Summary
CARK
Prices · period metrics · 12M
NAV as of 17/07/2026
02/04/2025 → 02/04/2026
Return 12.03% 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: 17/07/2026

Current price: $46.73

Expense ratio: 0.54%

Assets under management
$322.2M
0.00% 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

1.04%

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

3.78%

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

8.57%

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

12.03%

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

20.65%

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

53.99%

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

Methodology: adjusted prices + daily simple return
Average daily return

0.052%

Best day

3.765%

31/03/2026
Worst day

-3.519%

05/06/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
17/07/2026 $46.73 $46.73 $46.73 $46.73 100
16/07/2026 $47.26 $47.26 $47.26 $47.26 100
15/07/2026 $47.68 $47.92 $47.48 $47.92 1,100
14/07/2026 $47.69 $47.69 $47.69 $47.69 100
13/07/2026 $47.26 $47.26 $47.26 $47.26 100
10/07/2026 $47.76 $47.91 $47.76 $47.91 1,100
09/07/2026 $47.69 $47.69 $47.69 $47.69 100
08/07/2026 $47.27 $47.27 $47.27 $47.27 100
07/07/2026 $47.00 $47.00 $47.00 $47.00 100
06/07/2026 $46.91 $47.27 $46.91 $47.23 400