Summary
GDMA
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return 20.69% Volatility 12.17% Sharpe 2.20
Official loaded data — not a live quote.

GADSDEN DYNAMIC MULTI-ASSET ETF

Symbol: GDMA

Exchange: BATS

Sector: Technology

Category: Global Moderately Conservative Allocation

Inception date: 14/11/2018

Latest date: 20/07/2026

Current price: $41.65

Expense ratio: 0.75%

Assets under management
$212.6M
-0.95% 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

-5.43%

Ann. -38.68% (Sharpe / Sortino numerator)

Volatility

13.49%

Sharpe ratio

-3.136

VaR 95%

-1.31%

CVaR 95%: -2.19%
Max drawdown: -2.41%
Sortino ratio: -3.217
Calmar ratio: -16.07

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

-0.43%

Ann. 19.29% (Sharpe / Sortino numerator)

Volatility

13.70%

Sharpe ratio

1.143

VaR 95%

-1.27%

CVaR 95%: -1.87%
Max drawdown: -6.44%
Sortino ratio: 1.501
Calmar ratio: 2.99

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

0.87%

Ann. 14.59% (Sharpe / Sortino numerator)

Volatility

13.95%

Sharpe ratio

0.785

VaR 95%

-1.26%

CVaR 95%: -1.97%
Max drawdown: -6.44%
Sortino ratio: 1.004
Calmar ratio: 2.26

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

20.69%

Ann. 30.47% (Sharpe / Sortino numerator)

Volatility

12.17%

Sharpe ratio

2.204

VaR 95%

-1.10%

CVaR 95%: -1.77%
Max drawdown: -6.44%
Sortino ratio: 2.739
Calmar ratio: 4.73

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

38.62%

Ann. 17.78% (Sharpe / Sortino numerator)

Volatility

10.72%

Sharpe ratio

1.319

VaR 95%

-1.01%

CVaR 95%: -1.58%
Max drawdown: -6.90%
Sortino ratio: 1.693
Calmar ratio: 2.58

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

53.84%

Ann. 14.93% (Sharpe / Sortino numerator)

Volatility

9.09%

Sharpe ratio

1.242

VaR 95%

-0.84%

CVaR 95%: -1.37%
Max drawdown: -6.90%
Sortino ratio: 1.538
Calmar ratio: 2.16

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: 21/07/2025 - 20/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.08%

Best day

2.855%

11/06/2026
Worst day

-4.495%

05/06/2026
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $42.05 $42.05 $41.56 $41.65 7,000
17/07/2026 $41.25 $41.51 $41.25 $41.45 10,700
16/07/2026 $41.87 $41.87 $41.66 $41.66 7,500
15/07/2026 $41.99 $42.01 $41.73 $41.83 9,800
14/07/2026 $41.71 $41.75 $41.30 $41.73 10,900
13/07/2026 $41.63 $41.71 $41.56 $41.60 9,600
10/07/2026 $42.40 $42.40 $41.75 $41.82 14,600
09/07/2026 $41.85 $42.03 $41.85 $41.89 12,800
08/07/2026 $41.43 $41.50 $41.32 $41.50 2,200
07/07/2026 $41.41 $41.54 $41.33 $41.41 3,100