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Calamos Phineus Long/Short I (CPLIX)
16.49
+0.10
+(0.61%)
At close: 6:45:26 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 | 6 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | 0.93% |
| 5y Average Return | 11.34% |
| Rank in Category (ytd) | 56 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.53 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CPLIX | Category Average | CPLIX | Category Average | CPLIX | Category Average | |
| Alpha | -5.54 | -0.02 | -0.92 | -0.02 | -- | -0.03 |
| BETA | 0.53 | 0.01 | 0.59 | 0 | -- | 0.01 |
| Mean Annual Return | 0.3 | 0.01 | 0.86 | 0.01 | -- | 0 |
| R-squared | 64.16 | 0.58 | 40.66 | 0.54 | -- | 0.54 |
| Standard Deviation | 11.24 | 0.13 | 16.25 | 0.11 | -- | 0.1 |
| Sharpe Ratio | -0.08 | 0 | 0.47 | 0.01 | -- | 0 |
| Treynor Ratio | -2.83 | 0.05 | 11.43 | 0.16 | -- | 0.07 |
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