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Issuer
Crossmark
Inception Date
Jul 22, 2025
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Growth

Share Price Chart


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Performance

CLCG Performance Chart

Crossmark Large Cap Growth ETF (CLCG) is up 7.7% since the beginning of the year. CLCG is currently trading at $29 per share.


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S&P 500 Index

Returns By Period


Crossmark Large Cap Growth ETF

1D
1.60%
1M
0.47%
YTD
7.72%
6M
7.60%
1Y
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
0.00%
1M
-0.71%
YTD
8.39%
6M
8.57%
1Y
24.33%
3Y*
18.94%
5Y*
12.24%
10Y*
13.54%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CLCG Monthly Returns History

Based on dividend-adjusted daily data since Jul 23, 2025, CLCG's average daily return is +0.07%, while the average monthly return is +1.42%. At this rate, an investment would double in approximately 4.1 years.

Historically, 58% of months were positive and 42% were negative. The best month was Apr 2026 with a return of +13.1%, while the worst month was Mar 2026 at -4.4%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 3 months.

On a daily basis, CLCG closed higher 58% of trading days. The best single day was Mar 31, 2026 with a return of +3.8%, while the worst single day was Jun 5, 2026 at -3.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-1.74%-3.84%-4.40%13.14%7.11%-1.60%7.72%
20251.13%1.66%5.51%2.62%-2.61%0.00%8.42%

Benchmark Metrics

Crossmark Large Cap Growth ETF has an annualized alpha of -4.97%, beta of 1.27, and R2 of 0.86 versus S&P 500 Index. Calculated based on daily prices since July 23, 2025.

  • This ETF participated in 117.97% of S&P 500 Index downside but only 105.13% of its upside - more exposed to losses than it benefited from rallies.
  • This ETF had an annualized alpha of -4.97% versus S&P 500 Index - delivering less than market exposure alone would predict.

Alpha
-4.97%
Beta
1.27
0.86
Upside Capture
105.13%
Downside Capture
117.97%

Expense Ratio

CLCG has an expense ratio of 0.50%, placing it in the medium range.


Return for Risk

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Crossmark Large Cap Growth ETF (CLCG) 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.


CLCGBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.35

Calmar ratioReturn relative to maximum drawdown

2.66

Martin ratioReturn relative to average drawdown

11.86

Dividends

Dividend History

Crossmark Large Cap Growth ETF provided a 0.06% dividend yield over the last twelve months, with an annual payout of $0.02 per share.


0.07%$0.00$0.01$0.01$0.02$0.022025
Dividends
Dividend Yield
PeriodTTM2025
Dividend$0.02$0.02

Dividend yield

0.06%0.07%

Monthly Dividends

The table displays the monthly dividend distributions for Crossmark Large Cap Growth ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2025$0.02$0.02

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 Crossmark Large Cap Growth 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 Crossmark Large Cap Growth ETF was 16.32%, occurring on Mar 30, 2026. Recovery took 26 trading sessions.

The current Crossmark Large Cap Growth ETF drawdown is 2.38%.


Related event

Drawdown

Fall

Recovery

Underwater

2026 correction2026
-16.32%Mar 2026
5mo 1d1mo 7d
6mo 8dOct 2025 - May 2026
2026 pullback2026
-6.91%Jun 2026
8d
20d 23hJun 2026 - now
2025 pullback2025
-3.53%Oct 2025
1d14d
15dOct 2025 - Oct 2025
2025 pullback2025
-2.49%Aug 2025
3d5d
8dJul 2025 - Aug 2025
2025 pullback2025
-2.43%Aug 2025
8d7d
15dAug 2025 - Aug 2025

Drawdown Indicators


CLCGBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-16.32%

-56.78%

+40.46%

Max Drawdown (1Y)

Largest decline over 1 year

-9.10%

Max Drawdown (3Y)

Largest decline over 3 years

-18.90%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-2.38%

-2.49%

+0.11%

Average Drawdown

Average peak-to-trough decline

-3.82%

-10.72%

+6.90%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.03%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with CLCG

Add Crossmark Large Cap Growth ETF to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with CLCG