Performance analysis of CBSE (CLOUGH SELECT EQUITY ETF)
Annual Return
Over the past 3 years, CBSE has had an average annual return of +32.12%, outperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, CBSE has had an average annual return of +12.75%, underperforming the benchmark SPY, which returned +14.05% annual.
Since Nov 13, 2020, CBSE has had an average annual return of +19.18%, outperforming the benchmark SPY, which returned +16.08% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +33.42% | +19.53% | +32.19% | +17.25% | -19.93% | +14.57% | +16.87% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.64% | +1.81% | -6.97% | +16.70% | +8.17% | +4.65% | +33.42% | ||||||
| 2025 | +4.76% | -4.26% | -10.01% | +0.39% | +13.53% | +7.90% | +4.42% | +1.16% | +6.44% | -2.31% | -0.85% | -1.12% | +19.53% |
| 2024 | -1.31% | +9.08% | +2.52% | -3.78% | +12.69% | +1.10% | +2.52% | -2.84% | +2.80% | +0.06% | +11.60% | -4.44% | +32.19% |
| 2023 | +9.51% | -1.27% | +1.49% | -2.65% | -2.99% | +5.21% | +4.27% | -3.80% | -5.36% | -6.18% | +11.08% | +8.70% | +17.25% |
| 2022 | -8.91% | +0.16% | +1.22% | -10.45% | -0.46% | -9.36% | +13.41% | +2.47% | -9.33% | +11.56% | -3.05% | -5.83% | -19.93% |
| 2021 | +4.06% | +13.63% | +1.98% | +3.84% | -1.66% | +1.96% | -3.04% | +2.90% | -1.94% | +0.88% | -6.49% | -1.12% | +14.57% |
| 2020 | +4.57% | +11.76% | +16.87% |
Drawdown analysis of CBSE (CLOUGH SELECT EQUITY ETF)
The maximum drawdown for the CBSE was -36.30%, occurring on Jun 16, 2022. Recovery took 480 trading sessions.
Since Nov 13, 2020 CBSE has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -36.30% | Nov 9, 2021 | 151 | Jun 16, 2022 | 480 | May 15, 2024 | 631 |
| -29.41% | Jan 24, 2025 | 51 | Apr 8, 2025 | 54 | Jun 26, 2025 | 105 |
| -13.57% | Oct 15, 2025 | 26 | Nov 20, 2025 | 36 | Jan 14, 2026 | 62 |
| -13.28% | Jul 16, 2024 | 14 | Aug 5, 2024 | 67 | Nov 7, 2024 | 81 |
| -11.54% | Jan 22, 2026 | 46 | Mar 30, 2026 | 9 | Apr 13, 2026 | 55 |
| -10.09% | Apr 29, 2021 | 9 | May 12, 2021 | 122 | Nov 3, 2021 | 131 |
| -6.82% | Feb 24, 2021 | 6 | Mar 4, 2021 | 7 | Mar 15, 2021 | 13 |
| -6.51% | Dec 6, 2024 | 9 | Dec 19, 2024 | 9 | Jan 3, 2025 | 18 |
| -6.11% | Mar 15, 2021 | 7 | Mar 24, 2021 | 22 | Apr 26, 2021 | 29 |
| -5.41% | Oct 6, 2025 | 4 | Oct 10, 2025 | 3 | Oct 15, 2025 | 7 |
| -5.11% | Jan 22, 2021 | 3 | Jan 27, 2021 | 5 | Feb 3, 2021 | 8 |
| -4.62% | Apr 24, 2026 | 2 | Apr 28, 2026 | 4 | May 4, 2026 | 6 |
| -4.54% | May 14, 2026 | 3 | May 19, 2026 | 4 | May 26, 2026 | 7 |
| -4.13% | Jan 6, 2025 | 4 | Jan 13, 2025 | 3 | Jan 16, 2025 | 7 |
| -3.66% | May 20, 2024 | 10 | Jun 4, 2024 | 6 | Jun 12, 2024 | 16 |
| -3.41% | Sep 22, 2025 | 3 | Sep 25, 2025 | 7 | Oct 6, 2025 | 10 |
| -3.26% | Aug 13, 2025 | 5 | Aug 20, 2025 | 6 | Aug 28, 2025 | 11 |
| -2.95% | Aug 28, 2025 | 2 | Sep 2, 2025 | 7 | Sep 11, 2025 | 9 |
| -2.63% | May 6, 2026 | 1 | May 7, 2026 | 2 | May 11, 2026 | 3 |
| -2.49% | Nov 11, 2024 | 4 | Nov 15, 2024 | 4 | Nov 21, 2024 | 8 |
| -2.48% | Jun 12, 2024 | 7 | Jun 24, 2024 | 9 | Jul 8, 2024 | 16 |
| -2.24% | Jan 16, 2026 | 1 | Jan 20, 2026 | 2 | Jan 22, 2026 | 3 |
| -1.89% | Jul 24, 2025 | 6 | Aug 1, 2025 | 2 | Aug 5, 2025 | 8 |
| -1.86% | Dec 24, 2020 | 5 | Jan 4, 2021 | 2 | Jan 6, 2021 | 7 |
| -1.83% | Nov 27, 2020 | 1 | Nov 30, 2020 | 4 | Dec 4, 2020 | 5 |