Summary
IPO
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return 15.48% Volatility 32.58% Sharpe 0.22
Official loaded data — not a live quote.

RENAISSANCE IPO ETF

Symbol: IPO

Exchange: NYSE

Sector: Technology

Category: Mid-Cap Growth

Inception date: 16/10/2013

Latest date: 20/07/2026

Current price: $52.90

Expense ratio: 0.60%

Assets under management
$181.6M
-0.26% 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

-10.25%

Ann. -27.40% (Sharpe / Sortino numerator)

Volatility

35.78%

Sharpe ratio

-0.867

VaR 95%

-3.28%

CVaR 95%: -3.41%
Max drawdown: -10.53%
Sortino ratio: -1.857
Calmar ratio: -2.60

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

6.73%

Ann. -34.13% (Sharpe / Sortino numerator)

Volatility

33.04%

Sharpe ratio

-1.143

VaR 95%

-3.30%

CVaR 95%: -3.56%
Max drawdown: -18.07%
Sortino ratio: -1.980
Calmar ratio: -1.89

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

12.08%

Ann. -29.43% (Sharpe / Sortino numerator)

Volatility

31.69%

Sharpe ratio

-1.043

VaR 95%

-3.48%

CVaR 95%: -4.07%
Max drawdown: -24.02%
Sortino ratio: -1.636
Calmar ratio: -1.23

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

15.48%

Ann. 10.64% (Sharpe / Sortino numerator)

Volatility

32.58%

Sharpe ratio

0.215

VaR 95%

-3.27%

CVaR 95%: -4.51%
Max drawdown: -26.29%
Sortino ratio: 0.315
Calmar ratio: 0.40

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

28.87%

Ann. 3.01% (Sharpe / Sortino numerator)

Volatility

29.56%

Sharpe ratio

-0.021

VaR 95%

-3.23%

CVaR 95%: -4.30%
Max drawdown: -32.04%
Sortino ratio: -0.029
Calmar ratio: 0.09

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

52.74%

Ann. 13.52% (Sharpe / Sortino numerator)

Volatility

28.59%

Sharpe ratio

0.346

VaR 95%

-2.93%

CVaR 95%: -4.02%
Max drawdown: -32.04%
Sortino ratio: 0.509
Calmar ratio: 0.42

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

0.077%

Best day

6.244%

06/02/2026
Worst day

-5.574%

05/06/2026
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $53.04 $53.59 $52.90 $52.90 14,100
17/07/2026 $52.00 $53.16 $51.55 $52.78 18,600
16/07/2026 $54.16 $54.17 $53.00 $53.18 23,100
15/07/2026 $55.80 $55.80 $54.33 $54.75 23,200
14/07/2026 $56.34 $56.34 $55.40 $55.44 13,000
13/07/2026 $56.86 $56.86 $55.59 $55.71 36,300
10/07/2026 $58.40 $58.40 $57.37 $57.57 9,400
09/07/2026 $57.29 $58.50 $57.29 $58.00 20,400
08/07/2026 $56.03 $56.60 $55.32 $56.49 16,700
07/07/2026 $58.01 $58.01 $56.40 $56.64 19,700