Performance analysis of CVRT (Calamos Convertible Equity Alternative ETF)
Annual Return
Since Oct 4, 2023, CVRT has had an average annual return of +37.15%, outperforming the benchmark SPY, which returned +25.87% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +42.60% | +29.38% | +13.25% | +11.01% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +7.63% | +4.67% | -3.01% | +16.70% | +7.81% | +3.72% | +42.60% | ||||||
| 2025 | +5.13% | -5.06% | -4.29% | +2.10% | +5.20% | +4.55% | +4.80% | +2.55% | +6.02% | +5.98% | +0.64% | -0.77% | +29.38% |
| 2024 | -2.06% | +3.17% | +2.43% | -5.54% | +3.33% | +0.24% | +1.68% | +1.91% | +2.21% | +0.50% | +14.01% | -7.84% | +13.25% |
| 2023 | -5.44% | +9.97% | +6.75% | +11.01% |
Drawdown analysis of CVRT (Calamos Convertible Equity Alternative ETF)
The maximum drawdown for the CVRT was -20.71%, occurring on Apr 8, 2025. Recovery took 62 trading sessions.
Since Oct 4, 2023 CVRT has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -20.71% | Nov 29, 2024 | 87 | Apr 8, 2025 | 62 | Jul 9, 2025 | 149 |
| -9.41% | Jul 16, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
| -8.60% | Feb 25, 2026 | 23 | Mar 30, 2026 | 6 | Apr 8, 2026 | 29 |
| -8.52% | Oct 11, 2023 | 13 | Oct 30, 2023 | 21 | Nov 29, 2023 | 34 |
| -7.98% | Mar 27, 2024 | 16 | Apr 19, 2024 | 59 | Jul 16, 2024 | 75 |
| -7.52% | Nov 10, 2025 | 8 | Nov 20, 2025 | 13 | Dec 10, 2025 | 21 |
| -6.24% | Feb 12, 2024 | 6 | Feb 21, 2024 | 8 | Mar 4, 2024 | 14 |
| -6.16% | May 11, 2026 | 6 | May 19, 2026 | 7 | May 29, 2026 | 13 |
| -5.22% | Jan 28, 2026 | 6 | Feb 5, 2026 | 1 | Feb 6, 2026 | 7 |
| -5.01% | Dec 26, 2023 | 6 | Jan 4, 2024 | 25 | Feb 9, 2024 | 31 |
| -4.73% | Dec 11, 2025 | 4 | Dec 17, 2025 | 11 | Jan 5, 2026 | 15 |
| -4.05% | Oct 15, 2025 | 5 | Oct 22, 2025 | 5 | Oct 29, 2025 | 10 |
| -3.21% | Nov 3, 2025 | 1 | Nov 4, 2025 | 4 | Nov 10, 2025 | 5 |
| -3.09% | Jul 17, 2025 | 11 | Aug 1, 2025 | 15 | Aug 22, 2025 | 26 |
| -2.87% | Jan 6, 2026 | 2 | Jan 8, 2026 | 3 | Jan 13, 2026 | 5 |
| -2.71% | Oct 16, 2024 | 12 | Nov 1, 2024 | 3 | Nov 6, 2024 | 15 |
| -2.65% | Sep 22, 2025 | 3 | Sep 25, 2025 | 4 | Oct 1, 2025 | 7 |
| -2.60% | Mar 13, 2024 | 3 | Mar 18, 2024 | 3 | Mar 21, 2024 | 6 |
| -2.46% | Oct 6, 2025 | 4 | Oct 10, 2025 | 1 | Oct 13, 2025 | 5 |
| -2.16% | Mar 4, 2024 | 1 | Mar 5, 2024 | 6 | Mar 13, 2024 | 7 |
| -2.12% | Nov 11, 2024 | 4 | Nov 15, 2024 | 2 | Nov 19, 2024 | 6 |
| -1.91% | May 6, 2026 | 1 | May 7, 2026 | 2 | May 11, 2026 | 3 |
| -1.79% | Apr 27, 2026 | 1 | Apr 28, 2026 | 2 | Apr 30, 2026 | 3 |
| -1.76% | Dec 1, 2023 | 3 | Dec 6, 2023 | 3 | Dec 11, 2023 | 6 |
| -1.63% | Aug 28, 2025 | 3 | Sep 3, 2025 | 3 | Sep 8, 2025 | 6 |