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Changebridge Capital Sustainable Equity ETF (CBSE)

ETF · Currency in USD · Last updated Jun 25, 2022

CBSE is an actively managed ETF by Changebridge Capital LLC. CBSE launched on Nov 13, 2020 and has a 0.85% expense ratio.

ETF Info

IssuerChangebridge Capital LLC
Inception DateNov 13, 2020
RegionNorth America (U.S.)
CategoryAll Cap Equities, Actively Managed
Expense Ratio0.85%
Index TrackedNo Index (Active)
Asset ClassEquity

Asset Class Size

Multi-Cap

Trading Data

Previous Close$20.56
Year Range$19.71 - $30.94
EMA (50)$22.21
EMA (200)$25.33
Average Volume$1.44K

CBSEShare Price Chart


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CBSEPerformance

The chart shows the growth of $10,000 invested in Changebridge Capital Sustainable Equity ETF on Nov 16, 2020 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $10,406 for a total return of roughly 4.06%. All prices are adjusted for splits and dividends.


CBSE (Changebridge Capital Sustainable Equity ETF)
Benchmark (^GSPC)

CBSEReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M0.69%-0.75%
YTD-22.28%-17.93%
6M-22.31%-17.23%
1Y-27.34%-7.78%
5Y2.52%5.59%
10Y2.52%5.59%

CBSEMonthly Returns Heatmap


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CBSESharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Changebridge Capital Sustainable Equity ETF Sharpe ratio is -1.05. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


CBSE (Changebridge Capital Sustainable Equity ETF)
Benchmark (^GSPC)

CBSEDividend History


Changebridge Capital Sustainable Equity ETF doesn't pay dividends

CBSEDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


CBSE (Changebridge Capital Sustainable Equity ETF)
Benchmark (^GSPC)

CBSEWorst Drawdowns

The table below shows the maximum drawdowns of the Changebridge Capital Sustainable Equity ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Changebridge Capital Sustainable Equity ETF is 36.30%, recorded on Jun 16, 2022. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-36.3%Nov 10, 2021151Jun 16, 2022
-10.1%Apr 30, 20219May 12, 2021122Nov 3, 2021131
-6.81%Feb 25, 20216Mar 4, 20217Mar 15, 202113
-6.11%Mar 16, 20217Mar 24, 202122Apr 26, 202129
-5.11%Jan 25, 20213Jan 27, 20215Feb 3, 20218
-1.87%Dec 28, 20205Jan 4, 20212Jan 6, 20217
-1.83%Nov 30, 20201Nov 30, 20204Dec 4, 20205
-1.16%Feb 23, 20211Feb 23, 20211Feb 24, 20212
-1.02%Nov 18, 20201Nov 18, 20202Nov 20, 20203
-0.58%Dec 11, 20201Dec 11, 20201Dec 14, 20202

CBSEVolatility Chart

Current Changebridge Capital Sustainable Equity ETF volatility is 51.09%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


CBSE (Changebridge Capital Sustainable Equity ETF)
Benchmark (^GSPC)

Portfolios with Changebridge Capital Sustainable Equity ETF


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