Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CPLSX (CALAMOS PHINEUS LONG/SHORT FUND CLASS A) | 9.84% | 12.53% | 10.01% | 10.41% | NA | NA | NA | 8.08% |
Data as of 06/30/2025, AR inception is 04/06/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPLSX (CALAMOS PHINEUS LONG/SHORT FUND CLASS A) | 04/06/2016 | 06/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.98 | 12.53 | 10.01 | 10.41 | NA | NA | NA | 8.08 | 9.84 | 1.72 | 7.70 | -1.14 | 7.23 | 19.52 | 3.74 | -6.16 | 8.90 | 16.63 |
| Sharpe Ratio | NA | 0.86 | 0.55 | 0.50 | NA | NA | NA | 0.39 | 1.29 | -0.55 | 0.38 | -0.13 | 0.47 | 0.55 | 0.51 | -0.91 | 1.15 | 1.77 |
| Standard Deviation(%) | NA | 8.67 | 10.43 | 14.65 | NA | NA | NA | 15.68 | 10.92 | 8.93 | 9.08 | 18.93 | 15.47 | 34.97 | 4.60 | 8.26 | 7.22 | 12.87 |
| Draw Down(%) | NA | 6.67 | 12.75 | 18.44 | NA | NA | NA | 34.04 | 6.67 | 8.02 | 8.15 | 18.44 | 12.98 | 30.56 | 3.92 | 11.31 | 4.00 | 11.18 |
| Yield(%) | 0.00 | 6.44 | 3.10 | 2.29 | 2.02 | 1.35 | 1.01 | 2.25 | 0.00 | 6.79 | 1.73 | 0.00 | 0.00 | 0.00 | 0.11 | 3.49 | 1.30 | 0.99 |
Data as of 06/30/2025, AR inception is 04/06/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPLSX (CALAMOS PHINEUS LONG/SHORT FUND CLASS A) |
-3.03%
Mar 2017 - Mar 2020 |
3.29%
Sep 2017 - Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPLSX (CALAMOS PHINEUS LONG/SHORT FUND CLASS A) |
13.49%
Mar 2020 - Mar 2023 |
11.08%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart