CLOUGH SELECT EQUITY ETF
Symbol: CBSE
Exchange: NYSE ARCA
Sector: Technology
Category: Global Small/Mid Stock
Inception date: 12/11/2020
Latest date: 03/06/2026
Current price: $52.12
Expense ratio: 0.85%
Period performance
Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.
Performance metrics
Period total return
10.89%
Ann. -50.94% (Sharpe / Sortino numerator)
Volatility
27.77%
Sharpe ratio
-1.965
VaR 95%
-3.06%
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
24.41%
Ann. -5.41% (Sharpe / Sortino numerator)
Volatility
25.26%
Sharpe ratio
-0.358
VaR 95%
-2.54%
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
29.85%
Ann. -7.67% (Sharpe / Sortino numerator)
Volatility
24.90%
Sharpe ratio
-0.454
VaR 95%
-2.74%
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
51.66%
Ann. 31.93% (Sharpe / Sortino numerator)
Volatility
25.52%
Sharpe ratio
1.109
VaR 95%
-2.50%
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
74.15%
Ann. 21.40% (Sharpe / Sortino numerator)
Volatility
24.64%
Sharpe ratio
0.721
VaR 95%
-2.54%
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
128.68%
Ann. 19.86% (Sharpe / Sortino numerator)
Volatility
22.32%
Sharpe ratio
0.727
VaR 95%
-2.27%
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
0.176%
Best day
4.789%
Worst day
-3.447%
Days with data
251
Recent price history (last 90 days)
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 03/06/2026 | $52.82 | $52.82 | $51.66 | $52.12 | 5,200 |
| 02/06/2026 | $51.91 | $52.61 | $51.91 | $52.61 | 12,900 |
| 01/06/2026 | $50.42 | $50.95 | $50.42 | $50.66 | 6,100 |
| 29/05/2026 | $50.31 | $50.31 | $49.81 | $50.27 | 2,500 |
| 28/05/2026 | $50.11 | $50.61 | $50.11 | $50.41 | 4,500 |
| 27/05/2026 | $49.71 | $49.98 | $49.65 | $49.80 | 13,900 |
| 26/05/2026 | $50.45 | $50.94 | $50.45 | $50.68 | 11,700 |
| 22/05/2026 | $49.21 | $49.72 | $49.15 | $49.49 | 3,700 |
| 21/05/2026 | $48.82 | $48.96 | $48.59 | $48.92 | 3,700 |
| 20/05/2026 | $48.31 | $48.50 | $48.14 | $48.33 | 5,400 |