Summary
FMCE
Prices · period metrics · 12M
NAV as of 03/06/2026
30/05/2025 → 28/05/2026
Return 10.51% Volatility 12.35% Sharpe 0.71
Official loaded data — not a live quote.

FM COMPOUNDERS EQUITY ETF

Symbol: FMCE

Exchange: NYSE

Sector: Technology

Category: Large Blend

Inception date: 08/11/2024

Latest date: 03/06/2026

Current price: $27.81

Expense ratio: 0.72%

Assets under management
$66.0M
0.00% 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

1.62%

Ann. 44.49% (Sharpe / Sortino numerator)

Volatility

10.37%

Sharpe ratio

3.941

VaR 95%

-0.70%

CVaR 95%: -0.89%
Max drawdown: -2.19%
Sortino ratio: 8.226
Calmar ratio: 20.35

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

7.41%

Ann. 30.66% (Sharpe / Sortino numerator)

Volatility

14.68%

Sharpe ratio

1.841

VaR 95%

-1.44%

CVaR 95%: -1.67%
Max drawdown: -7.12%
Sortino ratio: 3.078
Calmar ratio: 4.30

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

5.10%

Ann. 14.78% (Sharpe / Sortino numerator)

Volatility

13.79%

Sharpe ratio

0.809

VaR 95%

-1.44%

CVaR 95%: -1.68%
Max drawdown: -10.77%
Sortino ratio: 1.316
Calmar ratio: 1.37

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

10.51%

Ann. 12.43% (Sharpe / Sortino numerator)

Volatility

12.35%

Sharpe ratio

0.712

VaR 95%

-1.23%

CVaR 95%: -1.59%
Max drawdown: -10.77%
Sortino ratio: 1.173
Calmar ratio: 1.15

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

0.043%

Best day

2.578%

08/04/2026
Worst day

-2.08%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $27.81 $27.81 $27.81 $27.81 100
02/06/2026 $28.00 $28.00 $28.00 $28.00 100
01/06/2026 $28.02 $28.12 $28.02 $28.12 100
29/05/2026 $28.12 $28.20 $28.09 $28.09 2,900
28/05/2026 $28.05 $28.05 $28.05 $28.05 100
27/05/2026 $28.03 $28.06 $28.03 $28.06 200
26/05/2026 $28.12 $28.12 $28.12 $28.12 100
22/05/2026 $28.20 $28.20 $28.10 $28.10 300
21/05/2026 $27.90 $28.00 $27.90 $27.99 1,500
20/05/2026 $27.99 $27.99 $27.99 $27.99 100