CBSE ETF

Returns Overview

1 Month
+4.12%
3 Months
+31.51%
6 Months
+32.85%
YTD
+28.64%
1 Year
+43.07%
3 Years (annualized)
+31.17%
5 Years (annualized)
+12.45%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would CBSE have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This ETF (YTD)
+28.64%
Peer Avg (YTD)
+8.97%
vs Peers
+19.67%

CBSE ETF Performance

CBSE performance across multiple time periods: 1-month 4.12%, YTD 28.64%, 1-year 43.07%, 3-year 31.17%, 5-year 12.45%.

CBSE returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this ETF.

CBSE performance comparison shows side-by-side returns with another fund. CBSE alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+4.12%N/A
3 Months+31.51%N/A
6 Months+32.85%N/A
1 Year+43.07%N/A
3 Years+31.17%N/A
5 Years+12.45%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized