Summary
FDLS
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 33.04% Volatility 21.60% Sharpe 1.29
Official loaded data — not a live quote.

INSPIRE FIDELIS MULTI FACTOR ETF

Symbol: FDLS

Exchange: NYSE

Sector: Technology

Category: Small Blend

Inception date: 23/08/2022

Latest date: 03/06/2026

Current price: $40.33

Expense ratio: 0.66%

Assets under management
$195.1M
-0.79% 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

-0.93%

Ann. -44.73% (Sharpe / Sortino numerator)

Volatility

24.79%

Sharpe ratio

-1.950

VaR 95%

-2.37%

CVaR 95%: -2.67%
Max drawdown: -8.17%
Sortino ratio: -3.589
Calmar ratio: -5.47

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

4.85%

Ann. 17.70% (Sharpe / Sortino numerator)

Volatility

20.42%

Sharpe ratio

0.689

VaR 95%

-2.23%

CVaR 95%: -2.48%
Max drawdown: -9.77%
Sortino ratio: 1.066
Calmar ratio: 1.81

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

13.27%

Ann. 16.45% (Sharpe / Sortino numerator)

Volatility

19.43%

Sharpe ratio

0.660

VaR 95%

-2.21%

CVaR 95%: -2.56%
Max drawdown: -9.77%
Sortino ratio: 1.026
Calmar ratio: 1.68

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

33.04%

Ann. 31.43% (Sharpe / Sortino numerator)

Volatility

21.60%

Sharpe ratio

1.287

VaR 95%

-2.01%

CVaR 95%: -3.21%
Max drawdown: -9.77%
Sortino ratio: 1.647
Calmar ratio: 3.22

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

44.07%

Ann. 15.74% (Sharpe / Sortino numerator)

Volatility

20.01%

Sharpe ratio

0.605

VaR 95%

-1.90%

CVaR 95%: -2.93%
Max drawdown: -23.32%
Sortino ratio: 0.819
Calmar ratio: 0.67

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

72.37%

Ann. 17.49% (Sharpe / Sortino numerator)

Volatility

18.64%

Sharpe ratio

0.744

VaR 95%

-1.68%

CVaR 95%: -2.64%
Max drawdown: -23.32%
Sortino ratio: 1.050
Calmar ratio: 0.75

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.

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

0.119%

Best day

3.348%

06/02/2026
Worst day

-3.015%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $40.65 $40.65 $40.27 $40.33 243,500
02/06/2026 $40.51 $40.86 $40.51 $40.80 19,400
01/06/2026 $40.32 $40.57 $40.22 $40.47 24,300
29/05/2026 $40.78 $40.81 $40.50 $40.55 21,800
28/05/2026 $40.92 $40.99 $40.64 $40.84 15,100
27/05/2026 $41.27 $41.33 $41.10 $41.18 18,200
26/05/2026 $40.83 $41.23 $40.83 $41.23 20,600
22/05/2026 $40.43 $40.56 $40.37 $40.46 18,200
21/05/2026 $40.10 $40.34 $39.94 $40.27 11,400
20/05/2026 $39.80 $40.33 $39.80 $40.33 16,200