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SROI
+1.41 · +4.29%
$34.27 · NYSE ARCA

Calamos Antetokounmpo Global Sustainable Equities ETF (SROI) ETF Analysis | Global Large-Stock Blend

Calamos · USA
AUM:$19.4M
#– of – in Global Large-Stock Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 18.6% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.95% — above average for this category.

What is SROI?

The fund is an actively managed exchange-traded fund (ETF) that does not seek to replicate the performance of a specified index. The fund will, under normal circumstances, invest at least 80% of its net assets (plus borrowings for investment purposes, if any) in equity securities of companies in developed markets (including the U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
SROI delivered 18.6% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 0.95% is above average. Verify whether the strategy justifies the cost.
Moderate Concentration
Top 10 holdings make up 30.1% of the ETF — a moderate level of name concentration.
ETF Information
AUM$19.4M
Expense Ratio0.95%
Dividend Yield0.59%
Holdings47
Inception DateFeb 2023
Domicile–
Distribution–
Index–
ProviderCalamos
Beta–
CategoryGlobal Large-Stock Blend
CurrencyUSD
Portfolio Impact

How would SROI affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+8.3%
1Y
+18.5%
3Y
+51.6%
5Y
+58.0%
OpenBook InsightIf you had invested £10,000 in SROI 5 years ago, it would have grown to £15,796 — a gain of £5,796.

Annual Returns

Calendar year performance

SROI delivered positive returns in 4 of the last 4 calendar years.
YearSROI
2026 YTD+12.9%
2025+16.6%
2024+10.8%
2023+9.2%
CAGR 3yr+12.1%
4/4 positive yearsAvg return: +12.3%Worst year: +9.2% (2023)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
12.1%
Low
Momentum
+4.1%
30-day change
Support Level
37.73
Key floor
Key Insights
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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