Calamos Convertible Opportunities and Income Fund

Calamos Convertible Opportunities and Income Fundverified

CHI

Price:

$12.16

Market Cap:

$899.41M

Calamos Convertible Opportunities and Income Fund is a closed ended fixed income mutual fund launched by Calamos Investments LLC. It is managed by Calamos Advisors LLC. The fund invests in the fixed income markets of the United States. It primarily invests in a diversified portfolio of convertible securities and high yield corporate bonds rated Ba or lower by Moody's or BB or lower by Standard & Poor's. The fund employs both fundamental and quantitative analysis with a focus on such factors as financial soundness, ability to make interest and dividend payments, earnings and cash-flow forecast, and quality of management to create its portfolio. Calamos Convertible Opportunities and Income Fun...[Read more]

Industry

Asset Management - Income

IPO Date

2002-06-27

Stock Exchange

NASDAQ

Ticker

CHI

The ROE as of December 2024 (TTM) for Calamos Convertible Opportunities and Income Fund (CHI) is 12.37%

According to Calamos Convertible Opportunities and Income Fund’s latest financial reports and current stock price. The company's current ROE is 12.37%. This represents a change of 529.16% compared to the average of 1.97% of the last 4 quarters.

Calamos Convertible Opportunities and Income Fund (CHI) Historical ROE (quarterly & annually)

How has CHI ROE performed in the past?

The mean historical ROE of Calamos Convertible Opportunities and Income Fund over the last ten years is 4.77%. The current 12.37% ROE has changed 159.53% with respect to the historical average. Over the past ten years (40 quarters), CHI's ROE was at its highest in in the October 2020 quarter at 25.21%. The ROE was at its lowest in in the April 2022 quarter at -23.76%.

Quarterly (TTM)
Annual

Average

4.77%

Median

6.48%

Minimum

-39.24%

Maximum

25.82%

Calamos Convertible Opportunities and Income Fund (CHI) ROE by Quarter and Year

Discovering the peaks and valleys of Calamos Convertible Opportunities and Income Fund ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 778.69%

Maximum Annual ROE = 25.82%

Minimum Annual Increase = -251.96%

Minimum Annual ROE = -39.24%

Quarterly (TTM)
Annual
YearROEChange
2023-1.46%-96.28%
2022-39.24%-251.96%
202125.82%13.11%
202022.83%113.20%
201910.71%374.30%
20182.26%-85.40%
201715.47%778.69%

Calamos Convertible Opportunities and Income Fund (CHI) Average ROE

How has CHI ROE performed in the past?

The current ROE of Calamos Convertible Opportunities and Income Fund (CHI) is greater than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

-4.96%

5-year avg

3.73%

10-year avg

4.77%

Calamos Convertible Opportunities and Income Fund (CHI) ROE vs. Peers

How is CHI’s ROE compared to its peers?

Calamos Convertible Opportunities and Income Fund’s ROE is less than Calamos Dynamic Convertible and Income Fund (9.67%), less than Calamos Global Dynamic Income Fund (18.32%), less than Calamos Strategic Total Return Fund (20.66%), less than Calamos Long/Short Equity & Dynamic Income Term Trust (3.28%), less than Calamos Convertible and High Income Fund (10.07%), less than Eaton Vance Tax-Advantaged Dividend Income Fund (12.98%), less than Virtus Convertible & Income 2024 Target Term Fund (21.86%), less than Calamos Global Total Return Fund (5.23%), greater than DTF Tax-Free Income 2028 Term Fund Inc. (-1.34%), greater than The Gabelli Global Small and Mid Cap Value Trust (-0.96%),

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Frequently asked questions❓

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What is the 3-year average ROE for Calamos Convertible Opportunities and Income Fund (CHI)?

What is the 5-year average ROE for Calamos Convertible Opportunities and Income Fund (CHI)?

How does the current ROE for Calamos Convertible Opportunities and Income Fund (CHI) compare to its historical average?