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Calamos Hedged Equity Income Fund Class A: (MF: CAHEX)

(NASDAQ Mutual Funds) As of Sep 25, 2026 04:37 PM ET

$20.67 USD

+0.06 (0.29%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2026

Total Return %* Percentile Rank Objective
YTD 7.46 63
3 months 0.98 58
6 months 7.29 25
1 Year 11.70 64
3 Year 12.72 55
5 Year 7.61 35
10 Year 8.19 45

* 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 Aug 31, 2026

1 Year 7.39
5 Year 6.77
10 Year 7.67
Since Inception 6.80

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -2.19 7.89 NA NA
2025 -2.25 6.64 4.84 1.67
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return 7.4611.1114.6515.56-11.2913.039.2914.190.578.015.21
% Total Return Rel to Index -4.24-7.11-10.36-10.686.90-15.64-9.11-17.294.96-13.78-6.72
% Total Return Rel to Peer -1.52-3.394.732.401.661.52-1.39-3.007.06-5.44-1.06
% Perf Quintile vs Peer* 4.004.001.003.001.003.004.004.001.005.004.00
% Dividends 0.000.020.040.070.070.040.100.090.040.030.10
% Yield 0.000.140.140.160.560.260.760.740.360.321.01
Capital Gains ($) 0.000.000.000.000.000.000.000.000.250.000.00
Expense Ratio 1.121.151.151.171.161.171.151.211.251.251.22

* 1 = Top 20%, 5 = Bottom 20%