Summary
GKAT
Prices · period metrics · 12M
NAV as of 16/07/2026
25/08/2025 → 12/06/2026
Return 13.86% Volatility 12.30% Sharpe 1.24
Official loaded data — not a live quote.

SCHARF GLOBAL OPPORTUNITY ETF

Symbol: GKAT

Exchange: NASDAQ

Sector: Healthcare

Category: Global Large-Stock Value

Inception date: 14/10/2014

Latest date: 16/07/2026

Current price: $43.76

Expense ratio: 0.59%

Assets under management
$159.9M
-0.36% 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

-1.08%

Ann. 53.29% (Sharpe / Sortino numerator)

Volatility

11.57%

Sharpe ratio

4.294

VaR 95%

-1.18%

CVaR 95%: -1.23%
Max drawdown: -1.48%
Sortino ratio: 8.185
Calmar ratio: 36.11

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

2.25%

Ann. 2.86% (Sharpe / Sortino numerator)

Volatility

13.63%

Sharpe ratio

-0.056

VaR 95%

-1.27%

CVaR 95%: -1.65%
Max drawdown: -10.41%
Sortino ratio: -0.087
Calmar ratio: 0.28

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

5.79%

Ann. 24.88% (Sharpe / Sortino numerator)

Volatility

12.52%

Sharpe ratio

1.697

VaR 95%

-1.20%

CVaR 95%: -1.51%
Max drawdown: -10.41%
Sortino ratio: 2.710
Calmar ratio: 2.39

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

13.86%

Ann. 18.82% (Sharpe / Sortino numerator)

Volatility

12.30%

Sharpe ratio

1.237

VaR 95%

-1.20%

CVaR 95%: -1.66%
Max drawdown: -10.41%
Sortino ratio: 1.770
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.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 25/08/2025 - 16/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.061%

Best day

2.038%

31/03/2026
Worst day

-2.637%

05/06/2026
Days with data

223

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $43.92 $43.92 $43.76 $43.76 500
15/07/2026 $43.77 $43.77 $43.77 $43.77 100
14/07/2026 $43.88 $44.03 $43.88 $44.03 1,000
13/07/2026 $44.11 $44.11 $43.78 $43.78 1,200
10/07/2026 $44.06 $44.07 $44.06 $44.07 4,400
09/07/2026 $43.85 $43.91 $43.85 $43.91 4,400
08/07/2026 $43.42 $43.63 $43.27 $43.55 4,200
07/07/2026 $43.75 $43.83 $43.75 $43.80 3,300
06/07/2026 $43.72 $43.78 $43.72 $43.77 1,400
02/07/2026 $43.32 $43.35 $43.05 $43.28 10,500