Summary
ASHS
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 42.00% Volatility 24.29% Sharpe 1.47
Official loaded data — not a live quote.

XTRACKERS HARVEST CSI 500 CHINA A-SHARES SMALL CAP ETF

Symbol: ASHS

Exchange: NYSE

Sector: Technology

Category: Greater China Region

Inception date: 21/05/2014

Latest date: 16/07/2026

Current price: $42.67

Expense ratio: 0.65%

Assets under management
$39.0M
-0.51% 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

-6.53%

Ann. -73.82% (Sharpe / Sortino numerator)

Volatility

28.30%

Sharpe ratio

-2.737

VaR 95%

-3.05%

CVaR 95%: -4.57%
Max drawdown: -10.91%
Sortino ratio: -3.141
Calmar ratio: -6.77

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

-0.91%

Ann. 11.13% (Sharpe / Sortino numerator)

Volatility

25.03%

Sharpe ratio

0.300

VaR 95%

-2.27%

CVaR 95%: -3.52%
Max drawdown: -14.03%
Sortino ratio: 0.378
Calmar ratio: 0.79

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

0.14%

Ann. 12.26% (Sharpe / Sortino numerator)

Volatility

23.00%

Sharpe ratio

0.375

VaR 95%

-2.22%

CVaR 95%: -3.42%
Max drawdown: -14.03%
Sortino ratio: 0.481
Calmar ratio: 0.87

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

42.00%

Ann. 39.39% (Sharpe / Sortino numerator)

Volatility

24.29%

Sharpe ratio

1.472

VaR 95%

-2.05%

CVaR 95%: -3.59%
Max drawdown: -14.03%
Sortino ratio: 1.732
Calmar ratio: 2.81

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

74.82%

Ann. 23.11% (Sharpe / Sortino numerator)

Volatility

31.85%

Sharpe ratio

0.612

VaR 95%

-2.25%

CVaR 95%: -4.41%
Max drawdown: -34.13%
Sortino ratio: 0.752
Calmar ratio: 0.68

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

42.90%

Ann. 7.36% (Sharpe / Sortino numerator)

Volatility

28.92%

Sharpe ratio

0.129

VaR 95%

-2.12%

CVaR 95%: -3.92%
Max drawdown: -34.13%
Sortino ratio: 0.169
Calmar ratio: 0.22

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

0.153%

Best day

5.564%

08/04/2026
Worst day

-5.812%

03/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $42.89 $42.89 $42.58 $42.67 5,500
15/07/2026 $44.08 $44.13 $43.91 $43.93 15,300
14/07/2026 $44.81 $45.31 $44.79 $44.94 16,600
13/07/2026 $43.86 $43.88 $43.60 $43.68 19,100
10/07/2026 $46.01 $46.06 $45.86 $45.88 19,900
09/07/2026 $46.18 $46.89 $46.18 $46.49 10,400
08/07/2026 $44.62 $44.64 $44.39 $44.59 26,300
07/07/2026 $45.46 $45.52 $45.22 $45.33 29,000
06/07/2026 $46.03 $46.19 $45.91 $46.01 29,600
02/07/2026 $46.86 $46.88 $46.18 $46.28 22,000