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CPSYCalamos S&P 500 Structured Alt Protection ETF - January

Grow my moneyStay safe1y track recordRanked #312 of 387 in this goal

Seeks to provide investment results that correspond to the performance of the Underlying ETF with downside protection.

By Calamos · Launched 2024

Annual Cost

0.69%

#3,730 of 6,040 · average

Fund Size

$28M

#4,325 of 6,040 · small

Return (1Y)

+6.0%

Track Record

1 year

#3,987 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,604+6.0%

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

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Structured outcome

Index tracked

S&P 500 Index

Holdings

By weight

Asset allocation

Stocks
99.6%
Cash
0.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
2.0%Low

Year-on-year price swings

Max drawdown
-3.0%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 provide investment results that correspond to the performance of the Underlying ETF with downside protection.
Strategy
Actively managed ETF that invests primarily in FLEX Options referencing the Underlying ETF's price. Aims to capture upside potential up to a cap while protecting against losses during the one-year Outcome Period.
Inception date
December 31, 2024
Fund family
Calamos

Next steps

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Data updated on 2026-09-18