Summary
MPLY
Prices · period metrics · 12M
NAV as of 20/07/2026
30/05/2025 → 28/05/2026
Return 15.45% Volatility 15.14% Sharpe 1.97
Official loaded data — not a live quote.

MONOPOLY ETF

Symbol: MPLY

Exchange: BATS

Sector: Technology

Category: Large Blend

Inception date: 15/05/2025

Latest date: 20/07/2026

Current price: $31.27

Expense ratio: 0.79%

Assets under management
$16.3M
-0.55% 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

-1.03%

Ann. 116.39% (Sharpe / Sortino numerator)

Volatility

12.99%

Sharpe ratio

8.683

VaR 95%

-0.90%

CVaR 95%: -1.14%
Max drawdown: -2.50%
Sortino ratio: 16.351
Calmar ratio: 46.54

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

1.65%

Ann. 65.63% (Sharpe / Sortino numerator)

Volatility

18.22%

Sharpe ratio

3.403

VaR 95%

-1.55%

CVaR 95%: -1.93%
Max drawdown: -9.25%
Sortino ratio: 6.111
Calmar ratio: 7.09

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

5.52%

Ann. 20.92% (Sharpe / Sortino numerator)

Volatility

16.32%

Sharpe ratio

1.059

VaR 95%

-1.71%

CVaR 95%: -2.03%
Max drawdown: -13.28%
Sortino ratio: 1.670
Calmar ratio: 1.58

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

15.45%

Ann. 33.45% (Sharpe / Sortino numerator)

Volatility

15.14%

Sharpe ratio

1.970

VaR 95%

-1.61%

CVaR 95%: -2.02%
Max drawdown: -13.46%
Sortino ratio: 2.939
Calmar ratio: 2.49

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

0.063%

Best day

3.602%

31/03/2026
Worst day

-3.251%

05/06/2026
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $31.45 $31.53 $31.27 $31.27 16,900
17/07/2026 $31.48 $31.48 $31.29 $31.37 18,000
16/07/2026 $32.24 $32.24 $31.85 $31.85 3,800
15/07/2026 $31.76 $32.18 $31.76 $32.18 4,200
14/07/2026 $31.75 $31.89 $31.70 $31.83 4,700
13/07/2026 $32.04 $32.20 $31.69 $31.73 6,000
10/07/2026 $32.25 $32.25 $32.07 $32.12 900
09/07/2026 $33.79 $33.79 $31.73 $32.01 1,900
08/07/2026 $31.52 $31.73 $31.52 $31.73 600
07/07/2026 $31.82 $31.82 $31.71 $31.71 500