Summary
OUSA
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 9.81% 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: 03/06/2026

Current price: $57.96

Expense ratio: 0.48%

Assets under management
$750.6M
-0.24% 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

1.02%

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

-1.10%

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

1.29%

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

9.81%

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

22.48%

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

42.81%

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

Methodology: adjusted prices + daily simple return
Average daily return

0.039%

Best day

2.172%

08/04/2026
Worst day

-2.027%

18/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $58.10 $58.31 $57.96 $57.96 39,300
02/06/2026 $58.11 $58.43 $58.11 $58.40 14,400
01/06/2026 $58.62 $58.62 $58.30 $58.48 21,500
29/05/2026 $58.95 $58.98 $58.83 $58.83 22,700
28/05/2026 $58.86 $59.10 $58.84 $58.98 8,800
27/05/2026 $58.92 $59.29 $58.92 $58.99 14,200
26/05/2026 $59.02 $59.05 $58.81 $58.88 43,000
22/05/2026 $58.74 $59.12 $58.74 $59.00 34,100
21/05/2026 $58.08 $58.55 $57.86 $58.55 24,300
20/05/2026 $58.15 $58.43 $57.94 $58.39 32,900