What if you'd held CHI?
A $1,000 investment in Calamos Convertible Opportunities and Income Fund (CHI) at the month-end close of 2002-06 would be worth $9,789 at the close of 2026-08 — +878.9% total return, dividends reinvested. The same $1,000 in the S&P 500 would be worth $7,787.
Your scenario
Result
If you'd bought $1,000 at the start of each year
Value of $1,000 invested on January 1 of each year, held to 2026-08, dividends included.
Every year, $1,000 from 2002
| Year | Value of $1,000 | Year return |
|---|---|---|
| 2002 | $1,000 | — |
| 2003 | $1,463 | +46.3% |
| 2004 | $1,651 | +12.8% |
| 2005 | $1,752 | +6.1% |
| 2006 | $1,987 | +13.4% |
| 2007 | $1,577 | -20.6% |
| 2008 | $1,027 | -34.9% |
| 2009 | $1,698 | +65.4% |
| 2010 | $1,993 | +17.4% |
| 2011 | $1,866 | -6.4% |
| 2012 | $2,168 | +16.2% |
| 2013 | $2,638 | +21.7% |
| 2014 | $2,772 | +5.1% |
| 2015 | $2,362 | -14.8% |
| 2016 | $2,705 | +14.5% |
| 2017 | $3,322 | +22.8% |
| 2018 | $2,899 | -12.7% |
| 2019 | $3,940 | +35.9% |
| 2020 | $5,295 | +34.4% |
| 2021 | $6,369 | +20.3% |
| 2022 | $4,886 | -23.3% |
| 2023 | $5,349 | +9.5% |
| 2024 | $6,805 | +27.2% |
| 2025 | $6,664 | -2.1% |
| 2026 | $8,738 | +31.1% |
Best and worst month-end to buy
The best single month-end close to have bought CHI was 2002-09 ($1.28): $1,000 then is $10,172 today. The worst was 2026-06 ($13.25): $1,000 then is $983.
FAQ
What would $1,000 in CHI be worth today?
A $1,000 investment in Calamos Convertible Opportunities and Income Fund (CHI) at the start of 2002 would be worth about $9,789 today, a total return of +878.9%. Dividends are reinvested in these figures.
What were the best and worst years for CHI?
Calamos Convertible Opportunities and Income Fund (CHI)'s strongest calendar year since 2002 was 2009, a +65.4% return — $1,000 held through that year became about $1,654 by year-end. Its weakest year was 2008, at -34.9%.
Does the calculator include dividends and splits?
Yes where available. Prices are adjusted for both stock splits and reinvested dividends (total return), the same measure brokerages use.
How much would $100 per month in CHI have grown?
Investing $100 at the end of every month since 2002-06 would have grown to about $110,314 on $29,100 invested.
Did CHI beat the S&P 500?
Over the same period, $1,000 in the S&P 500 index would be worth $7,787. CHI beat the S&P 500 by +25.7% in total return.
Is this investment advice?
No. Wall Street Regrets is an entertainment and education tool. Every number is a historical calculation, not a prediction, and past performance never guarantees future results.
Methodology
Calamos Convertible Opportunities and Income Fund (CHI) historical total-return data from 2002-06 to 2026-08, reduced to month-end closes for the tables above.
Returns use adjusted close prices from Yahoo Finance historical data — adjusted for stock splits and reinvested dividends — the same convention used by major brokerages. A "year" scenario invests $1,000 at the prior December's month-end close and values it at the latest available month-end close. Non-USD amounts are converted at historical month-end exchange rates (Yahoo Finance): to USD on the buy date and back to your currency at the latest rate, so the return reflects the currency move as well as the asset.
Month-end resolution means intra-month extremes are not captured in tables; the calculator uses exact trading-day closes where daily data is available. Figures ignore taxes, fees, and the currency effects of non-USD listings. History is not a forecast. Wall Street Regrets is entertainment, not investment advice.
What if you'd held…
Data: adjusted close prices via Yahoo Finance. As of 2026-08. Not financial advice.