Calamos Long/Short Equity & Dynamic Income Term Trust (CPZ)
Company Info
Highlights
$298.41M
$2.67
5.69
$13.10 - $15.65
0.06%
0.26
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Calamos Long/Short Equity & Dynamic Income Term Trust, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Calamos Long/Short Equity & Dynamic Income Term Trust had a return of 3.98% year-to-date (YTD) and 15.88% in the last 12 months.
CPZ
3.98%
-0.26%
7.21%
15.88%
5.83%
N/A
^GSPC (Benchmark)
4.01%
1.13%
9.82%
22.80%
12.93%
11.26%
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% | 3.98% | |||||||||||
| 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% | -2.10% | -2.25% | -6.27% | 7.26% | 1.03% | 6.28% |
| 2022 | 3.29% | 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% | 22.43% | 2.84% | -3.43% |
| 2019 | 0.10% | -1.74% | -1.64% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 83, CPZ is among the top 17% 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.
Dividends
Dividend History
Calamos Long/Short Equity & Dynamic Income Term Trust provided a 12.28% 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 | 12.28% | 12.65% | 11.63% | 11.06% | 8.37% | 7.69% | 0.21% |
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 | ||||||||||
| 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 |
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.
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 1.97%.
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 |
| -5.86% | Jan 14, 2022 | 6 | Jan 24, 2022 | 11 | Feb 8, 2022 | 17 |
Volatility
Volatility Chart
The current Calamos Long/Short Equity & Dynamic Income Term Trust volatility is 1.78%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Calamos Long/Short Equity & Dynamic Income Term Trust.
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Income Statement
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