Summary
MOOD
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return 29.63% Volatility 14.42% Sharpe 1.95
Official loaded data — not a live quote.

RELATIVE SENTIMENT TACTICAL ALLOCATION ETF

Symbol: MOOD

Exchange: NASDAQ

Sector: Technology

Category: Tactical Allocation

Inception date: 18/05/2022

Latest date: 20/07/2026

Current price: $43.35

Expense ratio: 0.73%

Assets under management
$127.5M
-0.51% 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

-1.77%

Ann. -47.94% (Sharpe / Sortino numerator)

Volatility

17.28%

Sharpe ratio

-2.984

VaR 95%

-1.73%

CVaR 95%: -2.33%
Max drawdown: -6.36%
Sortino ratio: -3.825
Calmar ratio: -7.54

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.

Period total return

2.60%

Ann. 29.18% (Sharpe / Sortino numerator)

Volatility

22.79%

Sharpe ratio

1.121

VaR 95%

-2.02%

CVaR 95%: -3.58%
Max drawdown: -9.71%
Sortino ratio: 1.032
Calmar ratio: 3.01

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

5.43%

Ann. 28.07% (Sharpe / Sortino numerator)

Volatility

18.45%

Sharpe ratio

1.324

VaR 95%

-1.67%

CVaR 95%: -2.79%
Max drawdown: -9.71%
Sortino ratio: 1.310
Calmar ratio: 2.89

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

29.63%

Ann. 31.80% (Sharpe / Sortino numerator)

Volatility

14.42%

Sharpe ratio

1.953

VaR 95%

-1.39%

CVaR 95%: -2.20%
Max drawdown: -9.71%
Sortino ratio: 1.963
Calmar ratio: 3.28

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

49.90%

Ann. 22.20% (Sharpe / Sortino numerator)

Volatility

12.03%

Sharpe ratio

1.543

VaR 95%

-1.16%

CVaR 95%: -1.81%
Max drawdown: -9.71%
Sortino ratio: 1.697
Calmar ratio: 2.29

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.

Period total return

68.59%

Ann. 18.64% (Sharpe / Sortino numerator)

Volatility

10.91%

Sharpe ratio

1.375

VaR 95%

-1.05%

CVaR 95%: -1.60%
Max drawdown: -9.71%
Sortino ratio: 1.611
Calmar ratio: 1.92

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

0.108%

Best day

2.245%

06/02/2026
Worst day

-7.009%

30/01/2026
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $43.57 $43.58 $43.35 $43.35 46,800
17/07/2026 $43.12 $43.59 $43.03 $43.46 4,900
16/07/2026 $43.66 $43.73 $43.59 $43.60 12,700
15/07/2026 $43.84 $43.88 $43.59 $43.82 8,700
14/07/2026 $43.73 $43.84 $43.68 $43.78 26,200
13/07/2026 $43.44 $43.70 $43.44 $43.53 14,400
10/07/2026 $43.66 $43.84 $43.66 $43.81 22,000
09/07/2026 $43.63 $43.80 $43.57 $43.73 7,600
08/07/2026 $43.39 $43.48 $43.25 $43.48 14,700
07/07/2026 $43.80 $43.80 $43.56 $43.59 9,000