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Calamos

1Y record: 26–15
Made money: 63%
Money made: $167M
Typical return: +4.4%

At a glance · 1 yearNov 12, 2025 – Nov 12, 2026

Funds1 year47

IWD−0.4%

Search ETFs and stocks

Portfolio

29th most of 94

AssetsMoney invested$5.0B<1% of all ETF money

Win %1 year63%26 of 41 · all 73%

Money made1 year$167M61st most of 93 issuers

Typical return1 year+4.4%Middle fund · all +6.9%

Hot streakWeekly—Weekly scores not in yet

Fee per $100Each year$0.5150th lowest of 94

Launches202645 in 12 months

Data as of Nov 12, 2026 · a scoreboard, not advice

Calamos’ Total Funds

1Y

47 funds · 63% made money

Income 5$2.0B · 39%

CAIE+10.6%CAIQnewCCEF+5.5%CANQ−2.0%CAYNnew

Unsorted 2$1.8B · 36%

CBOXnewCVRT+11.2%

Low-cost core 1$166M · 3%

CPSL+5.1%

Crypto 15$116M · 2%

CBTJ−29.5%CBOJ−3.8%CBXJ−21.2%CBTO−21.9%CBXO−12.0%CBOO−2.4%CBXY−5.0%CBTA−26.9%CBTY−10.4%CBOA−4.3%CBOY+0.2%CBXA−19.5%CBOL

International 1$18.6M · 0%

SROI+10.0%

Buffered 1$2.5M · 0%

CHDGnew

Calamos ETFs · past-year returns · as of Nov 12, 2026 · one tile per fund, grouped by category, largest first

Calamos’ Total Holdings

Today

$5.0Bin 47 funds · 7 categories

CategoryFundsAssets ▼Share

Income5$2.0B39%

Unsorted2$1.8B36%

US stocks22$920M18%

Low-cost core1$166M3%

Crypto15$116M2%

International1$18.6M0%

Buffered1$2.5M0%

Calamos ETFs · current holdings · as of Nov 12, 2026

Calamos’ Share of the ETF Market

Today

0%of all US ETF AUM is in Calamos funds
$5.0B of $16.43T · 47 of 5,758

Low-Cost Core

$4.92T · 72 funds

0%of Low-Cost Core AUM

Top 10 Calamos ETFs

Today

$4.3B · 86% of $5.0B

1CBOXTrust - Calamos Tax-Aware Collateral$1.8B

2CAIEAutocallable Income$1.5B

3CAIQNasdaq Autocallable Income$417M

4CAGEAutocallable Growth$194M

5CPSLTrust - Laddered S&P 500 Structured Alt Protection$166M

6CPSMS&P 500 Structured Alt Protection – May$58.8M

7CPSJS&P 500 Structured Alt Protection – July$50.6M

8CPSAS&P 500 Structured Alt Protection – August$49.5M

9CPSDTrust - Calamos S&P 500 Structured Alt Protection - December$46.5M

10CPNJNasdaq-100 Structured Alt Protection – June$44.2M

Calamos ETFs · 10 of 47 by assets · as of Nov 12, 2026

Calamos’ Best ETFs

1Y

Calamos’ 1-Year Record

1Y

26–15made money · lost
of 41 with a full year

63% made moneyAll ETFs 73%

Typical returnMiddle fund

Calamos+4.4%

All ETFs+6.9%

Best fundCVRT +11.2%

Worst fundCBTJ −29.5%

Money made for investors$167M · 89th of 413 issuers

6 funds are under a year old and don’t count yet.

Calamos ETFs · past-year returns · as of Nov 12, 2026

Calamos vs iShares

1Y

Calamos47 funds · 61st by money made

vs

iSharesBlackRock · 482 funds

$167MMoney made$370B

$5.0BAssets$4.68T

$25.9MFees earned$7.5B

63%Win %77%

+4.4%Typical return+8.4%

$0.51Fee per $100$0.16

47Funds482

4Launches 202621

4–0iShares wins

Calamos and iShares ETFs · past-year results · as of Nov 12, 2026 · each pair scaled to its larger value

Calamos’ ETF Launches

2026

4in 20265in 12 months

Apr 161 fund

Autocallable Growth

CAGE

Apr 17

−2.6%

CBTL−22.0%

CBXL−14.7%

US Stock Styles

$3.18T · 799 funds

0%of US Stock Styles AUM

Bonds & Cash

$2.64T

International$2.30T

0%of International AUM

Income$1.02T

0%of Income AUM

Sectors

$959B

Commodities

$394B

Thematic

$377B

6 more$648B

0%of 6 more AUM

Calamos’ AUMEveryone elseNo Calamos funds · 4 bucketsTile size = the bucket’s total AUM

Calamos ETFs · current AUM · as of Nov 12, 2026 · tile size = the bucket’s total AUM

+11.2%

CVRT, the Convertible Equity Alternative fund, led all 41

1CVRTConvertible Equity Alternative+11.2%

2CAIEAutocallable Income+10.6%

3SROIAntetokounmpo Global Sustainable Equities+10.0%

4CPRYRussell 2000 Structured Alt Protection – January+8.2%

5CPRORussell 2000 Structured Alt Protection – October+7.3%

6CPRARussell 2000 Structured Alt Protection – April+6.6%

7CPSDTrust - Calamos S&P 500 Structured Alt Protection - December+5.9%

8CPSPS&P 500 Structured Alt Protection – April+5.9%

9CPSNS&P 500 Structured Alt Protection – November+5.9%

10CPNQTrust - Calamos Nasdaq-100 Structured Alt Protection - December+5.8%

Calamos ETFs · past-year returns · as of Nov 12, 2026

1 fund

Trust - Calamos Tax-Aware Collateral

CBOX

Aug 41 fund

Trust - Calamos Active Hedged Equity

CHDG

Oct 261 fund

Least-Of Autocallable Income

CAYN

End-of-day Nov 12, 2026

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