGO vs EDGH - Historical Returns
Returns include dividend reinvestment.
1M
CGO
-5.42%
Winner
EDGH
+3.53%
3M
Winner
CGO
+5.48%
EDGH
-4.55%
6M
Winner
CGO
+9.07%
EDGH
-1.53%
1Y
CGO
+19.47%
Winner
EDGH
+25.15%
5Y(CAGR)
CGO
+4.49%
EDGH
N/A
10Y(CAGR)
CGO
+11.14%
EDGH
N/A
Max(CAGR)
CGO
+8.59%
Winner
EDGH
+19.52%
CGO vs EDGH - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | CGO | EDGH |
|---|---|---|
| 2026 | +16.48% | +8.87% |
| 2025 | +8.42% | +27.74% |
| 2024 | +37.84% | -1.99% |
| 2023 | +13.13% | N/A |
| 2022 | -36.67% | N/A |
| 2021 | +13.85% | N/A |
| 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 EDGH Drawdown Comparison
The maximum drawdown for CGO was -59.93%, occurring on Oct 9, 2008. Recovery took 734 trading sessions.
The maximum drawdown for EDGH was -12.47%, occurring on Jun 24, 2026. This drawdown has not yet recovered.
The current CGO drawdown is -7.55%. The current EDGH drawdown is -7.69%.
| Rank | CGO | EDGH |
|---|---|---|
| #1 | -59.93% Dec 7, 2007 - Nov 5, 2010 | -12.47% May 12, 2026 - Jun 24, 2026 |
| #2 | -50.77% Feb 13, 2020 - Aug 28, 2020 | -10.60% Jan 29, 2026 - Mar 11, 2026 |
| #3 | -43.70% Sep 7, 2021 - Sep 9, 2025 | -7.86% Oct 16, 2025 - Dec 22, 2025 |
| #4 | -34.62% Jan 25, 2018 - Dec 26, 2019 | -7.43% Mar 12, 2026 - May 11, 2026 |
| #5 | -27.59% Jul 21, 2015 - Feb 24, 2017 | -5.52% Apr 2, 2025 - Apr 17, 2025 |
| #6 | -22.13% Jul 19, 2007 - Oct 11, 2007 | -5.23% Oct 22, 2024 - Jan 30, 2025 |
| #7 | -21.55% May 2, 2011 - Mar 29, 2012 | -3.16% May 6, 2025 - Jun 12, 2025 |
| #8 | -16.41% Jul 14, 2014 - Apr 28, 2015 | -2.95% Feb 19, 2025 - Mar 17, 2025 |
| #9 | -15.24% Feb 26, 2026 - Apr 17, 2026 | -2.93% Jun 13, 2025 - Jul 22, 2025 |
| #10 | -15.13% Mar 12, 2013 - Dec 24, 2013 | -2.81% Dec 26, 2025 - Jan 6, 2026 |
| #11 | -14.31% Apr 2, 2012 - Jan 14, 2013 | -2.67% Jul 22, 2025 - Aug 28, 2025 |
| #12 | -11.93% Oct 28, 2005 - May 8, 2006 | -2.61% Apr 21, 2025 - May 6, 2025 |
| #13 | -10.89% Aug 7, 2017 - Oct 27, 2017 | -1.50% Oct 3, 2024 - Oct 11, 2024 |
| #14 | -10.14% Sep 19, 2025 - Jan 13, 2026 | -1.25% Oct 8, 2025 - Oct 13, 2025 |
| #15 | -9.54% Oct 14, 2020 - Nov 9, 2020 | -1.18% Jan 14, 2026 - Jan 20, 2026 |
Correlation
Correlation between CGO and EDGH is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
Dividend Comparison (2005 - 2026)
CGO vs EDGH dividend yield comparison.
| Year | CGO | EDGH |
|---|---|---|
| 2026 | 3.80% | 0.00% |
| 2025 | 8.43% | 1.18% |
| 2024 | 8.43% | 3.19% |
| 2023 | 10.57% | 0.00% |
| 2022 | 12.68% | 0.00% |
| 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% |
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