CTEF vs. AVGO

Last updated Jun 13, 2026

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

Performance

CTEF vs. AVGO - Performance Comparison

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

Returns By Period

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

CTEF

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

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%

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

CTEF vs. AVGO - Yearly Performance Comparison

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

Correlation

The correlation between CTEF and AVGO 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

CTEF vs. AVGO — Risk / Return Rank

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

CTEF

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

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

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.

CTEF vs. AVGO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Castellan Targeted Equity ETF (CTEF) and Broadcom Inc. (AVGO). 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.

	CTEF	AVGO	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

CTEF vs. AVGO - Drawdown Comparison

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

Drawdown Indicators

	CTEF	AVGO	Difference
Max Drawdown Largest peak-to-trough decline	-15.00%	-48.30%	+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	0.00%	-20.66%	+20.66%
Average Drawdown Average peak-to-trough decline	-1.78%	-7.98%	+6.20%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	12.30%	—

Volatility

Volatility by Period

	CTEF	AVGO	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	22.30%	45.57%	-23.27%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.30%	43.39%	-21.09%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	22.30%	39.52%	-17.22%

Dividends

CTEF vs. AVGO - Dividend Comparison

CTEF's dividend yield for the trailing twelve months is around 0.06%, less than AVGO's 0.65% 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 CTEF and AVGO in my portfolio?

CTEF and AVGO 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.