Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CIHEX (CALAMOS HEDGED EQUITY INCOME FUND CLASS I) | 6.56% | 16.51% | 13.73% | 8.35% | 8.57% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CIHEX (CALAMOS HEDGED EQUITY INCOME FUND CLASS I) | 01/05/2015 | 06/04/2026 |
| 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 (%) | 0.20 | 16.51 | 13.73 | 8.35 | 8.57 | NA | NA | … | … | 6.56 | 11.70 | 14.63 | 15.88 | -11.11 | 13.31 | 9.67 | 14.47 | 0.90 | 8.37 | 5.46 | 2.70 |
| Sharpe Ratio | NA | 2.24 | 1.36 | 0.64 | 0.74 | NA | NA | … | … | 1.99 | 0.92 | 1.13 | 1.71 | -0.94 | 1.97 | 0.52 | 2.29 | -0.05 | 2.24 | 0.70 | 0.30 |
| Standard Deviation(%) | NA | 6.48 | 7.94 | 9.14 | 9.43 | NA | NA | … | … | 7.14 | 9.79 | 7.10 | 6.88 | 13.35 | 6.73 | 18.06 | 5.71 | 7.66 | 3.47 | 7.53 | 8.89 |
| Draw Down(%) | NA | 4.68 | 9.78 | 15.76 | 17.80 | NA | NA | … | … | 4.68 | 9.78 | 4.22 | 4.61 | 15.76 | 2.48 | 17.80 | 2.93 | 8.18 | 1.10 | 5.60 | 7.18 |
| Yield(%) | 0.00 | 0.36 | 0.58 | 0.58 | 1.21 | 1.01 | 0.76 | … | … | 0.00 | 0.39 | 0.52 | 0.79 | 0.64 | 0.50 | 1.11 | 1.12 | 3.07 | 0.91 | 1.36 | 2.60 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| CIHEX (CALAMOS HEDGED EQUITY INCOME FUND CLASS I) |
3.17%
Sep 2019 – Sep 2022 |
3.95%
Mar 2015 – Mar 2020 |
6.65%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIHEX (CALAMOS HEDGED EQUITY INCOME FUND CLASS I) |
15.28%
Sep 2022 – Sep 2025 |
9.92%
Oct 2020 – Oct 2025 |
8.59%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart