Summary
PFDE
Prices · period metrics · 1M
NAV as of 17/07/2026
28/04/2026 → 28/05/2026
Return -0.57% Volatility 14.01% Sharpe 8.25
Official loaded data — not a live quote.

PATHFINDER DISCIPLINED US EQUITY ETF

Symbol: PFDE

Exchange: NASDAQ

Sector: Technology

Category: Large Blend

Inception date: 30/12/2025

Latest date: 17/07/2026

Current price: $27.45

Expense ratio: 0.59%

Assets under management
$143.6M
-0.31% 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

-0.57%

Ann. 119.19% (Sharpe / Sortino numerator)

Volatility

14.01%

Sharpe ratio

8.246

VaR 95%

-0.91%

CVaR 95%: -1.27%
Max drawdown: -3.11%
Sortino ratio: 15.493
Calmar ratio: 38.29

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

5.28%

Ann. 64.34% (Sharpe / Sortino numerator)

Volatility

17.38%

Sharpe ratio

3.492

VaR 95%

-1.63%

CVaR 95%: -1.82%
Max drawdown: -8.25%
Sortino ratio: 6.473
Calmar ratio: 7.80

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.

Period total return

12.41%

Ann. 34.52% (Sharpe / Sortino numerator)

Volatility

15.90%

Sharpe ratio

1.942

VaR 95%

-1.49%

CVaR 95%: -1.83%
Max drawdown: -10.37%
Sortino ratio: 3.494
Calmar ratio: 3.33

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 1M

Daily simple returns from the same adjusted closes used by the performance chart: 17/06/2026 - 17/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

-0.025%

Best day

1.44%

18/06/2026
Worst day

-1.702%

23/06/2026
Days with data

20

Recent price history (last 90 days)

Date Open High Low Close Volume
17/07/2026 $27.54 $27.62 $27.42 $27.45 58,400
16/07/2026 $27.88 $27.88 $27.60 $27.66 6,800
15/07/2026 $27.90 $28.02 $27.79 $28.02 75,700
14/07/2026 $27.89 $27.98 $27.88 $27.95 261,500
13/07/2026 $27.87 $27.91 $27.73 $27.77 46,800
10/07/2026 $27.98 $28.14 $27.98 $28.12 14,100
09/07/2026 $27.89 $28.06 $27.89 $27.97 15,600
08/07/2026 $27.63 $27.72 $27.40 $27.70 33,000
07/07/2026 $27.70 $27.76 $27.55 $27.66 16,000
06/07/2026 $27.81 $27.86 $27.77 $27.83 59,800