Summary
CARK
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 22.33% Volatility 22.81% Sharpe 0.42
Official loaded data — not a live quote.

CASTLEARK LARGE GROWTH ETF

Symbol: CARK

Exchange: NYSE

Sector: Technology

Category: Large Growth

Inception date: 06/12/2023

Latest date: 03/06/2026

Current price: $47.74

Expense ratio: 0.54%

Assets under management
$309.3M
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

5.14%

Ann. -40.58% (Sharpe / Sortino numerator)

Volatility

24.76%

Sharpe ratio

-1.785

VaR 95%

-2.29%

CVaR 95%: -2.71%
Max drawdown: -9.44%
Sortino ratio: -3.065
Calmar ratio: -4.30

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

14.01%

Ann. -30.31% (Sharpe / Sortino numerator)

Volatility

20.59%

Sharpe ratio

-1.648

VaR 95%

-2.31%

CVaR 95%: -2.59%
Max drawdown: -14.50%
Sortino ratio: -2.841
Calmar ratio: -2.09

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

8.76%

Ann. -15.92% (Sharpe / Sortino numerator)

Volatility

19.42%

Sharpe ratio

-1.007

VaR 95%

-2.27%

CVaR 95%: -2.64%
Max drawdown: -16.50%
Sortino ratio: -1.480
Calmar ratio: -0.96

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

22.33%

Ann. 13.29% (Sharpe / Sortino numerator)

Volatility

22.81%

Sharpe ratio

0.423

VaR 95%

-2.13%

CVaR 95%: -3.25%
Max drawdown: -16.50%
Sortino ratio: 0.560
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

29.82%

Ann. 5.87% (Sharpe / Sortino numerator)

Volatility

21.54%

Sharpe ratio

0.104

VaR 95%

-2.35%

CVaR 95%: -3.23%
Max drawdown: -25.22%
Sortino ratio: 0.136
Calmar ratio: 0.23

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

57.33%

Ann. 18.98% (Sharpe / Sortino numerator)

Volatility

21.06%

Sharpe ratio

0.731

VaR 95%

-2.23%

CVaR 95%: -3.08%
Max drawdown: -25.22%
Sortino ratio: 0.984
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.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 03/06/2025 - 03/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.086%

Best day

3.765%

31/03/2026
Worst day

-3.307%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $47.74 $47.74 $47.74 $47.74 100
02/06/2026 $48.29 $48.29 $48.29 $48.29 100
01/06/2026 $48.51 $48.51 $48.51 $48.51 100
29/05/2026 $47.98 $47.98 $47.98 $47.98 100
28/05/2026 $47.78 $47.78 $47.78 $47.78 100
27/05/2026 $46.96 $47.07 $46.96 $47.07 1,000
26/05/2026 $47.05 $47.17 $47.05 $47.17 3,000
22/05/2026 $46.93 $47.07 $46.82 $46.82 26,000
21/05/2026 $46.60 $46.76 $46.60 $46.76 200
20/05/2026 $46.58 $46.58 $46.58 $46.58 100