THE BRINSMERE FUND - CONSERVATIVE ETF

Symbol: TBFC

Exchange: NYSE ARCA

Sector: Technology

Category: Tactical Allocation

Inception Date: 12/01/2024

Latest Date: 02/04/2026

Current Price: $28.18

Expense Ratio: 0.44%

Assets Under Management
$355.5M
0.18% 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

-3.44%

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

-0.30%

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

1.80%

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

11.27%

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

16.32%

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: 02/04/2025 - 02/04/2026.

Methodology: adjusted prices + daily simple return
Average Daily Return

0.044%

Best Day

3.824%

09/04/2025
Worst Day

-2.916%

04/04/2025
Days with Data

251

Recent Price History (Last 90 Days)

Date Open High Low Close Volume
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
27/03/2026 $27.77 $27.77 $27.64 $27.64 13,000
26/03/2026 $27.73 $27.73 $27.73 $27.73 100
25/03/2026 $28.13 $28.13 $28.13 $28.13 200
24/03/2026 $27.96 $27.96 $27.96 $27.96 100
23/03/2026 $28.14 $28.14 $28.03 $28.03 200
20/03/2026 $27.82 $27.82 $27.82 $27.82 100