Summary
IPO
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 31.53% 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: 03/06/2026

Current price: $56.85

Expense ratio: 0.60%

Assets under management
$138.3M
-0.96% 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

13.25%

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

33.20%

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

22.80%

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

31.53%

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

45.51%

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

84.97%

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: 03/06/2025 - 03/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.126%

Best day

6.244%

06/02/2026
Worst day

-5.018%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $57.40 $57.40 $55.22 $56.85 36,500
02/06/2026 $57.92 $58.15 $57.28 $57.57 58,600
01/06/2026 $57.40 $58.74 $57.17 $58.12 80,900
29/05/2026 $56.00 $56.65 $55.31 $56.60 33,700
28/05/2026 $54.05 $56.16 $54.05 $55.76 90,100
27/05/2026 $53.80 $53.95 $53.52 $53.83 29,600
26/05/2026 $53.93 $54.04 $53.00 $53.80 35,600
22/05/2026 $52.98 $53.52 $52.90 $53.06 57,200
21/05/2026 $51.48 $52.85 $51.42 $52.84 36,400
20/05/2026 $49.68 $51.28 $49.68 $51.26 29,600