Summary
DAK
Prices · period metrics · 12M
NAV as of 17/07/2026
30/07/2025 → 28/05/2026
Return 17.44% Volatility 11.21% Sharpe 1.78
Official loaded data — not a live quote.

DAKOTA ACTIVE EQUITY ETF

Symbol: DAK

Exchange: NASDAQ

Sector: Technology

Category: Large Blend

Inception date: 29/07/2025

Latest date: 17/07/2026

Current price: $29.02

Expense ratio: 0.43%

Assets under management
$42.4M
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

1.08%

Ann. 116.71% (Sharpe / Sortino numerator)

Volatility

11.08%

Sharpe ratio

10.210

VaR 95%

-0.75%

CVaR 95%: -0.80%
Max drawdown: -0.96%
Sortino ratio: 29.728
Calmar ratio: 121.21

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

5.55%

Ann. 42.25% (Sharpe / Sortino numerator)

Volatility

13.52%

Sharpe ratio

2.856

VaR 95%

-1.34%

CVaR 95%: -1.41%
Max drawdown: -7.56%
Sortino ratio: 5.345
Calmar ratio: 5.59

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

9.72%

Ann. 22.55% (Sharpe / Sortino numerator)

Volatility

11.74%

Sharpe ratio

1.611

VaR 95%

-1.27%

CVaR 95%: -1.49%
Max drawdown: -7.87%
Sortino ratio: 2.596
Calmar ratio: 2.86

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

17.44%

Ann. 23.53% (Sharpe / Sortino numerator)

Volatility

11.21%

Sharpe ratio

1.775

VaR 95%

-1.27%

CVaR 95%: -1.52%
Max drawdown: -7.87%
Sortino ratio: 2.714
Calmar ratio: 2.99

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.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 30/07/2025 - 17/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.069%

Best day

2.489%

08/04/2026
Worst day

-2.283%

05/06/2026
Days with data

242

Recent price history (last 90 days)

Date Open High Low Close Volume
17/07/2026 $29.02 $29.02 $29.02 $29.02 100
16/07/2026 $29.23 $29.23 $29.23 $29.23 100
15/07/2026 $29.32 $29.32 $29.32 $29.32 100
14/07/2026 $29.18 $29.23 $29.18 $29.23 600
13/07/2026 $29.19 $29.19 $29.17 $29.17 500
10/07/2026 $29.26 $29.26 $29.26 $29.26 100
09/07/2026 $29.17 $29.17 $29.17 $29.17 100
08/07/2026 $29.00 $29.00 $29.00 $29.00 100
07/07/2026 $29.13 $29.13 $29.13 $29.13 100
06/07/2026 $29.25 $29.25 $29.25 $29.25 100