Calamos Convertible Opportunities and Income Fund (CHI) Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in Calamos Convertible Opportunities and Income Fund (CHI) ten years ago, at the end of Oct 2016, was worth $28,889 at the end of Oct 2026 with every dividend reinvested: 11.2% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $47,273 reinvested (8.6% a year), or $22,246 taking the dividends as cash, $14,741 of it paid out along the way.
CHI became
$47,273
S&P 500: $72,756
Return a year
8.6%
S&P 500: 11.1%
Payouts reinvested
$41,819
bought more shares
Worst drop
-48.1%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | CHI total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +11.8% | $3,513 | +11.7% |
| 2025 | −2.1% | $4,361 | +17.7% |
| 2024 | +27.1% | $3,923 | +24.9% |
| 2023 | +9.5% | $3,465 | +26.2% |
| 2022 | −23.3% | $3,142 | −18.2% |
| 2021 | +20.3% | $2,944 | +28.7% |
| 2020 | +34.4% | $2,290 | +18.3% |
| 2019 | +36.0% | $2,089 | +31.2% |
| 2018 | −12.7% | $2,097 | −4.6% |
| 2017 | +22.7% | $2,077 | +21.7% |
| 2016 | +14.4% | $1,853 | +12.0% |
| 2015 | −14.7% | $1,606 | +1.2% |
| 2014 | +5.2% | $1,498 | +13.5% |
| 2013 | +21.7% | $1,413 | +32.3% |
| 2012 | +16.1% | $1,248 | +16.0% |
| 2011 | −6.2% | $1,162 | +1.9% |
| 2010 | +17.3% | $1,062 | +15.1% |
| 2009 | +66.0% | $965 | +26.4% |
| 2008 | −35.1% | $1,111 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: CHI total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Calamos Convertible Opportunities and Income Fund (CHI) at the end of Dec 2007, with dividends reinvested, was worth $47,273 at the end of Oct 2026: 8.6% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, CHI turned $10,000 into $28,889 with dividends reinvested, 11.2% a year.
- Over the 5 years to Oct 2026, CHI returned 2.6% a year with dividends reinvested (S&P 500: 12.0%).
- Taking CHI's dividends as cash instead of reinvesting them, the same $10,000 ended at $22,246, including $14,741 of cash received; reinvesting added $25,027.
- CHI's best calendar year in that time was 2009 (66.0%) and its worst 2008 (-35.1%), with dividends reinvested.
Cite this page
SmarterDividends, "Calamos Convertible Opportunities and Income Fund (CHI) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/CHI/total-return
CHI total return questions
If I invested $10,000 in CHI 10 years ago, how much would I have?
About $28,889 at the end of Oct 2026, with every dividend reinvested: 11.2% a year. Taking them as cash, you'd have shares worth $11,041 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is CHI's total return since Dec 2007?
373% in total, or 8.6% a year, through Oct 2026 with dividends reinvested. The share price alone fell 25%.
How much of CHI's return came from dividends?
About 100% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $25,027 better off on a $10,000 start.
What was CHI's worst year?
2008, at -35.1% with dividends reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -48.1%.
How is total return calculated here?
From month-end prices: the adjusted price counts every dividend reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.