Summary
FMCX
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 16.25% Volatility 15.46% Sharpe 0.28
Official loaded data — not a live quote.

FM FOCUS EQUITY ETF

Symbol: FMCX

Exchange: NYSE

Sector: Technology

Category: Large Blend

Inception date: 22/04/2022

Latest date: 03/06/2026

Current price: $36.68

Expense ratio: 0.71%

Assets under management
$114.6M
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

2.47%

Ann. -40.52% (Sharpe / Sortino numerator)

Volatility

17.96%

Sharpe ratio

-2.459

VaR 95%

-1.85%

CVaR 95%: -1.89%
Max drawdown: -7.66%
Sortino ratio: -4.565
Calmar ratio: -5.29

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

9.61%

Ann. -22.97% (Sharpe / Sortino numerator)

Volatility

16.27%

Sharpe ratio

-1.635

VaR 95%

-1.78%

CVaR 95%: -1.88%
Max drawdown: -12.59%
Sortino ratio: -2.635
Calmar ratio: -1.82

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

4.99%

Ann. -16.17% (Sharpe / Sortino numerator)

Volatility

14.16%

Sharpe ratio

-1.399

VaR 95%

-1.70%

CVaR 95%: -1.90%
Max drawdown: -12.59%
Sortino ratio: -2.109
Calmar ratio: -1.28

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

16.25%

Ann. 7.89% (Sharpe / Sortino numerator)

Volatility

15.46%

Sharpe ratio

0.276

VaR 95%

-1.66%

CVaR 95%: -2.38%
Max drawdown: -12.59%
Sortino ratio: 0.330
Calmar ratio: 0.63

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.

Period total return

33.59%

Ann. 7.77% (Sharpe / Sortino numerator)

Volatility

14.78%

Sharpe ratio

0.280

VaR 95%

-1.68%

CVaR 95%: -2.24%
Max drawdown: -17.70%
Sortino ratio: 0.360
Calmar ratio: 0.44

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

56.91%

Ann. 13.10% (Sharpe / Sortino numerator)

Volatility

13.80%

Sharpe ratio

0.686

VaR 95%

-1.40%

CVaR 95%: -2.02%
Max drawdown: -17.70%
Sortino ratio: 0.915
Calmar ratio: 0.74

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

0.063%

Best day

2.737%

08/04/2026
Worst day

-2.294%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $36.68 $36.68 $36.68 $36.68 100
02/06/2026 $36.94 $36.94 $36.94 $36.94 100
01/06/2026 $37.11 $37.11 $37.11 $37.11 100
29/05/2026 $36.90 $36.90 $36.90 $36.90 100
28/05/2026 $36.73 $36.73 $36.73 $36.73 100
27/05/2026 $36.59 $36.65 $36.59 $36.65 100
26/05/2026 $36.78 $36.78 $36.78 $36.78 200
22/05/2026 $36.79 $36.79 $36.69 $36.69 1,200
21/05/2026 $36.45 $36.59 $36.45 $36.59 700
20/05/2026 $36.55 $36.55 $36.55 $36.55 100