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ISIN
US26922A3547
CUSIP
02072L870
Issuer
Gadsden
Inception Date
Nov 14, 2018
Region
Developed Markets (Broad)
Category
Hedge Fund
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Multi-Asset
Asset Class Size
Multi-Cap
Asset Class Style
Blend
Assets Under Management
$160M

Share Price Chart


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Performance

GDMA Performance Chart

Gadsden Dynamic Multi-Asset ETF (GDMA) is up 12.9% since the beginning of the year. GDMA is currently trading at $44 per share. Investors who bought $1,000 worth of GDMA shares 5 years ago would now be looking at an investment worth $1,559.


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S&P 500 Index

Returns By Period

Gadsden Dynamic Multi-Asset ETF (GDMA) has returned 12.94% so far this year and 34.59% over the past 12 months.


Gadsden Dynamic Multi-Asset ETF

1D
2.76%
1M
5.60%
YTD
12.94%
6M
14.08%
1Y
34.59%
3Y*
17.60%
5Y*
9.29%
10Y*

Benchmark (S&P 500 Index)

1D
0.00%
1M
-0.34%
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)

GDMA Monthly Returns History

Based on dividend-adjusted daily data since Nov 15, 2018, GDMA's average daily return is +0.04%, while the average monthly return is +0.82%. At this rate, an investment would double in approximately 7.1 years.

Historically, 59% of months were positive and 41% were negative. The best month was Jul 2020 with a return of +9.2%, while the worst month was Mar 2020 at -8.6%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 4 months.

On a daily basis, GDMA closed higher 55% of trading days. The best single day was Apr 6, 2020 with a return of +3.3%, while the worst single day was Mar 12, 2020 at -6.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20268.46%2.74%-5.27%3.35%-1.02%4.59%12.94%
20252.33%-0.84%-0.03%-0.08%3.14%5.18%2.12%1.32%7.02%1.58%-1.00%2.33%25.29%
2024-0.44%1.83%2.35%-2.96%2.45%0.73%0.65%2.00%3.22%-2.83%2.76%-2.27%7.44%
2023-4.06%-1.56%1.11%0.07%0.37%-0.37%1.14%-0.24%1.86%1.28%-0.13%2.42%1.72%
2022-0.89%1.20%2.78%-0.39%-0.40%-1.58%-2.58%1.09%2.73%-1.45%-2.63%0.21%-2.08%
2021-0.36%1.15%-0.21%2.89%3.11%-3.13%-0.63%0.38%-2.84%2.62%-1.49%2.66%3.95%

Benchmark Metrics

Gadsden Dynamic Multi-Asset ETF has an annualized alpha of 6.15%, beta of 0.27, and R2 of 0.23 versus S&P 500 Index. Calculated based on daily prices since November 15, 2018.

  • This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (35.20%) than losses (22.67%) - typical of diversified or defensive assets.
  • Beta of 0.27 may look defensive, but with R2 of 0.23 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 0.23 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
6.15%
Beta
0.27
0.23
Upside Capture
35.20%
Downside Capture
22.67%

Expense Ratio

GDMA has an expense ratio of 0.77%, placing it in the medium range.


Return for Risk

Risk / Return Rank

GDMA ranks 73 for risk / return — better than 73% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


GDMA Risk / Return Rank: 7373
Overall Rank
GDMA Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
GDMA Sortino Ratio Rank: 6565
Sortino Ratio Rank
GDMA Omega Ratio Rank: 7777
Omega Ratio Rank
GDMA Calmar Ratio Rank: 8484
Calmar Ratio Rank
GDMA Martin Ratio Rank: 6666
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Gadsden Dynamic Multi-Asset ETF (GDMA) 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.


GDMABenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.29

Sortino ratioReturn per unit of downside risk

+0.24

Omega ratioGain probability vs. loss probability

1.43

1.35

+0.08

Calmar ratioReturn relative to maximum drawdown

4.41

2.66

+1.75

Martin ratioReturn relative to average drawdown

11.72

11.86

-0.14

Dividends

Dividend History

Gadsden Dynamic Multi-Asset ETF provided a 2.47% dividend yield over the last twelve months, with an annual payout of $1.08 per share.


1.00%2.00%3.00%4.00%$0.00$0.20$0.40$0.60$0.80$1.00$1.202019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022202120202019
Dividend$1.08$1.08$0.73$1.25$0.36$0.67$0.19$0.83

Dividend yield

2.47%2.79%2.32%4.14%1.18%2.10%0.62%3.17%

Monthly Dividends

The table displays the monthly dividend distributions for Gadsden Dynamic Multi-Asset 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$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.08$1.08
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.73$0.73
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.25$1.25
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.36$0.36
2021$0.00$0.00$0.01$0.00$0.00$0.00$0.00$0.00$0.09$0.00$0.00$0.57$0.67

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 Gadsden Dynamic Multi-Asset 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 Gadsden Dynamic Multi-Asset ETF was 16.66%, occurring on Mar 18, 2020. Recovery took 75 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-16.66%Mar 2020
27d3mo 20d
4mo 17dFeb 2020 - Jul 2020
2023 correction2023
-12.74%Mar 2023
10mo 21d1y 4mo
2y 2moApr 2022 - Jul 2024
2020 pullback2020
-8.45%Sep 2020
1mo 4d2mo 23d
3mo 27dAug 2020 - Dec 2020
2021 pullback2021
-8.32%Jul 2021
1mo 17d8mo 7d
9mo 24dJun 2021 - Mar 2022
2026 pullback2026
-7.53%May 2026
2mo 21d1mo
3mo 21dFeb 2026 - Jun 2026

Drawdown Indicators


GDMABenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-16.66%

-56.78%

+40.12%

Max Drawdown (1Y)

Largest decline over 1 year

-7.53%

-9.10%

+1.57%

Max Drawdown (3Y)

Largest decline over 3 years

-7.53%

-18.90%

+11.37%

Max Drawdown (5Y)

Largest decline over 5 years

-12.74%

-25.43%

+12.69%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

0.00%

-2.49%

+2.49%

Average Drawdown

Average peak-to-trough decline

-3.78%

-10.72%

+6.94%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.83%

2.03%

+0.80%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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