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CUSIP
12811T860
Issuer
Calamos
Inception Date
Sep 3, 2024
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
MerQube Cap Protect US Large Cap Tech PR Index - Sep
Domicile
United States
Distribution Policy
Accumulating
Asset Class
Alternatives
Assets Under Management
$22M

Share Price Chart


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Performance

CPNS Performance Chart

Calamos Nasdaq-100 Structured Alt Protection ETF - September (CPNS) is up 3.2% since the beginning of the year. CPNS is currently trading at $28 per share.


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S&P 500 Index

Returns By Period

Calamos Nasdaq-100 Structured Alt Protection ETF - September (CPNS) has returned 3.23% so far this year and 7.68% over the past 12 months.


Calamos Nasdaq-100 Structured Alt Protection ETF - September

1D
0.05%
1M
0.34%
YTD
3.23%
6M
3.17%
1Y
7.68%
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CPNS Monthly Returns History

Based on dividend-adjusted daily data since Sep 3, 2024, CPNS's average daily return is +0.03%, while the average monthly return is +0.55%. At this rate, an investment would double in approximately 10.5 years.

Historically, 77% of months were positive and 23% were negative. The best month was Apr 2026 with a return of +2.4%, while the worst month was Mar 2025 at -1.4%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 2 months.

On a daily basis, CPNS closed higher 62% of trading days. The best single day was Apr 9, 2025 with a return of +1.9%, while the worst single day was Apr 3, 2025 at -1.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.51%-0.13%-0.55%2.39%0.82%0.17%3.23%
20250.83%-0.19%-1.44%0.70%2.37%1.55%0.75%0.53%0.98%0.62%0.07%0.31%7.25%
20240.56%-0.09%1.05%0.40%1.93%

Benchmark Metrics

Calamos Nasdaq-100 Structured Alt Protection ETF - September has an annualized alpha of 3.62%, beta of 0.19, and R2 of 0.83 versus S&P 500 Index. Calculated based on daily prices since September 03, 2024.

  • This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (23.20%) than losses (4.93%) - typical of diversified or defensive assets.
  • This ETF generated an annualized alpha of 3.62% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
  • Beta of 0.19 indicates this ETF moves significantly less than S&P 500 Index - a genuinely defensive profile with reduced participation in both market rallies and downturns.

Alpha
3.62%
Beta
0.19
0.83
Upside Capture
23.20%
Downside Capture
4.93%

Expense Ratio

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


Return for Risk

Risk / Return Rank

CPNS ranks 95 for risk / return — in the top 95% of ETFs on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


CPNS Risk / Return Rank: 9595
Overall Rank
CPNS Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
CPNS Sortino Ratio Rank: 9696
Sortino Ratio Rank
CPNS Omega Ratio Rank: 9696
Omega Ratio Rank
CPNS Calmar Ratio Rank: 9292
Calmar Ratio Rank
CPNS Martin Ratio Rank: 9696
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 Nasdaq-100 Structured Alt Protection ETF - September (CPNS) 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.


CPNSBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+1.60

Sortino ratioReturn per unit of downside risk

+2.82

Omega ratioGain probability vs. loss probability

1.81

1.37

+0.44

Calmar ratioReturn relative to maximum drawdown

5.87

2.78

+3.08

Martin ratioReturn relative to average drawdown

31.74

12.44

+19.31

Dividends

Dividend History


Calamos Nasdaq-100 Structured Alt Protection ETF - September doesn't pay dividends

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 Nasdaq-100 Structured Alt Protection ETF - September. 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 Nasdaq-100 Structured Alt Protection ETF - September was 3.99%, occurring on Apr 8, 2025. Recovery took 24 trading sessions.

The current Calamos Nasdaq-100 Structured Alt Protection ETF - September drawdown is 0.01%.


Related event

Drawdown

Fall

Recovery

Underwater

2025 selloff2025
-3.99%Apr 2025
1mo 17d1mo 5d
2mo 22dFeb 2025 - May 2025
2026 pullback2026
-1.31%Mar 2026
2mo 1d9d
2mo 10dJan 2026 - Apr 2026
2024 pullback2024
-1.00%Sep 2024
3d13d
16dSep 2024 - Sep 2024
2025 pullback2025
-0.79%Nov 2025
22d12d
1mo 4dOct 2025 - Dec 2025
2024 pullback2024
-0.67%Nov 2024
7d17d
24dNov 2024 - Dec 2024

Drawdown Indicators


CPNSBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-3.99%

-56.78%

+52.79%

Max Drawdown (1Y)

Largest decline over 1 year

-1.31%

-9.10%

+7.79%

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

-0.01%

-1.80%

+1.79%

Average Drawdown

Average peak-to-trough decline

-0.36%

-10.71%

+10.35%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.24%

2.03%

-1.79%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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