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CBLS
+1.06 · +3.66%
$30.00 · NYSE ARCA

Elevation Series Trust (CBLS) ETF Analysis | Equity Hedged

Clough Capital Partners L.P. · USA
AUM:$52.2M
#– of – in Equity Hedged ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 15.1% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 2.59% — above average for this category.

What is CBLS?

The fund is an actively managed ETF that seeks to achieve its investment objective by purchasing securities the Adviser, believes have above-average financial characteristics such as return on invested capital, profit margins, debt-to-equity ratio, or revenue and earnings growth as identified in financial statements, relative to the broader equity market; are undervalued based on valuation metrics such as (i) enterprise value to sales, (ii) enterprise value to earnings before interest, taxes, depreciation, and amortization, or (iii) price to earnings ratios.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
CBLS delivered 15.1% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 2.59% is above average. Verify whether the strategy justifies the cost.
Broadly Diversified
Top 10 holdings represent just 29.4% of the ETF — exposure spread across many positions.
ETF Information
AUM$52.2M
Expense Ratio2.59%
Dividend Yield0.86%
Holdings47
Inception DateNov 2020
Domicile–
Distribution–
Index–
ProviderClough Capital Partners L.P.
Beta0.64
CategoryEquity Hedged
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-0.0%
1Y
+9.4%
3Y
+60.6%
5Y
+19.8%
OpenBook InsightIf you had invested £10,000 in CBLS 5 years ago, it would have grown to £11,981 — a gain of £1,981.

Annual Returns

Calendar year performance

CBLS delivered positive returns in 3 of the last 5 calendar years.
YearCBLS
2026 YTD+9.5%
2025+5.0%
2024+30.2%
2023-2.2%
2022-12.3%
CAGR 4yr+4.0%
3/5 positive yearsAvg return: +6.0%Worst year: -12.3% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
21.3%
Moderate
Momentum
-4.7%
30-day change
Support Level
30.09
Key floor
Key Insights
  • Monitor key support and resistance levels as part of broader risk assessment.
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