Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCHEX (CALAMOS HEDGED EQUITY INCOME FUND CLASS C) | 5.80% | 15.04% | 12.51% | 7.30% | 7.50% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCHEX (CALAMOS HEDGED EQUITY INCOME FUND CLASS C) | 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 (%) | 0.26 | 15.04 | 12.51 | 7.30 | 7.50 | NA | NA | … | … | 5.80 | 11.00 | 13.74 | 14.69 | -11.97 | 12.28 | 8.59 | 13.33 | -0.05 | 7.26 | 4.43 | 1.66 |
| Sharpe Ratio | NA | 2.08 | 1.22 | 0.53 | 0.62 | NA | NA | … | … | 1.85 | 0.85 | 1.02 | 1.53 | -1.00 | 1.84 | 0.46 | 2.08 | -0.18 | 1.91 | 0.62 | 0.19 |
| Standard Deviation(%) | NA | 6.42 | 7.91 | 9.14 | 9.42 | NA | NA | … | … | 7.05 | 9.79 | 7.01 | 6.88 | 13.46 | 6.66 | 18.18 | 5.73 | 7.65 | 3.48 | 6.84 | 8.87 |
| Draw Down(%) | NA | 4.83 | 9.87 | 16.41 | 17.92 | NA | NA | … | … | 4.83 | 9.87 | 4.24 | 4.85 | 16.41 | 2.52 | 17.92 | 2.96 | 8.44 | 1.23 | 6.33 | 7.34 |
| Yield(%) | 0.00 | 0.00 | 0.08 | 0.10 | 0.45 | 0.43 | 0.32 | … | … | 0.00 | 0.00 | 0.05 | 0.20 | 0.27 | 0.00 | 0.27 | 0.37 | 2.39 | 0.09 | 0.34 | 1.87 |
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 |
|---|---|---|---|---|
| CCHEX (CALAMOS HEDGED EQUITY INCOME FUND CLASS C) |
2.15%
Sep 2019 – Sep 2022 |
2.93%
Mar 2015 – Mar 2020 |
5.58%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCHEX (CALAMOS HEDGED EQUITY INCOME FUND CLASS C) |
14.15%
Sep 2022 – Sep 2025 |
8.83%
Oct 2020 – Oct 2025 |
7.52%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart