Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CPZ (Calamos LongShort Equity & Dynamic Income Trust) | 14.49% | 20.98% | 11.34% | NA | NA | NA | NA | 14.94% |
Data as of 06/30/2025, AR inception is 09/03/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPZ (Calamos LongShort Equity & Dynamic Income Trust) | 09/03/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.50 | 20.98 | 11.34 | NA | NA | NA | NA | 14.94 | 14.49 | 15.98 | 6.26 | -14.00 | 21.23 | 18.63 |
| Sharpe Ratio | NA | 1.41 | 0.57 | NA | NA | NA | NA | 0.57 | 2.39 | 1.07 | 0.17 | -0.66 | 1.13 | 3.06 |
| Standard Deviation(%) | NA | 11.75 | 15.08 | NA | NA | NA | NA | 17.68 | 11.39 | 11.54 | 15.57 | 23.35 | 18.83 | 22.53 |
| Draw Down(%) | NA | 7.12 | 20.39 | NA | NA | NA | NA | 25.46 | 7.12 | 4.59 | 14.71 | 25.46 | 11.13 | 9.66 |
| Yield(%) | 0.00 | 12.38 | 10.58 | 10.70 | 5.35 | 3.57 | 2.67 | 13.37 | 4.69 | 12.92 | 10.99 | 8.56 | 9.26 | 3.75 |
Data as of 06/30/2025, AR inception is 09/03/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPZ (Calamos LongShort Equity & Dynamic Income Trust) |
-0.21%
Jun 2021 - Jun 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPZ (Calamos LongShort Equity & Dynamic Income Trust) |
8.78%
Oct 2020 - Oct 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart