Summary
CWS
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return -0.61% Volatility 16.30% Sharpe -0.26
Official loaded data — not a live quote.

ADVISORSHARES FOCUSED EQUITY ETF

Symbol: CWS

Exchange: NYSE

Sector: Healthcare

Category: Mid-Cap Blend

Inception date: 20/09/2016

Latest date: 16/07/2026

Current price: $68.87

Expense ratio: 0.65%

Assets under management
$132.4M
0.56% 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

0.12%

Ann. -48.51% (Sharpe / Sortino numerator)

Volatility

16.48%

Sharpe ratio

-3.164

VaR 95%

-1.70%

CVaR 95%: -1.82%
Max drawdown: -9.13%
Sortino ratio: -5.468
Calmar ratio: -5.31

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

3.20%

Ann. -17.31% (Sharpe / Sortino numerator)

Volatility

16.03%

Sharpe ratio

-1.306

VaR 95%

-1.71%

CVaR 95%: -2.06%
Max drawdown: -11.92%
Sortino ratio: -2.105
Calmar ratio: -1.45

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

-4.30%

Ann. -7.98% (Sharpe / Sortino numerator)

Volatility

14.71%

Sharpe ratio

-0.789

VaR 95%

-1.44%

CVaR 95%: -2.07%
Max drawdown: -11.92%
Sortino ratio: -1.162
Calmar ratio: -0.67

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

-0.61%

Ann. -0.68% (Sharpe / Sortino numerator)

Volatility

16.30%

Sharpe ratio

-0.264

VaR 95%

-1.41%

CVaR 95%: -2.34%
Max drawdown: -11.92%
Sortino ratio: -0.367
Calmar ratio: -0.06

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

5.95%

Ann. 2.92% (Sharpe / Sortino numerator)

Volatility

14.55%

Sharpe ratio

-0.049

VaR 95%

-1.34%

CVaR 95%: -2.02%
Max drawdown: -16.56%
Sortino ratio: -0.070
Calmar ratio: 0.18

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

27.21%

Ann. 9.33% (Sharpe / Sortino numerator)

Volatility

14.07%

Sharpe ratio

0.405

VaR 95%

-1.34%

CVaR 95%: -1.93%
Max drawdown: -16.56%
Sortino ratio: 0.594
Calmar ratio: 0.56

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.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 16/07/2025 - 16/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.001%

Best day

2.382%

08/04/2026
Worst day

-2.984%

29/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $68.48 $68.87 $68.48 $68.87 5,500
15/07/2026 $68.33 $68.53 $67.73 $67.73 2,700
14/07/2026 $68.66 $68.66 $67.89 $68.01 13,500
13/07/2026 $68.08 $68.67 $68.08 $68.55 8,200
10/07/2026 $68.09 $68.31 $68.06 $68.15 7,600
09/07/2026 $68.21 $68.40 $68.21 $68.40 3,400
08/07/2026 $67.97 $67.97 $67.75 $67.89 7,500
07/07/2026 $69.25 $69.25 $68.37 $68.52 8,600
06/07/2026 $68.55 $69.23 $68.55 $69.23 2,500
02/07/2026 $68.58 $68.96 $68.44 $68.71 4,000