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CIBC Sustainable Balanced Growth Solution ETF (CSB...
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

CUSIP
17165W104
Issuer
CIBC
Inception Date
Jun 18, 2021
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Accumulating
Asset Class
Multi-Asset
Asset Class Size
Large-Cap
Asset Class Style
Growth

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of CA$10,000 in CIBC Sustainable Balanced Growth Solution ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Different Benchmark Currency

CSBG.NEO is traded in CAD, while the ^GSPC benchmark is in USD. To make them comparable, the benchmark values have been converted to CAD using the latest available exchange rates.

Returns By Period

CIBC Sustainable Balanced Growth Solution ETF (CSBG.NEO) has returned 0.00% so far this year and 0.00% over the past 12 months.


CIBC Sustainable Balanced Growth Solution ETF

1D
0.00%
1M
0.00%
YTD
0.00%
6M
0.00%
1Y
0.00%
3Y*
0.80%
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
2.80%
1M
-3.22%
YTD
-3.34%
6M
-2.48%
1Y
12.46%
3Y*
17.80%
5Y*
12.48%
10Y*
12.91%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Jul 19, 2021, CSBG.NEO's average daily return is +0.01%, while the average monthly return is +0.12%. At this rate, your investment would double in approximately 48.2 years.

Historically, 12% of months were positive and 88% were negative. The best month was Aug 2021 with a return of +1.6%, while the worst month was Sep 2021 at 0.0%. The longest winning streak lasted 2 consecutive months, and the longest losing streak was 0 months.

On a daily basis, CSBG.NEO closed higher 1% of trading days. The best single day was Aug 13, 2021 with a return of +1.5%, while the worst single day was Jul 22, 2021 at 0.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.00%0.00%0.00%0.00%
20250.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
20240.00%0.00%0.03%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%1.14%1.17%
20230.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%1.22%1.22%
20220.00%0.00%1.64%0.00%0.00%0.05%0.00%0.00%0.00%0.00%0.00%0.00%1.69%
20210.95%1.64%0.00%0.00%0.00%0.00%2.60%

Benchmark Metrics

CIBC Sustainable Balanced Growth Solution ETF has an annualized alpha of 1.44%, beta of 0.00, and R² of 0.00 versus S&P 500 Index. Calculated based on daily prices since July 20, 2021.

  • This ETF captured 3.95% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -2.00%) — 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
1.44%
Beta
0.00
0.00
Upside Capture
3.95%
Downside Capture
-2.00%

Expense Ratio

CSBG.NEO has an expense ratio of 0.90%, placing it in the medium range.


Return for Risk

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for CIBC Sustainable Balanced Growth Solution ETF (CSBG.NEO) and compare them to a chosen benchmark (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

CIBC Sustainable Balanced Growth Solution ETF provided a 0.00% dividend yield over the last twelve months, with an annual payout of CA$0.00 per share.


0.00%0.50%1.00%1.50%CA$0.00CA$0.05CA$0.10CA$0.15CA$0.20CA$0.25CA$0.30CA$0.352022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022
DividendCA$0.00CA$0.00CA$0.24CA$0.25CA$0.34

Dividend yield

0.00%0.00%1.16%1.21%1.66%

Monthly Dividends

The table displays the monthly dividend distributions for CIBC Sustainable Balanced Growth Solution ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026CA$0.00CA$0.00CA$0.00CA$0.00
2025CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00
2024CA$0.00CA$0.00CA$0.01CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.23CA$0.24
2023CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.25CA$0.25
2022CA$0.33CA$0.00CA$0.00CA$0.01CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.34

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 CIBC Sustainable Balanced Growth Solution ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The portfolio has not yet recovered.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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