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Nasdaq - Delayed Quote USD
Calamos Hedged Equity C (CCHEX)
16.29
+0.05
+(0.31%)
At close: 8:00:12 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -2.57% |
| 5y Average Return | 9.14% |
| Number of Years Up | 7 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Mar 12, 2025) | 14.69% |
| Worst 1Y Total Return (Mar 12, 2025) | -- |
| Best 3Y Total Return | 14.69% |
| Worst 3Y Total Return | 2.38% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CCHEX
Category
- YTD
- 0.90%
- 6.64%
- 1-Month
- -0.76%
- 1.03%
- 3-Month
- -0.31%
- 3.58%
- 1-Year
- 10.67%
- 16.67%
- 3-Year
- 6.65%
- 6.96%
- 5-Year
- 7.98%
- 6.01%
- 10-Year
- 5.94%
- 4.42%
- Last Bull Market
- 11.31%
- 12.48%
- Last Bear Market
- -10.49%
- -10.95%
Annual Total Return (%) History
Year
CCHEX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 5.58% | 2.51% | 4.09% | 1.01% |
| 2023 | 4.13% | 5.16% | -1.92% | 6.79% |
| 2022 | -3.55% | -10.49% | -2.77% | 4.87% |
| 2021 | 3.22% | 3.42% | 0.00% | 5.18% |
| 2020 | -9.39% | 10.46% | 3.17% | 5.16% |
| 2019 | 6.10% | 1.77% | 0.78% | 4.14% |
| 2018 | 3.21% | 0.72% | 2.92% | -6.58% |
| 2017 | 2.85% | 0.84% | 1.33% | 2.06% |
| 2016 | -0.45% | 1.29% | 1.84% | 1.68% |
| 2015 | -0.80% | 1.05% | -4.46% | 4.13% |
Rank in Category (By Total Return)
| YTD | 58 |
| 1-Month | 50 |
| 3-Month | 49 |
| 1-Year | 54 |
| 3-Year | 40 |
| 5-Year | 48 |
Load Adjusted Returns
| 1-Year | 9.67% |
| 3-Year | 6.65% |
| 5-Year | 7.98% |
| 10-Year | 5.94% |
Performance & Risk
| YTD Return | -2.57% |
| 5y Average Return | 9.14% |
| Rank in Category (ytd) | 58 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.55 |
| Morningstar Risk Rating |
Fund Overview
| Category | Options Trading |
| Fund Family | Calamos |
| Net Assets | 718.93M |
| YTD Return | 0.90% |
| Yield | 0.04% |
| Morningstar Rating | |
| Inception Date | Dec 31, 2014 |
Fund Summary
The fund seeks to achieve total return with lower volatility than equity markets. Under normal circumstances, it invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities and securities with economic characteristics similar to stock or the equity markets. The fund may write call options (i) on a portion of the equity securities in the fund's portfolio and (ii) on broad-based securities indexes (such as the S&P 500 or MSCI EAFE) or ETFs (exchange traded funds).
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