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Calamos Phineus Long/Short C (CPCLX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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15.75+0.01 (+0.06%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.64%
5-Year Average Return6.59%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (Jun 30, 2024)18.57%
Worst 1 Yr Total Return (Jun 30, 2024)N/A
Best 3-Yr Total Return18.57%
Worst 3-Yr Total Return1.20%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCPCLXCategory
YTD6.64%9.18%
1-Month-0.19%-0.20%
3-Month3.72%3.85%
1-Year12.49%22.90%
3-Year0.78%7.45%
5-Year6.83%7.00%
10-Year0.00%4.81%
Last Bull Market12.70%11.80%
Last Bear Market-11.32%-12.04%

Annual Total Return (%) History

Year
CPCLXCategory
2024
N/AN/A
2023
6.91%N/A
2022
-1.95%N/A
2021
6.53%N/A
2020
18.57%7.89%
2019
2.90%11.90%
2018
-6.80%-6.29%
2017
8.07%11.18%
2016
N/A2.34%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.64%N/AN/AN/A
20231.92%4.81%-3.66%3.88%
20227.11%-11.32%-3.37%6.83%
202112.25%-1.39%0.40%-4.14%
2020-11.71%11.96%-3.47%24.26%
20192.99%1.93%-2.16%0.18%
20181.54%-2.00%-2.20%-4.24%
20172.60%3.12%0.25%1.89%
20168.00%10.53%N/AN/A

Rank In Category (By Total Return)

YTD54
1-Month95
3-Month32
1-Year70
3-Year70
5-Year60

Load Adjusted Returns

1-Year11.49%
3-Year0.78%
5-Year6.83%
10-YearN/A