Summary
DSTX
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 28.82% Volatility 18.08% Sharpe 1.58
Official loaded data — not a live quote.

DISTILLATE INTERNATIONAL FUNDAMENTAL STABILITY & VALUE ETF

Symbol: DSTX

Exchange: NYSE

Sector: Technology

Category: Foreign Large Blend

Inception date: 14/12/2020

Latest date: 03/06/2026

Current price: $33.88

Expense ratio: 0.55%

Assets under management
$50.2M
-0.41% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
--
--

Performance metrics

Period total return

1.49%

Ann. -53.78% (Sharpe / Sortino numerator)

Volatility

29.10%

Sharpe ratio

-1.972

VaR 95%

-3.03%

CVaR 95%: -3.59%
Max drawdown: -8.52%
Sortino ratio: -2.910
Calmar ratio: -6.31

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

1.14%

Ann. 8.11% (Sharpe / Sortino numerator)

Volatility

21.14%

Sharpe ratio

0.212

VaR 95%

-2.29%

CVaR 95%: -3.07%
Max drawdown: -12.67%
Sortino ratio: 0.271
Calmar ratio: 0.64

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

9.62%

Ann. 15.32% (Sharpe / Sortino numerator)

Volatility

17.49%

Sharpe ratio

0.668

VaR 95%

-1.82%

CVaR 95%: -2.69%
Max drawdown: -12.67%
Sortino ratio: 0.845
Calmar ratio: 1.21

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

28.82%

Ann. 32.25% (Sharpe / Sortino numerator)

Volatility

18.08%

Sharpe ratio

1.583

VaR 95%

-1.66%

CVaR 95%: -2.66%
Max drawdown: -12.67%
Sortino ratio: 2.028
Calmar ratio: 2.55

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

47.06%

Ann. 18.86% (Sharpe / Sortino numerator)

Volatility

16.42%

Sharpe ratio

0.927

VaR 95%

-1.64%

CVaR 95%: -2.35%
Max drawdown: -13.28%
Sortino ratio: 1.270
Calmar ratio: 1.42

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

60.70%

Ann. 15.97% (Sharpe / Sortino numerator)

Volatility

15.40%

Sharpe ratio

0.802

VaR 95%

-1.56%

CVaR 95%: -2.17%
Max drawdown: -13.28%
Sortino ratio: 1.124
Calmar ratio: 1.20

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

0.106%

Best day

3.491%

31/03/2026
Worst day

-3.821%

03/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $34.02 $34.07 $33.88 $33.88 2,400
02/06/2026 $34.42 $34.49 $34.41 $34.49 900
01/06/2026 $34.32 $34.56 $34.32 $34.56 500
29/05/2026 $34.32 $34.32 $34.24 $34.24 3,000
28/05/2026 $34.15 $34.27 $34.15 $34.27 2,700
27/05/2026 $34.36 $34.36 $34.26 $34.28 7,100
26/05/2026 $34.30 $34.30 $34.30 $34.30 100
22/05/2026 $33.85 $34.09 $33.82 $33.83 11,000
21/05/2026 $33.83 $34.13 $33.83 $34.08 900
20/05/2026 $33.61 $34.11 $33.61 $34.06 1,900