Summary
LOGO
Prices · period metrics · 12M
NAV as of 20/07/2026
28/05/2025 → 06/05/2026
Return -2.78% Volatility 14.42% Sharpe 0.12
Official loaded data — not a live quote.

ALPHA BRANDS(TM) CONSUMPTION LEADERS ETF

Symbol: LOGO

Exchange: NASDAQ

Sector: Technology

Category: Mid-Cap Blend

Inception date: 27/05/2025

Latest date: 20/07/2026

Current price: $20.15

Expense ratio: 0.69%

Assets under management
$33.6M
-0.59% 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

-0.59%

Ann. -43.84% (Sharpe / Sortino numerator)

Volatility

19.60%

Sharpe ratio

-2.421

VaR 95%

-1.83%

CVaR 95%: -1.89%
Max drawdown: -9.06%
Sortino ratio: -4.554
Calmar ratio: -4.84

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

-2.34%

Ann. -32.13% (Sharpe / Sortino numerator)

Volatility

16.32%

Sharpe ratio

-2.192

VaR 95%

-1.84%

CVaR 95%: -2.07%
Max drawdown: -14.28%
Sortino ratio: -3.213
Calmar ratio: -2.25

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

-2.49%

Ann. -22.82% (Sharpe / Sortino numerator)

Volatility

14.84%

Sharpe ratio

-1.783

VaR 95%

-1.77%

CVaR 95%: -2.04%
Max drawdown: -15.63%
Sortino ratio: -2.524
Calmar ratio: -1.46

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

-2.78%

Ann. 5.29% (Sharpe / Sortino numerator)

Volatility

14.42%

Sharpe ratio

0.118

VaR 95%

-1.66%

CVaR 95%: -1.91%
Max drawdown: -18.34%
Sortino ratio: 0.184
Calmar ratio: 0.29

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

-0.006%

Best day

5.137%

04/06/2026
Worst day

-5.22%

03/06/2026
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $20.27 $20.27 $20.14 $20.15 2,000
17/07/2026 $20.24 $20.34 $20.19 $20.20 25,500
16/07/2026 $20.47 $20.54 $20.36 $20.41 2,100
15/07/2026 $20.66 $20.66 $20.36 $20.65 13,500
14/07/2026 $20.44 $20.61 $20.44 $20.61 1,900
13/07/2026 $20.52 $20.52 $20.39 $20.43 1,900
10/07/2026 $20.70 $20.70 $20.70 $20.70 100
09/07/2026 $20.76 $20.78 $20.76 $20.78 3,000
08/07/2026 $20.63 $20.67 $20.63 $20.67 100
07/07/2026 $20.82 $20.82 $20.82 $20.82 100