Cambria Fixed Income Trend ETF (CFIT) Performance
CFIT total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +2.1% since Dec 31, 2025
- 1 year
- +1.6% total return
- Since first price
- +5.7% since 2025
CFIT trailing returns vs AGG, TLT, SPY
| Period | CFIT total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | −1.3% | −1.3% | +0.9% | +1.5% | −1.0% |
| 3 months | −1.6% | −2.8% | −0.4% | −1.0% | +3.2% |
| 6 months | −1.1% | −2.6% | −1.5% | −3.8% | +7.8% |
| YTD | +2.1% | −0.6% | −1.0% | −3.4% | +12.3% |
| 1 year | +1.6% | −1.4% | −1.1% | −6.9% | +14.4% |
| Since inceptionMar 28, 2025 | +5.7% | −0.3% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: CFIT vs AGG
From Mar 28, 2025: CFIT grew to $10,574, AGG to $10,352.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
CFIT returns by calendar year
2026 is year to date.
CFIT annual returns table
| Year | CFIT | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | +2.1% | −4.2% | −1.0% | −3.4% | +12.3% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
CFIT risk statistics
| Statistic | Since 2025 |
|---|---|
| Annualized return | +4.4% |
| Volatility (annualized) | 6.0% |
| Sharpe ratio | 0.11 |
| Sortino ratio | 0.16 |
| Best month | +3.6% |
| Worst month | −3.1% |
| Best 12 months | +12.2% |
| Worst 12 months | +3.3% |
| Positive months | 56% |
| Beta vs S&P 500 | — |
| Correlation with S&P 500 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
CFIT rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 8 | +1.3% | +7.6% | +12.2% | 100% |
Every holding period starting at a month-end since 2025. Returns for 3 years and longer are annualized.
CFIT performance overview
Cambria Fixed Income Trend ETF (CFIT) returned +1.6% over the past year, with distributions reinvested. Since its first recorded price on Mar 28, 2025 it has returned +5.7%. Over the same year U.S. bonds (AGG) returned −1.1%.
Related: CFIT chart, CFIT dividends, CFIT bond profile. See the CFIT overview for the latest quote and fund facts.
CFIT performance FAQ
What is the CFIT return over the past year?
CFIT returned +1.6% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 1.4%.
How much would $10,000 invested in CFIT be worth?
$10,000 invested in CFIT at its first recorded close on March 28, 2025 would be worth about $10,574 on October 23, 2026 with distributions reinvested.
How volatile is CFIT?
Over the past history CFIT had an annualized volatility of 6.0% and a Sharpe ratio of 0.11 (excess return over 1–3 month T-bills per unit of risk).