Summary
BRES
Prices · period metrics · 1M
NAV as of 17/07/2026
28/04/2026 → 28/05/2026
Return -0.30% Volatility 12.53% Sharpe 2.60
Official loaded data — not a live quote.

BURNEY U.S. EQUITY SELECT ETF

Symbol: BRES

Exchange: NASDAQ

Sector: Technology

Category: Large Blend

Inception date: 04/02/2026

Latest date: 17/07/2026

Current price: $26.75

Expense ratio: 0.79%

Assets under management
$672.2M
-0.37% 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

-0.30%

Ann. 36.17% (Sharpe / Sortino numerator)

Volatility

12.53%

Sharpe ratio

2.597

VaR 95%

-1.00%

CVaR 95%: -1.37%
Max drawdown: -2.88%
Sortino ratio: 4.115
Calmar ratio: 12.56

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

1.90%

Ann. 24.23% (Sharpe / Sortino numerator)

Volatility

15.61%

Sharpe ratio

1.319

VaR 95%

-1.54%

CVaR 95%: -1.69%
Max drawdown: -8.27%
Sortino ratio: 2.381
Calmar ratio: 2.93

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

7.68%

Ann. 22.56% (Sharpe / Sortino numerator)

Volatility

16.00%

Sharpe ratio

1.183

VaR 95%

-1.74%

CVaR 95%: -1.95%
Max drawdown: -9.16%
Sortino ratio: 1.923
Calmar ratio: 2.46

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 1M

Daily simple returns from the same adjusted closes used by the performance chart: 17/06/2026 - 17/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

-0.012%

Best day

1.328%

09/07/2026
Worst day

-1.388%

16/07/2026
Days with data

20

Recent price history (last 90 days)

Date Open High Low Close Volume
17/07/2026 $26.85 $26.91 $26.71 $26.75 20,700
16/07/2026 $27.20 $27.21 $26.93 $27.00 7,200
15/07/2026 $27.36 $27.38 $27.30 $27.38 2,100
14/07/2026 $27.34 $27.50 $27.34 $27.39 400
13/07/2026 $27.31 $27.31 $27.13 $27.13 34,700
10/07/2026 $27.45 $27.54 $27.40 $27.51 32,800
09/07/2026 $27.24 $27.46 $27.24 $27.46 400
08/07/2026 $26.95 $27.14 $26.92 $27.10 9,200
07/07/2026 $27.34 $27.39 $27.27 $27.30 2,700
06/07/2026 $27.44 $27.45 $27.43 $27.43 800