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

ETF Info

ISIN

US02072L4749

Issuer

Bridges

Inception Date

May 10, 2023

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.


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


-5.00%0.00%5.00%10.00%15.00%JulyAugustSeptemberOctoberNovemberDecember
14.46%
9.34%
BDGS (Bridges Capital Tactical ETF)
Benchmark (^GSPC)

Returns By Period

Bridges Capital Tactical ETF had a return of 20.17% year-to-date (YTD) and 20.17% in the last 12 months.


BDGS

YTD

20.17%

1M

1.74%

6M

14.46%

1Y

20.17%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

25.18%

1M

-0.47%

6M

9.35%

1Y

24.83%

5Y*

13.03%

10Y*

11.14%

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%4.66%20.17%
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

With an overall rank of 98, BDGS is among the top 2% of ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of BDGS is 9898
Overall Rank
The Sharpe Ratio Rank of BDGS is 9999
Sharpe Ratio Rank
The Sortino Ratio Rank of BDGS is 9999
Sortino Ratio Rank
The Omega Ratio Rank of BDGS is 9999
Omega Ratio Rank
The Calmar Ratio Rank of BDGS is 9898
Calmar Ratio Rank
The Martin Ratio Rank of BDGS is 9898
Martin 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.


Sharpe ratio
The chart of Sharpe ratio for BDGS, currently valued at 4.42, compared to the broader market0.002.004.004.421.98
The chart of Sortino ratio for BDGS, currently valued at 8.17, compared to the broader market-2.000.002.004.006.008.0010.008.172.65
The chart of Omega ratio for BDGS, currently valued at 2.55, compared to the broader market0.501.001.502.002.503.002.551.37
The chart of Calmar ratio for BDGS, currently valued at 8.49, compared to the broader market0.005.0010.0015.008.492.93
The chart of Martin ratio for BDGS, currently valued at 49.01, compared to the broader market0.0020.0040.0060.0080.00100.0049.0112.73
BDGS
^GSPC

The current Bridges Capital Tactical ETF Sharpe ratio is 4.42. 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 Ratio1.002.003.004.005.00JulyAugustSeptemberOctoberNovemberDecember
4.42
1.98
BDGS (Bridges Capital Tactical ETF)
Benchmark (^GSPC)

Dividends

Dividend History

Bridges Capital Tactical ETF provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.


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

Dividend yield

0.00%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$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%JulyAugustSeptemberOctoberNovemberDecember
-0.91%
-1.96%
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.

The current Bridges Capital Tactical ETF drawdown is 0.91%.


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
-1.07%Nov 12, 20244Nov 15, 20246Nov 25, 202410
-1.04%Nov 8, 20232Nov 9, 20231Nov 10, 20233
-1%Dec 17, 20243Dec 19, 20243Dec 24, 20246

Volatility

Volatility Chart

The current Bridges Capital Tactical ETF volatility is 1.86%, 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%JulyAugustSeptemberOctoberNovemberDecember
1.86%
4.07%
BDGS (Bridges Capital Tactical ETF)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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