Summary
MFUL
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 7.14% Volatility 4.76% Sharpe -0.05
Official loaded data — not a live quote.

MINDFUL CONSERVATIVE ETF

Symbol: MFUL

Exchange: BATS

Sector: Technology

Category: Moderate Allocation

Inception date: 02/11/2021

Latest date: 03/06/2026

Current price: $22.45

Expense ratio: 1.48%

Assets under management
$7.8M
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

1.45%

Ann. -21.56% (Sharpe / Sortino numerator)

Volatility

6.36%

Sharpe ratio

-3.961

VaR 95%

-0.77%

CVaR 95%: -0.80%
Max drawdown: -2.71%
Sortino ratio: -5.957
Calmar ratio: -7.95

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

2.06%

Ann. -1.49% (Sharpe / Sortino numerator)

Volatility

4.90%

Sharpe ratio

-1.043

VaR 95%

-0.65%

CVaR 95%: -0.73%
Max drawdown: -3.36%
Sortino ratio: -1.304
Calmar ratio: -0.44

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

3.34%

Ann. -0.65% (Sharpe / Sortino numerator)

Volatility

4.41%

Sharpe ratio

-0.971

VaR 95%

-0.50%

CVaR 95%: -0.66%
Max drawdown: -3.36%
Sortino ratio: -1.278
Calmar ratio: -0.19

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

7.14%

Ann. 3.40% (Sharpe / Sortino numerator)

Volatility

4.76%

Sharpe ratio

-0.048

VaR 95%

-0.48%

CVaR 95%: -0.77%
Max drawdown: -3.36%
Sortino ratio: -0.055
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

11.98%

Ann. 4.01% (Sharpe / Sortino numerator)

Volatility

4.33%

Sharpe ratio

0.087

VaR 95%

-0.43%

CVaR 95%: -0.68%
Max drawdown: -4.74%
Sortino ratio: 0.107
Calmar ratio: 0.85

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

15.30%

Ann. 3.88% (Sharpe / Sortino numerator)

Volatility

4.13%

Sharpe ratio

0.060

VaR 95%

-0.41%

CVaR 95%: -0.64%
Max drawdown: -4.74%
Sortino ratio: 0.077
Calmar ratio: 0.82

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

0.028%

Best day

0.774%

08/04/2026
Worst day

-0.802%

20/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $22.45 $22.45 $22.45 $22.45 100
02/06/2026 $22.51 $22.52 $22.51 $22.52 600
01/06/2026 $22.43 $22.43 $22.43 $22.43 200
29/05/2026 $22.43 $22.43 $22.43 $22.43 100
28/05/2026 $22.42 $22.42 $22.42 $22.42 100
27/05/2026 $22.39 $22.39 $22.39 $22.39 100
26/05/2026 $22.39 $22.41 $22.39 $22.41 200
22/05/2026 $22.32 $22.34 $22.31 $22.34 3,800
21/05/2026 $22.30 $22.30 $22.30 $22.30 100
20/05/2026 $22.23 $22.23 $22.23 $22.23 100