Performance analysis of SROI (Calamos Antetokounmpo Global Sustainable Equities ETF)
Annual Return
Over the past 3 years, SROI has had an average annual return of +12.58%, underperforming the benchmark SPY, which returned +19.62% annual.
Since Feb 6, 2023, SROI has had an average annual return of +13.09%, underperforming the benchmark SPY, which returned +20.59% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +9.99% | +16.37% | +9.48% | +9.16% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.80% | +2% | -7.03% | +10.06% | +3.75% | +0.24% | -1.43% | +9.99% | |||||
| 2025 | +2.75% | -0.43% | -3.35% | +1.95% | +5.72% | +3.27% | -0.80% | +1.39% | +2.93% | +1.89% | +0.10% | +0.14% | +16.37% |
| 2024 | -0.96% | +4.22% | +2.36% | -3.41% | +4.73% | +1.56% | +1.14% | +2.88% | +1.55% | -3.15% | +1.39% | -2.80% | +9.48% |
| 2023 | -2.73% | +2.90% | +1.66% | -1.44% | +5.11% | +2.63% | -4.00% | -6.04% | -2.94% | +8.99% | +5.76% | +9.16% |
Drawdown analysis of SROI (Calamos Antetokounmpo Global Sustainable Equities ETF)
The maximum drawdown for the SROI was -15.39%, occurring on Apr 8, 2025. Recovery took 26 trading sessions.
The current SROI drawdown is -1.75%.
Since Feb 6, 2023 SROI has experienced the following drawdowns:
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -15.39% | Sep 26, 2024 | 132 | Apr 8, 2025 | 26 | May 15, 2025 | 158 |
| -13.89% | Jul 31, 2023 | 63 | Oct 27, 2023 | 39 | Dec 22, 2023 | 102 |
| -10.19% | Feb 25, 2026 | 23 | Mar 30, 2026 | 13 | Apr 17, 2026 | 36 |
| -7.81% | Jul 16, 2024 | 14 | Aug 5, 2024 | 19 | Aug 30, 2024 | 33 |
| -6.61% | Feb 7, 2023 | 25 | Mar 15, 2023 | 20 | Apr 13, 2023 | 45 |
| -5.73% | Mar 21, 2024 | 20 | Apr 19, 2024 | 14 | May 9, 2024 | 34 |
| -5.31% | Oct 27, 2025 | 18 | Nov 20, 2025 | 29 | Jan 5, 2026 | 47 |
| -4.54% | Jun 2, 2026 | 6 | Jun 10, 2026 | 16 | Jul 6, 2026 | 22 |
| -3.83% | Aug 30, 2024 | 4 | Sep 6, 2024 | 9 | Sep 19, 2024 | 13 |
| -3.52% | Jul 25, 2025 | 5 | Aug 1, 2025 | 27 | Sep 10, 2025 | 32 |
| -3.30% | Oct 6, 2025 | 4 | Oct 10, 2025 | 6 | Oct 20, 2025 | 10 |
| -2.72% | May 19, 2023 | 3 | May 24, 2023 | 6 | Jun 2, 2023 | 9 |
| -2.71% | Dec 28, 2023 | 12 | Jan 17, 2024 | 8 | Jan 29, 2024 | 20 |
| -2.66% | Jun 15, 2023 | 6 | Jun 26, 2023 | 12 | Jul 13, 2023 | 18 |
| -2.64% | Jun 12, 2025 | 5 | Jun 20, 2025 | 5 | Jun 27, 2025 | 10 |
| -2.58% | Jul 6, 2026 | 10 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -2.35% | Jan 27, 2026 | 7 | Feb 5, 2026 | 2 | Feb 9, 2026 | 9 |
| -2.31% | May 14, 2026 | 3 | May 19, 2026 | 4 | May 26, 2026 | 7 |
| -2.19% | Jan 12, 2026 | 5 | Jan 20, 2026 | 4 | Jan 26, 2026 | 9 |
| -2.02% | May 20, 2024 | 6 | May 29, 2024 | 6 | Jun 6, 2024 | 12 |
| -1.66% | Apr 17, 2026 | 8 | Apr 29, 2026 | 1 | Apr 30, 2026 | 9 |
| -1.64% | Apr 24, 2023 | 1 | Apr 25, 2023 | 3 | Apr 28, 2023 | 4 |
| -1.56% | Sep 22, 2025 | 3 | Sep 25, 2025 | 4 | Oct 1, 2025 | 7 |
| -1.49% | Feb 9, 2024 | 2 | Feb 13, 2024 | 2 | Feb 15, 2024 | 4 |
| -1.48% | Jan 29, 2024 | 2 | Jan 31, 2024 | 5 | Feb 7, 2024 | 7 |