Summary
DIVD
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 26.02% Volatility 15.37% Sharpe 1.25
Official loaded data — not a live quote.

ALTRIUS GLOBAL DIVIDEND ETF

Symbol: DIVD

Exchange: NASDAQ

Sector: Healthcare

Category: Global Large-Stock Value

Inception date: 29/09/2022

Latest date: 16/07/2026

Current price: $43.83

Expense ratio: 0.49%

Assets under management
$19.1M
0.27% 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

2.02%

Ann. -24.87% (Sharpe / Sortino numerator)

Volatility

14.91%

Sharpe ratio

-1.912

VaR 95%

-1.62%

CVaR 95%: -1.93%
Max drawdown: -4.74%
Sortino ratio: -2.639
Calmar ratio: -5.25

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

4.41%

Ann. 27.42% (Sharpe / Sortino numerator)

Volatility

12.93%

Sharpe ratio

1.840

VaR 95%

-1.42%

CVaR 95%: -1.69%
Max drawdown: -6.94%
Sortino ratio: 2.557
Calmar ratio: 3.95

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

11.27%

Ann. 25.98% (Sharpe / Sortino numerator)

Volatility

11.82%

Sharpe ratio

1.890

VaR 95%

-1.21%

CVaR 95%: -1.55%
Max drawdown: -6.94%
Sortino ratio: 2.826
Calmar ratio: 3.75

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.

Period total return

26.02%

Ann. 22.82% (Sharpe / Sortino numerator)

Volatility

15.37%

Sharpe ratio

1.249

VaR 95%

-1.24%

CVaR 95%: -2.13%
Max drawdown: -9.41%
Sortino ratio: 1.547
Calmar ratio: 2.43

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

41.31%

Ann. 14.76% (Sharpe / Sortino numerator)

Volatility

13.28%

Sharpe ratio

0.838

VaR 95%

-1.17%

CVaR 95%: -1.79%
Max drawdown: -13.88%
Sortino ratio: 1.121
Calmar ratio: 1.06

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

61.34%

Ann. 15.36% (Sharpe / Sortino numerator)

Volatility

12.59%

Sharpe ratio

0.931

VaR 95%

-1.18%

CVaR 95%: -1.65%
Max drawdown: -13.88%
Sortino ratio: 1.314
Calmar ratio: 1.11

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

0.095%

Best day

2.24%

30/04/2026
Worst day

-1.938%

03/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $43.71 $43.83 $43.71 $43.83 2,400
15/07/2026 $43.36 $43.42 $43.34 $43.34 1,900
14/07/2026 $43.30 $43.34 $43.14 $43.14 1,900
13/07/2026 $43.31 $43.31 $43.30 $43.30 500
10/07/2026 $43.21 $43.21 $43.17 $43.21 400
09/07/2026 $43.14 $43.18 $43.10 $43.10 3,800
08/07/2026 $43.22 $43.25 $43.08 $43.16 4,300
07/07/2026 $43.82 $43.88 $43.54 $43.59 3,500
06/07/2026 $43.17 $43.37 $43.17 $43.33 6,900
02/07/2026 $43.40 $43.42 $43.20 $43.42 5,200