Summary
OAEM
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 62.43% 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: 03/06/2026

Current price: $49.84

Expense ratio: 1.25%

Assets under management
$100.0M
-0.16% 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

7.11%

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

18.69%

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

43.08%

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

62.43%

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

74.44%

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

78.82%

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: 03/06/2025 - 03/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.203%

Best day

5.587%

08/04/2026
Worst day

-6.094%

03/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $49.92 $50.05 $49.62 $49.84 10,700
02/06/2026 $50.37 $50.46 $50.16 $50.39 9,400
01/06/2026 $48.95 $50.09 $48.71 $50.00 48,400
29/05/2026 $48.91 $48.95 $48.62 $48.66 18,000
28/05/2026 $48.08 $49.31 $48.08 $48.92 13,100
27/05/2026 $48.99 $49.20 $48.10 $48.60 24,600
26/05/2026 $47.88 $48.90 $47.88 $48.83 48,200
22/05/2026 $47.55 $47.58 $46.90 $47.00 251,600
21/05/2026 $47.35 $47.88 $47.01 $47.69 29,200
20/05/2026 $46.53 $47.81 $46.53 $47.71 24,000