Summary
ITAN
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return 28.68% Volatility 20.06% Sharpe 0.92
Official loaded data — not a live quote.

SPARKLINE INTANGIBLE VALUE ETF

Symbol: ITAN

Exchange: NYSE

Sector: Technology

Category: Large Value

Inception date: 28/06/2021

Latest date: 20/07/2026

Current price: $41.65

Expense ratio: 0.50%

Assets under management
$93.7M
-0.14% 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

1.04%

Ann. -31.23% (Sharpe / Sortino numerator)

Volatility

17.89%

Sharpe ratio

-1.948

VaR 95%

-1.71%

CVaR 95%: -1.90%
Max drawdown: -6.74%
Sortino ratio: -3.827
Calmar ratio: -4.63

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

7.57%

Ann. -8.82% (Sharpe / Sortino numerator)

Volatility

16.54%

Sharpe ratio

-0.753

VaR 95%

-1.85%

CVaR 95%: -2.03%
Max drawdown: -9.27%
Sortino ratio: -1.309
Calmar ratio: -0.95

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

11.90%

Ann. 8.50% (Sharpe / Sortino numerator)

Volatility

15.82%

Sharpe ratio

0.308

VaR 95%

-1.78%

CVaR 95%: -2.12%
Max drawdown: -9.27%
Sortino ratio: 0.483
Calmar ratio: 0.92

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

28.68%

Ann. 22.07% (Sharpe / Sortino numerator)

Volatility

20.06%

Sharpe ratio

0.919

VaR 95%

-1.78%

CVaR 95%: -2.84%
Max drawdown: -9.27%
Sortino ratio: 1.177
Calmar ratio: 2.38

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

47.68%

Ann. 13.99% (Sharpe / Sortino numerator)

Volatility

17.42%

Sharpe ratio

0.595

VaR 95%

-1.66%

CVaR 95%: -2.50%
Max drawdown: -20.47%
Sortino ratio: 0.782
Calmar ratio: 0.68

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

73.18%

Ann. 18.73% (Sharpe / Sortino numerator)

Volatility

16.20%

Sharpe ratio

0.932

VaR 95%

-1.53%

CVaR 95%: -2.26%
Max drawdown: -20.47%
Sortino ratio: 1.285
Calmar ratio: 0.92

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

0.105%

Best day

2.498%

31/03/2026
Worst day

-3.056%

10/10/2025
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $41.71 $41.97 $41.65 $41.65 259,400
17/07/2026 $41.87 $41.95 $41.73 $41.77 1,400
16/07/2026 $42.09 $42.09 $41.89 $41.99 8,700
15/07/2026 $41.80 $41.92 $41.80 $41.91 7,400
14/07/2026 $41.79 $41.92 $41.79 $41.84 800
13/07/2026 $42.26 $42.27 $42.15 $42.15 2,600
10/07/2026 $42.35 $42.35 $42.22 $42.23 54,800
09/07/2026 $42.15 $42.15 $42.09 $42.15 1,400
08/07/2026 $41.85 $41.85 $41.62 $41.75 1,100
07/07/2026 $42.26 $42.26 $42.08 $42.10 700