Summary
MFVL
Prices · period metrics · 1M
NAV as of 03/06/2026
28/04/2026 → 28/05/2026
Return 0.91% Volatility 9.60% Sharpe 1.41
Official loaded data — not a live quote.

MOTLEY FOOL VALUE FACTOR ETF

Symbol: MFVL

Exchange: NASDAQ

Sector: Technology

Category: Large Value

Inception date: 08/12/2025

Latest date: 03/06/2026

Current price: $20.38

Expense ratio: 0.50%

Assets under management
$6.5M
-1.25% 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

0.91%

Ann. 17.18% (Sharpe / Sortino numerator)

Volatility

9.60%

Sharpe ratio

1.411

VaR 95%

-0.90%

CVaR 95%: -1.09%
Max drawdown: -2.44%
Sortino ratio: 2.015
Calmar ratio: 7.03

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

-2.95%

Ann. -12.22% (Sharpe / Sortino numerator)

Volatility

11.90%

Sharpe ratio

-1.333

VaR 95%

-1.38%

CVaR 95%: -1.50%
Max drawdown: -6.92%
Sortino ratio: -2.120
Calmar ratio: -1.77

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

1.78%

Ann. 3.82% (Sharpe / Sortino numerator)

Volatility

11.65%

Sharpe ratio

0.017

VaR 95%

-1.37%

CVaR 95%: -1.46%
Max drawdown: -7.03%
Sortino ratio: 0.028
Calmar ratio: 0.54

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 1M

Daily simple returns from the same adjusted closes used by the performance chart: 04/05/2026 - 03/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.046%

Best day

1.85%

01/06/2026
Worst day

-1.553%

02/06/2026
Days with data

21

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $20.64 $20.64 $20.35 $20.38 1,600
02/06/2026 $20.56 $20.60 $20.56 $20.60 2,600
01/06/2026 $20.51 $20.93 $20.51 $20.93 4,500
29/05/2026 $20.54 $20.60 $20.54 $20.55 3,400
28/05/2026 $20.35 $20.39 $20.32 $20.38 1,900
27/05/2026 $20.09 $20.50 $20.09 $20.26 10,800
26/05/2026 $20.41 $20.41 $20.22 $20.22 3,300
22/05/2026 $20.25 $20.36 $20.25 $20.36 1,900
21/05/2026 $20.00 $20.22 $19.97 $20.21 8,900
20/05/2026 $20.05 $20.26 $20.04 $20.24 5,700