Summary
MKAM
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 13.21% Volatility 6.12% Sharpe 0.33
Official loaded data — not a live quote.

MKAM ETF

Symbol: MKAM

Exchange: NASDAQ

Sector: Technology

Category: Moderate Allocation

Inception date: 11/04/2023

Latest date: 03/06/2026

Current price: $32.08

Expense ratio: 0.53%

Assets under management
$12.8M
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

2.69%

Ann. -23.47% (Sharpe / Sortino numerator)

Volatility

7.63%

Sharpe ratio

-3.550

VaR 95%

-0.67%

CVaR 95%: -1.01%
Max drawdown: -2.75%
Sortino ratio: -5.036
Calmar ratio: -8.55

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

5.20%

Ann. -7.67% (Sharpe / Sortino numerator)

Volatility

7.17%

Sharpe ratio

-1.577

VaR 95%

-0.69%

CVaR 95%: -1.03%
Max drawdown: -4.19%
Sortino ratio: -2.233
Calmar ratio: -1.83

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

4.26%

Ann. -2.71% (Sharpe / Sortino numerator)

Volatility

7.22%

Sharpe ratio

-0.877

VaR 95%

-0.79%

CVaR 95%: -1.13%
Max drawdown: -4.61%
Sortino ratio: -1.125
Calmar ratio: -0.59

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

13.21%

Ann. 5.68% (Sharpe / Sortino numerator)

Volatility

6.12%

Sharpe ratio

0.334

VaR 95%

-0.65%

CVaR 95%: -0.97%
Max drawdown: -4.61%
Sortino ratio: 0.408
Calmar ratio: 1.23

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

18.25%

Ann. 6.10% (Sharpe / Sortino numerator)

Volatility

6.58%

Sharpe ratio

0.376

VaR 95%

-0.76%

CVaR 95%: -1.03%
Max drawdown: -5.01%
Sortino ratio: 0.472
Calmar ratio: 1.22

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

32.38%

Ann. 9.31% (Sharpe / Sortino numerator)

Volatility

6.33%

Sharpe ratio

0.901

VaR 95%

-0.64%

CVaR 95%: -0.94%
Max drawdown: -5.01%
Sortino ratio: 1.210
Calmar ratio: 1.86

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

0.05%

Best day

1.139%

06/02/2026
Worst day

-1.408%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $32.08 $32.08 $32.08 $32.08 100
02/06/2026 $32.19 $32.19 $32.19 $32.19 100
01/06/2026 $32.16 $32.16 $32.16 $32.16 100
29/05/2026 $32.12 $32.12 $32.12 $32.12 100
28/05/2026 $32.08 $32.08 $32.08 $32.08 100
27/05/2026 $31.98 $31.98 $31.98 $31.98 100
26/05/2026 $31.99 $31.99 $31.98 $31.98 200
22/05/2026 $31.87 $31.89 $31.87 $31.89 200
21/05/2026 $31.72 $31.82 $31.71 $31.82 200
20/05/2026 $31.76 $31.77 $31.76 $31.77 100