Summary
PLGI
Prices · period metrics · 1M
NAV as of 20/07/2026
30/03/2026 → 30/04/2026
Return 2.31% Volatility 11.78% Sharpe 6.75
Official loaded data — not a live quote.

PL Growth and Income ETF

Symbol: PLGI

Exchange: BATS

Sector: Technology

Category: Tactical Allocation

Inception date: 09/12/2025

Latest date: 20/07/2026

Current price: $24.66

Expense ratio: 1.25%

Assets under management
$51.4M
-0.35% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
--
--

Performance metrics

Period total return

2.31%

Ann. 83.12% (Sharpe / Sortino numerator)

Volatility

11.78%

Sharpe ratio

6.751

VaR 95%

-0.73%

CVaR 95%: -0.77%
Max drawdown: -1.68%
Sortino ratio: 18.496
Calmar ratio: 49.61

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

-2.22%

Ann. -3.11% (Sharpe / Sortino numerator)

Volatility

14.92%

Sharpe ratio

-0.451

VaR 95%

-1.44%

CVaR 95%: -1.91%
Max drawdown: -6.81%
Sortino ratio: -0.669
Calmar ratio: -0.46

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

-0.73%

Ann. 0.23% (Sharpe / Sortino numerator)

Volatility

13.21%

Sharpe ratio

-0.254

VaR 95%

-1.44%

CVaR 95%: -1.86%
Max drawdown: -7.26%
Sortino ratio: -0.375
Calmar ratio: 0.03

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: 22/06/2026 - 20/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.121%

Best day

0.92%

06/07/2026
Worst day

-0.758%

25/06/2026
Days with data

19

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $24.75 $24.75 $24.66 $24.66 2,100
17/07/2026 $24.62 $24.76 $24.62 $24.65 6,200
16/07/2026 $24.85 $24.93 $24.79 $24.79 700
15/07/2026 $24.93 $24.93 $24.86 $24.86 1,200
14/07/2026 $24.81 $24.83 $24.76 $24.76 1,300
13/07/2026 $24.71 $24.71 $24.71 $24.71 200
10/07/2026 $24.80 $24.81 $24.73 $24.73 700
09/07/2026 $24.56 $24.59 $24.56 $24.59 2,600
08/07/2026 $24.43 $24.53 $24.43 $24.53 100
07/07/2026 $24.54 $24.65 $24.54 $24.56 1,300