Summary
BWTG
Prices · period metrics · 12M
NAV as of 17/07/2026
02/04/2025 → 02/04/2026
Return 16.05% Volatility 15.22% Sharpe 0.29
Official loaded data — not a live quote.

BRENDAN WOOD TOPGUN ETF

Symbol: BWTG

Exchange: BATS

Sector: Technology

Category: Large Growth

Inception date: 08/11/2023

Latest date: 17/07/2026

Current price: $41.98

Expense ratio: 0.95%

Assets under management
$21.4M
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

0.57%

Ann. -47.08% (Sharpe / Sortino numerator)

Volatility

16.81%

Sharpe ratio

-3.016

VaR 95%

-1.66%

CVaR 95%: -1.68%
Max drawdown: -8.47%
Sortino ratio: -4.952
Calmar ratio: -5.56

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

4.46%

Ann. -18.55% (Sharpe / Sortino numerator)

Volatility

13.80%

Sharpe ratio

-1.607

VaR 95%

-1.60%

CVaR 95%: -1.77%
Max drawdown: -9.93%
Sortino ratio: -2.343
Calmar ratio: -1.87

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.

Period total return

7.86%

Ann. -3.00% (Sharpe / Sortino numerator)

Volatility

12.51%

Sharpe ratio

-0.530

VaR 95%

-1.52%

CVaR 95%: -1.76%
Max drawdown: -9.93%
Sortino ratio: -0.764
Calmar ratio: -0.30

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

16.05%

Ann. 8.06% (Sharpe / Sortino numerator)

Volatility

15.22%

Sharpe ratio

0.291

VaR 95%

-1.37%

CVaR 95%: -2.19%
Max drawdown: -9.93%
Sortino ratio: 0.374
Calmar ratio: 0.81

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

27.27%

Ann. 9.94% (Sharpe / Sortino numerator)

Volatility

14.20%

Sharpe ratio

0.445

VaR 95%

-1.41%

CVaR 95%: -2.00%
Max drawdown: -13.18%
Sortino ratio: 0.606
Calmar ratio: 0.75

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

69.45%

Ann. 22.12% (Sharpe / Sortino numerator)

Volatility

14.18%

Sharpe ratio

1.307

VaR 95%

-1.28%

CVaR 95%: -1.88%
Max drawdown: -13.18%
Sortino ratio: 1.876
Calmar ratio: 1.68

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: 17/07/2025 - 17/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.062%

Best day

2.81%

08/04/2026
Worst day

-2.112%

15/05/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
17/07/2026 $41.98 $41.98 $41.98 $41.98 100
16/07/2026 $42.54 $42.54 $42.23 $42.23 300
15/07/2026 $42.48 $42.48 $42.48 $42.48 200
14/07/2026 $42.52 $42.58 $42.52 $42.58 700
13/07/2026 $42.19 $42.19 $42.19 $42.19 100
10/07/2026 $42.47 $42.52 $42.47 $42.52 600
09/07/2026 $42.46 $42.50 $42.37 $42.37 300
08/07/2026 $42.01 $42.07 $42.00 $42.07 1,800
07/07/2026 $42.22 $42.22 $42.22 $42.22 100
06/07/2026 $42.45 $42.45 $42.45 $42.45 100