Summary
HTEC
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return 37.55% Volatility 23.75% Sharpe 0.82
Official loaded data — not a live quote.

ROBO GLOBAL(R) HEALTHCARE TECHNOLOGY AND INNOVATION ETF

Symbol: HTEC

Exchange: NYSE

Sector: Healthcare

Category: Health

Inception date: 24/06/2019

Latest date: 20/07/2026

Current price: $37.59

Expense ratio: 0.68%

Assets under management
$59.8M
-0.40% 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

8.36%

Ann. -48.07% (Sharpe / Sortino numerator)

Volatility

26.63%

Sharpe ratio

-1.942

VaR 95%

-3.34%

CVaR 95%: -3.48%
Max drawdown: -9.38%
Sortino ratio: -2.821
Calmar ratio: -5.12

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

8.20%

Ann. -22.43% (Sharpe / Sortino numerator)

Volatility

21.95%

Sharpe ratio

-1.187

VaR 95%

-2.06%

CVaR 95%: -2.82%
Max drawdown: -16.31%
Sortino ratio: -1.906
Calmar ratio: -1.38

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

1.46%

Ann. 12.67% (Sharpe / Sortino numerator)

Volatility

20.07%

Sharpe ratio

0.451

VaR 95%

-1.85%

CVaR 95%: -2.49%
Max drawdown: -16.31%
Sortino ratio: 0.760
Calmar ratio: 0.78

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

37.55%

Ann. 23.06% (Sharpe / Sortino numerator)

Volatility

23.75%

Sharpe ratio

0.818

VaR 95%

-2.14%

CVaR 95%: -3.26%
Max drawdown: -16.31%
Sortino ratio: 1.226
Calmar ratio: 1.41

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

32.05%

Ann. 10.38% (Sharpe / Sortino numerator)

Volatility

21.36%

Sharpe ratio

0.316

VaR 95%

-2.06%

CVaR 95%: -2.89%
Max drawdown: -22.93%
Sortino ratio: 0.477
Calmar ratio: 0.45

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

24.82%

Ann. 4.07% (Sharpe / Sortino numerator)

Volatility

20.70%

Sharpe ratio

0.021

VaR 95%

-2.05%

CVaR 95%: -2.80%
Max drawdown: -28.67%
Sortino ratio: 0.033
Calmar ratio: 0.14

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

0.137%

Best day

3.921%

04/06/2026
Worst day

-3.432%

12/03/2026
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $37.74 $37.76 $37.59 $37.59 2,400
17/07/2026 $37.97 $38.32 $37.67 $38.13 15,000
16/07/2026 $38.23 $38.67 $38.23 $38.39 3,700
15/07/2026 $37.73 $38.10 $37.72 $38.03 20,400
14/07/2026 $37.95 $37.95 $37.42 $37.63 5,900
13/07/2026 $38.24 $38.24 $37.95 $38.02 21,100
10/07/2026 $39.00 $39.00 $38.09 $38.28 115,400
09/07/2026 $38.25 $38.80 $38.25 $38.67 6,700
08/07/2026 $38.19 $38.19 $37.80 $37.95 114,400
07/07/2026 $38.95 $39.16 $38.42 $38.68 32,100