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CIHYX: CALAMOS HIGH INCOME OPPORTUNITIES FUND CLASS I (MUTUAL FUND)
Basic Info 7.6 0.02(0.26%) April 22
Asset Class: | High Yield Bond |
MyPlanIQ Rating: | (73%) |
Start Date: | 03/26/2002 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 6.42% |
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 04/23/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.0 | 0.5 | 9.5 | 1.7 | 3.6 | 3.4 | 6.5 | 3.8 | 3.8 | 12.5 | -10.1 | 6.7 | 5.0 | 14.6 | -4.1 | 6.3 | 12.2 | -4.4 | 1.1 | 6.4 | 11.5 | 4.4 | 10.6 | 46.9 | -27.2 | 0.5 | 2.7 | -5.7 | 2.5 | 17.2 | -6.6 |
Sharpe Ratio | NA | -1.02 | 1.42 | -0.14 | 0.31 | 0.45 | NA | NA | 0.51 | 1.9 | -1.81 | 3.19 | 0.42 | 4.01 | -1.6 | 2.67 | 2.92 | -1.22 | 0.34 | 2.43 | 4.96 | 0.93 | 3.35 | 6.09 | -2.42 | -0.46 | -0.11 | -1.52 | 0.34 | 3.42 | -1.34 |
Draw Down(%) | NA | 1.7 | 2.7 | 13.6 | 23.3 | 23.3 | NA | NA | 36.4 | 4.0 | 13.5 | 1.5 | 23.3 | 1.7 | 7.2 | 2.1 | 4.4 | 9.4 | 7.2 | 5.0 | 2.5 | 7.4 | 4.2 | 6.0 | 34.6 | 7.0 | 5.9 | 7.4 | 6.1 | 4.5 | 16.8 |
Standard Deviation(%) | NA | 2.9 | 3.7 | 4.7 | 6.4 | 5.1 | NA | NA | 5.6 | 4.4 | 6.4 | 2.1 | 11.4 | 3.3 | 3.4 | 2.1 | 4.1 | 3.6 | 3.3 | 2.6 | 2.3 | 4.7 | 3.1 | 7.7 | 11.6 | 5.5 | 5.3 | 5.2 | 4.6 | 4.8 | 7.2 |
Treynor Ratio | NA | -0.04 | 0.08 | -0.01 | 0.02 | 0.03 | NA | NA | 0.04 | 0.12 | -0.14 | 0.12 | 0.05 | 0.17 | -0.07 | 0.12 | 0.18 | -0.06 | 0.02 | 0.11 | 0.24 | 0.06 | 0.27 | 0.76 | -0.34 | -0.04 | -0.02 | -0.15 | 0.04 | 0.39 | -0.13 |
Alpha | NA | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.01 | -0.01 | 0.02 | 0.0 | 0.01 | -0.01 | 0.01 | 0.02 | -0.01 | -0.01 | 0.01 | 0.02 | 0.0 | 0.02 | 0.07 | -0.05 | -0.01 | -0.01 | -0.03 | 0.0 | 0.04 | -0.04 |
Beta | NA | 0.68 | 0.66 | 0.75 | 0.89 | 0.84 | NA | NA | 0.75 | 0.68 | 0.8 | 0.56 | 1.03 | 0.75 | 0.74 | 0.46 | 0.67 | 0.71 | 0.71 | 0.57 | 0.47 | 0.68 | 0.4 | 0.61 | 0.82 | 0.67 | 0.37 | 0.54 | 0.38 | 0.43 | 0.72 |
RSquared | NA | 0.72 | 0.72 | 0.82 | 0.85 | 0.79 | NA | NA | 0.47 | 0.77 | 0.89 | 0.4 | 0.93 | 0.6 | 0.65 | 0.39 | 0.67 | 0.61 | 0.58 | 0.5 | 0.4 | 0.61 | 0.31 | 0.24 | 0.4 | 0.25 | 0.03 | 0.1 | 0.07 | 0.09 | 0.25 |
Yield(%) | N/A | 1.4 | 6.6 | 5.1 | 5.3 | 5.1 | 7.3 | 4.5 | N/A | 6.8 | 4.8 | 4.7 | 5.4 | 6.5 | 6.4 | 5.2 | 5.5 | 5.2 | 8.5 | 7.5 | 7.4 | 7.8 | 6.8 | 8.8 | 5.2 | 5.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.9 |
Dividend Growth(%) | N/A | -78.0 | 11.4 | -13.2 | -17.8 | 6.1 | N/A | N/A | N/A | 22.0 | 2.5 | -13.0 | -9.8 | -8.9 | 24.4 | 0.0 | -4.3 | -43.4 | 12.2 | 4.2 | -7.8 | 18.5 | 4.8 | 17.0 | -5.4 | N/A | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/23/2002
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