MCELHENNY SHEFFIELD MANAGED RISK ETF

Symbol: MSMR

Exchange: BATS

Sector: Healthcare

Category: Moderate Allocation

Inception Date: 16/11/2021

Latest Date: 17/04/2026

Current Price: $35.06

Expense Ratio: 1.06%

Assets Under Management
$159.0M
-0.56% daily change

Period Performance

Adjusted cumulative ETF performance normalized to the first available adjusted price of the selected period.

Adjusted Return
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Performance Metrics

Return

2.10%

Volatility

18.10%

Sharpe Ratio

-2.286

VaR 95%

-1.84%

CVaR 95%: -2.36%
Max Drawdown: -5.88%
Sortino Ratio: -3.397
Calmar Ratio: -6.42
Return

0.11%

Volatility

16.04%

Sharpe Ratio

-0.013

VaR 95%

-1.86%

CVaR 95%: -2.36%
Max Drawdown: -7.76%
Sortino Ratio: -0.018
Calmar Ratio: 0.44
Return

1.83%

Volatility

14.87%

Sharpe Ratio

0.050

VaR 95%

-1.54%

CVaR 95%: -2.21%
Max Drawdown: -7.76%
Sortino Ratio: 0.067
Calmar Ratio: 0.56
Return

21.97%

Volatility

12.48%

Sharpe Ratio

1.171

VaR 95%

-1.28%

CVaR 95%: -1.93%
Max Drawdown: -7.76%
Sortino Ratio: 1.521
Calmar Ratio: 2.35
Return

37.08%

Volatility

11.41%

Sharpe Ratio

0.960

VaR 95%

-1.15%

CVaR 95%: -1.80%
Max Drawdown: -8.84%
Sortino Ratio: 1.220
Calmar Ratio: 1.65
Return

66.01%

Volatility

11.52%

Sharpe Ratio

1.249

VaR 95%

-1.15%

CVaR 95%: -1.72%
Max Drawdown: -8.84%
Sortino Ratio: 1.708
Calmar Ratio: 2.04

Daily Returns for Period 12M

Daily simple returns calculated over the official metric window from the same adjusted price series used in the chart: 17/04/2025 - 17/04/2026.

Methodology: adjusted prices + daily simple return
Average Daily Return

0.084%

Best Day

2.877%

06/02/2026
Worst Day

-2.799%

03/03/2026
Days with Data

246

Recent Price History (Last 90 Days)

Date Open High Low Close Volume
17/04/2026 $35.26 $35.26 $34.80 $35.06 4,100
16/04/2026 $35.23 $35.23 $34.84 $34.95 2,100
15/04/2026 $34.59 $34.82 $34.56 $34.77 16,500
14/04/2026 $34.35 $34.58 $34.35 $34.58 2,400
13/04/2026 $34.79 $34.79 $34.30 $34.48 11,400
10/04/2026 $34.44 $34.45 $34.36 $34.36 10,700
02/04/2026 $34.51 $34.69 $34.51 $34.64 2,900
01/04/2026 $34.90 $34.98 $34.75 $34.75 23,800
31/03/2026 $33.64 $34.58 $33.64 $34.49 12,500
30/03/2026 $33.57 $33.76 $33.57 $33.68 800