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Nasdaq - Delayed Quote USD

Calamos Hedged Equity I (CIHEX)

16.89
+0.05
+(0.30%)
At close: 8:00:22 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.37%
5y Average Return 10.23%
Number of Years Up 9
Number of Years Down 1
Best 1Y Total Return (Mar 12, 2025) 15.88%
Worst 1Y Total Return (Mar 12, 2025) --
Best 3Y Total Return 15.88%
Worst 3Y Total Return 3.37%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CIHEX
Category
YTD
1.04%
6.64%
1-Month
-0.68%
1.03%
3-Month
-0.06%
3.58%
1-Year
11.79%
16.67%
3-Year
7.72%
6.96%
5-Year
9.05%
6.01%
10-Year
6.99%
4.42%
Last Bull Market
11.96%
12.48%
Last Bear Market
-10.28%
-10.95%

Annual Total Return (%) History

Year
CIHEX
Category
2024
14.95%
--
2023
15.88%
--
2022
-11.11%
--
2021
13.31%
--
2020
9.66%
7.16%
2019
14.47%
11.34%
2018
0.89%
-3.45%
2017
8.37%
6.02%

2016
5.45%
3.31%
2015
0.76%
-1.77%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.92% 2.69% 4.42% 1.22%
2023 4.45% 5.42% -1.69% 7.05%
2022 -3.29% -10.28% -2.46% 5.03%
2021 3.48% 3.66% 0.20% 5.42%
2020 -9.29% 10.84% 3.37% 5.51%
2019 6.38% 2.03% 1.01% 4.41%
2018 3.50% 0.87% 3.16% -6.32%
2017 3.07% 1.18% 1.50% 2.38%
2016 -0.26% 1.59% 2.10% 1.92%
2015 -0.50% 1.30% -4.30% 4.46%

Rank in Category (By Total Return)

YTD 48
1-Month 46
3-Month 44
1-Year 43
3-Year 34
5-Year 38

Load Adjusted Returns

1-Year 11.79%
3-Year 7.72%
5-Year 9.05%
10-Year 6.99%

Performance & Risk

YTD Return -2.37%
5y Average Return 10.23%
Rank in Category (ytd) 48
% 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 1.04%
Yield 0.46%
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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