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Calamos Market Neutral Income Fund Institutional Class (CMNIX) Sortino Ratio: 2.61

CMNIX's Sortino Ratio of 2.61 indicates that for each unit of downside volatility, it generates 2.61 units of excess return. The ratio is calculated using historical daily returns over the past 12 months (as of Apr 2, 2026).

Unlike other measures, Sortino only focuses on downside volatility (losses), making it particularly useful for investors more concerned about protecting against drawdowns than overall price swings.

CMNIX Sortino Ratio Rank


CMNIX Sortino Ratio Rank: 90.390
Exceptional

CMNIX ranks above 90.3% of all investments in our database based on Sortino Ratio over the past 12 months, demonstrating exceptional downside-adjusted returns. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

  • Strong returns with minimal downside volatility → Higher rank
  • Severe or frequent drawdowns → Lower rank
  • Upside volatility → No impact (Sortino doesn't penalize upside swings)

What you can do with this information

  • Suitable as a core holding given strong downside protection
  • Monitor rank changes to detect weakening downside characteristics
  • Exceptional risk-adjusted profile supports larger position sizes
  • Compare with category peers to assess whether strength is investment-specific or category-wide

CMNIX Sortino Ratio Market Positioning

The chart shows CMNIX's Sortino Ratio relative to all mutual funds on our platform, with color zones indicating percentile rankings. Higher ratios indicate better downside-adjusted returns.


  • Red zone (bottom 25%): 1.15 or lower
  • Yellow zone (middle 50%): 1.15 to 2.09
  • Green zone (top 25%): 2.09 or higher
  • Top 1%: 7.04+
  • Median: 1.60 — half of all investments score higher

How it compares to other similar mutual funds

The table compares CMNIX's Sortino Ratio with other similar investments across multiple time periods.

Data shows available time periods plus all-time averages, as of Apr 2, 2026.


SymbolName1Y Sortino Ratio5Y Sortino Ratio10Y Sortino RatioAll Time Sortino Ratio
XILSXPioneer ILS Interval Fund73.85
SRRIXStone Ridge Reinsurance Risk Premium Interval Fund43.95
CBYYXVictory Pioneer Cat Bond Fund Class Y25.47
FHQFXFidelity Series Treasury Bill Index Fund21.55
NUSIXNavigator Ultra Short Term Bond Fund20.79
BUBSXBaird Ultra Short Bond Fund18.34
CAPIXCalamos Aksia Alternative Credit and Income Fund Class I17.89
PAIPXPIMCO Short Asset Investment Fund17.49
ATOIXabrdn Ultra Short Municipal Income Fund16.90
MUIIXMorgan Stanley Institutional Fund Trust Ultra-Short Income Portfolio16.83
CMNIXCalamos Market Neutral Income Fund Institutional Class2.61

S&P 500 Index

How to choose period

Historical Sortino Ratio

The chart shows CMNIX's rolling Sortino ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to downside risk, while declining trends may signal deteriorating risk-adjusted performance or increased volatility during market stress. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when CMNIX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.


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Explore CMNIX risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.