Summary
EGGQ
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return 19.71% Volatility 32.38% Sharpe 0.72
Official loaded data — not a live quote.

NESTYIELD VISIONARY ETF

Symbol: EGGQ

Exchange: NASDAQ

Sector: Technology

Category: Equity Hedged

Inception date: 27/12/2024

Latest date: 20/07/2026

Current price: $50.69

Expense ratio: 0.93%

Assets under management
$96.5M
-2.51% 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

-23.95%

Ann. -27.82% (Sharpe / Sortino numerator)

Volatility

40.71%

Sharpe ratio

-0.773

VaR 95%

-4.97%

CVaR 95%: -5.21%
Max drawdown: -10.01%
Sortino ratio: -0.954
Calmar ratio: -2.78

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

5.54%

Ann. -24.83% (Sharpe / Sortino numerator)

Volatility

35.47%

Sharpe ratio

-0.802

VaR 95%

-4.21%

CVaR 95%: -5.75%
Max drawdown: -15.10%
Sortino ratio: -0.942
Calmar ratio: -1.64

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

16.54%

Ann. -25.88% (Sharpe / Sortino numerator)

Volatility

32.90%

Sharpe ratio

-0.897

VaR 95%

-3.87%

CVaR 95%: -5.07%
Max drawdown: -20.47%
Sortino ratio: -1.120
Calmar ratio: -1.26

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

19.71%

Ann. 27.01% (Sharpe / Sortino numerator)

Volatility

32.38%

Sharpe ratio

0.722

VaR 95%

-3.63%

CVaR 95%: -4.82%
Max drawdown: -20.47%
Sortino ratio: 0.953
Calmar ratio: 1.32

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: 21/07/2025 - 20/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.102%

Best day

5.41%

15/06/2026
Worst day

-7.996%

04/02/2026
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $52.00 $52.09 $50.69 $50.69 4,800
17/07/2026 $48.27 $51.41 $48.27 $50.27 3,100
16/07/2026 $51.00 $52.10 $49.65 $49.82 4,800
15/07/2026 $55.03 $55.03 $51.85 $53.92 3,800
14/07/2026 $57.00 $57.43 $55.97 $56.46 6,300
13/07/2026 $55.30 $56.22 $54.42 $54.89 4,400
10/07/2026 $57.55 $58.30 $57.55 $57.98 13,000
09/07/2026 $59.33 $59.47 $58.06 $58.06 4,000
08/07/2026 $56.06 $56.31 $54.40 $56.29 5,200
07/07/2026 $55.67 $56.58 $54.35 $55.37 6,800