Summary
PFDE
Prices · period metrics · 1M
NAV as of 03/06/2026
28/04/2026 → 28/05/2026
Return 6.68% 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: 03/06/2026

Current price: $28.08

Expense ratio: 0.59%

Assets under management
$116.8M
-0.29% 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

6.68%

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

14.75%

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

12.82%

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: 04/05/2026 - 03/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.312%

Best day

1.869%

06/05/2026
Worst day

-1.616%

15/05/2026
Days with data

21

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $28.16 $28.16 $28.08 $28.08 65,600
02/06/2026 $28.28 $28.29 $28.23 $28.26 7,700
01/06/2026 $28.16 $28.32 $28.12 $28.22 16,300
29/05/2026 $28.24 $28.24 $28.03 $28.10 9,900
28/05/2026 $27.82 $28.05 $27.82 $28.03 19,400
27/05/2026 $27.85 $27.89 $27.77 $27.87 31,100
26/05/2026 $27.83 $27.85 $27.71 $27.82 17,600
22/05/2026 $27.58 $27.61 $27.46 $27.47 16,200
21/05/2026 $27.16 $27.44 $27.15 $27.38 21,700
20/05/2026 $26.94 $27.25 $26.94 $27.23 16,100