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GLO: Clough Global Opportunities Fund (CEF)
Basic Info 5.91 0.16(2.64%) June 05
| Asset Class: | Aggressive Allocation |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 05/02/2006 |
| Last Dividend Date: | 05/18/2026 |
| 12-Mo. Yield | 11.88% |
| Expenses | - |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.8 | 14.5 | 37.6 | 32.8 | 7.9 | 12.9 | 9.4 | 7.1 | 7.0 | 36.2 | 32.4 | 15.6 | -35.9 | 10.5 | 32.8 | 28.2 | -15.3 | 34.9 | -3.3 | -9.1 | 9.7 | 21.1 | 22.3 | -14.4 | 11.0 | 56.2 | -47.4 | 12.9 | -6.8 |
| Sharpe Ratio | NA | 2.02 | 2.41 | 1.82 | 0.26 | 0.52 | NA | NA | 0.27 | 2.07 | 1.82 | 0.64 | -1.27 | 0.5 | 0.76 | 2.44 | -1.04 | 3.01 | -0.22 | -0.67 | 0.9 | 1.69 | 1.75 | -0.64 | 0.57 | 1.9 | -1.06 | 0.6 | -0.8 |
| Draw Down(%) | NA | 9.5 | 9.5 | 14.1 | 48.5 | 48.5 | NA | NA | 60.5 | 14.1 | 9.9 | 14.0 | 39.7 | 15.6 | 44.4 | 5.5 | 30.1 | 8.1 | 14.6 | 14.6 | 11.8 | 8.0 | 11.2 | 25.3 | 18.3 | 26.0 | 60.5 | 13.0 | 15.0 |
| Standard Deviation(%) | NA | 17.1 | 14.5 | 16.2 | 20.4 | 21.6 | NA | NA | 22.0 | 16.9 | 14.7 | 17.9 | 29.4 | 20.8 | 42.7 | 11.0 | 16.0 | 11.4 | 15.4 | 13.7 | 10.8 | 12.5 | 12.8 | 22.6 | 19.2 | 29.5 | 45.4 | 16.4 | 16.9 |
| Treynor Ratio | NA | 0.26 | 0.27 | 0.24 | 0.04 | 0.08 | NA | NA | 0.04 | 0.33 | 0.22 | 0.1 | -0.27 | 0.08 | 0.2 | 0.27 | -0.13 | 0.33 | -0.02 | -0.08 | 0.09 | 0.15 | 0.18 | -0.1 | 0.08 | 0.36 | -0.29 | 0.08 | -0.2 |
| Alpha | NA | 0.07 | 0.05 | 0.05 | 0.0 | 0.01 | NA | NA | -0.01 | 0.08 | 0.05 | 0.0 | -0.06 | -0.02 | 0.04 | 0.02 | -0.05 | 0.07 | -0.06 | -0.04 | 0.0 | -0.01 | 0.03 | -0.08 | -0.02 | 0.07 | -0.07 | 0.02 | -0.07 |
| Beta | NA | 1.32 | 1.28 | 1.24 | 1.3 | 1.38 | NA | NA | 1.44 | 1.07 | 1.24 | 1.13 | 1.38 | 1.36 | 1.64 | 1.01 | 1.28 | 1.06 | 1.47 | 1.11 | 1.04 | 1.36 | 1.26 | 1.44 | 1.38 | 1.57 | 1.64 | 1.29 | 0.67 |
| RSquared | NA | 0.54 | 0.51 | 0.55 | 0.5 | 0.53 | NA | NA | 0.59 | 0.58 | 0.51 | 0.36 | 0.57 | 0.31 | 0.67 | 0.42 | 0.63 | 0.14 | 0.56 | 0.5 | 0.41 | 0.56 | 0.51 | 0.75 | 0.58 | 0.78 | 0.72 | 0.52 | 0.08 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 11.0 | 9.0 | 10.0 | 8.0 | 8.2 | 10.4 | 7.9 | 7.7 | 3.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 30.6 | 0.0 | 0.0 | 0.0 | 9.1 | -33.1 | 3.7 | 137.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/26/2006
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