Summary
CLSM
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 34.21% Volatility 208.58% Sharpe 3.86
Official loaded data — not a live quote.

ETC CABANA TARGET LEADING SECTOR MODERATE ETF

Symbol: CLSM

Exchange: NASDAQ

Sector: Technology

Category: Moderate Allocation

Inception date: 12/07/2021

Latest date: 03/06/2026

Current price: $27.99

Expense ratio: 0.82%

Assets under management
$92.9M
0.19% 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

9.23%

Ann. -30.02% (Sharpe / Sortino numerator)

Volatility

22.38%

Sharpe ratio

-1.504

VaR 95%

-2.47%

CVaR 95%: -2.98%
Max drawdown: -6.37%
Sortino ratio: -2.050
Calmar ratio: -4.72

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

18.32%

Ann. 4.10% (Sharpe / Sortino numerator)

Volatility

17.62%

Sharpe ratio

0.027

VaR 95%

-1.79%

CVaR 95%: -2.48%
Max drawdown: -8.50%
Sortino ratio: 0.035
Calmar ratio: 0.48

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

20.19%

Ann. 5.30% (Sharpe / Sortino numerator)

Volatility

15.07%

Sharpe ratio

0.111

VaR 95%

-1.54%

CVaR 95%: -2.18%
Max drawdown: -8.50%
Sortino ratio: 0.148
Calmar ratio: 0.62

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

34.21%

Ann. 807.74% (Sharpe / Sortino numerator)

Volatility

208.58%

Sharpe ratio

3.855

VaR 95%

-1.40%

CVaR 95%: -2.52%
Max drawdown: -9.56%
Sortino ratio: 53.944
Calmar ratio: 84.51

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

42.50%

Ann. 210.19% (Sharpe / Sortino numerator)

Volatility

147.76%

Sharpe ratio

1.398

VaR 95%

-1.41%

CVaR 95%: -2.18%
Max drawdown: -14.60%
Sortino ratio: 17.028
Calmar ratio: 14.40

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

47.47%

Ann. 7.23% (Sharpe / Sortino numerator)

Volatility

120.71%

Sharpe ratio

0.030

VaR 95%

-1.20%

CVaR 95%: -1.90%
Max drawdown: -14.60%
Sortino ratio: 0.341
Calmar ratio: 0.50

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.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 03/06/2025 - 03/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.121%

Best day

2.723%

31/03/2026
Worst day

-3.352%

20/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $27.93 $28.05 $27.93 $27.99 8,200
02/06/2026 $28.00 $28.10 $28.00 $28.10 7,300
01/06/2026 $27.80 $28.01 $27.80 $27.94 12,000
29/05/2026 $27.80 $27.80 $27.73 $27.79 9,400
28/05/2026 $27.42 $27.68 $27.42 $27.65 5,900
27/05/2026 $27.38 $27.47 $27.38 $27.45 39,800
26/05/2026 $27.44 $27.44 $27.37 $27.43 1,800
22/05/2026 $27.15 $27.25 $27.14 $27.18 10,400
21/05/2026 $26.82 $27.04 $26.82 $27.04 5,200
20/05/2026 $26.74 $27.03 $26.74 $27.03 3,900