Summary
OAEM
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return 40.17% Volatility 22.51% Sharpe 1.61
Official loaded data — not a live quote.

ONEASCENT EMERGING MARKETS ETF

Symbol: OAEM

Exchange: NYSE

Sector: Technology

Category: Diversified Emerging Mkts

Inception date: 14/09/2022

Latest date: 20/07/2026

Current price: $46.19

Expense ratio: 1.25%

Assets under management
$130.3M
-0.37% 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

-10.68%

Ann. -67.92% (Sharpe / Sortino numerator)

Volatility

45.10%

Sharpe ratio

-1.587

VaR 95%

-4.56%

CVaR 95%: -5.44%
Max drawdown: -9.38%
Sortino ratio: -2.361
Calmar ratio: -7.24

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

2.33%

Ann. 35.88% (Sharpe / Sortino numerator)

Volatility

31.93%

Sharpe ratio

1.010

VaR 95%

-3.98%

CVaR 95%: -4.79%
Max drawdown: -14.63%
Sortino ratio: 1.273
Calmar ratio: 2.45

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

19.14%

Ann. 37.08% (Sharpe / Sortino numerator)

Volatility

25.21%

Sharpe ratio

1.327

VaR 95%

-2.02%

CVaR 95%: -4.05%
Max drawdown: -14.63%
Sortino ratio: 1.623
Calmar ratio: 2.54

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

40.17%

Ann. 39.93% (Sharpe / Sortino numerator)

Volatility

22.51%

Sharpe ratio

1.612

VaR 95%

-1.95%

CVaR 95%: -3.42%
Max drawdown: -14.63%
Sortino ratio: 2.067
Calmar ratio: 2.73

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

54.90%

Ann. 16.57% (Sharpe / Sortino numerator)

Volatility

20.08%

Sharpe ratio

0.645

VaR 95%

-1.98%

CVaR 95%: -2.94%
Max drawdown: -17.05%
Sortino ratio: 0.866
Calmar ratio: 0.97

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

64.80%

Ann. 13.57% (Sharpe / Sortino numerator)

Volatility

18.51%

Sharpe ratio

0.537

VaR 95%

-1.80%

CVaR 95%: -2.68%
Max drawdown: -17.05%
Sortino ratio: 0.751
Calmar ratio: 0.80

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

0.149%

Best day

5.587%

08/04/2026
Worst day

-7.516%

05/06/2026
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $46.36 $46.55 $46.01 $46.19 13,200
17/07/2026 $45.71 $46.14 $45.71 $46.13 3,800
16/07/2026 $46.44 $46.95 $46.21 $46.29 31,100
15/07/2026 $47.11 $47.53 $46.55 $47.53 15,200
14/07/2026 $47.44 $47.85 $47.37 $47.63 11,300
13/07/2026 $47.55 $47.55 $46.01 $46.65 7,100
10/07/2026 $48.28 $49.06 $45.52 $48.70 12,600
09/07/2026 $48.70 $48.93 $48.47 $48.47 9,400
08/07/2026 $47.96 $48.40 $47.24 $48.37 30,200
07/07/2026 $48.11 $48.11 $47.66 $47.68 5,600