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Calamos Hedged Equity C (CCHEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.54+0.04 (+0.26%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.71%
5-year average return6.77%
Number of years up6
Number of years down3
Best 1-yr total return (13 May 2024)14.69%
Worst 1-yr total return (13 May 2024)N/A
Best 3-yr total return14.69%
Worst 3-yr total return2.38%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCCHEXCategory
YTD3.47%6.64%
1-month-2.00%1.03%
3-month2.63%3.58%
1-year12.70%16.67%
3-year3.66%6.96%
5-year5.99%6.01%
10-year0.00%4.42%
Last bull market13.73%12.48%
Last bear market-10.49%-10.95%

Annual total return (%) history

Year
CCHEXCategory
2024
N/AN/A
2023
14.69%N/A
2022
-11.97%N/A
2021
12.28%N/A
2020
8.59%7.16%
2019
13.33%11.34%
2018
-0.06%-3.45%
2017
7.25%6.02%
2016
4.42%3.31%
2015
-0.27%-1.77%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.58%N/AN/AN/A
20234.13%5.16%-1.92%6.79%
2022-3.55%-10.49%-2.77%4.87%
20213.22%3.42%0.00%5.18%
2020-9.39%10.46%3.17%5.16%
20196.10%1.77%0.78%4.14%
20183.21%0.72%2.92%-6.58%
20172.85%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)

YTD43
1-month68
3-month36
1-year61
3-year75
5-year55

Load adjusted returns

1-year11.70%
3-year3.66%
5-year5.99%
10-yearN/A