Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XCPZX (Calamos Long/Short Equity & Dynamic Income Fund) | -7.55% | -7.65% | 3.35% | 0.27% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/16/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XCPZX (Calamos Long/Short Equity & Dynamic Income Fund) | 12/16/2019 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.36 | -7.65 | 3.35 | 0.27 | NA | NA | NA | … | … | -7.55 | 6.35 | 8.35 | 8.44 | -6.81 | 8.09 | 9.69 | 0.31 |
| Sharpe Ratio | NA | -1.01 | 0.22 | -0.15 | NA | NA | NA | … | … | -1.43 | 0.45 | 0.73 | 0.48 | -0.45 | 0.65 | 0.30 | 7.79 |
| Standard Deviation(%) | NA | 8.09 | 7.93 | 11.79 | NA | NA | NA | … | … | 10.89 | 7.70 | 6.51 | 10.13 | 18.42 | 12.43 | 31.87 | 0.89 |
| Draw Down(%) | NA | 12.20 | 12.20 | 20.62 | NA | NA | NA | … | … | 11.34 | 6.69 | 5.01 | 10.78 | 20.62 | 10.40 | 34.34 | 0.09 |
| Yield(%) | 0.00 | 9.67 | 9.78 | 7.45 | 5.21 | 3.48 | 2.61 | … | … | 3.41 | 9.94 | 10.75 | 9.49 | 8.02 | 8.03 | 6.65 | 0.21 |
Data as of 06/03/2026, Common starting date 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) |
0.24%
May 2021 – May 2024 |
0.75%
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 |
|---|---|---|---|---|
| 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