- ISIN
- US02072L4749
- Issuer
- Bridges
- Inception Date
- May 10, 2023
- Region
- North America (U.S.)
- Category
- Tactical Allocation
- Leveraged
- 1x (No leverage)
- Index Tracked
- No Index (Active)
- Domicile
- United States
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Multi-Cap
- Asset Class Style
- Blend
- Assets Under Management
- $42M
Highlights
- Avg. Volume (1M)
- 3K
- Avg. Volume Value (1M)
- $93.96K
Share Price Chart
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Performance
BDGS Performance Chart
Bridges Capital Tactical ETF (BDGS) is up 4.4% since the beginning of the year. BDGS is currently trading at $36 per share.
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Returns By Period
Bridges Capital Tactical ETF (BDGS) has returned 4.35% so far this year and 10.14% over the past 12 months.
Bridges Capital Tactical ETF
- 1D
- 0.56%
- 1M
- -0.71%
- 6M
- 4.08%
- YTD
- 4.35%
- 1Y
- 10.14%
- 3Y*
- 13.19%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 13.11%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
BDGS Monthly Returns History
Based on dividend-adjusted daily data since May 11, 2023, BDGS's average daily return is +0.05%, while the average monthly return is +1.05%. At this rate, an investment would double in approximately 5.5 years.
Historically, 74% of months were positive and 26% were negative. The best month was Nov 2023 with a return of +8.2%, while the worst month was Mar 2025 at -3.2%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 2 months.
On a daily basis, BDGS closed higher 58% of trading days. The best single day was Apr 9, 2025 with a return of +7.1%, while the worst single day was Apr 10, 2025 at -2.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.26% | -0.54% | -1.14% | 5.59% | 2.32% | -1.70% | -0.33% | 4.35% | |||||
| 2025 | 2.44% | -0.50% | -3.21% | 1.10% | 2.34% | 2.39% | 0.67% | 1.81% | 1.68% | 1.91% | -0.44% | 0.09% | 10.61% |
| 2024 | 0.72% | 0.64% | 0.64% | 0.47% | 1.36% | 1.05% | 5.68% | 1.11% | 0.86% | -0.02% | 4.66% | 0.57% | 19.07% |
| 2023 | 1.07% | 0.79% | 0.73% | 0.48% | -1.95% | -2.11% | 8.17% | 1.10% | 8.23% |
Benchmark Metrics
Bridges Capital Tactical ETF has an annualized alpha of 3.87%, beta of 0.46, and R2 of 0.66 versus S&P 500 Index. Calculated based on daily prices since May 11, 2023.
- This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (47.61%) than losses (30.47%) - typical of diversified or defensive assets.
- This ETF generated an annualized alpha of 3.87% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- Beta of 0.46 indicates this ETF moves significantly less than S&P 500 Index - a genuinely defensive profile with reduced participation in both market rallies and downturns.
- Alpha
- 3.87%
- Beta
- 0.46
- R²
- 0.66
- Upside Capture
- 47.61%
- Downside Capture
- 30.47%
Expense Ratio
BDGS has an expense ratio of 0.87%, placing it in the medium range.
Return for Risk
Risk / Return Rank
BDGS ranks 62 for risk / return — above 62% of ETFs peers on PortfoliosLab. Its historical combined result is above most peers.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Bridges Capital Tactical ETF (BDGS) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BDGS | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.04 | ||
| Sortino ratioReturn per unit of downside risk | +0.14 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.25 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.04 | 2.00 | +0.04 |
| Martin ratioReturn relative to average drawdown | 8.70 | 8.49 | +0.21 |
Dividends
Dividend History
Bridges Capital Tactical ETF provided a 0.53% dividend yield over the last twelve months, with an annual payout of $0.19 per share.
| Period | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Dividend | $0.19 | $0.19 | $0.57 | $0.23 |
Dividend yield | 0.53% | 0.55% | 1.81% | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 | $0.19 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.57 | $0.57 |
| 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.
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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 9.12%, occurring on Apr 8, 2025. Recovery took 43 trading sessions.
The current Bridges Capital Tactical ETF drawdown is 2.03%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-9.12%Apr 2025 | 1mo 17d | 2mo 3d | 3mo 20dFeb 2025 - Jun 2025 | 2025 selloff2025 |
-5.38%Oct 2023 | 1mo 22d | 11d | 2mo 3dSep 2023 - Nov 2023 | — |
-4.76%Jul 2026 | 1mo 28d | — | 2mo 3dJun 2026 - now | — |
-4.03%Mar 2026 | 20d | 10d | 1moMar 2026 - Apr 2026 | — |
-3.19%Nov 2025 | 21d | 2mo 8d | 2mo 29dOct 2025 - Jan 2026 | — |
Drawdown Indicators
| BDGS | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.12% | -56.78% | +47.66% |
Max Drawdown (1Y)Largest decline over 1 year | -4.76% | -9.10% | +4.34% |
Max Drawdown (3Y)Largest decline over 3 years | -9.12% | -18.90% | +9.78% |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -2.03% | -1.58% | -0.45% |
Average DrawdownAverage peak-to-trough decline | -0.69% | -10.70% | +10.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.12% | 2.14% | -1.02% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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