Summary
CLSE
Prices · period metrics · 12M
NAV as of 17/07/2026
02/04/2025 → 02/04/2026
Return 45.08% Volatility 14.60% Sharpe 2.00
Official loaded data — not a live quote.

CONVERGENCE LONG/SHORT EQUITY ETF

Symbol: CLSE

Exchange: BATS

Sector: Technology

Category: Long-Short Equity

Inception date: 29/12/2009

Latest date: 17/07/2026

Current price: $33.71

Expense ratio: 1.52%

Assets under management
$733.1M
0.54% 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

-1.09%

Ann. 17.53% (Sharpe / Sortino numerator)

Volatility

19.66%

Sharpe ratio

0.707

VaR 95%

-1.59%

CVaR 95%: -2.01%
Max drawdown: -4.19%
Sortino ratio: 1.177
Calmar ratio: 4.19

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.

Period total return

10.09%

Ann. 17.56% (Sharpe / Sortino numerator)

Volatility

15.97%

Sharpe ratio

0.873

VaR 95%

-1.59%

CVaR 95%: -2.00%
Max drawdown: -4.85%
Sortino ratio: 1.366
Calmar ratio: 3.62

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

22.31%

Ann. 23.94% (Sharpe / Sortino numerator)

Volatility

14.88%

Sharpe ratio

1.366

VaR 95%

-1.55%

CVaR 95%: -1.93%
Max drawdown: -4.85%
Sortino ratio: 2.148
Calmar ratio: 4.94

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

45.08%

Ann. 32.83% (Sharpe / Sortino numerator)

Volatility

14.60%

Sharpe ratio

2.000

VaR 95%

-1.40%

CVaR 95%: -2.13%
Max drawdown: -4.85%
Sortino ratio: 2.565
Calmar ratio: 6.77

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

62.99%

Ann. 19.48% (Sharpe / Sortino numerator)

Volatility

14.77%

Sharpe ratio

1.073

VaR 95%

-1.50%

CVaR 95%: -2.23%
Max drawdown: -16.45%
Sortino ratio: 1.371
Calmar ratio: 1.18

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

115.10%

Ann. 25.09% (Sharpe / Sortino numerator)

Volatility

13.54%

Sharpe ratio

1.585

VaR 95%

-1.31%

CVaR 95%: -1.96%
Max drawdown: -16.45%
Sortino ratio: 2.115
Calmar ratio: 1.53

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

0.152%

Best day

2.588%

08/04/2026
Worst day

-2.407%

26/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
17/07/2026 $33.53 $33.86 $33.38 $33.71 233,500
16/07/2026 $33.94 $34.01 $33.70 $33.79 258,500
15/07/2026 $34.19 $34.19 $33.81 $34.08 206,400
14/07/2026 $34.10 $34.27 $34.02 $34.15 186,200
13/07/2026 $34.10 $34.19 $33.98 $34.07 174,000
10/07/2026 $34.08 $34.18 $33.95 $34.17 284,100
09/07/2026 $33.90 $34.09 $33.86 $34.01 338,400
08/07/2026 $33.53 $33.80 $33.53 $33.80 219,100
07/07/2026 $33.47 $33.65 $33.34 $33.61 276,900
06/07/2026 $33.29 $33.66 $33.29 $33.48 419,600