CPLIX vs. NLSIX

In the year-to-date period, CPLIX achieves a 1.45% return, which is significantly lower than NLSIX's 8.02% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

CPLIX has a 1.38% expense ratio, which is higher than NLSIX's 1.28% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Calamos Phineus Long/Short Fund (CPLIX) and Neuberger Berman Long Short Fund (NLSIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current CPLIX Sharpe Ratio is 0.21, which is lower than the NLSIX Sharpe Ratio of 1.67. The chart below compares the historical Sharpe Ratios of CPLIX and NLSIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CPLIX's dividend yield for the trailing twelve months is around 0.10%, while NLSIX has not paid dividends to shareholders.

The maximum CPLIX drawdown since its inception was -36.18%, which is greater than NLSIX's maximum drawdown of -17.89%. Use the drawdown chart below to compare losses from any high point for CPLIX and NLSIX. For additional features, visit the drawdowns tool.

Calamos Phineus Long/Short Fund (CPLIX) has a higher volatility of 6.54% compared to Neuberger Berman Long Short Fund (NLSIX) at 1.62%. This indicates that CPLIX's price experiences larger fluctuations and is considered to be riskier than NLSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.