Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPCLX (CALAMOS PHINEUS LONG/SHORT FUND CLASS C) | -2.23% | 0.13% | 5.57% | 1.90% | 5.79% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/06/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPCLX (CALAMOS PHINEUS LONG/SHORT FUND CLASS C) | 04/06/2016 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.71 | 0.13 | 5.57 | 1.90 | 5.79 | NA | NA | … | … | -2.23 | 4.37 | 1.41 | 6.91 | -1.95 | 6.53 | 18.57 | 2.90 | -6.80 | 8.08 | 16.04 |
| Sharpe Ratio | NA | -0.07 | 0.44 | -0.02 | 0.28 | NA | NA | … | … | -0.33 | 0.16 | -0.60 | 0.29 | -0.18 | 0.42 | 0.52 | 0.32 | -0.98 | 1.03 | 1.72 |
| Standard Deviation(%) | NA | 8.68 | 8.23 | 12.32 | 15.23 | NA | NA | … | … | 11.93 | 9.71 | 8.66 | 9.14 | 18.92 | 15.42 | 35.04 | 4.62 | 8.29 | 7.28 | 12.80 |
| Draw Down(%) | NA | 8.95 | 8.95 | 18.76 | 35.08 | NA | NA | … | … | 8.95 | 7.11 | 7.75 | 8.33 | 18.76 | 13.30 | 30.66 | 4.10 | 11.86 | 4.12 | 11.19 |
| Yield(%) | 0.00 | 4.60 | 4.16 | 2.33 | 2.41 | 1.67 | 1.25 | … | … | 0.00 | 4.87 | 6.32 | 1.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.54 | 1.30 | 0.99 |
Data as of 06/03/2026, Common starting date is 04/06/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPCLX (CALAMOS PHINEUS LONG/SHORT FUND CLASS C) |
-3.74%
Mar 2017 – Mar 2020 |
2.28%
May 2021 – May 2026 |
5.91%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPCLX (CALAMOS PHINEUS LONG/SHORT FUND CLASS C) |
12.65%
Mar 2020 – Mar 2023 |
10.60%
Jul 2020 – Jul 2025 |
5.91%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart