CAGECalamos Autocallable Growth ETF
Seeks to generate long-term capital growth while providing reduced downside risk through exposure to the MerQube US Large-Cap Advantage Autocallable Growth Index.
Launched 2026
Annual Cost
—
Fund Size
—
Return (1Y)
N/A
Track Record
5 months
#5,357 of 6,040 · young
Performance
Total-return NAV · USDGrowth of $10,000
$11,168+11.7%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
AlternativeRegion
North americaStrategy
Option income
Index tracked
MerQube US Large-Cap Advantage Autocallable Growth Index
Holdings
By weightConcentration
Top 3 holdings = 98.7% of fundconcentrated
Calamos Tax-Aware Collateral ETF
79.3%
United States Treasury
16.7%
JPMorgan Chase Bank NA
2.7%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-6.7%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks to generate long-term capital growth while providing reduced downside risk through exposure to the MerQube US Large-Cap Advantage Autocallable Growth Index.
- Strategy
- Actively manages a portfolio of synthetic autocallable notes and U.S. Treasuries to achieve long-term capital growth with reduced downside risk. Utilizes total return swaps for exposure to the Autocallable Index, which reflects a diversified portfolio of autocallables.
- Inception date
- April 16, 2026
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Data updated on 2026-09-18