Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPLIX (CALAMOS PHINEUS LONG/SHORT FUND CLASS I) | 0.06% | 2.02% | 6.35% | 3.59% | 7.62% | NA | NA | … | … |
Data as of 06/15/2026, Common starting date is 04/06/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPLIX (CALAMOS PHINEUS LONG/SHORT FUND CLASS I) | 04/06/2016 | 06/15/2026 |
| 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 (%) | 1.44 | 2.02 | 6.35 | 3.59 | 7.62 | NA | NA | … | … | 0.06 | 4.57 | 1.82 | 8.04 | -0.96 | 7.52 | 19.81 | 3.97 | -5.94 | 9.22 | 16.93 |
| Sharpe Ratio | NA | -0.15 | 0.37 | 0.07 | 0.37 | NA | NA | … | … | -0.33 | 0.17 | -0.53 | 0.42 | -0.12 | 0.49 | 0.56 | 0.56 | -0.88 | 1.20 | 1.81 |
| Standard Deviation(%) | NA | 9.29 | 8.37 | 12.41 | 15.24 | NA | NA | … | … | 12.49 | 10.13 | 9.08 | 9.18 | 18.96 | 15.43 | 35.00 | 4.57 | 8.25 | 7.21 | 12.84 |
| Draw Down(%) | NA | 8.73 | 8.73 | 18.28 | 33.70 | NA | NA | … | … | 8.73 | 7.53 | 8.17 | 8.10 | 18.28 | 12.85 | 30.52 | 3.88 | 11.07 | 3.98 | 11.09 |
| Yield(%) | 0.00 | 5.34 | 4.85 | 2.89 | 3.12 | 2.06 | 1.54 | … | … | 0.00 | 5.74 | 6.99 | 1.95 | 0.03 | 0.00 | 0.00 | 0.44 | 3.50 | 1.29 | 0.99 |
Data as of 06/15/2026, 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 |
|---|---|---|---|---|
| CPLIX (CALAMOS PHINEUS LONG/SHORT FUND CLASS I) |
-2.76%
Mar 2017 – Mar 2020 |
3.30%
May 2021 – May 2026 |
6.97%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPLIX (CALAMOS PHINEUS LONG/SHORT FUND CLASS I) |
13.78%
Mar 2020 – Mar 2023 |
11.71%
Sep 2020 – Sep 2025 |
6.97%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart