Nasdaq - Delayed Quote USD

Calamos Phineus Long/Short C (CPCLX)

15.68 +0.13 (+0.84%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.36%
5y Average Return 6.39%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (Jun 18, 2024) 18.57%
Worst 1Y Total Return (Jun 18, 2024) --
Best 3Y Total Return 18.57%
Worst 3Y Total Return 1.20%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CPCLX
Category
YTD
6.64%
9.18%
1-Month
-0.19%
-0.20%
3-Month
3.72%
3.85%
1-Year
12.49%
22.90%
3-Year
0.78%
7.45%
5-Year
6.83%
7.00%
10-Year
0.00%
4.81%
Last Bull Market
12.70%
11.80%
Last Bear Market
-11.32%
-12.04%

Annual Total Return (%) History

Year
CPCLX
Category
2024
--
--
2023
6.91%
--
2022
-1.95%
--
2021
6.53%
--
2020
18.57%
7.89%
2019
2.90%
11.90%
2018
-6.80%
-6.29%
2017
8.07%
11.18%

2016
--
2.34%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.64% -- -- --
2023 1.92% 4.81% -3.66% 3.88%
2022 7.11% -11.32% -3.37% 6.83%
2021 12.25% -1.39% 0.40% -4.14%
2020 -11.71% 11.96% -3.47% 24.26%
2019 2.99% 1.93% -2.16% 0.18%
2018 1.54% -2.00% -2.20% -4.24%
2017 2.60% 3.12% 0.25% 1.89%
2016 8.00% 10.53% -- --

Rank in Category (By Total Return)

YTD 54
1-Month 95
3-Month 32
1-Year 70
3-Year 70
5-Year 60

Load Adjusted Returns

1-Year 11.49%
3-Year 0.78%
5-Year 6.83%
10-Year --

Performance & Risk

YTD Return 4.36%
5y Average Return 6.39%
Rank in Category (ytd) 54
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.41
Morningstar Risk Rating

Fund Overview

Category Long-Short Equity
Fund Family Calamos
Net Assets 1.04B
YTD Return 6.64%
Yield 0.90%
Morningstar Rating
Inception Date Apr 05, 2016

Fund Summary

The fund aims to achieve its investment objective primarily by investing globally in publicly listed equity securities, including common stock and American Depositary Receipts, of issuers of all market capitalizations that operate in the knowledge-based sectors such as technology, communications and media, as well as financial services and healthcare, and other investment companies, including exchange-traded funds, that track or otherwise provide exposure to such sectors.

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