Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CRLSX (CALAMOS LONG/SHORT FUND CLASS R) 7.79% 17.46% 15.51% NA NA NA NA
Data as of 06/05/2026, Common starting date is 12/03/2021
More Performance Analytics Comparison
Name Start Date End Date
CRLSX (CALAMOS LONG/SHORT FUND CLASS R) 12/03/2021 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021
Annualized Return (%) -2.98 17.46 15.51 NA NA NA NA 7.79 26.46 6.41 20.16 -21.96 4.83
Sharpe Ratio NA 0.87 0.76 NA NA NA NA 0.75 1.30 0.22 1.25 -0.98 5.45
Standard Deviation(%) NA 17.04 16.12 NA NA NA NA 22.06 18.15 12.63 13.36 23.93 15.94
Draw Down(%) NA 13.83 15.78 NA NA NA NA 13.83 15.78 9.22 13.85 33.06 3.67
Yield(%) 0.00 5.07 5.51 3.32 1.66 1.11 0.83 0.18 5.92 8.45 1.99 1.30 0.03
Data as of 06/05/2026, Common starting date is 12/03/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CRLSX (CALAMOS LONG/SHORT FUND CLASS R) 3.49%
Jan 2022 – Jan 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CRLSX (CALAMOS LONG/SHORT FUND CLASS R) 22.04%
Sep 2022 – Sep 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return