Summary
ITAN
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 38.08% 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: 03/06/2026

Current price: $42.33

Expense ratio: 0.50%

Assets under management
$78.6M
-0.44% 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

7.43%

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

13.92%

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

16.38%

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

38.08%

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

54.62%

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

87.87%

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

Methodology: adjusted prices + daily simple return
Average daily return

0.133%

Best day

2.498%

31/03/2026
Worst day

-3.057%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $42.52 $42.52 $42.28 $42.33 12,100
02/06/2026 $42.92 $42.94 $42.76 $42.83 67,500
01/06/2026 $42.67 $43.07 $42.60 $43.01 9,500
29/05/2026 $42.68 $42.76 $42.59 $42.68 7,900
28/05/2026 $41.86 $42.19 $41.76 $42.12 6,500
27/05/2026 $41.97 $41.97 $41.73 $41.76 4,300
26/05/2026 $41.56 $41.60 $41.50 $41.60 5,500
22/05/2026 $40.93 $41.36 $40.93 $41.36 1,700
21/05/2026 $40.28 $40.72 $40.24 $40.68 6,200
20/05/2026 $39.97 $40.38 $39.97 $40.37 4,700