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CBTJCalamos Bitcoin 80 Series Structured Alt Protection ETF - January

Take a bet1y track recordRanked #412 of 995 in this goal

Seeks to track the positive price return of Spot bitcoin up to a cap of 37.50% while providing protection against losses exceeding 20%.

By Calamos · Launched 2025

Annual Cost

0.69%

#3,730 of 6,040 · average

Fund Size

$25M

#4,402 of 6,040 · small

Return (1Y)

-32.5%

Track Record

1 year

#4,059 of 6,040 · young

Performance

Total-return NAV · USD
Growth of $10,000
$6,801-32.0%

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

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Structured outcome

Holdings

By weight

Concentration

Top 5 holdings = 99.2% of fundconcentrated

Jared, Mulcay & Co., Inc.
117.0%
Jared, Mulcay & Co., Inc.
23.2%
Jared, Mulcay & Co., Inc.
0.9%
Jared, Mulcay & Co., Inc.
-3.7%
Jared, Mulcay & Co., Inc.
-38.1%

Asset allocation

Bonds
90.8%
Stocks
8.3%
Cash
0.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
26.9%High

Year-on-year price swings

Max drawdown
-42.4%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 to track the positive price return of Spot bitcoin up to a cap of 37.50% while providing protection against losses exceeding 20%.
Strategy
Actively manages a portfolio of options and U.S. Treasury securities to track the positive price return of Spot bitcoin, providing a floor against losses exceeding 20%. The Fund utilizes OTC Options and FLEX Options referencing various Underlying ETPs and Bitcoin Indexes.
Inception date
February 3, 2025
Fund family
Calamos

Next steps

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Data updated on 2026-09-18