Summary
CVRD
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 9.30% Volatility 16.15% Sharpe 0.22
Official loaded data — not a live quote.

MADISON COVERED CALL ETF

Symbol: CVRD

Exchange: NYSE

Sector: Technology

Category: Derivative Income

Inception date: 21/08/2023

Latest date: 03/06/2026

Current price: $18.64

Expense ratio: 0.92%

Assets under management
$34.6M
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

-0.17%

Ann. -37.22% (Sharpe / Sortino numerator)

Volatility

12.68%

Sharpe ratio

-3.222

VaR 95%

-1.51%

CVaR 95%: -1.74%
Max drawdown: -4.66%
Sortino ratio: -4.126
Calmar ratio: -7.99

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

1.63%

Ann. -11.37% (Sharpe / Sortino numerator)

Volatility

11.80%

Sharpe ratio

-1.271

VaR 95%

-1.41%

CVaR 95%: -1.59%
Max drawdown: -7.28%
Sortino ratio: -1.717
Calmar ratio: -1.56

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

3.25%

Ann. -3.21% (Sharpe / Sortino numerator)

Volatility

11.11%

Sharpe ratio

-0.616

VaR 95%

-1.25%

CVaR 95%: -1.73%
Max drawdown: -7.28%
Sortino ratio: -0.783
Calmar ratio: -0.44

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

9.30%

Ann. 7.25% (Sharpe / Sortino numerator)

Volatility

16.15%

Sharpe ratio

0.224

VaR 95%

-1.25%

CVaR 95%: -2.45%
Max drawdown: -7.54%
Sortino ratio: 0.266
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

11.48%

Ann. 2.87% (Sharpe / Sortino numerator)

Volatility

13.00%

Sharpe ratio

-0.059

VaR 95%

-1.19%

CVaR 95%: -1.96%
Max drawdown: -17.95%
Sortino ratio: -0.071
Calmar ratio: 0.16

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

18.18%

Ann. 6.41% (Sharpe / Sortino numerator)

Volatility

11.91%

Sharpe ratio

0.236

VaR 95%

-1.11%

CVaR 95%: -1.77%
Max drawdown: -17.95%
Sortino ratio: 0.289
Calmar ratio: 0.36

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

0.037%

Best day

1.743%

22/08/2025
Worst day

-2.397%

29/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $18.64 $18.64 $18.64 $18.64 100
02/06/2026 $18.82 $18.82 $18.82 $18.82 100
01/06/2026 $18.92 $18.92 $18.92 $18.92 100
29/05/2026 $18.78 $18.82 $18.78 $18.82 200
28/05/2026 $18.69 $18.69 $18.69 $18.69 100
27/05/2026 $18.58 $18.58 $18.58 $18.58 100
26/05/2026 $18.64 $18.64 $18.64 $18.64 100
22/05/2026 $18.73 $18.73 $18.73 $18.73 100
21/05/2026 $18.65 $18.65 $18.65 $18.65 100
20/05/2026 $18.71 $18.71 $18.71 $18.71 100