Summary
BKLC
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 21.54% Volatility 18.42% Sharpe 0.75
Official loaded data — not a live quote.

BNY MELLON US LARGE CAP CORE EQUITY ETF

Symbol: BKLC

Exchange: NYSE

Sector: Technology

Category: Large Blend

Inception date: 07/04/2020

Latest date: 16/07/2026

Current price: $143.89

Expense ratio: 0.00%

Assets under management
$5.4B
-0.24% 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

0.34%

Ann. -39.87% (Sharpe / Sortino numerator)

Volatility

18.39%

Sharpe ratio

-2.365

VaR 95%

-1.69%

CVaR 95%: -1.74%
Max drawdown: -7.55%
Sortino ratio: -4.445
Calmar ratio: -5.28

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

7.42%

Ann. -16.40% (Sharpe / Sortino numerator)

Volatility

14.70%

Sharpe ratio

-1.363

VaR 95%

-1.63%

CVaR 95%: -1.80%
Max drawdown: -9.41%
Sortino ratio: -2.064
Calmar ratio: -1.74

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

9.19%

Ann. -4.25% (Sharpe / Sortino numerator)

Volatility

13.84%

Sharpe ratio

-0.569

VaR 95%

-1.59%

CVaR 95%: -1.90%
Max drawdown: -9.41%
Sortino ratio: -0.792
Calmar ratio: -0.45

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

21.54%

Ann. 17.46% (Sharpe / Sortino numerator)

Volatility

18.42%

Sharpe ratio

0.751

VaR 95%

-1.59%

CVaR 95%: -2.70%
Max drawdown: -9.41%
Sortino ratio: 0.907
Calmar ratio: 1.86

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

37.35%

Ann. 14.00% (Sharpe / Sortino numerator)

Volatility

16.40%

Sharpe ratio

0.632

VaR 95%

-1.60%

CVaR 95%: -2.41%
Max drawdown: -19.05%
Sortino ratio: 0.788
Calmar ratio: 0.73

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

77.11%

Ann. 19.72% (Sharpe / Sortino numerator)

Volatility

15.00%

Sharpe ratio

1.072

VaR 95%

-1.48%

CVaR 95%: -2.14%
Max drawdown: -19.05%
Sortino ratio: 1.394
Calmar ratio: 1.04

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

0.081%

Best day

2.97%

31/03/2026
Worst day

-2.767%

05/06/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $144.24 $144.56 $143.30 $143.89 233,800
15/07/2026 $144.69 $144.85 $143.82 $144.70 82,000
14/07/2026 $144.08 $144.45 $143.79 $144.15 120,600
13/07/2026 $144.38 $144.53 $143.47 $143.63 97,300
10/07/2026 $144.37 $144.85 $143.54 $144.74 81,200
09/07/2026 $143.26 $144.26 $143.07 $144.16 114,600
08/07/2026 $142.67 $143.13 $141.88 $142.99 209,400
07/07/2026 $143.98 $144.19 $143.00 $143.48 208,300
06/07/2026 $143.71 $144.39 $143.38 $144.18 78,800
02/07/2026 $143.45 $144.18 $142.00 $142.97 103,400