Summary
HFEQ
Prices · period metrics · 12M
NAV as of 17/07/2026
15/07/2025 → 28/05/2026
Return 29.17% Volatility 21.82% Sharpe 1.46
Official loaded data — not a live quote.

UNLIMITED HFEQ EQUITY LONG/SHORT ETF

Symbol: HFEQ

Exchange: NYSE

Sector: Technology

Category: Long-Short Equity

Inception date: 14/07/2025

Latest date: 17/07/2026

Current price: $23.61

Expense ratio: 0.96%

Assets under management
$17.1M
-0.61% 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

-1.77%

Ann. 82.45% (Sharpe / Sortino numerator)

Volatility

24.86%

Sharpe ratio

3.170

VaR 95%

-2.43%

CVaR 95%: -2.62%
Max drawdown: -5.24%
Sortino ratio: 5.251
Calmar ratio: 15.72

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

3.61%

Ann. 15.03% (Sharpe / Sortino numerator)

Volatility

24.34%

Sharpe ratio

0.468

VaR 95%

-2.46%

CVaR 95%: -3.03%
Max drawdown: -10.47%
Sortino ratio: 0.709
Calmar ratio: 1.44

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

8.96%

Ann. 29.10% (Sharpe / Sortino numerator)

Volatility

21.42%

Sharpe ratio

1.189

VaR 95%

-2.38%

CVaR 95%: -2.76%
Max drawdown: -12.45%
Sortino ratio: 1.859
Calmar ratio: 2.34

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

29.17%

Ann. 35.57% (Sharpe / Sortino numerator)

Volatility

21.82%

Sharpe ratio

1.464

VaR 95%

-2.40%

CVaR 95%: -3.15%
Max drawdown: -12.45%
Sortino ratio: 1.984
Calmar ratio: 2.86

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: 17/07/2025 - 17/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.111%

Best day

3.968%

13/10/2025
Worst day

-5.933%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
17/07/2026 $23.75 $23.75 $23.61 $23.61 2,000
16/07/2026 $23.87 $24.05 $23.70 $23.80 16,800
15/07/2026 $23.98 $24.08 $23.98 $23.99 1,300
14/07/2026 $24.10 $24.16 $24.01 $24.09 5,100
13/07/2026 $24.02 $24.02 $23.97 $23.97 8,900
10/07/2026 $24.21 $24.30 $24.18 $24.30 6,700
09/07/2026 $24.39 $24.42 $24.19 $24.28 7,100
08/07/2026 $24.04 $24.04 $23.70 $23.98 1,200
07/07/2026 $24.27 $24.31 $24.22 $24.29 32,100
06/07/2026 $24.50 $24.69 $24.34 $24.53 21,500