CLOUGH HEDGED EQUITY ETF
Symbol: CBLS
Exchange: NYSE ARCA
Sector: Technology
Category: Equity Hedged
Inception date: 12/11/2020
Latest date: 03/06/2026
Current price: $34.15
Expense ratio: 1.89%
Period performance
Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.
Performance metrics
Period total return
8.64%
Ann. -41.02% (Sharpe / Sortino numerator)
Volatility
18.13%
Sharpe ratio
-2.462
VaR 95%
-2.18%
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
14.40%
Ann. 15.50% (Sharpe / Sortino numerator)
Volatility
15.66%
Sharpe ratio
0.758
VaR 95%
-1.88%
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
22.60%
Ann. 2.11% (Sharpe / Sortino numerator)
Volatility
15.90%
Sharpe ratio
-0.096
VaR 95%
-1.98%
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
21.18%
Ann. 11.39% (Sharpe / Sortino numerator)
Volatility
14.32%
Sharpe ratio
0.542
VaR 95%
-1.73%
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
36.31%
Ann. 13.15% (Sharpe / Sortino numerator)
Volatility
15.00%
Sharpe ratio
0.635
VaR 95%
-1.51%
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
72.91%
Ann. 12.19% (Sharpe / Sortino numerator)
Volatility
13.66%
Sharpe ratio
0.627
VaR 95%
-1.34%
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: 03/06/2025 - 03/06/2026.
Average daily return
0.081%
Best day
3.273%
Worst day
-2.642%
Days with data
251
Recent price history (last 90 days)
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 03/06/2026 | $34.48 | $34.48 | $33.84 | $34.15 | 7,400 |
| 02/06/2026 | $33.61 | $34.18 | $33.61 | $34.14 | 21,200 |
| 01/06/2026 | $32.77 | $33.06 | $32.77 | $33.06 | 300 |
| 29/05/2026 | $32.47 | $32.61 | $32.47 | $32.61 | 200 |
| 28/05/2026 | $32.77 | $32.77 | $32.61 | $32.61 | 500 |
| 27/05/2026 | $32.94 | $32.94 | $32.44 | $32.45 | 36,800 |
| 26/05/2026 | $33.06 | $33.11 | $32.88 | $33.02 | 2,700 |
| 22/05/2026 | $32.26 | $32.52 | $32.26 | $32.42 | 1,400 |
| 21/05/2026 | $32.31 | $32.31 | $32.24 | $32.27 | 1,300 |
| 20/05/2026 | $32.32 | $32.32 | $32.09 | $32.09 | 100 |