CIGEX vs. FGIAX
Compare and contrast key facts about Calamos Global Equity Fund (CIGEX) and Nuveen Global Infrastructure Fund Class A (FGIAX).
CIGEX is managed by Calamos. It was launched on Feb 28, 2007. FGIAX is a passively managed fund by Nuveen that tracks the performance of the S&P Global Infrastructure Index NR. It was launched on Dec 17, 2007.
Performance
CIGEX vs. FGIAX - Performance Comparison
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CIGEX vs. FGIAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CIGEX Calamos Global Equity Fund | -5.78% | 18.46% | 30.61% | 24.55% | -27.42% | 16.61% | 44.24% | 29.43% | -15.54% | 34.56% |
FGIAX Nuveen Global Infrastructure Fund Class A | 9.53% | 17.73% | 10.70% | 8.51% | -6.23% | 14.51% | -2.76% | 29.32% | -7.91% | 19.40% |
Returns By Period
In the year-to-date period, CIGEX achieves a -5.78% return, which is significantly lower than FGIAX's 9.53% return. Over the past 10 years, CIGEX has outperformed FGIAX with an annualized return of 12.93%, while FGIAX has yielded a comparatively lower 8.70% annualized return.
CIGEX
- 1D
- -1.45%
- 1M
- -12.14%
- YTD
- -5.78%
- 6M
- -7.10%
- 1Y
- 19.44%
- 3Y*
- 18.74%
- 5Y*
- 8.14%
- 10Y*
- 12.93%
FGIAX
- 1D
- 0.53%
- 1M
- -3.78%
- YTD
- 9.53%
- 6M
- 10.02%
- 1Y
- 20.91%
- 3Y*
- 14.03%
- 5Y*
- 10.45%
- 10Y*
- 8.70%
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CIGEX vs. FGIAX - Expense Ratio Comparison
CIGEX has a 1.15% expense ratio, which is lower than FGIAX's 1.21% expense ratio.
Return for Risk
CIGEX vs. FGIAX — Risk / Return Rank
CIGEX
FGIAX
CIGEX vs. FGIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Calamos Global Equity Fund (CIGEX) and Nuveen Global Infrastructure Fund Class A (FGIAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| CIGEX | FGIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 1.75 | -0.85 |
Sortino ratioReturn per unit of downside risk | 1.33 | 2.26 | -0.93 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.35 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 1.28 | 2.61 | -1.32 |
Martin ratioReturn relative to average drawdown | 4.84 | 12.12 | -7.28 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CIGEX | FGIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 1.75 | -0.85 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.80 | -0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.58 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.42 | +0.03 |
Correlation
The correlation between CIGEX and FGIAX is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
CIGEX vs. FGIAX - Dividend Comparison
CIGEX's dividend yield for the trailing twelve months is around 16.31%, more than FGIAX's 9.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CIGEX Calamos Global Equity Fund | 16.31% | 15.37% | 8.67% | 0.10% | 4.43% | 11.75% | 6.51% | 7.44% | 27.66% | 9.21% | 4.62% | 1.98% |
FGIAX Nuveen Global Infrastructure Fund Class A | 9.12% | 9.99% | 7.46% | 2.27% | 6.11% | 7.20% | 1.38% | 7.06% | 6.32% | 5.83% | 8.23% | 3.05% |
Drawdowns
CIGEX vs. FGIAX - Drawdown Comparison
The maximum CIGEX drawdown since its inception was -60.48%, which is greater than FGIAX's maximum drawdown of -49.35%. Use the drawdown chart below to compare losses from any high point for CIGEX and FGIAX.
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Drawdown Indicators
| CIGEX | FGIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.48% | -49.35% | -11.13% |
Max Drawdown (1Y)Largest decline over 1 year | -13.31% | -8.29% | -5.02% |
Max Drawdown (5Y)Largest decline over 5 years | -35.81% | -21.08% | -14.73% |
Max Drawdown (10Y)Largest decline over 10 years | -35.81% | -38.02% | +2.21% |
Current DrawdownCurrent decline from peak | -13.31% | -3.78% | -9.53% |
Average DrawdownAverage peak-to-trough decline | -10.42% | -7.22% | -3.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.53% | 1.78% | +1.75% |
Volatility
CIGEX vs. FGIAX - Volatility Comparison
Calamos Global Equity Fund (CIGEX) has a higher volatility of 8.43% compared to Nuveen Global Infrastructure Fund Class A (FGIAX) at 4.05%. This indicates that CIGEX's price experiences larger fluctuations and is considered to be riskier than FGIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CIGEX | FGIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.43% | 4.05% | +4.38% |
Volatility (6M)Calculated over the trailing 6-month period | 14.83% | 7.09% | +7.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.26% | 12.28% | +8.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.17% | 13.08% | +6.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.25% | 15.17% | +4.08% |