Summary
KVLE
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 19.76% 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: 03/06/2026

Current price: $28.05

Expense ratio: 0.56%

Assets under management
$38.0M
-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

4.70%

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

7.06%

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

10.39%

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

19.76%

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

34.86%

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

52.88%

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

Methodology: adjusted prices + daily simple return
Average daily return

0.074%

Best day

2.37%

06/02/2026
Worst day

-2.225%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $28.08 $28.13 $28.05 $28.05 2,300
02/06/2026 $28.30 $28.32 $28.30 $28.31 3,100
01/06/2026 $28.26 $28.26 $28.23 $28.23 600
29/05/2026 $28.04 $28.09 $28.04 $28.07 1,800
28/05/2026 $27.83 $28.04 $27.83 $27.99 900
27/05/2026 $27.78 $27.80 $27.77 $27.77 3,200
26/05/2026 $27.83 $27.83 $27.72 $27.76 3,400
22/05/2026 $27.76 $27.77 $27.72 $27.76 5,100
21/05/2026 $27.38 $27.55 $27.38 $27.51 1,900
20/05/2026 $27.19 $27.46 $27.19 $27.45 2,100