Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPZ (Calamos LongShort Equity & Dynamic Income Trust) | -9.20% | -10.50% | 6.10% | 0.75% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/03/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPZ (Calamos LongShort Equity & Dynamic Income Trust) | 09/03/2020 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.31 | -10.50 | 6.10 | 0.75 | NA | NA | NA | … | … | -9.20 | 9.81 | 15.98 | 6.26 | -14.00 | 21.23 | 18.63 |
| Sharpe Ratio | NA | -1.01 | 0.35 | -0.06 | NA | NA | NA | … | … | -1.55 | 0.66 | 1.07 | 0.17 | -0.66 | 1.13 | 3.06 |
| Standard Deviation(%) | NA | 10.58 | 12.08 | 16.05 | NA | NA | NA | … | … | 12.27 | 10.52 | 11.54 | 15.57 | 23.35 | 18.83 | 22.53 |
| Draw Down(%) | NA | 17.43 | 17.43 | 25.46 | NA | NA | NA | … | … | 12.39 | 10.39 | 4.59 | 14.71 | 25.46 | 11.13 | 9.66 |
| Yield(%) | 0.00 | 10.55 | 11.57 | 8.20 | 6.36 | 4.24 | 3.18 | … | … | 3.82 | 11.27 | 12.92 | 10.99 | 8.56 | 9.26 | 3.75 |
Data as of 06/04/2026, Common starting date 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 |
1.54%
May 2021 – May 2026 |
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) |
14.95%
Sep 2022 – Sep 2025 |
12.29%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart