Summary
GEND
Prices · period metrics · 12M
NAV as of 16/07/2026
30/05/2025 → 28/05/2026
Return 24.90% Volatility 10.63% Sharpe 2.24
Official loaded data — not a live quote.

GENTER CAPITAL DIVIDEND INCOME ETF

Symbol: GEND

Exchange: NYSE

Sector: Healthcare

Category: Large Value

Inception date: 13/01/2025

Latest date: 16/07/2026

Current price: $13.11

Expense ratio: 0.38%

Assets under management
$4.8M
-0.28% 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

2.33%

Ann. 32.32% (Sharpe / Sortino numerator)

Volatility

11.50%

Sharpe ratio

2.495

VaR 95%

-0.89%

CVaR 95%: -0.98%
Max drawdown: -2.23%
Sortino ratio: 5.340
Calmar ratio: 14.53

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

5.47%

Ann. 0.68% (Sharpe / Sortino numerator)

Volatility

11.62%

Sharpe ratio

-0.254

VaR 95%

-1.09%

CVaR 95%: -1.38%
Max drawdown: -6.02%
Sortino ratio: -0.417
Calmar ratio: 0.11

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

11.45%

Ann. 27.92% (Sharpe / Sortino numerator)

Volatility

11.45%

Sharpe ratio

2.122

VaR 95%

-1.09%

CVaR 95%: -1.42%
Max drawdown: -6.39%
Sortino ratio: 3.436
Calmar ratio: 4.37

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

24.90%

Ann. 27.46% (Sharpe / Sortino numerator)

Volatility

10.63%

Sharpe ratio

2.243

VaR 95%

-0.99%

CVaR 95%: -1.31%
Max drawdown: -6.39%
Sortino ratio: 3.749
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.

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

0.091%

Best day

2.089%

30/04/2026
Worst day

-1.822%

17/06/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $13.15 $13.15 $13.11 $13.11 300
15/07/2026 $13.06 $13.06 $12.95 $12.95 400
14/07/2026 $12.91 $12.91 $12.91 $12.91 100
13/07/2026 $12.98 $12.98 $12.98 $12.98 100
10/07/2026 $12.95 $12.97 $12.89 $12.93 800
09/07/2026 $12.83 $12.88 $12.83 $12.88 400
08/07/2026 $12.85 $12.85 $12.85 $12.85 400
07/07/2026 $12.87 $12.94 $12.87 $12.94 3,400
06/07/2026 $12.81 $12.84 $12.75 $12.83 7,000
02/07/2026 $12.77 $12.86 $12.73 $12.86 2,800