CBLSClough Hedged Equity ETF
Seeks long-term capital appreciation while minimizing volatility.
By Clough Capital Partners L.P. · Launched 2020
Annual Cost
1.89%
#5,802 of 5,861 · expensive
Fund Size
$60M
#3,461 of 5,861 · mid-size
Return (1Y)Goal
+5.3%
Track Record
5 years
#2,180 of 5,861 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$10,627+6.3%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 38.5% of fund✓ well diversified
BlackRock Liquidity Funds T-Fu
11.9%
Monolithic Power Systems Inc
3.2%
Lumentum Holdings Inc
3.1%
Venture Global Inc
3.1%
SLB Ltd
3.0%
Seagate Technology Holdings PL
2.9%
Halliburton Co
2.9%
Lam Research Corp
2.8%
Service Corp International/US
2.8%
KLA Corp
2.8%
Asset allocation
Stocks
61.5%
Cash
37.3%
Other
1.2%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
17.4%Moderate
Year-on-year price swings
Max drawdown
-32.8%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.83Decent risk-adjusted returns
Sortino (3Y)
1.12Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks long-term capital appreciation while minimizing volatility.
- Strategy
- Actively manages a portfolio of U.S.-listed equity securities, including ADRs and EDRs, while also investing in emerging markets. The Adviser focuses on companies with above-average financial characteristics and growth potential, aiming to minimize volatility and enhance returns.
- Inception date
- November 12, 2020
- Fund family
- Clough Capital Partners L.P.
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Data updated on 2026-08-04