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CUSIP
12811T126
Issuer
Calamos
Inception Date
Jan 2, 2025
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Accumulating
Asset Class
Equity
Asset Class Size
Small-Cap
Asset Class Style
Blend
Assets Under Management
$46M

Share Price Chart


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Performance

CPRY Performance Chart

Calamos Russell 2000 Structured Alt Protection ETF - January (CPRY) is up 3.4% since the beginning of the year. CPRY is currently trading at $28 per share.


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S&P 500 Index

Returns By Period

Calamos Russell 2000 Structured Alt Protection ETF - January (CPRY) has returned 3.44% so far this year and 12.37% over the past 12 months.


Calamos Russell 2000 Structured Alt Protection ETF - January

1D
0.18%
1M
0.56%
YTD
3.44%
6M
3.73%
1Y
12.37%
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)

CPRY Monthly Returns History

Based on dividend-adjusted daily data since Jan 2, 2025, CPRY's average daily return is +0.03%, while the average monthly return is +0.64%. At this rate, an investment would double in approximately 9.1 years.

Historically, 78% of months were positive and 22% were negative. The best month was Aug 2025 with a return of +2.4%, while the worst month was Feb 2025 at -0.9%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.

On a daily basis, CPRY closed higher 55% of trading days. The best single day was Aug 22, 2025 with a return of +1.3%, while the worst single day was Nov 13, 2025 at -1.1%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.85%0.16%-0.46%1.87%0.63%0.34%3.44%
20250.50%-0.94%-0.91%-0.07%0.79%1.24%0.48%2.37%1.18%0.92%0.99%1.66%8.46%

Benchmark Metrics

Calamos Russell 2000 Structured Alt Protection ETF - January has an annualized alpha of 5.45%, beta of 0.15, and R2 of 0.39 versus S&P 500 Index. Calculated based on daily prices since January 02, 2025.

  • This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (25.24%) than losses (1.61%) - typical of diversified or defensive assets.
  • Beta of 0.15 may look defensive, but with R2 of 0.39 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
  • R2 of 0.39 means the benchmark explains less than half of this ETF's behavior - treat beta with caution or consider switching to a more representative benchmark.

Alpha
5.45%
Beta
0.15
0.39
Upside Capture
25.24%
Downside Capture
1.61%

Expense Ratio

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


Return for Risk

Risk / Return Rank

CPRY ranks 91 for risk / return — in the top 91% 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.


CPRY Risk / Return Rank: 9191
Overall Rank
CPRY Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
CPRY Sortino Ratio Rank: 9292
Sortino Ratio Rank
CPRY Omega Ratio Rank: 9292
Omega Ratio Rank
CPRY Calmar Ratio Rank: 8989
Calmar Ratio Rank
CPRY Martin Ratio Rank: 9494
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 Russell 2000 Structured Alt Protection ETF - January (CPRY) 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.


CPRYBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.79

Sortino ratioReturn per unit of downside risk

+1.62

Omega ratioGain probability vs. loss probability

1.59

1.35

+0.23

Calmar ratioReturn relative to maximum drawdown

5.01

2.66

+2.35

Martin ratioReturn relative to average drawdown

25.64

11.86

+13.77

Dividends

Dividend History


Calamos Russell 2000 Structured Alt Protection ETF - January 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 Russell 2000 Structured Alt Protection ETF - January. 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 Russell 2000 Structured Alt Protection ETF - January was 3.23%, occurring on Apr 4, 2025. Recovery took 60 trading sessions.

The current Calamos Russell 2000 Structured Alt Protection ETF - January drawdown is 0.01%.


Related event

Drawdown

Fall

Recovery

Underwater

2025 selloff2025
-3.23%Apr 2025
1mo 26d2mo 29d
4mo 25dFeb 2025 - Jul 2025
2025 pullback2025
-2.48%Nov 2025
23d5d
28dOct 2025 - Nov 2025
2025 pullback2025
-1.29%Aug 2025
8d11d
19dJul 2025 - Aug 2025
2026 pullback2026
-1.24%Mar 2026
1mo 17d10d
1mo 27dFeb 2026 - Apr 2026
2025 pullback2025
-1.02%Oct 2025
1d4d
5dOct 2025 - Oct 2025

Drawdown Indicators


CPRYBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-3.23%

-56.78%

+53.55%

Max Drawdown (1Y)

Largest decline over 1 year

-2.48%

-9.10%

+6.62%

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%

-2.49%

+2.48%

Average Drawdown

Average peak-to-trough decline

-0.66%

-10.72%

+10.06%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.48%

2.03%

-1.55%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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