Loading…
| Side by side | CBLS |
|---|---|
| Strategy | Defined Outcome · Hedged equity |
| Expense ratio | 1.89% |
| Cost per year on $10k | $189 |
| Trailing 12-mo yield | 0.82% |
| Income per year on $10k |
| $82 |
| YTD | +10.2% |
| 1 year | +8.1% |
| 3 years · per year | +17.5% |
| 5 years · per year | +3.4% |
| Worst drop · 1Y | −14.9% |
| Volatility · 1Y | 18.8% |
| Holdings | 20 |
| Assets | $52M |
| Leverage | None |
| Since | 2020 |
Highlighted = best in the row. Returns include dividends.