Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.69% -0.37% 31.72M 2284.83
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 0.00% 2.174M Upgrade

Basic Info

Investment Strategy
The Fund seeks to provide investment results that, before taking fees and expenses into account, match the positive price return of the SPDR S&P 500 ETF Trust up to a cap of 7.50% while protecting against 100% of negative price return of the Underlying ETF or the period from September 1, 2024 through August 31, 2025.
General
Security Type Exchange-Traded Fund
Broad Asset Class Nontraditional Equity
Broad Category Equity
Global Peer Group Alternative Relative Value
Peer Group Options Arbitrage/Opt Strategies Funds
Global Macro Liquid Alternatives
US Macro Equity Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Options Arbitrage/Opt Strategies Funds
Fund Owner Firm Name Calamos Investments
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
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Total Return (NAV)
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Peer Group Rtn. (NAV)
--
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.82%
--
6.80%
7.15%
5.09%
-8.86%
12.17%
12.49%
9.79%
--
--
7.38%
5.25%
-9.21%
12.53%
14.32%
8.06%
--
--
--
11.89%
-6.41%
22.13%
15.15%
7.17%
--
--
--
9.60%
-5.57%
21.34%
17.43%
12.94%
As of December 09, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.75%
Stock 0.00%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 99.25%
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Basic Info

Investment Strategy
The Fund seeks to provide investment results that, before taking fees and expenses into account, match the positive price return of the SPDR S&P 500 ETF Trust up to a cap of 7.50% while protecting against 100% of negative price return of the Underlying ETF or the period from September 1, 2024 through August 31, 2025.
General
Security Type Exchange-Traded Fund
Broad Asset Class Nontraditional Equity
Broad Category Equity
Global Peer Group Alternative Relative Value
Peer Group Options Arbitrage/Opt Strategies Funds
Global Macro Liquid Alternatives
US Macro Equity Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Options Arbitrage/Opt Strategies Funds
Fund Owner Firm Name Calamos Investments
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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