Summary
LGDX
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 23.03% Volatility 18.70% Sharpe 0.57
Official loaded data — not a live quote.

INTECH S&P LARGE CAP DIVERSIFIED ALPHA ETF

Symbol: LGDX

Exchange: NYSE

Sector: Technology

Category: Large Blend

Inception date: 27/02/2025

Latest date: 03/06/2026

Current price: $25.16

Expense ratio: 0.25%

Assets under management
$137.9M
0.00% 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

4.82%

Ann. -36.92% (Sharpe / Sortino numerator)

Volatility

18.17%

Sharpe ratio

-2.232

VaR 95%

-1.78%

CVaR 95%: -1.79%
Max drawdown: -7.84%
Sortino ratio: -4.760
Calmar ratio: -4.71

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

10.37%

Ann. -14.77% (Sharpe / Sortino numerator)

Volatility

15.60%

Sharpe ratio

-1.180

VaR 95%

-1.78%

CVaR 95%: -1.96%
Max drawdown: -8.96%
Sortino ratio: -1.973
Calmar ratio: -1.65

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

10.78%

Ann. -4.50% (Sharpe / Sortino numerator)

Volatility

14.38%

Sharpe ratio

-0.566

VaR 95%

-1.63%

CVaR 95%: -1.98%
Max drawdown: -8.96%
Sortino ratio: -0.834
Calmar ratio: -0.50

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

23.03%

Ann. 14.37% (Sharpe / Sortino numerator)

Volatility

18.70%

Sharpe ratio

0.574

VaR 95%

-1.68%

CVaR 95%: -2.71%
Max drawdown: -8.96%
Sortino ratio: 0.726
Calmar ratio: 1.60

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

0.086%

Best day

2.849%

31/03/2026
Worst day

-2.633%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $25.16 $25.16 $25.16 $25.16 100
02/06/2026 $25.36 $25.36 $25.36 $25.36 0
01/06/2026 $25.38 $25.38 $25.38 $25.38 0
29/05/2026 $25.28 $25.28 $25.28 $25.28 100
28/05/2026 $25.16 $25.16 $25.16 $25.16 100
27/05/2026 $25.00 $25.00 $25.00 $25.00 100
26/05/2026 $24.99 $25.00 $24.99 $25.00 800
22/05/2026 $24.87 $24.87 $24.87 $24.87 0
21/05/2026 $24.58 $24.74 $24.58 $24.74 85,900
20/05/2026 $24.67 $24.67 $24.67 $24.67 100