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Calamos Hedged Equity Income Fund Class C: (MF: CCHEX)

(NASDAQ Mutual Funds) As of Sep 4, 2026 04:36 PM ET

$19.76 USD

-0.05 (-0.25%)

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 Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD 5.42 69
3 months 2.58 43
6 months 4.51 56
1 Year 10.71 74
3 Year 11.06 58
5 Year 6.85 42
10 Year 7.27 55

* 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 Jul 31, 2026

1 Year 10.52
5 Year 6.96
10 Year 7.40
Since Inception 6.36

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -2.38 7.66 NA NA
2025 -2.39 6.37 4.66 1.48
2024 5.57 2.51 4.08 1.00
2023 4.12 5.16 -1.92 6.78
2022 -3.55 -10.48 -2.77 4.87
2021 3.22 3.42 0.00 5.17

Annual Return

20262025202420232022202120202019201820172016
% Total Return 5.4210.2813.7814.68-11.9712.278.5813.33-0.067.254.41
% Total Return Rel to Index -5.10-7.93-11.23-11.556.23-16.40-9.81-18.154.33-14.54-7.52
% Total Return Rel to Peer -2.79-4.223.861.520.990.77-2.09-3.866.43-6.21-1.85
% Perf Quintile vs Peer* 4.005.002.003.002.003.004.005.001.005.005.00
% Dividends 0.000.000.010.020.030.000.030.030.000.010.03
% Yield 0.000.000.030.000.290.000.240.310.010.070.30
Capital Gains ($) 0.000.000.000.000.000.000.000.000.250.000.00
Expense Ratio 1.871.901.901.921.911.921.901.962.002.000.00

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