Summary
ADPV
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 13.79% Volatility 23.41% Sharpe 0.85
Official loaded data — not a live quote.

ADAPTIV SELECT ETF

Symbol: ADPV

Exchange: NYSE

Sector: Technology

Category: Mid-Cap Blend

Inception date: 03/11/2022

Latest date: 16/07/2026

Current price: $44.83

Expense ratio: 1.00%

Assets under management
$190.0M
-1.32% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

-5.88%

Ann. -44.42% (Sharpe / Sortino numerator)

Volatility

34.40%

Sharpe ratio

-1.397

VaR 95%

-3.39%

CVaR 95%: -3.50%
Max drawdown: -5.86%
Sortino ratio: -2.630
Calmar ratio: -7.58

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

6.38%

Ann. -13.64% (Sharpe / Sortino numerator)

Volatility

27.72%

Sharpe ratio

-0.623

VaR 95%

-2.80%

CVaR 95%: -3.53%
Max drawdown: -11.87%
Sortino ratio: -0.941
Calmar ratio: -1.15

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

-1.12%

Ann. -3.37% (Sharpe / Sortino numerator)

Volatility

29.06%

Sharpe ratio

-0.241

VaR 95%

-2.82%

CVaR 95%: -3.75%
Max drawdown: -13.88%
Sortino ratio: -0.362
Calmar ratio: -0.24

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

13.79%

Ann. 23.52% (Sharpe / Sortino numerator)

Volatility

23.41%

Sharpe ratio

0.850

VaR 95%

-2.52%

CVaR 95%: -3.29%
Max drawdown: -13.88%
Sortino ratio: 1.140
Calmar ratio: 1.69

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

43.39%

Ann. 20.25% (Sharpe / Sortino numerator)

Volatility

23.61%

Sharpe ratio

0.704

VaR 95%

-2.51%

CVaR 95%: -3.47%
Max drawdown: -22.30%
Sortino ratio: 0.926
Calmar ratio: 0.91

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

76.47%

Ann. 22.32% (Sharpe / Sortino numerator)

Volatility

21.95%

Sharpe ratio

0.852

VaR 95%

-2.35%

CVaR 95%: -3.20%
Max drawdown: -22.30%
Sortino ratio: 1.160
Calmar ratio: 1.00

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 16/07/2025 - 16/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.064%

Best day

4.341%

06/02/2026
Worst day

-4.822%

20/11/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $45.43 $45.43 $44.76 $44.83 22,600
15/07/2026 $45.98 $46.34 $45.16 $45.43 11,700
14/07/2026 $46.16 $46.29 $45.88 $46.09 5,200
13/07/2026 $46.02 $46.02 $45.78 $45.78 1,000
10/07/2026 $46.31 $46.31 $46.09 $46.17 6,000
09/07/2026 $46.46 $46.77 $46.46 $46.49 11,600
08/07/2026 $45.83 $45.93 $45.33 $45.93 6,500
07/07/2026 $45.77 $45.77 $45.29 $45.59 3,400
06/07/2026 $46.19 $46.53 $46.06 $46.06 9,300
02/07/2026 $47.12 $47.12 $45.69 $45.91 11,700