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CPSFCalamos S&P 500 Structured Alt Protection ETF - September

Grow my money1y track recordRanked #2,460 of 3,055 in this goal

Seeks to match the positive price return of the SPDR S&P 500 ETF Trust up to a cap of 6.59% while protecting against 100% of negative price return.

By Calamos · Launched 2025

Annual Cost

0.69%

#3,730 of 6,040 · average

Fund Size

$35M

#4,105 of 6,040 · small

Return (1Y)

+5.9%

Track Record

1 year

#4,054 of 6,040 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,585+5.8%

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

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Structured outcome

Index tracked

S&P 500 Index

Holdings

By weight

Concentration

Top 3 holdings = 99.7% of fundconcentrated

Goldman Sachs & Co. LLC
106.4%
Goldman Sachs & Co. LLC
1.3%
Goldman Sachs & Co. LLC
-8.0%

Asset allocation

Stocks
99.4%
Cash
0.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
2.1%Low

Year-on-year price swings

Max drawdown
-2.9%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 SPDR S&P 500 ETF Trust up to a cap of 6.59% while protecting against 100% of negative price return.
Strategy
Aims to match the positive price return of the SPDR S&P 500 ETF Trust up to a cap of 6.59% while protecting against 100% of negative price return of the Underlying ETF. The Fund operates within defined Outcome Periods.
Inception date
January 31, 2025
Fund family
Calamos

Next steps

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Data updated on 2026-09-18