Summary
BDGS
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 11.76% Volatility 10.60% Sharpe 0.68
Official loaded data — not a live quote.

BRIDGES CAPITAL TACTICAL ETF

Symbol: BDGS

Exchange: NASDAQ

Sector: Technology

Category: Tactical Allocation

Inception date: 10/05/2023

Latest date: 16/07/2026

Current price: $36.78

Expense ratio: 0.87%

Assets under management
$44.7M
-0.14% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

0.60%

Ann. -7.09% (Sharpe / Sortino numerator)

Volatility

11.42%

Sharpe ratio

-0.939

VaR 95%

-0.98%

CVaR 95%: -1.23%
Max drawdown: -4.03%
Sortino ratio: -1.659
Calmar ratio: -1.76

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

1.99%

Ann. -2.04% (Sharpe / Sortino numerator)

Volatility

8.31%

Sharpe ratio

-0.682

VaR 95%

-0.84%

CVaR 95%: -1.10%
Max drawdown: -4.03%
Sortino ratio: -0.969
Calmar ratio: -0.51

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

5.72%

Ann. 1.53% (Sharpe / Sortino numerator)

Volatility

7.27%

Sharpe ratio

-0.288

VaR 95%

-0.78%

CVaR 95%: -1.01%
Max drawdown: -4.03%
Sortino ratio: -0.413
Calmar ratio: 0.38

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

11.76%

Ann. 10.84% (Sharpe / Sortino numerator)

Volatility

10.60%

Sharpe ratio

0.680

VaR 95%

-0.74%

CVaR 95%: -1.43%
Max drawdown: -4.03%
Sortino ratio: 0.873
Calmar ratio: 2.69

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

25.84%

Ann. 13.24% (Sharpe / Sortino numerator)

Volatility

9.03%

Sharpe ratio

1.065

VaR 95%

-0.70%

CVaR 95%: -1.28%
Max drawdown: -9.12%
Sortino ratio: 1.272
Calmar ratio: 1.45

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

47.81%

Ann. 14.45% (Sharpe / Sortino numerator)

Volatility

8.33%

Sharpe ratio

1.304

VaR 95%

-0.68%

CVaR 95%: -1.16%
Max drawdown: -9.12%
Sortino ratio: 1.596
Calmar ratio: 1.58

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 16/07/2025 - 16/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.045%

Best day

1.965%

31/03/2026
Worst day

-1.448%

26/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $36.84 $36.84 $36.78 $36.78 600
15/07/2026 $36.82 $36.89 $36.82 $36.89 800
14/07/2026 $36.72 $36.72 $36.72 $36.72 200
13/07/2026 $36.75 $36.75 $36.69 $36.69 1,000
10/07/2026 $36.74 $36.77 $36.74 $36.77 300
09/07/2026 $36.57 $36.70 $36.57 $36.70 600
08/07/2026 $36.58 $36.58 $36.58 $36.58 200
07/07/2026 $36.65 $36.65 $36.58 $36.59 600
06/07/2026 $36.51 $36.60 $36.47 $36.59 38,000
02/07/2026 $36.50 $36.50 $36.46 $36.46 400