Summary
BLGR
Prices · period metrics · 12M
NAV as of 02/06/2026
23/06/2025 → 28/05/2026
Return 29.56% Volatility 15.48% Sharpe 1.76
Official loaded data — not a live quote.

BLUEMONTE LARGE CAP GROWTH ETF

Symbol: BLGR

Exchange: NYSE

Sector: Technology

Category: Large Growth

Inception date: 20/06/2025

Latest date: 02/06/2026

Current price: $32.63

Expense ratio: 0.24%

Assets under management
$243.6M
0.00% 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

7.38%

Ann. 124.12% (Sharpe / Sortino numerator)

Volatility

13.34%

Sharpe ratio

9.031

VaR 95%

-1.07%

CVaR 95%: -1.25%
Max drawdown: -2.81%
Sortino ratio: 16.065
Calmar ratio: 44.10

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

15.51%

Ann. 73.25% (Sharpe / Sortino numerator)

Volatility

18.47%

Sharpe ratio

3.769

VaR 95%

-1.72%

CVaR 95%: -2.07%
Max drawdown: -9.04%
Sortino ratio: 6.526
Calmar ratio: 8.11

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

11.46%

Ann. 22.14% (Sharpe / Sortino numerator)

Volatility

16.65%

Sharpe ratio

1.112

VaR 95%

-1.72%

CVaR 95%: -2.09%
Max drawdown: -13.12%
Sortino ratio: 1.758
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

29.56%

Ann. 30.89% (Sharpe / Sortino numerator)

Volatility

15.48%

Sharpe ratio

1.761

VaR 95%

-1.72%

CVaR 95%: -2.11%
Max drawdown: -14.08%
Sortino ratio: 2.571
Calmar ratio: 2.19

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: 23/06/2025 - 02/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.114%

Best day

3.647%

31/03/2026
Worst day

-3.11%

10/10/2025
Days with data

237

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $32.63 $32.72 $32.61 $32.63 24,800
01/06/2026 $32.54 $32.81 $32.52 $32.72 18,600
29/05/2026 $32.42 $32.56 $32.38 $32.50 67,600
28/05/2026 $31.99 $32.36 $31.99 $32.34 12,600
27/05/2026 $31.99 $32.07 $31.90 $32.02 19,800
26/05/2026 $31.93 $32.09 $31.93 $32.02 21,300
22/05/2026 $31.84 $31.87 $31.72 $31.74 11,000
21/05/2026 $31.57 $31.77 $31.48 $31.69 25,100
20/05/2026 $31.35 $31.66 $31.35 $31.66 138,600
19/05/2026 $31.39 $31.42 $31.18 $31.21 174,000