THE BRINSMERE FUND - CONSERVATIVE ETF

Symbol: TBFC

Exchange: NYSE ARCA

Sector: Technology

Category: Tactical Allocation

Inception Date: 12/01/2024

Latest Date: 17/04/2026

Current Price: $29.06

Expense Ratio: 0.44%

Assets Under Management
$340.9M
-0.03% daily change

Period Performance

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

Adjusted Return
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Performance Metrics

Return

3.21%

Volatility

11.64%

Sharpe Ratio

-3.052

VaR 95%

-1.34%

CVaR 95%: -1.48%
Max Drawdown: -4.16%
Sortino Ratio: -4.637
Calmar Ratio: -7.67
Return

2.34%

Volatility

8.77%

Sharpe Ratio

-0.555

VaR 95%

-0.89%

CVaR 95%: -1.24%
Max Drawdown: -5.73%
Sortino Ratio: -0.730
Calmar Ratio: -0.21
Return

4.06%

Volatility

7.27%

Sharpe Ratio

0.003

VaR 95%

-0.81%

CVaR 95%: -1.09%
Max Drawdown: -5.73%
Sortino Ratio: 0.004
Calmar Ratio: 0.64
Return

18.07%

Volatility

8.35%

Sharpe Ratio

0.920

VaR 95%

-0.78%

CVaR 95%: -1.27%
Max Drawdown: -5.73%
Sortino Ratio: 1.107
Calmar Ratio: 1.98
Return

22.52%

Volatility

7.32%

Sharpe Ratio

0.582

VaR 95%

-0.66%

CVaR 95%: -1.08%
Max Drawdown: -8.90%
Sortino Ratio: 0.740
Calmar Ratio: 0.89

Daily Returns for Period 12M

Daily simple returns calculated over the official metric window from the same adjusted price series used in the chart: 17/04/2025 - 17/04/2026.

Methodology: adjusted prices + daily simple return
Average Daily Return

0.068%

Best Day

1.597%

10/04/2026
Worst Day

-1.576%

03/03/2026
Days with Data

246

Recent Price History (Last 90 Days)

Date Open High Low Close Volume
17/04/2026 $29.07 $29.07 $29.06 $29.06 2,700
16/04/2026 $28.88 $28.90 $28.85 $28.89 1,900
15/04/2026 $28.82 $28.87 $28.82 $28.87 100
14/04/2026 $28.84 $28.88 $28.84 $28.88 1,600
13/04/2026 $28.76 $28.76 $28.76 $28.76 100
10/04/2026 $28.67 $28.67 $28.61 $28.63 3,800
02/04/2026 $28.13 $28.18 $28.13 $28.18 400
01/04/2026 $28.17 $28.17 $28.17 $28.17 100
31/03/2026 $28.06 $28.06 $28.06 $28.06 100
30/03/2026 $27.67 $27.68 $27.64 $27.68 39,800