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Bridges Capital Tactical ETF (BDGS)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISINUS02072L4749
IssuerBridges
Inception DateMay 10, 2023
CategoryLarge Cap Blend Equities
Leveraged1x
Index TrackedNo Index (Active)
Asset ClassEquity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

BDGS features an expense ratio of 0.85%, falling within the medium range.


Expense ratio chart for BDGS: current value at 0.85% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.85%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons: BDGS vs. AHOY, BDGS vs. AMZP, BDGS vs. AAPY, BDGS vs. AFLG, BDGS vs. GDE, BDGS vs. CFA, BDGS vs. CFCV, BDGS vs. BEEZ, BDGS vs. FDWM, BDGS vs. MODL

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Bridges Capital Tactical ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%5.00%10.00%15.00%JuneJulyAugustSeptemberOctoberNovember
13.56%
14.80%
BDGS (Bridges Capital Tactical ETF)
Benchmark (^GSPC)

Returns By Period

Bridges Capital Tactical ETF had a return of 17.42% year-to-date (YTD) and 24.06% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date17.42%25.70%
1 month3.36%3.51%
6 months13.56%14.80%
1 year24.06%37.91%
5 years (annualized)N/A14.18%
10 years (annualized)N/A11.41%

Monthly Returns

The table below presents the monthly returns of BDGS, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20240.72%0.64%0.64%0.47%1.36%1.05%5.68%1.11%0.86%-0.02%17.42%
20231.16%0.79%0.73%0.48%-1.95%-2.11%8.17%1.10%8.31%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of BDGS is 98, placing it in the top 2% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of BDGS is 9898
Combined Rank
The Sharpe Ratio Rank of BDGS is 9898Sharpe Ratio Rank
The Sortino Ratio Rank of BDGS is 9999Sortino Ratio Rank
The Omega Ratio Rank of BDGS is 9999Omega Ratio Rank
The Calmar Ratio Rank of BDGS is 9898Calmar Ratio Rank
The Martin Ratio Rank of BDGS is 9898Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Bridges Capital Tactical ETF (BDGS) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


BDGS
Sharpe ratio
The chart of Sharpe ratio for BDGS, currently valued at 4.22, compared to the broader market-2.000.002.004.004.22
Sortino ratio
The chart of Sortino ratio for BDGS, currently valued at 9.34, compared to the broader market-2.000.002.004.006.008.0010.0012.009.34
Omega ratio
The chart of Omega ratio for BDGS, currently valued at 2.83, compared to the broader market1.001.502.002.503.002.83
Calmar ratio
The chart of Calmar ratio for BDGS, currently valued at 9.62, compared to the broader market0.005.0010.0015.009.62
Martin ratio
The chart of Martin ratio for BDGS, currently valued at 59.94, compared to the broader market0.0020.0040.0060.0080.00100.0059.94
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.97, compared to the broader market-2.000.002.004.002.97
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.97, compared to the broader market-2.000.002.004.006.008.0010.0012.003.97
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.56, compared to the broader market1.001.502.002.503.001.56
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 3.93, compared to the broader market0.005.0010.0015.003.93
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 19.39, compared to the broader market0.0020.0040.0060.0080.00100.0019.39

Sharpe Ratio

The current Bridges Capital Tactical ETF Sharpe ratio is 4.22. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Bridges Capital Tactical ETF with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.002.003.004.005.00JuneJulyAugustSeptemberOctoberNovember
4.22
2.97
BDGS (Bridges Capital Tactical ETF)
Benchmark (^GSPC)

Dividends

Dividend History

Bridges Capital Tactical ETF provided a 0.71% dividend yield over the last twelve months, with an annual payout of $0.23 per share.


0.84%$0.00$0.05$0.10$0.15$0.202023
Dividends
Dividend Yield
PeriodTTM2023
Dividend$0.23$0.23

Dividend yield

0.71%0.84%

Monthly Dividends

The table displays the monthly dividend distributions for Bridges Capital Tactical ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2023$0.23$0.23

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-8.00%-6.00%-4.00%-2.00%0.00%JuneJulyAugustSeptemberOctoberNovember00
BDGS (Bridges Capital Tactical ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Bridges Capital Tactical ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Bridges Capital Tactical ETF was 5.38%, occurring on Oct 27, 2023. Recovery took 7 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-5.38%Sep 5, 202339Oct 27, 20237Nov 7, 202346
-2.39%Jul 17, 202416Aug 7, 20246Aug 15, 202422
-1.04%Nov 8, 20232Nov 9, 20231Nov 10, 20233
-0.87%Nov 21, 20231Nov 21, 202312Dec 8, 202313
-0.73%Oct 30, 20242Oct 31, 20243Nov 5, 20245

Volatility

Volatility Chart

The current Bridges Capital Tactical ETF volatility is 2.31%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%1.00%2.00%3.00%4.00%5.00%6.00%JuneJulyAugustSeptemberOctoberNovember
2.31%
3.92%
BDGS (Bridges Capital Tactical ETF)
Benchmark (^GSPC)