Summary
BEEX
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 11.43% Volatility 15.90% Sharpe 0.38
Official loaded data — not a live quote.

THE BEEHIVE ETF

Symbol: BEEX

Exchange: NASDAQ

Sector: Technology

Category: Large Blend

Inception date: 02/09/2008

Latest date: 16/07/2026

Current price: $26.94

Expense ratio: 0.84%

Assets under management
$192.4M
-0.16% 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

-0.64%

Ann. -38.37% (Sharpe / Sortino numerator)

Volatility

16.26%

Sharpe ratio

-2.583

VaR 95%

-1.68%

CVaR 95%: -1.74%
Max drawdown: -6.86%
Sortino ratio: -5.648
Calmar ratio: -5.59

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

4.33%

Ann. -19.43% (Sharpe / Sortino numerator)

Volatility

13.08%

Sharpe ratio

-1.763

VaR 95%

-1.55%

CVaR 95%: -1.68%
Max drawdown: -11.24%
Sortino ratio: -2.776
Calmar ratio: -1.73

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

2.19%

Ann. -9.26% (Sharpe / Sortino numerator)

Volatility

12.12%

Sharpe ratio

-1.063

VaR 95%

-1.50%

CVaR 95%: -1.68%
Max drawdown: -11.24%
Sortino ratio: -1.626
Calmar ratio: -0.82

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

11.43%

Ann. 9.75% (Sharpe / Sortino numerator)

Volatility

15.90%

Sharpe ratio

0.385

VaR 95%

-1.44%

CVaR 95%: -2.23%
Max drawdown: -11.24%
Sortino ratio: 0.512
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.

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

0.046%

Best day

2.5%

31/03/2026
Worst day

-1.905%

05/06/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $26.98 $26.99 $26.94 $26.94 8,200
15/07/2026 $27.06 $27.06 $26.77 $27.03 24,000
14/07/2026 $26.79 $26.98 $26.79 $26.92 3,300
13/07/2026 $26.89 $26.90 $26.86 $26.90 1,300
10/07/2026 $26.94 $27.00 $26.94 $27.00 800
09/07/2026 $26.85 $26.95 $26.85 $26.95 9,600
08/07/2026 $26.77 $26.77 $26.77 $26.77 100
07/07/2026 $27.12 $27.12 $27.01 $27.01 100
06/07/2026 $27.06 $27.06 $27.06 $27.06 100
02/07/2026 $26.91 $26.91 $26.91 $26.91 1,200