ALPS EQUAL SECTOR WEIGHT ETF
Symbol: EQL
Exchange: NYSE
Sector: Technology
Category: Large Value
Inception date: 06/07/2009
Latest date: 03/06/2026
Current price: $50.28
Expense ratio: 0.27%
Period performance
Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.
Performance metrics
Period total return
0.96%
Ann. -38.68% (Sharpe / Sortino numerator)
Volatility
13.50%
Sharpe ratio
-3.133
VaR 95%
-1.47%
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
2.11%
Ann. 9.94% (Sharpe / Sortino numerator)
Volatility
11.15%
Sharpe ratio
0.566
VaR 95%
-1.35%
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
9.12%
Ann. 8.74% (Sharpe / Sortino numerator)
Volatility
10.46%
Sharpe ratio
0.489
VaR 95%
-1.08%
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
18.80%
Ann. 14.23% (Sharpe / Sortino numerator)
Volatility
14.90%
Sharpe ratio
0.711
VaR 95%
-1.12%
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
32.87%
Ann. 12.55% (Sharpe / Sortino numerator)
Volatility
13.09%
Sharpe ratio
0.682
VaR 95%
-1.19%
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
57.77%
Ann. 14.92% (Sharpe / Sortino numerator)
Volatility
12.34%
Sharpe ratio
0.915
VaR 95%
-1.14%
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.
Average daily return
0.07%
Best day
1.882%
Worst day
-1.872%
Days with data
251
Recent price history (last 90 days)
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 03/06/2026 | $50.22 | $50.50 | $50.22 | $50.28 | 47,600 |
| 02/06/2026 | $50.12 | $50.40 | $50.06 | $50.36 | 63,700 |
| 01/06/2026 | $50.61 | $50.61 | $50.18 | $50.26 | 60,100 |
| 29/05/2026 | $50.79 | $50.79 | $50.56 | $50.61 | 68,800 |
| 28/05/2026 | $50.76 | $50.90 | $50.65 | $50.79 | 510,900 |
| 27/05/2026 | $50.77 | $50.82 | $50.64 | $50.71 | 67,900 |
| 26/05/2026 | $50.71 | $50.84 | $50.65 | $50.69 | 40,000 |
| 22/05/2026 | $50.67 | $50.67 | $50.49 | $50.59 | 23,600 |
| 21/05/2026 | $50.13 | $50.38 | $49.93 | $50.35 | 59,000 |
| 20/05/2026 | $49.81 | $50.24 | $49.81 | $50.22 | 13,900 |