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TAIL
-0.31 · -2.63%
$11.52 · BATS

Cambria Tail Risk ETF (TAIL) ETF Analysis | Trading--Inverse Equity

Cambria Investment Management · USA
AUM:$164.5M
#– of – in Trading--Inverse Equity 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 5.4% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.59% — moderate cost. Consider how fees compound over long holding periods.

What is TAIL?

The fund is actively managed and seeks to achieve its investment objective by investing in cash and U. government bonds, and utilizing a put option strategy to manage the risk of a significant negative movement in the value of domestic equities.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
TAIL returned 5.4% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.59%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 3.2% of the ETF — exposure spread across many positions.
ETF Information
AUM$164.5M
Expense Ratio0.59%
Dividend Yield2.90%
Holdings1
Inception DateApr 2017
Domicile–
Distribution–
Index–
ProviderCambria Investment Management
Beta-0.20
CategoryTrading--Inverse Equity
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
-11.8%
1Y
-11.5%
3Y
-15.4%
5Y
-38.2%
OpenBook InsightIf you had invested £10,000 in TAIL 5 years ago, it would have fallen to £6,178 — a loss of £3,822.

Annual Returns

Calendar year performance

TAIL delivered positive returns in 1 of the last 5 calendar years.
YearTAIL
2026 YTD-9.9%
2025+5.2%
2024-9.8%
2023-13.6%
2022-12.2%
CAGR 4yr-7.9%
1/5 positive yearsAvg return: -8.1%Worst year: -13.6% (2023)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
5.7%
Low
Momentum
-2.9%
30-day change
Support Level
10.27
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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