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CBXLCalamos Laddered Bitcoin 80 Series Structured Alt Protection ETF

Grow my moneyNewRanked #2,826 of 2,960 in this goal

Seeks to provide exposure to the price of bitcoin.

By Calamos · Launched 2025

Annual Cost

0.79%

#4,047 of 5,562 · expensive

Fund Size

$5M

#5,071 of 5,562 · small

Return (1Y)Goal

N/A

Track Record

8 months

#4,856 of 5,562 · young

Performance

Total-return NAV · USD
Growth of $10,000
$8,169-18.3%

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

Classification

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Structured outcome

Index tracked

CME CF Bitcoin Reference Rate - New York Variant

What it actually holds

By weight

Concentration

Top 4 holdings = 99.7% of fundconcentrated

Calamos Bitcoin 80 Series Structured Alt Protection ETF - October
26.8%
Calamos Bitcoin 80 Series Structured Alt Protection ETF - July
25.4%
Calamos Bitcoin 80 Series Structured Alt Protection ETF - April
25.3%
Calamos Bitcoin 80 Series Structured Alt Protection ETF January
22.2%

Asset allocation

Cash
50.0%
Bonds
45.9%
Stocks
4.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-19.5%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks to provide exposure to the price of bitcoin.
Strategy
Provides exposure to the price return of the CME CF Bitcoin Reference Rate — New York Variant while attempting to limit downside risk through a laddered portfolio of ETFs.
Inception date
October 13, 2025
Fund family
Calamos

Our take

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

Buffer
Warning

Buffer ETF — downside protection at a cost

Defined-outcome funds cap upside (typically 8–20%) in exchange for partial downside protection (9–30%), priced via options. Fees are materially higher than the underlying index (often 0.70%+ vs 0.03–0.10%). For most pre-retirees, a simple stock/bond mix achieves similar downside behaviour at a fraction of the cost.

Source: Morningstar, 'Defined-Outcome ETFs: Useful or Uneconomic?' (2023)

Why we flagged this: strategy=structured_outcome + structured_outcome_strategy

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 2026-06-19