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Calamos ETF Trust (CVRT)
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Upturn Advisory Summary
11/11/2025: CVRT (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 21.26% | Avg. Invested days 54 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/11/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 24.63 - 32.69 | Updated Date 06/30/2025 |
52 Weeks Range 24.63 - 32.69 | Updated Date 06/30/2025 |
Upturn AI SWOT
Calamos ETF Trust
ETF Overview
Overview
Calamos ETF Trust comprises various actively managed ETFs focusing on different investment strategies, including income generation, equity participation, and risk management. The trust seeks to deliver a combination of income and capital appreciation through actively managing its portfolio across multiple asset classes and strategies.
Reputation and Reliability
Calamos Investments has a long-standing reputation in the asset management industry, known for its expertise in actively managed investment strategies.
Management Expertise
Calamos' management team consists of experienced professionals with a deep understanding of financial markets and various investment strategies.
Investment Objective
Goal
To provide a combination of income and capital appreciation.
Investment Approach and Strategy
Strategy: Actively managed ETFs employing various strategies like convertible securities, alternative income, and equity participation.
Composition The ETFs hold a mix of stocks, bonds, convertible securities, and other alternative investments.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): Data unavailable.
Competitors
Key Competitors
- SPDR Portfolio Aggregate Bond ETF (SPAB)
- Vanguard Total Bond Market ETF (BND)
- iShares Core U.S. Aggregate Bond ETF (AGG)
Competitive Landscape
The ETF industry is highly competitive, with many established players. Calamos ETF Trust differentiates itself through active management and specialized strategies, but faces competition from larger, passively managed ETFs with lower expense ratios. Calamos may offer superior performance in specific market conditions but may lag in others.
Financial Performance
Historical Performance: Data unavailable. Requires specific Calamos ETF Trust ETF ticker.
Benchmark Comparison: Data unavailable. Requires specific Calamos ETF Trust ETF ticker and benchmark.
Expense Ratio: Data unavailable. Requires specific Calamos ETF Trust ETF ticker.
Liquidity
Average Trading Volume
Average trading volume varies significantly between the different ETFs within the Calamos ETF Trust.
Bid-Ask Spread
Bid-ask spreads also vary among the ETFs within the trust, influenced by trading volume and market conditions.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, credit spreads, and market volatility can all affect Calamos ETF Trust's performance.
Growth Trajectory
Growth trends depend on the specific ETF and the market environment for its underlying investments; changes to strategy and holdings depend on management decisions.
Moat and Competitive Advantages
Competitive Edge
Calamos ETF Trust distinguishes itself through active management, aiming to outperform passive benchmarks. Its expertise in convertible securities and alternative income strategies provides a niche market focus. Superior management, if proven, can lead to enhanced risk-adjusted returns. The ability to adapt to changing market conditions is a key advantage. Overall, the value is determined on the managers skills.
Risk Analysis
Volatility
Volatility will vary depending on the underlying assets of each ETF within the trust.
Market Risk
Market risk is tied to the specific asset classes held by each ETF, including equity market risk, interest rate risk, and credit risk.
Investor Profile
Ideal Investor Profile
Investors seeking income, capital appreciation, or a combination of both, who are comfortable with actively managed strategies and potentially higher fees.
Market Risk
Suitable for long-term investors who understand active management and are seeking diversification or specific investment exposures.
Summary
Calamos ETF Trust offers a range of actively managed ETFs targeting various investment objectives. It aims to deliver a blend of income and capital appreciation through diverse asset allocation. Its success hinges on the management's ability to outperform relevant benchmarks. Investors should assess their risk tolerance and investment goals before investing in Calamos ETFs. Detailed analysis requires specific ETF tickers within the trust.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Calamos Investments Website
- ETF.com
- Bloomberg
Disclaimers:
This data is for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor. Data may be outdated and subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Calamos ETF Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed exchange-traded fund (ETF) that invests in the segment of the U.S. convertibles marketplace that has a higher level of equity sensitivity. The fund seeks to achieve its objective by investing at least 80% of its net assets (plus borrowings for investment purposes, if any) in a portfolio of convertible securities (including synthetic convertible instruments). The fund is non-diversified.
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