Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| XCPZX (Calamos Long/Short Equity & Dynamic Income Fund) | 6.22% | 10.75% | 7.80% | 7.61% | NA | NA | NA | 6.70% |
Data as of 06/13/2025, AR inception is 12/16/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XCPZX (Calamos Long/Short Equity & Dynamic Income Fund) | 12/16/2019 | 06/13/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.63 | 10.75 | 7.80 | 7.61 | NA | NA | NA | 6.70 | 6.22 | 8.35 | 8.44 | -6.81 | 8.09 | 9.69 | 0.31 |
| Sharpe Ratio | NA | 0.94 | 0.41 | 0.43 | NA | NA | NA | 0.24 | 1.16 | 0.27 | 0.42 | -0.45 | 0.65 | 0.30 | 8.03 |
| Standard Deviation(%) | NA | 7.98 | 10.83 | 13.21 | NA | NA | NA | 17.59 | 9.77 | 6.56 | 10.12 | 18.42 | 12.43 | 31.87 | 0.89 |
| Draw Down(%) | NA | 6.43 | 15.28 | 20.62 | NA | NA | NA | 34.34 | 6.43 | 5.01 | 10.78 | 20.62 | 10.40 | 34.34 | 0.09 |
| Yield(%) | 0.00 | 10.74 | 9.18 | 8.80 | 4.38 | 2.92 | 2.19 | 8.76 | 3.31 | 10.75 | 9.49 | 8.02 | 8.03 | 6.65 | 0.21 |
Data as of 06/13/2025, AR inception is 12/16/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XCPZX (Calamos Long/Short Equity & Dynamic Income Fund) |
0.17%
May 2021 - May 2024 |
6.35%
Jan 2020 - Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XCPZX (Calamos Long/Short Equity & Dynamic Income Fund) |
12.26%
Mar 2020 - Mar 2023 |
10.54%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart