Summary
EGGY
Prices · period metrics · 12M
NAV as of 20/07/2026
30/05/2025 → 28/05/2026
Return 14.38% Volatility 29.04% Sharpe 1.53
Official loaded data — not a live quote.

NESTYIELD DYNAMIC INCOME ETF

Symbol: EGGY

Exchange: NYSE

Sector: Technology

Category: Equity Hedged

Inception date: 26/12/2024

Latest date: 20/07/2026

Current price: $33.76

Expense ratio: 0.92%

Assets under management
$159.8M
-2.37% 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

-24.27%

Ann. 599.01% (Sharpe / Sortino numerator)

Volatility

43.74%

Sharpe ratio

13.612

VaR 95%

-3.85%

CVaR 95%: -4.34%
Max drawdown: -8.66%
Sortino ratio: 23.213
Calmar ratio: 69.19

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

4.19%

Ann. 219.69% (Sharpe / Sortino numerator)

Volatility

37.25%

Sharpe ratio

5.801

VaR 95%

-3.94%

CVaR 95%: -4.59%
Max drawdown: -9.74%
Sortino ratio: 7.491
Calmar ratio: 22.55

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

14.07%

Ann. 74.18% (Sharpe / Sortino numerator)

Volatility

33.50%

Sharpe ratio

2.106

VaR 95%

-3.85%

CVaR 95%: -5.11%
Max drawdown: -12.91%
Sortino ratio: 2.326
Calmar ratio: 5.75

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

14.38%

Ann. 48.18% (Sharpe / Sortino numerator)

Volatility

29.04%

Sharpe ratio

1.534

VaR 95%

-3.70%

CVaR 95%: -4.55%
Max drawdown: -18.34%
Sortino ratio: 1.781
Calmar ratio: 2.63

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

0.081%

Best day

5.41%

15/06/2026
Worst day

-9.057%

04/02/2026
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $34.58 $35.09 $33.76 $33.76 141,100
17/07/2026 $32.41 $34.56 $31.56 $33.67 146,000
16/07/2026 $35.23 $35.23 $33.30 $33.52 182,500
15/07/2026 $37.94 $37.94 $34.90 $36.27 138,000
14/07/2026 $37.75 $39.00 $37.08 $37.77 118,600
13/07/2026 $37.77 $37.88 $36.59 $36.85 107,900
10/07/2026 $38.09 $39.09 $37.92 $38.93 86,200
09/07/2026 $39.41 $40.02 $38.85 $38.96 58,500
08/07/2026 $36.90 $38.07 $36.52 $37.89 75,600
07/07/2026 $37.98 $38.08 $36.20 $37.32 137,200