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Issuer
Wayfinder
Inception Date
Nov 3, 2025
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Domicile
US
Distribution Policy
Distributing
Asset Class
Bond
Assets Under Management
$3M

Share Price Chart


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Performance

CMBO Performance Chart

Wayfinder Dynamic U.S. Interest Rate ETF (CMBO) is up 1.6% since the beginning of the year. CMBO is currently trading at $102 per share.


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S&P 500 Index

Returns By Period


Wayfinder Dynamic U.S. Interest Rate ETF

1D
0.04%
1M
0.33%
YTD
1.63%
6M
1.95%
1Y
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
-2.64%
1M
0.25%
YTD
7.86%
6M
7.47%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

CMBO Monthly Returns History

Based on dividend-adjusted daily data since Nov 4, 2025, CMBO's average daily return is +0.01%, while the average monthly return is +0.27%. At this rate, an investment would double in approximately 21.4 years.

Historically, 100% of months were positive and 0% were negative. The best month was Dec 2025 with a return of +0.4%, while the worst month was Jun 2026 at 0.1%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 0 months.

On a daily basis, CMBO closed higher 90% of trading days. The best single day was Nov 12, 2025 with a return of +0.1%, while the worst single day was Nov 5, 2025 at -0.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.27%0.30%0.34%0.32%0.31%0.08%1.63%
20250.12%0.40%0.52%

Benchmark Metrics

Wayfinder Dynamic U.S. Interest Rate ETF has an annualized alpha of 3.77%, beta of -0.00, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since November 05, 2025.

  • This ETF captured 4.54% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -14.73%) - a profile typical of hedging or uncorrelated assets.
  • Beta of -0.00 may look defensive, but with R2 of 0.00 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
  • R2 of 0.00 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
3.77%
Beta
-0.00
0.00
Upside Capture
4.54%
Downside Capture
-14.73%

Expense Ratio

CMBO has an expense ratio of 0.15%, which is considered low.


Return for Risk

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Wayfinder Dynamic U.S. Interest Rate ETF (CMBO) and compare them to S&P 500 Index.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Dividends

Dividend History


Wayfinder Dynamic U.S. Interest Rate ETF doesn't pay dividends

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 Wayfinder Dynamic U.S. Interest Rate 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 Wayfinder Dynamic U.S. Interest Rate ETF was 0.22%, occurring on Nov 5, 2025. Recovery took 9 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

2025 pullback2025
-0.22%Nov 2025
0s13d
13dNov 2025 - Nov 2025
2026 pullback2026
-0.03%Jan 2026
0s4d
4dJan 2026 - Jan 2026
2025 pullback2025
-0.02%Nov 2025
0s2d
2dNov 2025 - Nov 2025
2026 pullback2026
-0.01%Feb 2026
0s1d
1dFeb 2026 - Feb 2026
2026 pullback2026
-0.00%Jan 2026
0s1d
1dJan 2026 - Jan 2026

Drawdown Indicators


CMBOBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-0.22%

-9.10%

+8.88%

Current Drawdown

Current decline from peak

0.00%

-2.97%

+2.97%

Average Drawdown

Average peak-to-trough decline

-0.01%

-1.13%

+1.12%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with CMBO

Add Wayfinder Dynamic U.S. Interest Rate 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 CMBO