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Issuer
Calamos
Inception Date
Apr 7, 2025
Region
Global (Broad)
Leveraged
1x (No leverage)
Index Tracked
CBOE Bitcoin US ETF Index
Domicile
United States
Distribution Policy
Distributing
Asset Class
Cryptocurrency

Share Price Chart


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Performance

CBTA Performance Chart

Calamos Bitcoin 80 Series Structured Alt Protection ETF - April (CBTA) is down 25.1% since the beginning of the year. CBTA is currently trading at $21 per share.


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S&P 500 Index

Returns By Period

Calamos Bitcoin 80 Series Structured Alt Protection ETF - April (CBTA) has returned -25.05% so far this year and -29.54% over the past 12 months.


Calamos Bitcoin 80 Series Structured Alt Protection ETF - April

1D
-0.61%
1M
-8.76%
YTD
-25.05%
6M
-25.40%
1Y
-29.54%
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
0.00%
1M
-0.71%
YTD
8.39%
6M
8.57%
1Y
24.33%
3Y*
18.94%
5Y*
12.24%
10Y*
13.54%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CBTA Monthly Returns History

Based on dividend-adjusted daily data since Apr 7, 2025, CBTA's average daily return is -0.04%, while the average monthly return is -0.88%.

Historically, 40% of months were positive and 60% were negative. The best month was Apr 2025 with a return of +11.4%, while the worst month was Feb 2026 at -19.4%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 6 months.

On a daily basis, CBTA closed higher 52% of trading days. The best single day was Mar 4, 2026 with a return of +5.8%, while the worst single day was Feb 5, 2026 at -7.7%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-3.90%-19.39%-0.53%6.92%-1.75%-7.42%-25.05%
202511.44%7.65%2.21%4.86%-1.75%2.81%-1.38%-10.86%-2.08%11.82%

Benchmark Metrics

Calamos Bitcoin 80 Series Structured Alt Protection ETF - April has an annualized alpha of -29.12%, beta of 0.71, and R2 of 0.17 versus S&P 500 Index. Calculated based on daily prices since April 07, 2025.

  • This ETF participated in 279.85% of S&P 500 Index downside but only 25.54% of its upside - more exposed to losses than it benefited from rallies.
  • R2 of 0.17 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
-29.12%
Beta
0.71
0.17
Upside Capture
25.54%
Downside Capture
279.85%

Expense Ratio

CBTA has an expense ratio of 0.69%, placing it in the medium range.


Return for Risk

Risk / Return Rank

CBTA ranks 2 for risk / return — in the bottom 2% of ETFs on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


CBTA Risk / Return Rank: 22
Overall Rank
CBTA Sharpe Ratio Rank: 11
Sharpe Ratio Rank
CBTA Sortino Ratio Rank: 22
Sortino Ratio Rank
CBTA Omega Ratio Rank: 22
Omega Ratio Rank
CBTA Calmar Ratio Rank: 22
Calmar Ratio Rank
CBTA Martin Ratio Rank: 22
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Calamos Bitcoin 80 Series Structured Alt Protection ETF - April (CBTA) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


CBTABenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-2.96

Sortino ratioReturn per unit of downside risk

-4.04

Omega ratioGain probability vs. loss probability

0.83

1.35

-0.52

Calmar ratioReturn relative to maximum drawdown

-0.76

2.66

-3.42

Martin ratioReturn relative to average drawdown

-1.38

11.86

-13.24

Dividends

Dividend History

Calamos Bitcoin 80 Series Structured Alt Protection ETF - April provided a 1.19% dividend yield over the last twelve months, with an annual payout of $0.25 per share.


0.89%$0.00$0.05$0.10$0.15$0.20$0.252025
Dividends
Dividend Yield
PeriodTTM2025
Dividend$0.25$0.25

Dividend yield

1.19%0.89%

Monthly Dividends

The table displays the monthly dividend distributions for Calamos Bitcoin 80 Series Structured Alt Protection ETF - April. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2025$0.25$0.25

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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Calamos Bitcoin 80 Series Structured Alt Protection ETF - April. 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 Bitcoin 80 Series Structured Alt Protection ETF - April was 38.87%, occurring on Jun 5, 2026. The portfolio has not yet recovered.

The current Calamos Bitcoin 80 Series Structured Alt Protection ETF - April drawdown is 37.41%.


Related event

Drawdown

Fall

Recovery

Underwater

2026 bear market2026
-38.87%Jun 2026
8mo 1d
8mo 18dOct 2025 - now
2025 pullback2025
-4.25%Sep 2025
6d7d
13dSep 2025 - Oct 2025
2025 pullback2025
-3.83%Aug 2025
15d14d
29dAug 2025 - Sep 2025
2025 selloff2025
-3.29%Jun 2025
8d5d
13dMay 2025 - Jun 2025
2025 pullback2025
-2.83%Aug 2025
17d11d
28dJul 2025 - Aug 2025

Drawdown Indicators


CBTABenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-38.87%

-56.78%

+17.91%

Max Drawdown (1Y)

Largest decline over 1 year

-38.87%

-9.10%

-29.77%

Max Drawdown (3Y)

Largest decline over 3 years

-18.90%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-37.41%

-2.49%

-34.92%

Average Drawdown

Average peak-to-trough decline

-13.83%

-10.72%

-3.11%

Ulcer Index

Depth and duration of drawdowns from previous peaks

21.47%

2.03%

+19.44%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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