BDGS Performance — Bridges Capital Tactical ETF
Data updated: 2026-08-26
BDGS returned +4.69% year to date and +10.79% over one year to Jun 2026. The annualised 3-year return is +13.52%. The fund trailed its Technology Equity category average: $100 invested three years ago grew to $146, against $225 for the category, and to $111 over one year, against $146. Volatility over the past three years was 7.76% a year. In the 12 months to Jun 2026 the fund took in a net $4.2M, and assets reached $44.65M.
BDGS Growth of $100
What $100 invested in Bridges Capital Tactical ETF grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Technology Equity category average over the same months.
| Period | BDGS | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $111 | $146 |
| 3 years (Jul 2023 – Jun 2026) | $146 | $225 |
| Since data start (May 2023 – Jun 2026) | $150 | $261 |
BDGS Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +4.69% |
| 1 year | +10.79% |
| 3 years (annualised) | +13.52% |
BDGS Annual Returns
Calendar-year total returns of Bridges Capital Tactical ETF, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +4.69% |
| 2025 | +10.61% |
| 2024 | +19.08% |
| 2023 (May–Dec) | +8.46% |
BDGS Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.3% | −0.6% | −1.1% | +5.5% | +2.3% | −1.7% | — | — | — | — | — | — |
| 2025 | +2.4% | −0.5% | −3.2% | +1.1% | +2.5% | +2.2% | +0.7% | +1.8% | +1.7% | +1.9% | −0.4% | 0.0% |
| 2024 | +0.8% | +0.7% | +0.7% | +0.4% | +1.4% | +0.9% | +5.7% | +1.1% | +0.8% | −0.1% | +4.6% | +0.7% |
| 2023 | — | — | — | — | +1.3% | +0.9% | +0.6% | +0.3% | −1.8% | −2.1% | +8.3% | +1.0% |
BDGS Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 7.76%
- 3-year Sharpe ratio: 1.16 (vs 4.5% risk-free rate)
- Best month: +8.27% (Nov 2023)
- Worst month: −3.22% (Mar 2025)
BDGS Fund Flows
Monthly money in and out of Bridges Capital Tactical ETF, from SEC Form N-PORT.
- 12-month net flow: $4.2M
- 12-month gross sales (incl. reinvestments): $46.6M
- Sales ÷ redemptions: 1.10×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $7.7M | $5.9M | $1.8M |
| May 2026 | $1.5M | $1.1M | $359K |
| Apr 2026 | $3.2M | $3.6M | −$349K |
| Mar 2026 | $1.0M | $0 | $1.0M |
| Feb 2026 | $6.5M | $5.5M | $1.0M |
| Jan 2026 | $695K | $6.6M | −$5.9M |
| Dec 2025 | $4.2M | $0 | $4.2M |
| Nov 2025 | $7.9M | $7.9M | −$7K |
| Oct 2025 | $1.0M | $0 | $1.0M |
| Sep 2025 | $5.1M | $5.8M | −$697K |
| Aug 2025 | $5.4M | $5.8M | −$328K |
| Jul 2025 | $2.3M | $329K | $2.0M |
BDGS Assets Under Management
Net assets of Bridges Capital Tactical ETF by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $44.65M |
| 2026-03-31 | $40.38M |
| 2025-12-31 | $44.73M |
| 2025-09-30 | $39.15M |
| 2025-06-30 | $36.57M |
| 2025-03-31 | $36.06M |
| 2024-12-31 | $30.57M |
| 2024-09-30 | $23.78M |
| 2024-06-28 | $22.63M |
| 2024-03-28 | $19.26M |
| 2023-12-29 | $18.86M |
| 2023-09-29 | $18.79M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.