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| Side by side | CBLS | BALT |
|---|---|---|
| Strategy | Defined Outcome · Hedged equity | Defined Outcome · Hedged equity |
| Expense ratio | 1.89% | 0.69% |
| Cost per year on $10k | $189 | $69 |
| Trailing 12-mo yield | 0.82% | 0.00% |
| Income per year on $10k | $82 | $0 |
| YTD | +10.2% | +4.7% |
| 1 year | +8.1% | +6.2% |
| 3 years · per year | +17.5% | +8.0% |
| 5 years · per year | +3.4% | +6.3% |
| Worst drop · 1Y | −14.9% | −1.2% |
| Volatility · 1Y | 18.8% | 2.3% |
| Holdings | 20 | 6 |
| Assets | $52M | $3.2B |
| Leverage | None | None |
| Since | 2020 | 2021 |
Highlighted = best in the row. Returns include dividends.
Holdings unavailable.