Changebridge Capital Sustainable Equity ETF (CBSE)
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
| Issuer | Changebridge Capital LLC |
|---|---|
| Inception Date | Nov 13, 2020 |
| Region | North America (U.S.) |
| Category | All Cap Equities, Actively Managed |
| Index Tracked | No Index (Active) |
| Asset Class | Equity |
Asset Class Size | Multi-Cap |
Expense Ratio
The Changebridge Capital Sustainable Equity ETF has a high expense ratio of 0.85%, indicating higher-than-average management fees.
Share Price Chart
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Popular comparisons: CBSE vs. SPY
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Changebridge Capital Sustainable Equity 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
Changebridge Capital Sustainable Equity ETF had a return of 5.77% year-to-date (YTD) and 13.06% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 5.77% | 5.90% |
| 1 month | 0.18% | -1.28% |
| 6 months | 20.38% | 15.51% |
| 1 year | 13.06% | 21.68% |
| 5 years (annualized) | N/A | 11.74% |
| 10 years (annualized) | N/A | 10.50% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.31% | 9.08% | 2.52% | |||||||||
| 2023 | -5.35% | -6.18% | 11.08% | 8.72% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
Changebridge Capital Sustainable Equity ETF(CBSE)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Changebridge Capital Sustainable Equity ETF (CBSE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Changebridge Capital Sustainable Equity ETF granted a 1.41% dividend yield in the last twelve months. The annual payout for that period amounted to $0.38 per share.
| Period | TTM | 2023 | 2022 |
|---|---|---|---|
| Dividend | $0.38 | $0.38 | $0.11 |
Dividend yield | 1.41% | 1.50% | 0.52% |
Monthly Dividends
The table displays the monthly dividend distributions for Changebridge Capital Sustainable Equity 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | |||||||||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.38 |
| 2022 | $0.11 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Changebridge Capital Sustainable Equity 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 Changebridge Capital Sustainable Equity ETF was 36.30%, occurring on Jun 16, 2022. The portfolio has not yet recovered.
The current Changebridge Capital Sustainable Equity ETF drawdown is 12.30%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -36.3% | Nov 10, 2021 | 151 | Jun 16, 2022 | — | — | — |
| -10.1% | Apr 30, 2021 | 9 | May 12, 2021 | 122 | Nov 3, 2021 | 131 |
| -6.81% | Feb 25, 2021 | 6 | Mar 4, 2021 | 7 | Mar 15, 2021 | 13 |
| -6.11% | Mar 16, 2021 | 7 | Mar 24, 2021 | 22 | Apr 26, 2021 | 29 |
| -5.11% | Jan 25, 2021 | 3 | Jan 27, 2021 | 5 | Feb 3, 2021 | 8 |
Volatility
Volatility Chart
The current Changebridge Capital Sustainable Equity ETF volatility is 3.99%, 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.