CGO vs XHE
Comparison between Calamos Global Total Return Fund (CGO, ETF) and STATE STREET(R) SPDR(R) S&P(R) HEALTH CARE EQUIPMENT ETF (XHE, ETF).
5-Year PerformanceCGO has outperformed XHE, delivering a return of +4.5% compared to -7.2%
CGO vs XHE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
CGO vs XHE - Historical Returns
Returns include dividend reinvestment.
CGO vs XHE - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | CGO | XHE |
|---|---|---|
| 2026 | +17.02% | -1.08% |
| 2025 | +8.42% | -0.75% |
| 2024 | +37.84% | +6.09% |
| 2023 | +13.13% | -5.73% |
| 2022 | -36.67% | -24.77% |
| 2021 | +13.85% | +3.60% |
| 2020 | +19.97% | +32.76% |
| 2019 | +42.30% | +24.69% |
| 2018 | -26.75% | +7.34% |
| 2017 | +55.88% | +30.33% |
| 2016 | +4.65% | +15.86% |
| 2015 | -4.42% | +10.94% |
| 2014 | +3.20% | +17.45% |
| 2013 | +11.09% | +34.35% |
| 2012 | +7.36% | +12.28% |
| 2011 | +0.18% | -1.58% |
| 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 XHE Drawdown Comparison
The maximum drawdown for CGO was -59.93%, occurring on Oct 9, 2008. Recovery took 734 trading sessions.
The maximum drawdown for XHE was -49.92%, occurring on Oct 30, 2023. This drawdown has not yet recovered.
The current CGO drawdown is -7.12%. The current XHE drawdown is -34.96%.
| Rank | CGO | XHE |
|---|---|---|
| #1 | -59.93% Dec 7, 2007 - Nov 5, 2010 | -49.92% Sep 2, 2021 - Oct 30, 2023 |
| #2 | -50.77% Feb 13, 2020 - Aug 28, 2020 | -34.17% Feb 19, 2020 - Jul 2, 2020 |
| #3 | -43.70% Sep 7, 2021 - Sep 9, 2025 | -27.37% Sep 13, 2018 - Jan 22, 2020 |
| #4 | -34.62% Jan 25, 2018 - Dec 26, 2019 | -22.05% Jul 7, 2011 - May 1, 2012 |
| #5 | -27.59% Jul 21, 2015 - Feb 24, 2017 | -20.04% Jul 22, 2015 - Jun 7, 2016 |
| #6 | -22.13% Jul 19, 2007 - Oct 11, 2007 | -11.92% Sep 7, 2016 - Feb 9, 2017 |
| #7 | -21.55% May 2, 2011 - Mar 29, 2012 | -11.24% Feb 12, 2021 - Jun 24, 2021 |
| #8 | -16.41% Jul 14, 2014 - Apr 28, 2015 | -10.41% Oct 3, 2012 - Jan 25, 2013 |
| #9 | -15.24% Feb 26, 2026 - Apr 17, 2026 | -10.13% Jan 29, 2018 - Mar 9, 2018 |
| #10 | -15.13% Mar 12, 2013 - Dec 24, 2013 | -9.42% May 2, 2012 - Jun 29, 2012 |
| #11 | -14.31% Apr 2, 2012 - Jan 14, 2013 | -9.25% Mar 4, 2014 - Oct 29, 2014 |
| #12 | -11.93% Oct 28, 2005 - May 8, 2006 | -8.30% Jul 3, 2012 - Sep 6, 2012 |
| #13 | -10.89% Aug 7, 2017 - Oct 27, 2017 | -6.97% Aug 5, 2020 - Oct 7, 2020 |
| #14 | -10.14% Sep 19, 2025 - Jan 13, 2026 | -6.92% Jun 25, 2021 - Aug 31, 2021 |
| #15 | -9.54% Oct 14, 2020 - Nov 9, 2020 | -6.51% Jan 16, 2014 - Mar 4, 2014 |
Correlation
Correlation between CGO and XHE is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2005 - 2026)
CGO vs XHE dividend yield comparison.
| Year | CGO | XHE |
|---|---|---|
| 2026 | 3.79% | 0.00% |
| 2025 | 8.43% | 0.08% |
| 2024 | 8.43% | 0.04% |
| 2023 | 10.57% | 0.03% |
| 2022 | 12.68% | 0.04% |
| 2021 | 7.80% | 0.00% |
| 2020 | 8.18% | 0.00% |
| 2019 | 8.96% | 0.05% |
| 2018 | 11.81% | 0.09% |
| 2017 | 7.97% | 0.78% |
| 2016 | 11.40% | 0.17% |
| 2015 | 10.51% | 7.22% |
| 2014 | 9.08% | 1.83% |
| 2013 | 8.56% | 0.19% |
| 2012 | 8.73% | 2.03% |
| 2011 | 8.80% | 0.45% |
| 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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