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Calamos Phineus Long/Short I (CPLIX)

16.89 +0.08 (+0.48%)
At close: June 21 at 8:00 PM EDT

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 19.81%
Worst 1Y Total Return --
Number of Years Up 5
Number of Years Down 2

Performance & Risk

YTD Return 6.16%
5y Average Return 7.73%
Rank in Category (ytd) 49
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.41
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
CPLIXCategory AverageCPLIXCategory AverageCPLIXCategory Average
Alpha -3.77 -0.02 -1.44 -0.02 -- -0.03
BETA 0.41 0.01 0.57 0 -- 0.01
Mean Annual Return 0.21 0.01 0.74 0.01 -- 0
R-squared 33.93 0.58 40.68 0.54 -- 0.54
Standard Deviation 12.67 0.13 16.26 0.11 -- 0.1
Sharpe Ratio -0.05 0 0.41 0.01 -- 0
Treynor Ratio -3.58 0.05 9.87 0.16 -- 0.07

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