Find A Portfolio/Ticker
Comparison Box
CHI: Calamos Convertible Opp Inc (CEF)
Basic Info 10.68 0.1(0.93%) March 24
| Asset Class: | Convertibles |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 06/26/2002 |
| Last Dividend Date: | 03/13/2023 |
| 12-Mo. Yield | 8.07% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 03/24/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -1.3 | 5.2 | 3.2 | 32.3 | 12.7 | 10.2 | 9.8 | 9.9 | -13.7 | 23.8 | 34.7 | 36.0 | -12.6 | 23.9 | 14.4 | -14.8 | 5.2 | 20.6 | 16.3 | -6.3 | 20.6 | 66.2 | -34.8 | -20.7 | 13.4 | 6.4 | 12.3 | 46.9 | 11.8 |
| SR | NA | 0.88 | 0.02 | 1.24 | 0.4 | 0.41 | NA | 0.36 | -0.53 | 1.49 | 0.68 | 2.87 | -0.68 | 1.94 | 0.86 | -0.89 | 0.42 | 1.63 | 1.33 | -0.34 | 1.12 | 1.9 | -0.59 | -1.04 | 1.13 | 0.32 | 0.6 | 2.92 | 1.17 |
| DD(%) | NA | 10.4 | 23.5 | 30.4 | 49.6 | 49.6 | NA | 64.6 | 27.0 | 8.8 | 49.6 | 8.1 | 33.8 | 5.9 | 17.5 | 23.9 | 9.7 | 10.5 | 9.2 | 18.0 | 12.1 | 31.7 | 59.4 | 28.7 | 8.6 | 14.9 | 21.8 | 5.8 | 12.9 |
| SD(%) | NA | 21.8 | 26.8 | 25.2 | 29.1 | 23.0 | NA | 24.7 | 28.8 | 16.0 | 50.5 | 12.1 | 20.6 | 12.1 | 16.4 | 16.6 | 12.5 | 12.6 | 12.4 | 18.7 | 18.3 | 34.7 | 60.4 | 22.9 | 8.9 | 13.3 | 18.9 | 15.8 | 19.7 |
| TR | NA | 0.0 | 0.0 | 0.0 | 0.07 | 0.07 | NA | 0.07 | 0.0 | 0.0 | 0.0 | 0.13 | -0.08 | 0.18 | 0.1 | -0.11 | 0.06 | 0.21 | 0.2 | -0.06 | 0.26 | 0.41 | -0.18 | -0.27 | 0.27 | 0.11 | 0.21 | 0.79 | 0.81 |
| Alpha(%) | NA | NA | -0.06 | 0.1 | 0.07 | 0.04 | NA | 0.02 | NA | NA | NA | 0.11 | -0.02 | 0.05 | 0.02 | -0.05 | 0.01 | 0.01 | 0.02 | 0.01 | 0.02 | 0.0 | 0.17 | -0.12 | 0.02 | 0.01 | 0.04 | 0.09 | 0.09 |
| Beta(%) | NA | NA | 0.76 | 1.19 | 1.74 | 1.31 | NA | 1.24 | NA | NA | NA | 2.58 | 1.72 | 1.28 | 1.45 | 1.38 | 0.88 | 0.98 | 0.82 | 1.09 | 0.79 | 1.63 | 1.95 | 0.89 | 0.38 | 0.39 | 0.55 | 0.59 | 0.28 |
| RS | NA | 0.0 | 0.0 | 0.0 | 0.03 | 0.09 | NA | 0.19 | 0.0 | 0.0 | 0.0 | 0.1 | 0.36 | 0.25 | 0.41 | 0.33 | 0.23 | 0.24 | 0.25 | 0.58 | 0.28 | 0.35 | 0.38 | 0.12 | 0.08 | 0.04 | 0.04 | 0.08 | 0.03 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/26/2002
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Convertibles Asset Class Trend Rankings |
Top Rated Funds in Convertibles
Best Mutual Funds
- CCVIX (Calamos Convertible A) 0.22% (87%)
- PACIX (Columbia Convertible Securities A) 0.11% (82%)
- FCVSX (Fidelity Convertible Securities) 0.20% (77%)
- FISCX (Franklin Convertible Securities A) 0.0% (76%)
- GAGCX (Gabelli Global Rising Income and Div AAA) 0.58% (73%)
- LACFX (Lord Abbett Convertible A) 0.33% (71%)
- MCOAX (MainStay Convertible A) 0.06% (60%)
- MCFAX (Miller Convertible A) 0.17% (53%)
- CNSAX (Invesco Convertible Securities A) 0.05% (52%)
- PCONX (Putnam Convertible Securities A) 0.09% (47%)
Best ETFs
* Day change on 03/24/2023.Best Closed End Funds
- AVK (Advent Claymore Convertible Sec & Inc) 0.27% (100%)
- BCV (Bancroft Fund) 0.18% (98%)
- CHY (Calamos Convertible & High Income Fund) 0.63% (97%)
- CHI (Calamos Convertible Opp Inc) 0.93% (95%)
- ECF (Ellsworth Fund Common) 0.51% (94%)
- NCZ (AGIC Convertible & Income II) 2.44% (92%)
- NCV (AllianzGI Convertible & Income Common) 1.23% (90%)
- PCF (Putnam High Income Securities) 1.13% (89%)
Latest Articles Related to CHI
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
