Summary
OCIO
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 21.05% Volatility 12.59% Sharpe 0.75
Official loaded data — not a live quote.

CLEARSHARES OCIO ETF

Symbol: OCIO

Exchange: NYSE

Sector: Technology

Category: Moderate Allocation

Inception date: 26/06/2017

Latest date: 03/06/2026

Current price: $37.89

Expense ratio: 0.65%

Assets under management
$177.7M
-0.34% 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

4.66%

Ann. -33.10% (Sharpe / Sortino numerator)

Volatility

15.66%

Sharpe ratio

-2.345

VaR 95%

-1.57%

CVaR 95%: -1.58%
Max drawdown: -5.60%
Sortino ratio: -4.155
Calmar ratio: -5.92

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.

Period total return

7.95%

Ann. -6.54% (Sharpe / Sortino numerator)

Volatility

12.08%

Sharpe ratio

-0.842

VaR 95%

-1.37%

CVaR 95%: -1.52%
Max drawdown: -7.20%
Sortino ratio: -1.313
Calmar ratio: -0.91

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

9.97%

Ann. 1.52% (Sharpe / Sortino numerator)

Volatility

10.97%

Sharpe ratio

-0.192

VaR 95%

-1.35%

CVaR 95%: -1.53%
Max drawdown: -7.20%
Sortino ratio: -0.282
Calmar ratio: 0.21

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

21.05%

Ann. 13.12% (Sharpe / Sortino numerator)

Volatility

12.59%

Sharpe ratio

0.754

VaR 95%

-1.01%

CVaR 95%: -1.80%
Max drawdown: -7.20%
Sortino ratio: 0.989
Calmar ratio: 1.82

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

31.75%

Ann. 10.10% (Sharpe / Sortino numerator)

Volatility

11.56%

Sharpe ratio

0.560

VaR 95%

-1.18%

CVaR 95%: -1.71%
Max drawdown: -13.32%
Sortino ratio: 0.746
Calmar ratio: 0.76

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

48.38%

Ann. 11.06% (Sharpe / Sortino numerator)

Volatility

10.37%

Sharpe ratio

0.716

VaR 95%

-0.95%

CVaR 95%: -1.50%
Max drawdown: -13.32%
Sortino ratio: 0.983
Calmar ratio: 0.83

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

0.078%

Best day

2.14%

31/03/2026
Worst day

-1.763%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $38.02 $38.02 $37.79 $37.89 2,800
02/06/2026 $37.77 $38.05 $37.77 $38.05 700
01/06/2026 $37.84 $37.84 $37.77 $37.77 1,400
29/05/2026 $37.71 $37.86 $37.71 $37.72 3,700
28/05/2026 $37.64 $37.98 $37.64 $37.76 4,400
27/05/2026 $37.43 $37.51 $37.43 $37.51 500
26/05/2026 $37.54 $37.55 $37.52 $37.55 400
22/05/2026 $37.19 $37.19 $37.10 $37.13 1,100
21/05/2026 $36.87 $37.03 $36.78 $37.03 5,800
20/05/2026 $36.59 $36.91 $36.59 $36.91 250,300