Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAHEX (CALAMOS HEDGED EQUITY INCOME FUND CLASS A) | 6.16% | 15.94% | 13.35% | 8.09% | 8.28% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAHEX (CALAMOS HEDGED EQUITY INCOME FUND CLASS A) | 01/05/2015 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.30 | 15.94 | 13.35 | 8.09 | 8.28 | NA | NA | … | … | 6.16 | 11.11 | 14.65 | 15.57 | -11.29 | 13.04 | 9.29 | 14.20 | 0.60 | 8.01 | 5.22 | 2.42 |
| Sharpe Ratio | NA | 2.20 | 1.32 | 0.61 | 0.70 | NA | NA | … | … | 1.96 | 0.85 | 1.56 | 1.74 | -0.96 | 1.93 | 0.49 | 2.24 | -0.10 | 2.09 | 0.73 | 0.27 |
| Standard Deviation(%) | NA | 6.46 | 7.94 | 9.14 | 9.43 | NA | NA | … | … | 7.13 | 9.76 | 7.09 | 6.91 | 13.36 | 6.75 | 18.22 | 5.69 | 7.66 | 3.54 | 6.84 | 8.91 |
| Draw Down(%) | NA | 4.74 | 9.82 | 15.95 | 17.86 | NA | NA | … | … | 4.74 | 9.82 | 4.22 | 4.68 | 15.95 | 2.54 | 17.86 | 2.84 | 8.32 | 1.17 | 6.22 | 7.15 |
| Yield(%) | 0.00 | 0.17 | 0.34 | 0.38 | 0.89 | 0.78 | 0.58 | … | … | 0.00 | 0.17 | 0.28 | 0.56 | 0.52 | 0.31 | 0.87 | 0.88 | 2.68 | 0.36 | 1.12 | 2.42 |
Data as of 06/03/2026, Common starting date is 01/05/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAHEX (CALAMOS HEDGED EQUITY INCOME FUND CLASS A) |
2.86%
Sep 2019 – Sep 2022 |
3.65%
Mar 2015 – Mar 2020 |
6.35%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAHEX (CALAMOS HEDGED EQUITY INCOME FUND CLASS A) |
15.01%
Sep 2022 – Sep 2025 |
9.62%
Oct 2020 – Oct 2025 |
8.31%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart