Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CHI (Calamos Convertible Opportunities and Income Closed Fund) | 22.83% | 36.08% | 17.40% | 6.32% | 13.02% | 9.50% | 7.96% | … | … |
Data as of 06/05/2026, Common starting date is 06/26/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHI (Calamos Convertible Opportunities and Income Closed Fund) | 06/26/2002 | 06/05/2026 |
| 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.43 | 36.08 | 17.40 | 6.32 | 13.02 | 9.50 | 7.96 | … | … | 22.83 | -2.15 | 27.23 | 9.49 | -23.31 | 20.31 | 34.36 | 35.98 | -12.67 | 23.92 | 14.40 | -14.78 | 5.26 | 20.62 | 16.31 | -6.36 | 20.69 | 66.08 | -35.01 | -20.66 | 13.37 | 6.31 | 12.43 | 46.91 | 11.76 |
| Sharpe Ratio | NA | 1.98 | 0.80 | 0.19 | 0.48 | NA | NA | … | … | 2.94 | -0.27 | 1.64 | 0.31 | -0.87 | 1.27 | 0.67 | 2.86 | -0.68 | 1.94 | 0.87 | -0.89 | 0.42 | 1.63 | 1.33 | -0.34 | 1.13 | 1.90 | -0.59 | -1.04 | 1.12 | 0.30 | 0.61 | 2.92 | 1.17 |
| Standard Deviation(%) | NA | 16.87 | 17.71 | 20.09 | 23.66 | NA | NA | … | … | 20.07 | 19.08 | 14.37 | 19.23 | 28.59 | 16.03 | 50.60 | 12.06 | 20.61 | 12.07 | 16.39 | 16.59 | 12.47 | 12.59 | 12.37 | 18.71 | 18.29 | 34.73 | 60.49 | 22.92 | 8.94 | 13.35 | 18.88 | 15.83 | 19.68 |
| Draw Down(%) | NA | 10.71 | 27.52 | 36.03 | 49.64 | NA | NA | … | … | 10.71 | 26.25 | 8.55 | 17.00 | 31.98 | 8.79 | 49.64 | 8.11 | 33.87 | 5.92 | 17.49 | 23.89 | 9.73 | 10.47 | 9.21 | 18.06 | 12.08 | 31.70 | 59.53 | 28.74 | 8.55 | 14.95 | 21.84 | 5.82 | 12.89 |
| Yield(%) | 0.00 | 11.22 | 10.85 | 7.60 | 11.24 | 8.18 | 5.98 | … | … | 3.58 | 9.67 | 11.09 | 10.71 | 7.57 | 8.56 | 8.67 | 10.53 | 9.81 | 11.06 | 11.39 | 8.79 | 8.58 | 8.60 | 9.90 | 8.62 | 9.18 | 12.81 | 10.43 | 9.03 | 10.08 | 10.04 | 12.94 | 13.47 | 4.54 |
Data as of 06/05/2026, Common starting date is 06/26/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHI (Calamos Convertible Opportunities and Income Closed Fund) |
-19.36%
Nov 2005 – Nov 2008 |
-7.82%
Nov 2003 – Nov 2008 |
1.51%
Feb 2006 – Feb 2016 |
4.88%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHI (Calamos Convertible Opportunities and Income Closed Fund) |
30.09%
Feb 2009 – Feb 2012 |
23.92%
Nov 2008 – Nov 2013 |
13.93%
Nov 2008 – Nov 2018 |
12.63%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart