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CAHEX: CALAMOS HEDGED EQUITY INCOME FUND CLASS A (MUTUAL FUND)
Basic Info 15.75 0.03(0.19%) April 24
Asset Class: | EQUITY |
MyPlanIQ Rating: | (93%) |
Start Date: | 01/05/2015 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 0.57% |
Expenses | 0.92% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.7 | 4.3 | 14.8 | 4.8 | 6.9 | 6.5 | 15.6 | -11.3 | 13.0 | 9.3 | 14.2 | 0.6 | 8.0 | 5.2 | 2.4 |
Sharpe Ratio | NA | 1.06 | 1.45 | 0.21 | 0.46 | 0.53 | 1.66 | -0.95 | 1.93 | 0.5 | 2.25 | -0.09 | 2.1 | 0.73 | 0.27 |
Draw Down(%) | NA | 2.6 | 4.7 | 16.0 | 17.9 | 17.9 | 4.7 | 16.0 | 2.5 | 17.9 | 2.8 | 8.3 | 1.2 | 6.2 | 7.1 |
Standard Deviation(%) | NA | 6.4 | 6.4 | 9.5 | 11.2 | 9.5 | 6.9 | 13.4 | 6.7 | 18.1 | 5.7 | 7.7 | 3.5 | 6.8 | 8.9 |
Treynor Ratio | NA | 0.13 | 0.18 | 0.04 | 0.1 | 0.1 | 0.23 | -0.24 | 0.28 | 0.18 | 0.3 | -0.02 | 0.16 | 0.1 | 0.04 |
Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | -0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 |
Beta | NA | 0.53 | 0.51 | 0.52 | 0.51 | 0.5 | 0.49 | 0.53 | 0.47 | 0.51 | 0.43 | 0.4 | 0.45 | 0.48 | 0.55 |
RSquared | NA | 0.95 | 0.94 | 0.95 | 0.96 | 0.93 | 0.94 | 0.96 | 0.91 | 0.97 | 0.92 | 0.78 | 0.82 | 0.92 | 0.9 |
Yield(%) | N/A | 0.0 | 0.5 | 0.4 | 0.6 | N/A | 0.5 | 0.5 | 0.3 | 0.8 | 0.9 | 2.5 | 0.4 | 1.1 | 2.3 |
Dividend Growth(%) | N/A | -100.0 | 0.0 | N/A | N/A | N/A | 0.0 | 75.0 | -60.0 | 0.0 | -64.3 | 600.0 | -63.6 | -52.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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