Summary
KVLE
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return 16.74% Volatility 16.13% Sharpe 0.29
Official loaded data — not a live quote.

KRANESHARES VALUE LINE(R) DYNAMIC DIVIDEND EQUITY INDEX ETF

Symbol: KVLE

Exchange: NYSE

Sector: Technology

Category: Large Value

Inception date: 23/11/2020

Latest date: 20/07/2026

Current price: $28.27

Expense ratio: 0.56%

Assets under management
$39.4M
-0.11% 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

1.89%

Ann. -49.18% (Sharpe / Sortino numerator)

Volatility

14.69%

Sharpe ratio

-3.594

VaR 95%

-1.66%

CVaR 95%: -1.69%
Max drawdown: -7.59%
Sortino ratio: -5.854
Calmar ratio: -6.48

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

5.95%

Ann. -10.21% (Sharpe / Sortino numerator)

Volatility

13.44%

Sharpe ratio

-1.030

VaR 95%

-1.67%

CVaR 95%: -1.76%
Max drawdown: -10.07%
Sortino ratio: -1.462
Calmar ratio: -1.01

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

10.51%

Ann. -5.79% (Sharpe / Sortino numerator)

Volatility

12.12%

Sharpe ratio

-0.777

VaR 95%

-1.40%

CVaR 95%: -1.73%
Max drawdown: -10.07%
Sortino ratio: -1.090
Calmar ratio: -0.57

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

16.74%

Ann. 8.31% (Sharpe / Sortino numerator)

Volatility

16.13%

Sharpe ratio

0.290

VaR 95%

-1.40%

CVaR 95%: -2.35%
Max drawdown: -10.07%
Sortino ratio: 0.374
Calmar ratio: 0.83

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

31.80%

Ann. 10.46% (Sharpe / Sortino numerator)

Volatility

14.20%

Sharpe ratio

0.481

VaR 95%

-1.30%

CVaR 95%: -2.04%
Max drawdown: -16.39%
Sortino ratio: 0.633
Calmar ratio: 0.64

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

48.12%

Ann. 10.37% (Sharpe / Sortino numerator)

Volatility

13.24%

Sharpe ratio

0.509

VaR 95%

-1.24%

CVaR 95%: -1.82%
Max drawdown: -16.39%
Sortino ratio: 0.711
Calmar ratio: 0.63

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.

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

0.064%

Best day

2.37%

06/02/2026
Worst day

-2.225%

10/10/2025
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $28.30 $28.31 $28.27 $28.27 2,000
17/07/2026 $28.39 $28.39 $28.39 $28.39 200
16/07/2026 $28.51 $28.57 $28.49 $28.57 2,400
15/07/2026 $28.35 $28.36 $28.35 $28.36 1,500
14/07/2026 $28.24 $28.30 $28.24 $28.30 2,200
13/07/2026 $28.31 $28.31 $28.31 $28.31 200
10/07/2026 $28.46 $28.46 $28.42 $28.42 800
09/07/2026 $28.22 $28.22 $28.18 $28.18 1,000
08/07/2026 $28.12 $28.17 $28.01 $28.12 3,300
07/07/2026 $28.41 $28.42 $28.33 $28.34 3,300