Summary
OUSA
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return 11.52% Volatility 13.82% Sharpe 0.20
Official loaded data — not a live quote.

ALPS | O'SHARES U.S. QUALITY DIVIDEND ETF SHARES

Symbol: OUSA

Exchange: NYSE

Sector: Technology

Category: Large Value

Inception date: 14/07/2015

Latest date: 20/07/2026

Current price: $59.63

Expense ratio: 0.48%

Assets under management
$725.5M
-0.33% 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

3.89%

Ann. -46.20% (Sharpe / Sortino numerator)

Volatility

12.62%

Sharpe ratio

-3.949

VaR 95%

-1.51%

CVaR 95%: -1.79%
Max drawdown: -7.24%
Sortino ratio: -5.430
Calmar ratio: -6.38

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

3.49%

Ann. -10.15% (Sharpe / Sortino numerator)

Volatility

10.87%

Sharpe ratio

-1.267

VaR 95%

-1.25%

CVaR 95%: -1.58%
Max drawdown: -8.48%
Sortino ratio: -1.757
Calmar ratio: -1.20

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

4.06%

Ann. -1.26% (Sharpe / Sortino numerator)

Volatility

10.28%

Sharpe ratio

-0.476

VaR 95%

-1.04%

CVaR 95%: -1.40%
Max drawdown: -8.48%
Sortino ratio: -0.738
Calmar ratio: -0.15

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

11.52%

Ann. 6.41% (Sharpe / Sortino numerator)

Volatility

13.82%

Sharpe ratio

0.201

VaR 95%

-1.17%

CVaR 95%: -1.93%
Max drawdown: -8.48%
Sortino ratio: 0.270
Calmar ratio: 0.75

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

20.98%

Ann. 8.63% (Sharpe / Sortino numerator)

Volatility

12.26%

Sharpe ratio

0.408

VaR 95%

-1.10%

CVaR 95%: -1.73%
Max drawdown: -13.14%
Sortino ratio: 0.547
Calmar ratio: 0.66

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

39.99%

Ann. 11.61% (Sharpe / Sortino numerator)

Volatility

11.49%

Sharpe ratio

0.695

VaR 95%

-1.04%

CVaR 95%: -1.57%
Max drawdown: -13.14%
Sortino ratio: 0.974
Calmar ratio: 0.88

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

0.046%

Best day

2.172%

08/04/2026
Worst day

-2.026%

18/03/2026
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $59.83 $59.83 $59.61 $59.63 18,700
17/07/2026 $60.09 $60.51 $59.76 $59.83 17,900
16/07/2026 $59.62 $60.24 $59.62 $60.24 50,700
15/07/2026 $59.38 $59.68 $59.27 $59.33 54,800
14/07/2026 $59.54 $59.54 $59.21 $59.21 23,700
13/07/2026 $59.79 $60.05 $59.72 $59.76 30,100
10/07/2026 $59.60 $59.68 $59.42 $59.62 14,200
09/07/2026 $59.17 $59.51 $59.14 $59.51 40,300
08/07/2026 $59.67 $59.67 $59.38 $59.47 18,000
07/07/2026 $60.16 $60.43 $59.99 $59.99 22,800