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CCHYX: CALAMOS HIGH INCOME OPPORTUNITIES FUND CLASS C (MUTUAL FUND)
Basic Info 8.18 0(0.0%) April 24
Asset Class: | High Yield Bond |
MyPlanIQ Rating: | (46%) |
Start Date: | 12/26/2000 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 5.03% |
Expenses | 1.00% |
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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 | 10 Yr | 15 Yr | 20 Yr | Since 03/16/2001 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.6 | 0.5 | 8.3 | 0.8 | 2.6 | 2.3 | 5.3 | 4.0 | 4.7 | 11.4 | -11.1 | 5.6 | 4.0 | 13.5 | -4.9 | 4.1 | 11.0 | -5.3 | 0.0 | 5.3 | 10.5 | 3.3 | 9.3 | 45.4 | -28.0 | 3.4 | 9.5 | 1.4 | 10.0 | 24.0 | -0.4 | 10.5 | 1.2 |
Sharpe Ratio | NA | -1.38 | 1.12 | -0.35 | 0.15 | 0.23 | NA | NA | 0.7 | 1.6 | -1.96 | 2.86 | 0.33 | 3.75 | -1.87 | 1.56 | 2.63 | -1.45 | 0.01 | 2.04 | 4.52 | 0.7 | 2.95 | 5.92 | -2.49 | 0.09 | 1.65 | -0.22 | 3.04 | 6.9 | -0.24 | 0.97 | 9.84 |
Draw Down(%) | NA | 1.7 | 2.8 | 14.2 | 23.4 | 23.4 | NA | NA | 35.5 | 4.2 | 14.1 | 1.6 | 23.4 | 1.7 | 7.5 | 2.2 | 4.5 | 9.9 | 7.6 | 5.2 | 2.7 | 7.7 | 4.5 | 6.1 | 34.9 | 6.0 | 4.6 | 5.6 | 5.1 | 3.3 | 14.8 | 7.8 | 0.6 |
Standard Deviation(%) | NA | 2.7 | 3.6 | 4.7 | 6.4 | 5.2 | NA | NA | 5.5 | 4.5 | 6.4 | 1.9 | 11.5 | 3.2 | 3.3 | 2.3 | 4.1 | 3.7 | 3.2 | 2.6 | 2.3 | 4.7 | 3.1 | 7.7 | 11.6 | 5.0 | 3.8 | 3.6 | 3.0 | 3.4 | 6.5 | 8.6 | 17.1 |
Treynor Ratio | NA | -0.06 | 0.06 | -0.02 | 0.01 | 0.01 | NA | NA | 0.05 | 0.1 | -0.16 | 0.11 | 0.04 | 0.16 | -0.09 | 0.08 | 0.16 | -0.07 | 0.0 | 0.09 | 0.21 | 0.05 | 0.24 | 0.73 | -0.35 | 0.01 | 0.19 | -0.01 | 0.19 | 0.63 | -0.02 | 0.25 | -0.73 |
Alpha | NA | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.01 | -0.02 | 0.01 | -0.01 | 0.01 | -0.01 | 0.0 | 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 | 0.87 |
Beta | NA | 0.61 | 0.65 | 0.75 | 0.89 | 0.84 | NA | NA | 0.72 | 0.7 | 0.8 | 0.51 | 1.04 | 0.73 | 0.73 | 0.42 | 0.68 | 0.73 | 0.69 | 0.56 | 0.49 | 0.68 | 0.39 | 0.62 | 0.82 | 0.64 | 0.32 | 0.56 | 0.48 | 0.37 | 0.65 | 0.34 | -2.29 |
RSquared | NA | 0.65 | 0.72 | 0.82 | 0.85 | 0.79 | NA | NA | 0.45 | 0.78 | 0.89 | 0.38 | 0.93 | 0.59 | 0.64 | 0.29 | 0.7 | 0.63 | 0.57 | 0.49 | 0.44 | 0.61 | 0.3 | 0.25 | 0.4 | 0.27 | 0.05 | 0.21 | 0.26 | 0.14 | 0.22 | 0.08 | 0.69 |
Yield(%) | N/A | 1.2 | 5.2 | 4.0 | 4.2 | 4.0 | 5.9 | 4.8 | N/A | 5.2 | 3.8 | 3.5 | 4.1 | 5.3 | 5.1 | 3.9 | 4.2 | 3.9 | 7.2 | 6.2 | 6.1 | 6.8 | 5.1 | 7.5 | 4.3 | 8.1 | 6.4 | 6.8 | 7.0 | 6.3 | 4.2 | 6.1 | 1.8 |
Dividend Growth(%) | N/A | -75.6 | 10.8 | -12.1 | -17.2 | -36.2 | N/A | N/A | N/A | 17.1 | 12.9 | -16.2 | -15.9 | -6.4 | 30.6 | 0.0 | -2.7 | -49.3 | 14.1 | 6.7 | -13.0 | 38.0 | -7.4 | 20.0 | -48.9 | 29.4 | -10.5 | -1.3 | 30.5 | 43.9 | -28.1 | 235.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/16/2001
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