Summary
SROI
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return 14.83% Volatility 16.47% Sharpe 0.65
Official loaded data — not a live quote.

Calamos Antetokounmpo Global Sustainable Equities ETF

Symbol: SROI

Exchange: NYSE

Sector: Technology

Category: Global Large-Stock Blend

Inception date: 02/02/2023

Latest date: 20/07/2026

Current price: $36.58

Expense ratio: 0.95%

Assets under management
$18.8M
-0.46% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
--
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Performance metrics

Period total return

-1.67%

Ann. -45.92% (Sharpe / Sortino numerator)

Volatility

22.24%

Sharpe ratio

-2.228

VaR 95%

-2.11%

CVaR 95%: -2.14%
Max drawdown: -7.85%
Sortino ratio: -4.328
Calmar ratio: -5.85

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

2.38%

Ann. -9.58% (Sharpe / Sortino numerator)

Volatility

16.72%

Sharpe ratio

-0.790

VaR 95%

-1.96%

CVaR 95%: -2.07%
Max drawdown: -10.19%
Sortino ratio: -1.227
Calmar ratio: -0.94

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

8.31%

Ann. -1.58% (Sharpe / Sortino numerator)

Volatility

14.58%

Sharpe ratio

-0.357

VaR 95%

-1.55%

CVaR 95%: -1.99%
Max drawdown: -10.19%
Sortino ratio: -0.522
Calmar ratio: -0.15

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

14.83%

Ann. 14.35% (Sharpe / Sortino numerator)

Volatility

16.47%

Sharpe ratio

0.651

VaR 95%

-1.50%

CVaR 95%: -2.24%
Max drawdown: -10.19%
Sortino ratio: 0.885
Calmar ratio: 1.41

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

25.31%

Ann. 9.45% (Sharpe / Sortino numerator)

Volatility

14.64%

Sharpe ratio

0.398

VaR 95%

-1.42%

CVaR 95%: -2.05%
Max drawdown: -15.38%
Sortino ratio: 0.548
Calmar ratio: 0.61

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

41.89%

Ann. 10.94% (Sharpe / Sortino numerator)

Volatility

13.62%

Sharpe ratio

0.537

VaR 95%

-1.35%

CVaR 95%: -1.87%
Max drawdown: -15.38%
Sortino ratio: 0.768
Calmar ratio: 0.71

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 21/07/2025 - 20/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.059%

Best day

3.664%

08/04/2026
Worst day

-2.946%

05/06/2026
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $36.75 $36.75 $36.58 $36.58 300
17/07/2026 $36.78 $36.78 $36.70 $36.70 200
16/07/2026 $37.20 $37.28 $37.05 $37.05 2,100
15/07/2026 $37.25 $37.25 $37.25 $37.25 100
14/07/2026 $37.08 $37.08 $37.05 $37.05 100
13/07/2026 $36.98 $36.98 $36.81 $36.81 300
10/07/2026 $37.13 $37.26 $37.13 $37.26 400
09/07/2026 $37.14 $37.20 $37.14 $37.19 900
08/07/2026 $36.99 $36.99 $36.99 $36.99 200
07/07/2026 $37.13 $37.13 $37.13 $37.13 100