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CVAR
+1.57 · +5.67%
$29.25 · BATS

Cultivar ETF (CVAR) ETF Analysis | Mid-Cap Value

CULTIVAR ETF · USA
AUM:$39.9M
#– of – in Mid-Cap Value 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 17.2% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.87% — above average for this category.

What is CVAR?

The fund is an actively managed exchange traded fund ("ETF") that seeks to build a portfolio of approximately 50 to 100 securities across a broad spectrum of market capitalizations and sectors. To achieve its investment objective, it invests primarily in equity securities traded on U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
CVAR delivered 17.2% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 0.87% is above average. Verify whether the strategy justifies the cost.
Broadly Diversified
Top 10 holdings represent just 24.8% of the ETF — exposure spread across many positions.
ETF Information
AUM$39.9M
Expense Ratio0.87%
Dividend Yield1.41%
Holdings47
Inception DateDec 2021
Domicile–
Distribution–
Index–
ProviderCULTIVAR ETF
Beta0.84
CategoryMid-Cap Value
CurrencyUSD
Portfolio Impact

How would CVAR affect your portfolio?

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+4.5%
1Y
+17.1%
3Y
+39.6%
5Y
+42.0%
OpenBook InsightIf you had invested £10,000 in CVAR 5 years ago, it would have grown to £14,200 — a gain of £4,200.

Annual Returns

Calendar year performance

CVAR delivered positive returns in 4 of the last 5 calendar years.
YearCVAR
2026 YTD+12.2%
2025+14.8%
2024+3.1%
2023+11.0%
2022-6.3%
CAGR 4yr+5.3%
4/5 positive yearsAvg return: +7.0%Worst year: -6.3% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
11.2%
Low
Momentum
+8.2%
30-day change
Support Level
30.35
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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