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Issuer
Calamos
Inception Date
Oct 13, 2025
Region
Global (Global)
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Domicile
US
Distribution Policy
Distributing
Asset Class
Cryptocurrency

Share Price Chart


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Performance

CBTL Performance Chart

Calamos Laddered Bitcoin Structured Alt Protection ETF (CBTL) is down 15.5% since the beginning of the year. CBTL is currently trading at $18 per share.


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S&P 500 Index

Returns By Period


Calamos Laddered Bitcoin Structured Alt Protection ETF

1D
-0.31%
1M
-4.78%
YTD
-15.50%
6M
-16.10%
1Y
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)

CBTL Monthly Returns History

Based on dividend-adjusted daily data since Oct 14, 2025, CBTL's average daily return is -0.18%, while the average monthly return is -3.40%.

Historically, 22% of months were positive and 78% were negative. The best month was Apr 2026 with a return of +3.1%, while the worst month was Nov 2025 at -10.7%. The longest winning streak lasted 2 consecutive months, and the longest losing streak was 5 months.

On a daily basis, CBTL closed higher 44% of trading days. The best single day was Dec 2, 2025 with a return of +3.7%, while the worst single day was Jan 20, 2026 at -4.4%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-3.43%-10.49%0.20%3.12%-1.67%-3.79%-15.50%
2025-0.96%-10.74%-2.81%-14.09%

Benchmark Metrics

Calamos Laddered Bitcoin Structured Alt Protection ETF has an annualized alpha of -44.08%, beta of 0.78, and R2 of 0.23 versus S&P 500 Index. Calculated based on daily prices since October 14, 2025.

  • This ETF participated in 186.45% of S&P 500 Index downside but only -50.09% of its upside - more exposed to losses than it benefited from rallies.
  • R2 of 0.23 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
-44.08%
Beta
0.78
0.23
Upside Capture
-50.09%
Downside Capture
186.45%

Expense Ratio

CBTL has an expense ratio of 0.79%, placing it in the medium range.


Return for Risk

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Calamos Laddered Bitcoin Structured Alt Protection ETF (CBTL) 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.


CBTLBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.35

Calmar ratioReturn relative to maximum drawdown

2.66

Martin ratioReturn relative to average drawdown

11.86

Dividends

Dividend History

Calamos Laddered Bitcoin Structured Alt Protection ETF provided a 1.16% dividend yield over the last twelve months, with an annual payout of $0.20 per share.


0.98%$0.00$0.05$0.10$0.15$0.202025
Dividends
Dividend Yield
PeriodTTM2025
Dividend$0.20$0.20

Dividend yield

1.16%0.98%

Monthly Dividends

The table displays the monthly dividend distributions for Calamos Laddered Bitcoin Structured Alt Protection ETF. 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$0.20$0.20

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 Laddered Bitcoin Structured Alt Protection ETF. 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 Laddered Bitcoin Structured Alt Protection ETF was 28.94%, occurring on Jun 5, 2026. The portfolio has not yet recovered.

The current Calamos Laddered Bitcoin Structured Alt Protection ETF drawdown is 28.44%.


Related event

Drawdown

Fall

Recovery

Underwater

2026 bear market2026
-28.94%Jun 2026
7mo 10d
7mo 27dOct 2025 - now
2025 pullback2025
-3.27%Oct 2025
2d10d
12dOct 2025 - Oct 2025

Drawdown Indicators


CBTLBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-28.94%

-56.78%

+27.84%

Max Drawdown (1Y)

Largest decline over 1 year

-9.10%

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

-28.44%

-2.49%

-25.95%

Average Drawdown

Average peak-to-trough decline

-18.80%

-10.72%

-8.08%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.03%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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