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CAHBX: CALAMOS HIGH INCOME OPPORTUNITIES FUND CLASS B (MUTUAL FUND)
Basic Info
| Asset Class: | High Yield Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/26/2000 |
| Last Dividend Date: | 06/30/2017 |
| 12-Mo. Yield | 3.04% |
| Expenses | 1.97% |
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Performance Analytics (As of 09/22/2017)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/26/2000 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 5.6 | 1.7 | 3.2 | 4.1 | 6.3 | 5.9 | 3.6 | 11.0 | -5.4 | 0.1 | 5.3 | 10.5 | 3.4 | 9.3 | 45.4 | -28.0 | 3.4 | 9.5 | 1.4 | 10.1 | 23.9 | -0.3 | 10.4 | 1.2 |
| Sharpe Ratio | NA | 2.17 | 0.4 | 0.95 | 0.7 | NA | 0.93 | 2.39 | 2.64 | -1.5 | 0.01 | 2.06 | 4.53 | 0.71 | 2.87 | 5.95 | -2.5 | 0.08 | 1.66 | -0.21 | 3.04 | 6.75 | -0.21 | 0.97 | 10.09 |
| Draw Down(%) | NA | 2.4 | 13.1 | 13.8 | 35.5 | NA | 35.5 | 2.1 | 4.5 | 10.0 | 7.5 | 5.2 | 2.7 | 7.6 | 4.6 | 6.0 | 34.9 | 6.0 | 4.6 | 5.5 | 5.1 | 3.3 | 14.8 | 7.9 | 0.6 |
| Standard Deviation(%) | NA | 2.4 | 3.7 | 3.2 | 5.5 | NA | 5.4 | 1.9 | 4.1 | 3.6 | 3.2 | 2.6 | 2.3 | 4.7 | 3.2 | 7.6 | 11.5 | 5.0 | 3.8 | 3.6 | 3.0 | 3.4 | 6.5 | 8.5 | 17.3 |
| Treynor Ratio | NA | 0.1 | 0.02 | 0.05 | 0.06 | NA | 0.08 | 0.12 | 0.16 | -0.08 | 0.0 | 0.09 | 0.22 | 0.05 | 0.24 | 0.74 | -0.35 | 0.01 | 0.17 | -0.01 | 0.2 | 0.62 | -0.02 | 0.25 | -0.75 |
| Alpha | NA | 0.01 | -0.01 | 0.0 | 0.0 | NA | 0.01 | 0.01 | 0.01 | -0.02 | -0.01 | 0.01 | 0.01 | -0.01 | 0.02 | 0.07 | -0.05 | 0.0 | 0.02 | 0.0 | 0.02 | 0.06 | -0.01 | 0.03 | 0.88 |
| Beta | NA | 0.49 | 0.68 | 0.64 | 0.69 | NA | 0.61 | 0.37 | 0.67 | 0.71 | 0.7 | 0.56 | 0.47 | 0.68 | 0.39 | 0.61 | 0.83 | 0.65 | 0.36 | 0.55 | 0.45 | 0.37 | 0.66 | 0.33 | -2.33 |
| RSquared | NA | 0.4 | 0.63 | 0.57 | 0.41 | NA | 0.3 | 0.31 | 0.69 | 0.61 | 0.57 | 0.49 | 0.4 | 0.6 | 0.29 | 0.25 | 0.41 | 0.28 | 0.06 | 0.21 | 0.23 | 0.13 | 0.23 | 0.08 | 0.68 |
| Yield(%) | N/A | 3.0 | 4.2 | 4.9 | 5.0 | 6.6 | N/A | 1.8 | 4.2 | 3.9 | 7.2 | 6.2 | 6.2 | 6.5 | 5.1 | 7.3 | 4.3 | 7.9 | 6.4 | 6.8 | 7.1 | 6.2 | 4.1 | 5.9 | 1.8 |
| Dividend Growth(%) | N/A | -25.1 | -30.9 | -14.9 | N/A | N/A | N/A | -55.2 | -1.6 | -49.7 | 14.9 | 3.6 | -8.2 | 32.1 | -4.7 | 18.0 | -47.7 | 26.2 | -10.6 | -1.8 | 32.5 | 46.7 | -28.3 | 220.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/26/2000
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See High Yield Bond Asset Class Trend Rankings |
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