Summary
FDAT
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 11.76% Volatility 10.54% Sharpe 0.33
Official loaded data — not a live quote.

Tactical Advantage ETF

Symbol: FDAT

Exchange: NYSE

Sector: Healthcare

Category: Tactical Allocation

Inception date: 19/04/2023

Latest date: 16/07/2026

Current price: $22.42

Expense ratio: 0.78%

Assets under management
$36.5M
-0.27% 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

1.19%

Ann. -44.79% (Sharpe / Sortino numerator)

Volatility

9.32%

Sharpe ratio

-5.196

VaR 95%

-0.77%

CVaR 95%: -1.55%
Max drawdown: -3.88%
Sortino ratio: -5.524
Calmar ratio: -11.55

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

3.48%

Ann. -3.41% (Sharpe / Sortino numerator)

Volatility

11.10%

Sharpe ratio

-0.634

VaR 95%

-0.86%

CVaR 95%: -1.62%
Max drawdown: -5.75%
Sortino ratio: -0.821
Calmar ratio: -0.59

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

1.12%

Ann. -1.75% (Sharpe / Sortino numerator)

Volatility

11.81%

Sharpe ratio

-0.456

VaR 95%

-1.17%

CVaR 95%: -1.73%
Max drawdown: -5.88%
Sortino ratio: -0.643
Calmar ratio: -0.30

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

11.76%

Ann. 7.07% (Sharpe / Sortino numerator)

Volatility

10.54%

Sharpe ratio

0.326

VaR 95%

-0.96%

CVaR 95%: -1.67%
Max drawdown: -5.88%
Sortino ratio: 0.408
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.

Period total return

14.49%

Ann. 6.00% (Sharpe / Sortino numerator)

Volatility

10.45%

Sharpe ratio

0.227

VaR 95%

-0.96%

CVaR 95%: -1.64%
Max drawdown: -8.20%
Sortino ratio: 0.288
Calmar ratio: 0.73

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

27.00%

Ann. 8.48% (Sharpe / Sortino numerator)

Volatility

9.53%

Sharpe ratio

0.512

VaR 95%

-0.88%

CVaR 95%: -1.43%
Max drawdown: -8.20%
Sortino ratio: 0.663
Calmar ratio: 1.03

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: 16/07/2025 - 16/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.046%

Best day

2.135%

06/02/2026
Worst day

-2.142%

05/06/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $22.48 $22.49 $22.38 $22.42 600
15/07/2026 $22.38 $22.38 $22.32 $22.33 300
14/07/2026 $22.30 $22.35 $22.27 $22.28 700
13/07/2026 $22.38 $22.38 $22.27 $22.27 200
10/07/2026 $22.36 $22.39 $22.31 $22.35 900
09/07/2026 $22.28 $22.34 $22.24 $22.30 500
08/07/2026 $22.28 $22.28 $22.13 $22.20 700
07/07/2026 $22.54 $22.54 $22.43 $22.44 400
06/07/2026 $22.46 $22.56 $22.46 $22.52 600
02/07/2026 $22.57 $22.57 $22.42 $22.43 800