CPZ vs CIA

Comparison between Calamos Long/Short Equity & Dynamic Income Trust (CPZ, Company) and Citizens Inc - Class A (CIA, Company).

Both CPZ and CIA are from the Financial Services sector.

5-Year PerformanceCPZ has outperformed CIA, delivering a return of +2.5% compared to -1.6%

CPZ vs CIA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CPZ(COMPANY)	CIA(COMPANY)
Market Cap	$254M	$254M
Max Drawdown	52.16%	85.54%
Sharpe Ratio	-1.11	0.61
5Y Beta	0.18	1.23
Industry	Asset Management	Insurance - Life
P/E Ratio	15.00	91.20
Forward P/E	N/A	16.13
PEG Ratio	N/A	1.21
5Y Dividends CAGR	4.36%	N/A
Debt to Equity	40.11%	0.00%
Free Cash Flow Yield	-39.06%	6.39%
P/S Ratio	128.56	0.99
P/B Ratio	0.86	1.11

Market Cap

CPZ

$254M

Winner

CIA

$254M

Max Drawdown

Winner

CPZ

52.16%

CIA

85.54%

Sharpe Ratio

CPZ

-1.11

Winner

CIA

0.61

5Y Beta

Winner

CPZ

0.18

CIA

1.23

Industry

CPZ

Asset Management

CIA

Insurance - Life

P/E Ratio

Winner

CPZ

15.00

CIA

91.20

Forward P/E

CPZ

N/A

CIA

16.13

PEG Ratio

CPZ

N/A

CIA

1.21

5Y Dividends CAGR

CPZ

4.36%

CIA

N/A

Debt to Equity

CPZ

40.11%

Winner

CIA

0.00%

Free Cash Flow Yield

CPZ

-39.06%

Winner

CIA

6.39%

P/S Ratio

CPZ

128.56

Winner

CIA

0.99

P/B Ratio

Winner

CPZ

0.86

CIA

1.11

CPZ vs CIA - Historical Returns

Returns include dividend reinvestment.

Period	CPZ	CIA
1 month	+1.62%	-17.80%
3 months	-0.93%	-11.34%
6 months	-5.77%	-6.96%
1 year	-8.77%	+24.82%
5 years(CAGR)	+2.50%	-1.61%
10 years(CAGR)	N/A	-5.28%
Max(CAGR)	+3.82%	+0.02%

Winner

CPZ

+1.62%

CIA

-17.80%

Winner

CPZ

-0.93%

CIA

-11.34%

Winner

CPZ

-5.77%

CIA

-6.96%

CPZ

-8.77%

Winner

CIA

+24.82%

5Y(CAGR)

Winner

CPZ

+2.50%

CIA

-1.61%

10Y(CAGR)

CPZ

N/A

CIA

-5.28%

Max(CAGR)

Winner

CPZ

+3.82%

CIA

+0.02%

CPZ vs CIA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CPZ	CIA
2026	-4.62%	+2.01%
2025	+9.21%	+12.06%
2024	+15.44%	+47.43%
2023	+5.55%	+29.33%
2022	-14.65%	-60.41%
2021	+20.05%	-5.01%
2020	-3.76%	-17.44%
2019	-1.64%	-10.48%
2018	N/A	+0.00%
2017	N/A	-26.87%
2016	N/A	+40.29%
2015	N/A	-5.83%
2014	N/A	-10.48%
2013	N/A	-23.65%
2012	N/A	+10.17%
2011	N/A	+24.39%
2010	N/A	+11.36%
2009	N/A	-30.83%
2008	N/A	+63.30%
2007	N/A	-19.86%
2006	N/A	+20.44%
2005	N/A	-6.09%
2004	N/A	-33.71%
2003	N/A	+28.51%
2002	N/A	-40.43%
2001	N/A	+84.00%
2000	N/A	+1.82%
1999	N/A	+19.35%

CPZ vs CIA Drawdown Comparison

The maximum drawdown for CPZ was -51.41%, occurring on Mar 18, 2020. Recovery took 263 trading sessions.

The maximum drawdown for CIA was -85.54%, occurring on May 9, 2023. This drawdown has not yet recovered.

The current CPZ drawdown is -13.25%. The current CIA drawdown is -56.54%.

Rank	CPZ	CIA
#1	-51.41% Dec 20, 2019 - Jan 7, 2021	-85.54% Dec 19, 2016 - May 9, 2023
#2	-25.44% Feb 24, 2022 - Oct 9, 2024	-60.47% Dec 18, 2001 - Dec 19, 2016
#3	-17.94% Sep 22, 2025 - Jun 5, 2026	-25.22% Jan 11, 2000 - May 29, 2001
#4	-11.11% Oct 20, 2021 - Jan 11, 2022	-19.30% Nov 12, 1999 - Jan 11, 2000
#5	-7.51% Jun 11, 2021 - Oct 12, 2021	-18.29% May 31, 2001 - Jul 18, 2001
#6	-7.15% Mar 20, 2025 - May 5, 2025	-15.38% Sep 6, 2001 - Nov 30, 2001
#7	-6.92% Jan 7, 2021 - Feb 17, 2021	-8.38% Jul 18, 2001 - Aug 15, 2001
#8	-5.86% Jan 13, 2022 - Feb 8, 2022	-7.55% Dec 7, 2001 - Dec 18, 2001
#9	-4.59% Dec 3, 2024 - Jan 10, 2025	-3.08% Aug 24, 2001 - Aug 31, 2001
#10	-4.04% Feb 24, 2021 - Mar 5, 2021	-2.40% Nov 30, 2001 - Dec 4, 2001
#11	-3.27% Feb 9, 2022 - Feb 24, 2022	-2.11% Nov 2, 1999 - Nov 5, 1999
#12	-2.48% Feb 3, 2025 - Mar 3, 2025	-2.08% Nov 5, 1999 - Nov 11, 1999
#13	-2.38% Nov 11, 2024 - Nov 29, 2024	-1.67% Aug 20, 2001 - Aug 22, 2001
#14	-2.36% Jul 18, 2025 - Aug 7, 2025	N/A
#15	-2.36% Apr 28, 2021 - May 17, 2021	N/A