Summary
BLGR
Prices · period metrics · 12M
NAV as of 16/07/2026
23/06/2025 → 28/05/2026
Return 19.57% 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: 16/07/2026

Current price: $31.64

Expense ratio: 0.24%

Assets under management
$274.6M
-0.41% daily change

Period performance

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

Adjusted return
--
--

Performance metrics

Period total return

-0.06%

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

7.04%

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

8.16%

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

19.57%

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: 16/07/2025 - 16/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.076%

Best day

3.647%

31/03/2026
Worst day

-3.274%

05/06/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $31.77 $31.93 $31.57 $31.64 16,800
15/07/2026 $31.95 $32.09 $31.84 $32.09 15,800
14/07/2026 $31.73 $31.96 $31.73 $31.91 8,100
13/07/2026 $31.86 $31.86 $31.61 $31.64 8,400
10/07/2026 $31.78 $32.05 $31.71 $32.05 12,300
09/07/2026 $29.79 $31.91 $29.79 $31.91 29,800
08/07/2026 $31.42 $31.58 $31.31 $31.58 22,100
07/07/2026 $31.43 $31.69 $31.43 $31.55 18,200
06/07/2026 $31.59 $31.87 $31.59 $31.80 8,600
02/07/2026 $31.82 $31.82 $31.21 $31.42 13,100