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EDGH vs CGO

Comparison between 3EDGE DYNAMIC HARD ASSETS ETF (EDGH, ETF) and Calamos Global Total Return Fund (CGO, ETF).

EDGH vs CGO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
EDGH
$152M
CGO
$152M
Expense Ratio
EDGH
1.01%
CGO
N/A
Max Drawdown
Winner
EDGH
12.47%
CGO
67.04%
Sharpe Ratio
Winner
EDGH
1.08
CGO
0.90
5Y Beta
Winner
EDGH
0.13
CGO
0.86
5Y Dividends CAGR
EDGH
N/A
CGO
-2.64%

EDGH vs CGO - Historical Returns

Returns include dividend reinvestment.

1M
Winner
EDGH
+3.53%
CGO
-5.42%
3M
EDGH
-4.55%
Winner
CGO
+5.48%
6M
EDGH
-1.53%
Winner
CGO
+9.07%
1Y
Winner
EDGH
+25.15%
CGO
+19.47%
5Y(CAGR)
EDGH
N/A
CGO
+4.49%
10Y(CAGR)
EDGH
N/A
CGO
+11.14%
Max(CAGR)
Winner
EDGH
+19.52%
CGO
+8.59%

EDGH vs CGO - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearEDGHCGO
2026+8.87%+16.48%
2025+27.74%+8.42%
2024-1.99%+37.84%
2023N/A+13.13%
2022N/A-36.67%
2021N/A+13.85%
2020N/A+19.97%
2019N/A+42.30%
2018N/A-26.75%
2017N/A+55.88%
2016N/A+4.65%
2015N/A-4.42%
2014N/A+3.20%
2013N/A+11.09%
2012N/A+7.36%
2011N/A+0.18%
2010N/A+10.10%
2009N/A+57.16%
2008N/A-45.30%
2007N/A+23.11%
2006N/A+28.24%
2005N/A-4.84%

EDGH vs CGO Drawdown Comparison

The maximum drawdown for EDGH was -12.47%, occurring on Jun 24, 2026. This drawdown has not yet recovered.

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

The current EDGH drawdown is -7.69%. The current CGO drawdown is -7.55%.

RankEDGHCGO
#1-12.47%
May 12, 2026 - Jun 24, 2026
-59.93%
Dec 7, 2007 - Nov 5, 2010
#2-10.60%
Jan 29, 2026 - Mar 11, 2026
-50.77%
Feb 13, 2020 - Aug 28, 2020
#3-7.86%
Oct 16, 2025 - Dec 22, 2025
-43.70%
Sep 7, 2021 - Sep 9, 2025
#4-7.43%
Mar 12, 2026 - May 11, 2026
-34.62%
Jan 25, 2018 - Dec 26, 2019
#5-5.52%
Apr 2, 2025 - Apr 17, 2025
-27.59%
Jul 21, 2015 - Feb 24, 2017
#6-5.23%
Oct 22, 2024 - Jan 30, 2025
-22.13%
Jul 19, 2007 - Oct 11, 2007
#7-3.16%
May 6, 2025 - Jun 12, 2025
-21.55%
May 2, 2011 - Mar 29, 2012
#8-2.95%
Feb 19, 2025 - Mar 17, 2025
-16.41%
Jul 14, 2014 - Apr 28, 2015
#9-2.93%
Jun 13, 2025 - Jul 22, 2025
-15.24%
Feb 26, 2026 - Apr 17, 2026
#10-2.81%
Dec 26, 2025 - Jan 6, 2026
-15.13%
Mar 12, 2013 - Dec 24, 2013
#11-2.67%
Jul 22, 2025 - Aug 28, 2025
-14.31%
Apr 2, 2012 - Jan 14, 2013
#12-2.61%
Apr 21, 2025 - May 6, 2025
-11.93%
Oct 28, 2005 - May 8, 2006
#13-1.50%
Oct 3, 2024 - Oct 11, 2024
-10.89%
Aug 7, 2017 - Oct 27, 2017
#14-1.25%
Oct 8, 2025 - Oct 13, 2025
-10.14%
Sep 19, 2025 - Jan 13, 2026
#15-1.18%
Jan 14, 2026 - Jan 20, 2026
-9.54%
Oct 14, 2020 - Nov 9, 2020

Correlation

Correlation between EDGH and CGO is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82
-101

Dividend Comparison (2005 - 2026)

EDGH vs CGO dividend yield comparison.

YearEDGHCGO
20260.00%3.80%
20251.18%8.43%
20243.19%8.43%
20230.00%10.57%
20220.00%12.68%
20210.00%7.80%
20200.00%8.18%
20190.00%8.96%
20180.00%11.81%
20170.00%7.97%
20160.00%11.40%
20150.00%10.51%
20140.00%9.08%
20130.00%8.56%
20120.00%8.73%
20110.00%8.80%
20100.00%8.28%
20090.00%8.36%
20080.00%14.64%
20070.00%6.71%
20060.00%5.88%
20050.00%0.71%

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