Summary
DSPY
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 26.81% Volatility 17.20% Sharpe 0.72
Official loaded data — not a live quote.

Tema ETF Trust S&P 500 Historical Weight ETF Strategy

Symbol: DSPY

Exchange: NYSE

Sector: Technology

Category: Large Blend

Inception date: 31/03/2025

Latest date: 03/06/2026

Current price: $65.37

Expense ratio: 0.18%

Assets under management
$838.2M
-0.49% 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

5.59%

Ann. -38.70% (Sharpe / Sortino numerator)

Volatility

16.38%

Sharpe ratio

-2.585

VaR 95%

-1.46%

CVaR 95%: -1.50%
Max drawdown: -6.99%
Sortino ratio: -4.848
Calmar ratio: -5.54

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

10.12%

Ann. -6.42% (Sharpe / Sortino numerator)

Volatility

13.64%

Sharpe ratio

-0.737

VaR 95%

-1.46%

CVaR 95%: -1.57%
Max drawdown: -7.66%
Sortino ratio: -1.166
Calmar ratio: -0.84

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

12.63%

Ann. 1.33% (Sharpe / Sortino numerator)

Volatility

12.69%

Sharpe ratio

-0.181

VaR 95%

-1.46%

CVaR 95%: -1.69%
Max drawdown: -7.66%
Sortino ratio: -0.265
Calmar ratio: 0.17

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

26.81%

Ann. 15.94% (Sharpe / Sortino numerator)

Volatility

17.20%

Sharpe ratio

0.716

VaR 95%

-1.46%

CVaR 95%: -2.45%
Max drawdown: -8.04%
Sortino ratio: 0.884
Calmar ratio: 1.98

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

0.097%

Best day

2.497%

31/03/2026
Worst day

-2.352%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $65.69 $65.69 $65.32 $65.37 11,200
02/06/2026 $65.29 $65.61 $65.29 $65.61 2,300
01/06/2026 $65.01 $65.49 $65.01 $65.33 3,100
29/05/2026 $65.28 $65.29 $65.11 $65.23 1,364,500
28/05/2026 $64.94 $65.10 $64.62 $65.01 6,800
27/05/2026 $64.99 $64.99 $64.61 $64.65 3,400
26/05/2026 $64.65 $64.78 $64.62 $64.78 16,300
22/05/2026 $64.31 $64.45 $64.28 $64.28 74,000
21/05/2026 $63.57 $63.98 $63.55 $63.89 6,900
20/05/2026 $63.37 $63.68 $63.37 $63.68 5,600