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CPSA vs. CPRJ
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CPSA vs. CPRJ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Calamos S&P 500 Structured Alt Protection ETF - August (CPSA) and Calamos Russell 2000 Structured Alt Protection ETF - July (CPRJ). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, CPSA achieves a 0.27% return, which is significantly lower than CPRJ's 1.07% return.


CPSA

1D
0.13%
1M
-0.13%
YTD
0.27%
6M
1.27%
1Y
11.22%
3Y*
5Y*
10Y*

CPRJ

1D
0.07%
1M
0.38%
YTD
1.07%
6M
2.19%
1Y
11.01%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

CPSA vs. CPRJ - Yearly Performance Comparison


Correlation

The correlation between CPSA and CPRJ is 0.71, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined. Holding both can reduce overall portfolio volatility compared to holding either one alone.


CPSA vs. CPRJ - Expense Ratio Comparison

Both CPSA and CPRJ have an expense ratio of 0.69%.


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Return for Risk

CPSA vs. CPRJ — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CPSA
CPSA Risk / Return Rank: 9494
Overall Rank
CPSA Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
CPSA Sortino Ratio Rank: 9797
Sortino Ratio Rank
CPSA Omega Ratio Rank: 9797
Omega Ratio Rank
CPSA Calmar Ratio Rank: 9090
Calmar Ratio Rank
CPSA Martin Ratio Rank: 9696
Martin Ratio Rank

CPRJ
CPRJ Risk / Return Rank: 8888
Overall Rank
CPRJ Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
CPRJ Sortino Ratio Rank: 8686
Sortino Ratio Rank
CPRJ Omega Ratio Rank: 8989
Omega Ratio Rank
CPRJ Calmar Ratio Rank: 9494
Calmar Ratio Rank
CPRJ 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.

CPSA vs. CPRJ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Calamos S&P 500 Structured Alt Protection ETF - August (CPSA) and Calamos Russell 2000 Structured Alt Protection ETF - July (CPRJ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


CPSACPRJDifference

Sharpe ratio

Return per unit of total volatility

2.79

2.14

+0.66

Sortino ratio

Return per unit of downside risk

5.10

3.50

+1.61

Omega ratio

Gain probability vs. loss probability

1.79

1.52

+0.27

Calmar ratio

Return relative to maximum drawdown

4.01

4.71

-0.70

Martin ratio

Return relative to average drawdown

21.00

17.64

+3.36

CPSA vs. CPRJ - Sharpe Ratio Comparison

The current CPSA Sharpe Ratio is 2.79, which is higher than the CPRJ Sharpe Ratio of 2.14. The chart below compares the historical Sharpe Ratios of CPSA and CPRJ, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


CPSACPRJDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.79

2.14

+0.66

Sharpe Ratio (All Time)

Calculated using the full available price history

1.58

1.17

+0.40

Drawdowns

CPSA vs. CPRJ - Drawdown Comparison

The maximum CPSA drawdown since its inception was -4.72%, smaller than the maximum CPRJ drawdown of -6.25%. Use the drawdown chart below to compare losses from any high point for CPSA and CPRJ.


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Drawdown Indicators


CPSACPRJDifference

Max Drawdown

Largest peak-to-trough decline

-4.72%

-6.25%

+1.53%

Max Drawdown (1Y)

Largest decline over 1 year

-1.99%

-1.79%

-0.20%

Current Drawdown

Current decline from peak

-0.48%

-0.22%

-0.26%

Average Drawdown

Average peak-to-trough decline

-0.42%

-0.96%

+0.54%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.38%

0.48%

-0.10%

Volatility

CPSA vs. CPRJ - Volatility Comparison

Calamos S&P 500 Structured Alt Protection ETF - August (CPSA) and Calamos Russell 2000 Structured Alt Protection ETF - July (CPRJ) have volatilities of 1.15% and 1.11%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CPSACPRJDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.15%

1.11%

+0.04%

Volatility (6M)

Calculated over the trailing 6-month period

1.71%

1.94%

-0.23%

Volatility (1Y)

Calculated over the trailing 1-year period

4.06%

5.21%

-1.15%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.28%

5.34%

-1.06%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.28%

5.34%

-1.06%

Dividends

CPSA vs. CPRJ - Dividend Comparison

Neither CPSA nor CPRJ has paid dividends to shareholders.


Tickers have no history of dividend payments