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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 | 1.46% |
Expenses | 1.97% |
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Performance Analytics (As of 09/22/2017)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 04/03/2001 |
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 | 5.8 | 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 | 3.1 | 4.2 | 4.9 | 5.0 | 6.6 | N/A | 1.7 | 4.2 | 3.9 | 7.1 | 6.1 | 6.0 | 6.6 | 5.0 | 7.4 | 4.3 | 8.0 | 6.3 | 6.8 | 7.0 | 6.3 | 4.2 | 5.8 | 1.8 |
Dividend Growth(%) | N/A | -24.3 | -31.0 | -15.9 | N/A | N/A | N/A | -55.6 | -2.7 | -49.3 | 15.9 | 5.0 | -11.8 | 36.0 | -7.4 | 20.0 | -48.9 | 29.4 | -11.7 | 0.0 | 30.5 | 43.9 | -25.5 | 223.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/03/2001
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