NBTR vs CPSM
Comparison between NEUBERGER BERMAN TOTAL RETURN BOND ETF (NBTR, ETF) and CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF - MAY (CPSM, ETF).
NBTR vs CPSM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NBTR
$55M
Winner
CPSM
$55M
Expense Ratio
Winner
NBTR
0.38%
CPSM
0.69%
Max Drawdown
Winner
NBTR
4.20%
CPSM
5.19%
Sharpe Ratio
NBTR
0.54
Winner
CPSM
1.07
5Y Beta
Winner
NBTR
0.08
CPSM
0.24
NBTR vs CPSM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NBTR
+0.49%
CPSM
+0.24%
3M
NBTR
+0.81%
Winner
CPSM
+1.49%
6M
NBTR
+1.47%
Winner
CPSM
+2.58%
1Y
NBTR
+5.41%
Winner
CPSM
+5.51%
Max(CAGR)
NBTR
+5.69%
Winner
CPSM
+7.63%
NBTR vs CPSM - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | NBTR | CPSM |
|---|---|---|
| 2026 | +0.77% | +2.11% |
| 2025 | +8.03% | +6.93% |
| 2024 | -0.26% | +6.67% |
NBTR vs CPSM Drawdown Comparison
The maximum drawdown for NBTR was -2.58%, occurring on Apr 11, 2025. Recovery took 42 trading sessions.
The maximum drawdown for CPSM was -5.19%, occurring on Apr 8, 2025. Recovery took 47 trading sessions.
The current NBTR drawdown is -0.94%. The current CPSM drawdown is -0.18%.
| Rank | NBTR | CPSM |
|---|---|---|
| #1 | -2.58% Apr 3, 2025 - Jun 4, 2025 | -5.19% Feb 19, 2025 - Apr 28, 2025 |
| #2 | -2.54% Feb 27, 2026 - Mar 27, 2026 | -1.16% Jul 15, 2024 - Aug 13, 2024 |
| #3 | -1.33% Dec 18, 2024 - Jan 21, 2025 | -0.59% Aug 30, 2024 - Sep 12, 2024 |
| #4 | -1.05% Mar 3, 2025 - Apr 3, 2025 | -0.49% Jun 2, 2026 - Jun 10, 2026 |
| #5 | -1.05% Oct 27, 2025 - Dec 29, 2025 | -0.45% Sep 25, 2024 - Oct 14, 2024 |
| #6 | -0.95% Feb 5, 2025 - Feb 21, 2025 | -0.45% Nov 11, 2025 - Nov 26, 2025 |
| #7 | -0.90% Jul 2, 2025 - Jul 29, 2025 | -0.43% Dec 16, 2024 - Dec 24, 2024 |
| #8 | -0.66% Sep 15, 2025 - Oct 14, 2025 | -0.38% Mar 23, 2026 - Apr 1, 2026 |
| #9 | -0.64% Jun 4, 2025 - Jun 12, 2025 | -0.35% May 28, 2024 - Jun 5, 2024 |
| #10 | -0.60% Jan 14, 2026 - Feb 10, 2026 | -0.35% Jan 6, 2025 - Jan 15, 2025 |
| #11 | -0.47% Aug 13, 2025 - Aug 22, 2025 | -0.31% Jan 24, 2025 - Feb 10, 2025 |
| #12 | -0.42% Jun 12, 2025 - Jun 23, 2025 | -0.31% Aug 21, 2024 - Aug 23, 2024 |
| #13 | -0.36% Aug 28, 2025 - Sep 4, 2025 | -0.30% Oct 14, 2024 - Oct 28, 2024 |
| #14 | -0.28% Dec 29, 2025 - Jan 7, 2026 | -0.29% Aug 27, 2024 - Aug 30, 2024 |
| #15 | -0.27% Jan 21, 2025 - Jan 27, 2025 | -0.27% May 15, 2024 - May 28, 2024 |
Correlation
Correlation between NBTR and CPSM is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
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