Calamos Long/Short Equity & Dynamic Income Term Trust (CPZ)
Company Info
Highlights
$309.01M
$2.67
5.90
$13.34 - $15.90
0.54%
0.79
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Calamos Long/Short Equity & Dynamic Income Term Trust (CPZ) returned 10.29% year-to-date (YTD) and 13.20% over the past 12 months.
CPZ
10.29%
6.53%
9.91%
13.20%
9.14%
12.01%
N/A
^GSPC (Benchmark)
-0.63%
13.31%
-1.23%
9.83%
14.42%
14.61%
10.64%
Monthly Returns
The table below presents the monthly returns of CPZ, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 5.60% | -0.05% | 1.24% | -1.14% | 4.41% | 10.29% | |||||||
| 2024 | 3.81% | 0.52% | 4.24% | 0.28% | 1.10% | 0.19% | 3.89% | 0.05% | 1.67% | -0.31% | 2.20% | -2.50% | 15.98% |
| 2023 | 10.99% | -2.33% | -4.55% | -0.21% | -2.43% | 5.71% | 2.66% | -2.09% | -2.25% | -6.26% | 7.26% | 1.03% | 6.28% |
| 2022 | 3.28% | 4.03% | -1.33% | -8.38% | -0.41% | -9.14% | 8.20% | -1.24% | -13.13% | 6.35% | 3.91% | -4.64% | -14.00% |
| 2021 | -0.17% | 5.98% | 10.94% | 3.44% | -0.03% | 1.49% | -2.65% | 1.09% | 1.59% | 2.32% | -6.58% | 2.98% | 21.23% |
| 2020 | -0.36% | -6.12% | -20.25% | 6.27% | 3.54% | -0.48% | -0.51% | 2.78% | -6.21% | -2.08% | 22.42% | 2.84% | -3.43% |
| 2019 | 0.10% | -1.74% | -1.64% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 86, CPZ is among the top 14% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Calamos Long/Short Equity & Dynamic Income Term Trust (CPZ) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Calamos Long/Short Equity & Dynamic Income Term Trust provided a 11.90% dividend yield over the last twelve months, with an annual payout of $1.88 per share. The company has been increasing its dividends for 5 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|
| Dividend | $1.88 | $1.88 | $1.68 | $1.68 | $1.63 | $1.34 | $0.04 |
Dividend yield | 11.90% | 12.65% | 11.63% | 11.06% | 8.37% | 7.69% | 0.22% |
Monthly Dividends
The table displays the monthly dividend distributions for Calamos Long/Short Equity & Dynamic Income Term Trust. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.14 | $0.14 | $0.14 | $0.14 | $0.56 | |||||||
| 2024 | $0.00 | $0.14 | $0.14 | $0.14 | $0.14 | $0.14 | $0.14 | $0.14 | $0.14 | $0.14 | $0.14 | $0.48 | $1.88 |
| 2023 | $0.00 | $0.14 | $0.14 | $0.14 | $0.14 | $0.14 | $0.14 | $0.14 | $0.14 | $0.14 | $0.14 | $0.28 | $1.68 |
| 2022 | $0.00 | $0.14 | $0.14 | $0.14 | $0.14 | $0.14 | $0.14 | $0.14 | $0.14 | $0.14 | $0.14 | $0.28 | $1.68 |
| 2021 | $0.00 | $0.13 | $0.13 | $0.13 | $0.13 | $0.13 | $0.14 | $0.14 | $0.14 | $0.14 | $0.14 | $0.28 | $1.63 |
| 2020 | $0.00 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $0.24 | $1.34 |
| 2019 | $0.04 | $0.04 |
Dividend Yield & Payout
Dividend Yield
Calamos Long/Short Equity & Dynamic Income Term Trust has a dividend yield of 11.90%, which means its dividend payment is significantly above the market average.
Payout Ratio
Calamos Long/Short Equity & Dynamic Income Term Trust has a payout ratio of 62.92%, which is quite average when compared to the overall market. This suggests that Calamos Long/Short Equity & Dynamic Income Term Trust strikes a balance between reinvesting profits for growth and paying dividends to shareholders.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Calamos Long/Short Equity & Dynamic Income Term Trust. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Calamos Long/Short Equity & Dynamic Income Term Trust was 51.43%, occurring on Mar 18, 2020. Recovery took 231 trading sessions.
The current Calamos Long/Short Equity & Dynamic Income Term Trust drawdown is 0.13%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -51.43% | Dec 23, 2019 | 59 | Mar 18, 2020 | 231 | Feb 17, 2021 | 290 |
| -25.46% | Feb 25, 2022 | 150 | Sep 29, 2022 | 509 | Oct 9, 2024 | 659 |
| -11.13% | Oct 21, 2021 | 42 | Dec 20, 2021 | 15 | Jan 11, 2022 | 57 |
| -7.5% | Jun 14, 2021 | 25 | Jul 19, 2021 | 60 | Oct 12, 2021 | 85 |
| -7.15% | Mar 21, 2025 | 12 | Apr 7, 2025 | 19 | May 5, 2025 | 31 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Calamos Long/Short Equity & Dynamic Income Term Trust over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of Calamos Long/Short Equity & Dynamic Income Term Trust, comparing actual results with analytics estimates.
Valuation
The Valuation section provides an overview of how Calamos Long/Short Equity & Dynamic Income Term Trust is priced in the market compared to other companies in the Capital Markets industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for CPZ, comparing it with other companies in the Capital Markets industry. Currently, CPZ has a P/E ratio of 5.9. This P/E ratio is considered low compared to industry peers, which may suggest that the stock is undervalued or that the company has weaker growth prospects.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for CPZ relative to other companies in the Capital Markets industry. Currently, CPZ has a P/S ratio of 5.5. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for CPZ in comparison with other companies in the Capital Markets industry. Currently, CPZ has a P/B value of 0.9. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
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