(CPSJ) Calamos Trust - Performance 7.9% in 12m
CPSJ performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
41.31%
#168 in Peer-Group
Rel. Strength
49.62%
#3868 in Stock-Universe
Total Return 12m
7.90%
#135 in Peer-Group
Total Return 5y
8.78%
#190 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 26.15 USD |
| 52 Week Low | 23.95 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 69.30 |
| Buy/Sell Signal +-5 | 0.00 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: CPSJ (7.9%) vs SPY (12.9%)
5y Drawdown (Underwater) Chart
Top Performer in Defined Outcome
Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability | EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| FFEB BATS FT Cboe Vest U.S. Equity |
2.76% | 11% | 78.1% | - | - | - | - | - |
| PMAR BATS Innovator SP500 Power |
1.87% | 10.4% | 58.1% | - | - | - | - | - |
| PJUL BATS Innovator SP500 Power |
3.64% | 11.6% | 64% | - | - | - | - | - |
| POCT BATS Innovator SP500 Power |
2.26% | 8.2% | 63.8% | - | - | - | - | - |
| BFEB BATS Innovator SP500 Buffer |
2.81% | 9.48% | 86.3% | - | - | - | - | - |
| FJUN BATS FT Cboe Vest U.S. Equity |
2.09% | 9.55% | 75.6% | - | - | - | - | - |
| OCTW NYSE ARCA AIM Products Trust |
2.11% | 7.62% | 49.2% | - | - | - | - | - |
| AZBO NYSE ARCA AllianzIM U.S. Large Cap |
1.85% | 7.35% | 48.7% | - | - | - | - | - |
Performance Comparison: CPSJ vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for CPSJ
| Total Return (including Dividends) | CPSJ | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 1.17% | 4.08% | 4.08% |
| 3 Months | 7.16% | 19.65% | 19.65% |
| 12 Months | 7.90% | 12.88% | 12.88% |
| 5 Years | 8.78% | 113.48% | 113.48% |
| Trend Score (consistency of price movement) | CPSJ | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 88.5% | 86.9% | 86.9% |
| 3 Months | 97.8% | 97.2% | 97.2% |
| 12 Months | 70.8% | 46% | 46% |
| 5 Years | 72.5% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th15.00 | -2.79% | -2.79% |
| 3 Month | %th16.00 | -10.44% | -10.44% |
| 12 Month | %th32.50 | -4.41% | -4.41% |
| 5 Years | %th89.00 | -6.38% | -6.38% |
FAQs
Does Calamos Trust (CPSJ) outperform the market?
No,
over the last 12 months CPSJ made 7.90%, while its related Sector, the SPDR SP500 Trust (SPY) made 12.88%.
Over the last 3 months CPSJ made 7.16%, while SPY made 19.65%.
Performance Comparison CPSJ vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
CPSJ vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.1% | -2.9% | -3.8% | -5% |
| US NASDAQ 100 | QQQ | 0.1% | -2.9% | -5.1% | -3% |
| German DAX 40 | DAX | -2.2% | -0.7% | -15.8% | -24% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.6% | -4.1% | -8.1% | -13% |
| Hongkong Hang Seng | HSI | 1.1% | -1.3% | -24% | -29% |
| India NIFTY 50 | INDA | 0.9% | 1.2% | -3.3% | 10% |
| Brasil Bovespa | EWZ | 5.4% | -0.7% | -19.8% | 5% |
CPSJ vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.2% | -1% | -7.3% | -15% |
| Consumer Discretionary | XLY | -0.1% | -1.3% | 3.9% | -9% |
| Consumer Staples | XLP | 1.3% | 1.3% | -2.9% | 0% |
| Energy | XLE | -2% | -4% | 2.7% | 5% |
| Financial | XLF | 0.9% | -2.4% | -7.5% | -20% |
| Health Care | XLV | -0.7% | 0.2% | 6.2% | 13% |
| Industrial | XLI | -0.9% | -3.7% | -10.8% | -18% |
| Materials | XLB | -1% | -3.1% | -7.2% | 2% |
| Real Estate | XLRE | 0.4% | 1.8% | -3.2% | -3% |
| Technology | XLK | -0.1% | -5.7% | -8% | -1% |
| Utilities | XLU | -0.9% | -1.7% | -6.1% | -14% |
| Aerospace & Defense | XAR | -0.4% | -5.4% | -21.9% | -41% |
| Biotech | XBI | -3.7% | -2.5% | 5.9% | 15% |
| Homebuilder | XHB | -3.4% | -7.2% | 0.6% | 2% |
| Retail | XRT | -0.4% | -1.6% | 1.8% | -3% |
CPSJ vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -0.3% | -4.12% | 11.2% | 14% |
| Natural Gas | UNG | 3.2% | 9.3% | 24.6% | 13% |
| Gold | GLD | 0.3% | 1.3% | -18.7% | -32% |
| Silver | SLV | -0.8% | -0.4% | -17.6% | -12% |
| Copper | CPER | -9.1% | -12.2% | -24.7% | -15% |
CPSJ vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -0.1% | -0.5% | 0.7% | 10% |
| iShares High Yield Corp. Bond | HYG | 0.3% | -0.1% | -0.3% | -2% |