AVGO vs. CTEF

Last updated Jun 13, 2026

AVGO (Broadcom Inc.) is a stock, while CTEF (Castellan Targeted Equity ETF) is Mid Cap Blend Equities fund actively managed by Castellan. A 0.52 correlation means they provide meaningful diversification when combined.

Performance

AVGO vs. CTEF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Broadcom Inc. (AVGO) and Castellan Targeted Equity ETF (CTEF). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AVGO achieves a 10.62% return, which is significantly lower than CTEF's 32.85% return.

AVGO

• 1D: -0.91%
• 1M: -8.33%
• YTD: 10.62%
• 6M: 6.58%
• 1Y: 50.41%
• 3Y*: 67.17%
• 5Y*: 55.09%
• 10Y*: 40.96%

CTEF

• 1D: 1.34%
• 1M: 8.36%
• YTD: 32.85%
• 6M: 34.20%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

AVGO vs. CTEF - Yearly Performance Comparison

	2026 (YTD)	2025
AVGO Broadcom Inc.	10.62%	39.62%
CTEF Castellan Targeted Equity ETF	32.85%	33.10%

Correlation

The correlation between AVGO and CTEF is 0.52, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jun 18, 2025	0.52

Return for Risk

AVGO vs. CTEF — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AVGO

AVGO Risk / Return Rank: 74
AVGO Sharpe Ratio Rank: 76
AVGO Sortino Ratio Rank: 71
AVGO Omega Ratio Rank: 72
AVGO Calmar Ratio Rank: 74
AVGO Martin Ratio Rank: 74

CTEF

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

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.

AVGO vs. CTEF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Broadcom Inc. (AVGO) and Castellan Targeted Equity ETF (CTEF). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

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.

	AVGO	CTEF	Difference
Sharpe ratio: Return per unit of total volatility	1.11	—	—
Sortino ratio: Return per unit of downside risk	1.69	—	—
Omega ratio: Gain probability vs. loss probability	1.22	—	—
Calmar ratio: Return relative to maximum drawdown	1.77	—	—
Martin ratio: Return relative to average drawdown	4.11	—	—

Drawdowns

AVGO vs. CTEF - Drawdown Comparison

The maximum AVGO drawdown since its inception was -48.30%, which is greater than CTEF's maximum drawdown of -15.00%. Use the drawdown chart below to compare losses from any high point for AVGO and CTEF.

Drawdown Indicators

	AVGO	CTEF	Difference
Max Drawdown Largest peak-to-trough decline	-48.30%	-15.00%	-33.30%
Max Drawdown (1Y) Largest decline over 1 year	-28.67%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-41.15%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-41.15%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-48.30%	—	—
Current Drawdown Current decline from peak	-20.66%	0.00%	-20.66%
Average Drawdown Average peak-to-trough decline	-7.98%	-1.78%	-6.20%
Ulcer Index Depth and duration of drawdowns from previous peaks	12.30%	—	—

Volatility

Volatility by Period

	AVGO	CTEF	Difference
Volatility (1M) Calculated over the trailing 1-month period	20.53%	—	—
Volatility (6M) Calculated over the trailing 6-month period	35.04%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	45.57%	22.30%	+23.27%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	43.39%	22.30%	+21.09%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	39.52%	22.30%	+17.22%

Dividends

AVGO vs. CTEF - Dividend Comparison

AVGO's dividend yield for the trailing twelve months is around 0.65%, more than CTEF's 0.06% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AVGO Broadcom Inc.	0.65%	0.70%	0.94%	1.71%	3.02%	2.24%	3.05%	3.54%	3.11%	1.87%	1.43%	1.13%
CTEF Castellan Targeted Equity ETF	0.06%	0.08%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both AVGO and CTEF in my portfolio?

AVGO and CTEF have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.