Performance analysis of CBLS (CLOUGH HEDGED EQUITY ETF)
Annual Return
Over the past 3 years, CBLS has had an average annual return of +18.61%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, CBLS has had an average annual return of +5.56%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Nov 13, 2020, CBLS has had an average annual return of +8.85%, underperforming the benchmark SPY, which returned +15.42% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +17.72% | +5.87% | +28.72% | -2.67% | -11.64% | +2.85% | +14.15% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +9.49% | +1.63% | -6.21% | +9.71% | +3.59% | +4.42% | -4.95% | +17.72% | |||||
| 2025 | +2.02% | +1.27% | -3.45% | +2.62% | +5.19% | +1.77% | +1.21% | -3.59% | +2.60% | -1.34% | -0.79% | -1.41% | +5.87% |
| 2024 | +2.51% | +5.73% | +3.20% | +0.13% | +10.23% | +1.07% | +0.97% | -2.35% | +0.22% | -0.07% | +6.02% | -1.45% | +28.72% |
| 2023 | +3.46% | -1.71% | -2.62% | -2.37% | -2.83% | -0.65% | +0.58% | -1.73% | -2.53% | -1.25% | +6.18% | +3.23% | -2.67% |
| 2022 | -2.80% | +1.22% | -3.49% | -7.41% | +1.78% | -9.03% | +10% | +6.27% | -5.42% | +8.65% | -8.01% | -1.76% | -11.64% |
| 2021 | -0.30% | +15.30% | -0.53% | +2.68% | -3.43% | -2.08% | -1.21% | +1.67% | +0.54% | +0.39% | -6.24% | -2.54% | +2.85% |
| 2020 | +3.41% | +10.39% | +14.15% |
Drawdown analysis of CBLS (CLOUGH HEDGED EQUITY ETF)
The maximum drawdown for the CBLS was -32.78%, occurring on Oct 5, 2023. Recovery took 319 trading sessions.
The current CBLS drawdown is -5.58%.
Since Nov 13, 2020 CBLS has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.78% | Apr 29, 2021 | 613 | Oct 5, 2023 | 319 | Jan 14, 2025 | 932 |
| -15.27% | Jan 22, 2025 | 53 | Apr 8, 2025 | 68 | Jul 17, 2025 | 121 |
| -8.46% | Jan 22, 2021 | 3 | Jan 27, 2021 | 7 | Feb 5, 2021 | 10 |
| -8.15% | Oct 16, 2025 | 20 | Nov 13, 2025 | 40 | Jan 13, 2026 | 60 |
| -7.12% | Feb 24, 2026 | 24 | Mar 30, 2026 | 10 | Apr 14, 2026 | 34 |
| -6.69% | Jun 4, 2026 | 28 | Jul 16, 2026 | Ongoing | Ongoing | Ongoing |
| -6.18% | Mar 15, 2021 | 25 | Apr 20, 2021 | 7 | Apr 29, 2021 | 32 |
| -5.62% | Feb 22, 2021 | 8 | Mar 4, 2021 | 7 | Mar 15, 2021 | 15 |
| -4.61% | Jul 31, 2025 | 27 | Sep 9, 2025 | 21 | Oct 8, 2025 | 48 |
| -4.43% | May 13, 2026 | 4 | May 19, 2026 | 9 | Jun 2, 2026 | 13 |
| -3.55% | Apr 24, 2026 | 2 | Apr 28, 2026 | 6 | May 6, 2026 | 8 |
| -2.49% | May 6, 2026 | 1 | May 7, 2026 | 2 | May 11, 2026 | 3 |
| -2.34% | Oct 8, 2025 | 2 | Oct 10, 2025 | 3 | Oct 15, 2025 | 5 |
| -2.33% | Jan 29, 2026 | 4 | Feb 4, 2026 | 3 | Feb 9, 2026 | 7 |
| -1.97% | Feb 9, 2026 | 3 | Feb 12, 2026 | 6 | Feb 23, 2026 | 9 |
| -1.65% | Nov 27, 2020 | 1 | Nov 30, 2020 | 4 | Dec 4, 2020 | 5 |
| -1.61% | Apr 17, 2026 | 2 | Apr 21, 2026 | 2 | Apr 23, 2026 | 4 |
| -1.60% | Dec 24, 2020 | 5 | Jan 4, 2021 | 2 | Jan 6, 2021 | 7 |
| -1.16% | Nov 16, 2020 | 2 | Nov 18, 2020 | 2 | Nov 20, 2020 | 4 |
| -1.10% | Jul 18, 2025 | 3 | Jul 23, 2025 | 4 | Jul 29, 2025 | 7 |
| -1.05% | Dec 7, 2020 | 4 | Dec 11, 2020 | 1 | Dec 14, 2020 | 5 |
| -1.00% | Jan 16, 2026 | 1 | Jan 20, 2026 | 1 | Jan 21, 2026 | 2 |
| -0.70% | Apr 14, 2026 | 2 | Apr 16, 2026 | 1 | Apr 17, 2026 | 3 |
| -0.66% | Jan 12, 2021 | 1 | Jan 13, 2021 | 1 | Jan 14, 2021 | 2 |
| -0.61% | Feb 12, 2021 | 1 | Feb 16, 2021 | 3 | Feb 19, 2021 | 4 |