Summary
ISMD
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return 37.23% Volatility 21.95% Sharpe 0.69
Official loaded data — not a live quote.

INSPIRE SMALL/MID CAP ETF

Symbol: ISMD

Exchange: NYSE

Sector: Technology

Category: Small Blend

Inception date: 27/02/2017

Latest date: 20/07/2026

Current price: $49.15

Expense ratio: 0.53%

Assets under management
$382.0M
-0.93% 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

2.06%

Ann. -32.27% (Sharpe / Sortino numerator)

Volatility

22.71%

Sharpe ratio

-1.581

VaR 95%

-2.45%

CVaR 95%: -2.63%
Max drawdown: -7.66%
Sortino ratio: -2.971
Calmar ratio: -4.21

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

10.61%

Ann. 18.49% (Sharpe / Sortino numerator)

Volatility

20.00%

Sharpe ratio

0.743

VaR 95%

-1.87%

CVaR 95%: -2.26%
Max drawdown: -9.89%
Sortino ratio: 1.225
Calmar ratio: 1.87

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

20.58%

Ann. 9.01% (Sharpe / Sortino numerator)

Volatility

19.26%

Sharpe ratio

0.279

VaR 95%

-1.87%

CVaR 95%: -2.41%
Max drawdown: -9.89%
Sortino ratio: 0.434
Calmar ratio: 0.91

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

37.23%

Ann. 18.71% (Sharpe / Sortino numerator)

Volatility

21.95%

Sharpe ratio

0.687

VaR 95%

-1.91%

CVaR 95%: -2.99%
Max drawdown: -9.89%
Sortino ratio: 0.978
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

34.28%

Ann. 8.99% (Sharpe / Sortino numerator)

Volatility

20.65%

Sharpe ratio

0.260

VaR 95%

-1.92%

CVaR 95%: -2.82%
Max drawdown: -26.64%
Sortino ratio: 0.386
Calmar ratio: 0.34

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

52.98%

Ann. 10.69% (Sharpe / Sortino numerator)

Volatility

19.94%

Sharpe ratio

0.354

VaR 95%

-1.82%

CVaR 95%: -2.62%
Max drawdown: -26.64%
Sortino ratio: 0.556
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.

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

0.133%

Best day

3.741%

22/08/2025
Worst day

-3.227%

10/10/2025
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $49.61 $49.63 $49.04 $49.15 153,300
17/07/2026 $49.46 $49.84 $49.27 $49.54 25,800
16/07/2026 $49.36 $50.04 $49.36 $49.92 38,800
15/07/2026 $49.27 $49.64 $49.13 $49.30 147,600
14/07/2026 $49.32 $49.32 $49.00 $49.10 13,200
13/07/2026 $49.00 $49.28 $48.94 $49.02 18,000
10/07/2026 $49.15 $49.27 $48.93 $49.19 62,100
09/07/2026 $48.82 $49.24 $48.56 $49.15 27,500
08/07/2026 $48.75 $48.75 $48.23 $48.59 52,600
07/07/2026 $49.66 $49.66 $49.00 $49.00 24,300