CHI vs TYG
Comparison between Calamos Convertible Opportunities and Income Fund (CHI, ETF) and Tortoise Energy Infrastructure Corp (TYG, ETF).
5-Year PerformanceTYG has outperformed CHI, delivering a return of +19.0% compared to +7.3%
CHI vs TYG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
CHI vs TYG - Historical Returns
Returns include dividend reinvestment.
CHI vs TYG - Annual Returns (2002 - 2026)
Returns include dividend reinvestment.
| Year | CHI | TYG |
|---|---|---|
| 2026 | +27.62% | +11.00% |
| 2025 | -0.88% | +8.38% |
| 2024 | +28.20% | +58.74% |
| 2023 | +8.22% | +1.65% |
| 2022 | -23.06% | +19.50% |
| 2021 | +22.30% | +45.17% |
| 2020 | +33.28% | -71.42% |
| 2019 | +31.79% | -10.46% |
| 2018 | -11.22% | -31.74% |
| 2017 | +20.10% | -5.58% |
| 2016 | +13.28% | +11.88% |
| 2015 | -15.64% | -36.08% |
| 2014 | +5.01% | -5.81% |
| 2013 | +19.38% | +22.22% |
| 2012 | +13.81% | -5.05% |
| 2011 | -6.66% | +3.89% |
| 2010 | +16.17% | +23.77% |
| 2009 | +54.80% | +82.24% |
| 2008 | -35.94% | -48.73% |
| 2007 | -19.79% | -2.52% |
| 2006 | +12.07% | +27.01% |
| 2005 | +5.58% | +1.16% |
| 2004 | +14.56% | +10.80% |
| 2003 | +47.19% | N/A |
| 2002 | +11.61% | N/A |
CHI vs TYG Drawdown Comparison
The maximum drawdown for CHI was -64.58%, occurring on Nov 21, 2008. Recovery took 956 trading sessions.
The maximum drawdown for TYG was -96.91%, occurring on Mar 18, 2020. This drawdown has not yet recovered.
The current CHI drawdown is -1.74%. The current TYG drawdown is -57.55%.
| Rank | CHI | TYG |
|---|---|---|
| #1 | -64.58% Jun 11, 2007 - Mar 25, 2011 | -96.91% Dec 2, 2013 - Mar 18, 2020 |
| #2 | -49.56% Feb 19, 2020 - Aug 3, 2020 | -77.18% Jul 12, 2007 - Jan 5, 2012 |
| #3 | -35.99% Nov 15, 2021 - Nov 20, 2024 | -19.41% Jul 29, 2005 - Oct 10, 2006 |
| #4 | -33.85% Sep 14, 2018 - Feb 6, 2020 | -15.81% Mar 27, 2013 - Nov 29, 2013 |
| #5 | -32.90% May 18, 2015 - Feb 8, 2017 | -15.42% Mar 1, 2004 - Sep 15, 2004 |
| #6 | -27.52% Dec 30, 2024 - Oct 27, 2025 | -13.20% Jan 5, 2012 - Jan 24, 2013 |
| #7 | -21.84% Jan 20, 2004 - Sep 10, 2004 | -8.85% Feb 16, 2005 - Jun 16, 2005 |
| #8 | -18.00% Jun 3, 2011 - Feb 9, 2012 | -7.79% Dec 1, 2006 - Feb 12, 2007 |
| #9 | -14.88% Feb 9, 2005 - Jul 28, 2005 | -7.33% Sep 24, 2004 - Nov 11, 2004 |
| #10 | -12.89% Sep 13, 2002 - Nov 13, 2002 | -5.69% Jun 5, 2007 - Jul 2, 2007 |
| #11 | -10.71% Feb 13, 2026 - Apr 8, 2026 | -5.08% Apr 26, 2007 - May 29, 2007 |
| #12 | -10.47% May 21, 2013 - Oct 17, 2013 | -4.70% Mar 23, 2007 - Apr 2, 2007 |
| #13 | -9.73% Sep 2, 2014 - Feb 25, 2015 | -4.34% Jun 16, 2005 - Jun 30, 2005 |
| #14 | -9.31% Sep 1, 2020 - Oct 12, 2020 | -4.09% Mar 1, 2013 - Mar 21, 2013 |
| #15 | -9.20% Oct 8, 2012 - Jan 10, 2013 | -4.01% Jul 1, 2005 - Jul 28, 2005 |
Correlation
Correlation between CHI and TYG is -0.56 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.
Dividend Comparison (2002 - 2026)
CHI vs TYG dividend yield comparison.
| Year | CHI | TYG |
|---|---|---|
| 2026 | 3.65% | 6.59% |
| 2025 | 10.88% | 11.25% |
| 2024 | 9.55% | 7.96% |
| 2023 | 11.00% | 9.87% |
| 2022 | 10.85% | 8.94% |
| 2021 | 7.54% | 5.27% |
| 2020 | 6.75% | 4.95% |
| 2019 | 8.49% | 3.65% |
| 2018 | 12.19% | 3.29% |
| 2017 | 10.19% | 2.25% |
| 2016 | 11.30% | 2.13% |
| 2015 | 11.50% | 3.49% |
| 2014 | 8.88% | 1.36% |
| 2013 | 8.60% | 1.20% |
| 2012 | 9.55% | 1.48% |
| 2011 | 10.12% | 1.38% |
| 2010 | 8.65% | 1.41% |
| 2009 | 9.25% | 1.74% |
| 2008 | 18.64% | 3.29% |
| 2007 | 12.46% | 1.81% |
| 2006 | 9.95% | 1.66% |
| 2005 | 10.57% | 1.66% |
| 2004 | 13.83% | 0.88% |
| 2003 | 10.26% | 0.00% |
| 2002 | 4.25% | 0.00% |
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