Calamos LongShort Equity & Dynamic Income Trust Strategic Asset Allocation Index
Calamos LongShort Equity & Dynamic Income Trust strategic asset allocation index. Calamos LongShort Equity & Dynamic Income Trust (CPZ) has a Strategic Asset Allocation Index of 237.2% as of October 2025. Strategic assets (PP&E of $- plus long-term investments of $774.99 Million) total $774.99 Million, measured against net assets of $326.67 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See how leveraged is Calamos LongShort Equity & Dynamic Incom's balance sheet to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Calamos LongShort Equity & Dynamic Income Trust (2020–2025)
Strategic asset allocation index of Calamos LongShort Equity & Dynamic Income Trust from 2020 to 2025. This chart shows how Calamos LongShort Equity & Dynamic Income Trust's Strategic Asset Allocation Index has evolved across 6 annual periods from 2020 to 2025. As of October 2025, the index stands at 237.2%, representing strategic assets of $774.99 Million against net assets of $326.67 Million USD. Check Calamos LongShort Equity & Dynamic Incom tangible equity quality to evaluate the tangible quality of the company's equity base.
Calamos LongShort Equity & Dynamic Income Trust Strategic Asset Allocation Index by Year (2020–2025)
Calamos LongShort Equity & Dynamic Income Trust strategic asset allocation index by year from 2020 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Calamos LongShort Equity & Dynamic Income Trust from 2020 to 2025, covering 6 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see CPZ market cap overview.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 237.2% | $774.99 Million | $- | $774.99 Million | $326.67 Million | ▲ +113.3 pp |
| 2024 | 123.9% | $426.50 Million | $- | $426.50 Million | $344.21 Million | ▼ -7.1 pp |
| 2023 | 131.0% | $425.41 Million | $- | $425.41 Million | $324.78 Million | ▲ +1.2 pp |
| 2022 | 129.8% | $450.03 Million | $- | $450.03 Million | $346.75 Million | ▲ +0.0 pp |
| 2021 | 129.7% | $548.12 Million | $- | $548.12 Million | $422.48 Million | ▲ +1.7 pp |
| 2020 | 128.0% | $438.45 Million | $- | $438.45 Million | $342.47 Million | — |