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) | -5.74% | -8.18% | 6.40% | 1.57% | NA | NA | NA | … | … |
Data as of 06/18/2026, 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 | 06/18/2026 |
| 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 (%) | 1.97 | -8.18 | 6.40 | 1.57 | NA | NA | NA | … | … | -5.74 | 9.81 | 15.98 | 6.26 | -14.00 | 21.23 | 18.63 |
| Sharpe Ratio | NA | -1.20 | 0.22 | -0.12 | NA | NA | NA | … | … | -1.60 | 0.66 | 1.07 | 0.17 | -0.66 | 1.13 | 3.06 |
| Standard Deviation(%) | NA | 10.79 | 12.11 | 16.01 | NA | NA | NA | … | … | 12.34 | 10.52 | 11.54 | 15.57 | 23.35 | 18.83 | 22.53 |
| Draw Down(%) | NA | 17.95 | 17.95 | 25.46 | NA | NA | NA | … | … | 12.94 | 10.39 | 4.59 | 14.71 | 25.46 | 11.13 | 9.66 |
| Yield(%) | 1.08 | 10.51 | 11.35 | 8.29 | 6.45 | 4.30 | 3.23 | … | … | 4.77 | 11.27 | 12.92 | 10.99 | 8.56 | 9.26 | 3.75 |
Data as of 06/18/2026, 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