Bridges Capital Tactical ETF (BDGS)
BDGS is an actively managed ETF by Bridges. BDGS launched on May 10, 2023 and has a 0.85% expense ratio.
ETF Info
| ISIN | US02072L4749 |
|---|---|
| Issuer | Bridges |
| Inception Date | May 10, 2023 |
| Category | Large Cap Blend Equities |
| Leveraged | 1x |
| Index Tracked | No Index (Active) |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
BDGS features an expense ratio of 0.85%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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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.
Returns By Period
Bridges Capital Tactical ETF had a return of 13.50% year-to-date (YTD) and 19.28% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 13.50% | 19.77% |
| 1 month | -0.02% | -0.67% |
| 6 months | 9.99% | 10.27% |
| 1 year | 19.28% | 31.07% |
| 5 years (annualized) | N/A | 13.22% |
| 10 years (annualized) | N/A | 10.92% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.72% | 0.64% | 0.64% | 0.47% | 1.36% | 1.05% | 5.68% | 1.11% | 0.86% | -0.02% | 13.50% | ||
| 2023 | 1.16% | 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.
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.
Dividends
Dividend History
Bridges Capital Tactical ETF provided a 0.74% dividend yield over the last twelve months, with an annual payout of $0.23 per share.
| Period | TTM | 2023 |
|---|---|---|
| Dividend | $0.23 | $0.23 |
Dividend yield | 0.74% | 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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.
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.
The current Bridges Capital Tactical ETF drawdown is 0.40%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -5.38% | Sep 5, 2023 | 39 | Oct 27, 2023 | 7 | Nov 7, 2023 | 46 |
| -2.39% | Jul 17, 2024 | 16 | Aug 7, 2024 | 6 | Aug 15, 2024 | 22 |
| -1.04% | Nov 8, 2023 | 2 | Nov 9, 2023 | 1 | Nov 10, 2023 | 3 |
| -0.87% | Nov 21, 2023 | 1 | Nov 21, 2023 | 12 | Dec 8, 2023 | 13 |
| -0.73% | Oct 30, 2024 | 2 | Oct 31, 2024 | — | — | — |
Volatility
Volatility Chart
The current Bridges Capital Tactical ETF volatility is 0.87%, 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.