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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
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).
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 14.69% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 7 |
| Number of Years Down | 3 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CCHEX | Category Average | CCHEX | Category Average | CCHEX | Category Average | |
| Alpha | -0.65 | 0 | -0.27 | -0 | 0.16 | 0 |
| BETA | 0.55 | 0 | 0.53 | 0 | 0.51 | 0 |
| Mean Annual Return | 0.57 | 0.01 | 0.68 | 0.01 | 0.51 | 0 |
| R-squared | 95.82 | 0.66 | 94.75 | 0.64 | 92.79 | 0.59 |
| Standard Deviation | 9.12 | 0.1 | 9.22 | 0.08 | 7.78 | 0.07 |
| Sharpe Ratio | 0.27 | 0.01 | 0.59 | 0.01 | 0.54 | 0.01 |
| Treynor Ratio | 3.9 | -0.35 | 10 | 0.18 | 7.92 | 0.1 |
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