Summary
MAVF
Prices · period metrics · 12M
NAV as of 20/07/2026
30/05/2025 → 28/05/2026
Return 25.69% Volatility 13.95% Sharpe 2.41
Official loaded data — not a live quote.

MATRIX ADVISORS VALUE ETF

Symbol: MAVF

Exchange: NYSE

Sector: Technology

Category: Large Value

Inception date: 01/07/1996

Latest date: 20/07/2026

Current price: $136.64

Expense ratio: 0.75%

Assets under management
$90.6M
-0.34% 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

0.80%

Ann. 86.45% (Sharpe / Sortino numerator)

Volatility

13.31%

Sharpe ratio

6.221

VaR 95%

-0.98%

CVaR 95%: -1.08%
Max drawdown: -2.46%
Sortino ratio: 15.127
Calmar ratio: 35.16

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

5.45%

Ann. 42.84% (Sharpe / Sortino numerator)

Volatility

16.78%

Sharpe ratio

2.337

VaR 95%

-1.76%

CVaR 95%: -1.95%
Max drawdown: -8.68%
Sortino ratio: 3.765
Calmar ratio: 4.94

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

10.73%

Ann. 29.04% (Sharpe / Sortino numerator)

Volatility

14.97%

Sharpe ratio

1.697

VaR 95%

-1.68%

CVaR 95%: -1.91%
Max drawdown: -10.94%
Sortino ratio: 2.619
Calmar ratio: 2.65

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

25.69%

Ann. 37.19% (Sharpe / Sortino numerator)

Volatility

13.95%

Sharpe ratio

2.406

VaR 95%

-1.59%

CVaR 95%: -1.91%
Max drawdown: -10.94%
Sortino ratio: 3.533
Calmar ratio: 3.40

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

0.096%

Best day

3.443%

08/04/2026
Worst day

-2.741%

10/10/2025
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $137.10 $137.10 $136.64 $136.64 200
17/07/2026 $137.07 $137.07 $137.07 $137.07 100
16/07/2026 $138.82 $138.82 $138.82 $138.82 100
15/07/2026 $138.31 $139.28 $138.31 $139.28 800
14/07/2026 $136.90 $136.90 $136.90 $136.90 100
13/07/2026 $137.01 $137.01 $136.79 $136.79 400
10/07/2026 $137.29 $137.53 $137.09 $137.53 2,100
09/07/2026 $136.60 $136.60 $136.60 $136.60 100
08/07/2026 $135.43 $135.43 $135.43 $135.43 100
07/07/2026 $136.83 $136.83 $136.83 $136.83 100