Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPLSX (CALAMOS PHINEUS LONG/SHORT FUND CLASS A) | -1.93% | 0.91% | 6.36% | 2.67% | 6.59% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/06/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPLSX (CALAMOS PHINEUS LONG/SHORT FUND CLASS A) | 04/06/2016 | 06/03/2026 |
| 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 (%) | -0.67 | 0.91 | 6.36 | 2.67 | 6.59 | NA | NA | … | … | -1.93 | 4.51 | 1.72 | 7.70 | -1.14 | 7.23 | 19.52 | 3.74 | -6.16 | 8.90 | 16.63 |
| Sharpe Ratio | NA | 0.03 | 0.54 | 0.04 | 0.33 | NA | NA | … | … | -0.27 | 0.17 | -0.55 | 0.38 | -0.13 | 0.47 | 0.55 | 0.51 | -0.91 | 1.15 | 1.77 |
| Standard Deviation(%) | NA | 8.71 | 8.23 | 12.31 | 15.22 | NA | NA | … | … | 11.97 | 10.01 | 8.93 | 9.08 | 18.93 | 15.47 | 34.97 | 4.60 | 8.26 | 7.22 | 12.87 |
| Draw Down(%) | NA | 8.81 | 8.81 | 18.44 | 34.04 | NA | NA | … | … | 8.81 | 7.49 | 8.02 | 8.15 | 18.44 | 12.98 | 30.56 | 3.92 | 11.31 | 4.00 | 11.18 |
| Yield(%) | 0.00 | 5.24 | 4.78 | 2.72 | 2.80 | 1.94 | 1.46 | … | … | 0.00 | 5.57 | 6.79 | 1.73 | 0.00 | 0.00 | 0.00 | 0.11 | 3.49 | 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 |
|---|---|---|---|---|
| CPLSX (CALAMOS PHINEUS LONG/SHORT FUND CLASS A) |
-3.03%
Mar 2017 – Mar 2020 |
3.06%
May 2021 – May 2026 |
6.71%
May 2016 – May 2026 |
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 |
11.42%
Sep 2020 – Sep 2025 |
6.71%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart