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CBTACalamos Bitcoin 80 Series Structured Alt Protection ETF — April

Take a bet1y track recordRanked #779 of 949 in this goal

Seeks investment results that, before total fund operating fees and expenses, track the positive price return of CME CF Bitcoin Reference Rate — NY Variant (Spot bitcoin).

By Calamos · Launched 2025

Annual Cost

0.69%

#3,611 of 5,861 · average

Fund Size

$4M

#5,301 of 5,861 · small

Return (1Y)Goal

-34.7%

Track Record

1 year

#4,229 of 5,861 · young

Performance

Total-return NAV · USD
Growth of $10,000
$6,516-34.8%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Structured outcome

What it actually holds

By weight

Concentration

Top 5 holdings = 98.5% of fundconcentrated

Jared, Mulcay & Co., Inc.
106.2%
Jared, Mulcay & Co., Inc.
39.0%
Jared, Mulcay & Co., Inc.
1.1%
Jared, Mulcay & Co., Inc.
-12.4%
Jared, Mulcay & Co., Inc.
-35.5%

Asset allocation

Cash
100.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
29.4%High

Year-on-year price swings

Max drawdown
-39.8%Severe

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks investment results that, before total fund operating fees and expenses, track the positive price return of CME CF Bitcoin Reference Rate — NY Variant (Spot bitcoin).
Strategy
Actively managed; uses OTC, FLEX, or listed Options referencing spot bitcoin or bitcoin ETPs (IBIT, BTC, BITB, FBTC, ARKB) to track bitcoin returns up to a 51.76% Cap and a Floor against losses exceeding 20% over an approximately one-year Outcome Period (April 7, 2025 — April 6, 2026).
Inception date
April 4, 2025
Fund family
Calamos

Our take

Structural notes on how this fund behaves. Read our guide on the 6 warning signs.

Buffer
Warning

You can build this cheaper yourself

Defined-outcome funds cap your gains (often 8% to 20%) in exchange for cushioning losses by 9% to 30%, priced with options. The fee runs about 0.70% or more, against 0.03% to 0.10% for a plain index fund. For most investors, a simple stock-and-bond mix gives similar protection for far less.

Sources: Morningstar, 'Buffer Funds Are on the Rise, but They May Not Make Sense for Most Investors' (2025)

Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More

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Data updated on 2026-08-04