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CPRACalamos Russell 2000 Structured Alt Protection ETF - April

Stay safeGrow my money1y track recordRanked #333 of 387 in this goal

Seeks to match the positive price return of the iShares Russell 2000 ETF up to a cap of 9.42% while protecting against 100% of negative price return.

By Calamos · Launched 2025

Annual Cost

0.69%

#3,730 of 6,040 · average

Fund Size

$13M

#4,819 of 6,040 · small

Return (1Y)

+7.0%

Track Record

1 year

#4,218 of 6,040 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,694+6.9%

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

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Structured outcome

Index tracked

Russell 2000 Index

Holdings

By weight

Concentration

Top 3 holdings = 99.1% of fundconcentrated

Goldman Sachs & Co. LLC
108.3%
Goldman Sachs & Co. LLC
4.4%
Goldman Sachs & Co. LLC
-13.6%

Asset allocation

Stocks
99.4%
Cash
0.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
1.9%Low

Year-on-year price swings

Max drawdown
-1.7%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 match the positive price return of the iShares Russell 2000 ETF up to a cap of 9.42% while protecting against 100% of negative price return.
Strategy
Actively managed ETF designed to provide returns matching the iShares Russell 2000 ETF's positive price performance up to a 9.42% cap while protecting against declines. Invests substantially all assets in FLEX Options referencing the Underlying ETF's price performance over the Outcome Period.
Inception date
March 31, 2025
Fund family
Calamos

Next steps

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Data updated on 2026-09-18