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Calamos Hedged Equity Income Fund Class A: (MF: CAHEX)
(NASDAQ Mutual Funds) As of Jan 8, 2026 04:36 PM ET
$19.31 USD
0.00 (NA)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Nov 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 11.08 | 74 |
| 3 months | 3.90 | 51 |
| 6 months | 9.80 | 55 |
| 1 Year | 9.85 | 60 |
| 3 Year | 12.77 | 40 |
| 5 Year | 8.46 | 38 |
| 10 Year | 7.68 | 43 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Nov 30, 2025
| 1 Year | 5.52 |
| 5 Year | 7.86 |
| 10 Year | 7.50 |
| Since Inception | 6.59 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -2.25 | 6.64 | 4.84 | NA |
| 2024 | 5.82 | 2.63 | 4.36 | 1.15 |
| 2023 | 4.41 | 5.28 | -1.75 | 6.99 |
| 2022 | -3.35 | -10.28 | -2.60 | 5.04 |
| 2021 | 3.40 | 3.59 | 0.21 | 5.28 |
| 2020 | -9.34 | 10.76 | 3.31 | 5.35 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 11.07 | 14.65 | 15.56 | -11.29 | 13.03 | 9.29 | 14.19 | 0.57 | 8.01 | 5.21 | 0.47 |
| % Total Return Rel to Index | -6.42 | -10.36 | -10.68 | 6.90 | -15.64 | -9.11 | -17.29 | 4.96 | -13.78 | -6.72 | -0.91 |
| % Total Return Rel to Peer | -2.71 | 4.73 | 2.40 | 1.66 | 1.52 | -1.39 | -3.00 | 7.06 | -5.44 | -1.06 | 2.82 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 2.00 | 3.00 | 4.00 | 4.00 | 1.00 | 5.00 | 4.00 | 1.00 |
| % Dividends | 0.00 | 0.04 | 0.07 | 0.07 | 0.04 | 0.10 | 0.09 | 0.04 | 0.03 | 0.10 | 0.06 |
| % Yield | 0.01 | 0.23 | 0.25 | 0.56 | 0.26 | 0.76 | 0.74 | 0.36 | 0.32 | 1.01 | 0.63 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.25 | 0.00 | 0.00 | 0.17 |
| Expense Ratio | 1.14 | 1.15 | 1.17 | 1.16 | 1.17 | 1.15 | 1.21 | 1.25 | 1.25 | 1.22 | 1.25 |
* 1 = Top 20%, 5 = Bottom 20%