CBLSClough Hedged Equity ETF

Diversifier#170 of 228 for Diversifier

Seeks long-term capital appreciation while minimizing volatility.

Clough Capital Partners L.P. · Since 2020 (5 years)

Annual Cost

1.89%

#5281 out of 5,332 ETFs

Fund Size

$49M

#3369 out of 5,332 ETFs

Dividend Yield

0.86%

Track Record

5 years

#2278 out of 5,332 ETFs

Performance

1 Year

+17.2%

3 Years

+15.4%

5 Years

+3.1%

What's inside

Asset class

alternative

Region

north america

Strategy

multi strategy

Asset allocation

Cash

59.1%

Stocks

40.3%

Other

0.5%

Top holdings

BlackRock Liquidity T-Fund InstlTSTXX15.1%

APA CorpAPA3.6%

ConocoPhillipsCOP3.3%

Service Corp InternationalSCI3.1%

Microsoft CorpMSFT3.1%

Halliburton CoHAL2.7%

Arcos Dorados Holdings Inc Class AARCO2.7%

Rollins IncROL2.7%

Constellation Energy CorpCEG2.7%

Transocean LtdRIG2.6%

Risk profile

Volatility (1Y)

13.7%

Moderate

Max drawdown

-32.8%

Worst peak-to-trough loss

Sharpe (3Y)

0.85

Decent risk-adjusted returns

Sortino (3Y)

1.15

Good downside protection

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