CLOUGH HEDGED EQUITY ETF
Symbol: CBLS
Exchange: NYSE ARCA
Sector: Technology
Category: Equity Hedged
Inception date: 12/11/2020
Latest date: 15/10/2026
Current price: $30.36
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
-0.97%
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
-6.03%
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
-1.82%
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
4.14%
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
22.36%
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
61.90%
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: 15/10/2025 - 15/10/2026.
Average daily return
0.023%
Best day
3.273%
Worst day
-4.606%
Days with data
251
Recent price history (last 90 days)
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 15/10/2026 | $30.36 | $30.36 | $30.36 | $30.36 | 500 |
| 14/10/2026 | $31.33 | $31.33 | $30.95 | $30.95 | 2,200 |
| 13/10/2026 | $31.58 | $31.59 | $31.58 | $31.58 | 1,800 |
| 12/10/2026 | $31.53 | $31.53 | $31.50 | $31.50 | 500 |
| 09/10/2026 | $31.70 | $31.88 | $31.70 | $31.88 | 200 |
| 08/10/2026 | $31.88 | $31.88 | $31.50 | $31.58 | 2,100 |
| 07/10/2026 | $31.76 | $31.84 | $31.76 | $31.84 | 300 |
| 06/10/2026 | $32.31 | $32.31 | $32.26 | $32.26 | 300 |
| 05/10/2026 | $31.90 | $32.26 | $31.90 | $32.22 | 2,700 |
| 02/10/2026 | $31.84 | $31.84 | $31.84 | $31.84 | 200 |