Summary
PRAE
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return 21.97% Volatility 15.66% Sharpe 1.17
Official loaded data — not a live quote.

PLANROCK ALTERNATIVE GROWTH ETF

Symbol: PRAE

Exchange: NYSE

Sector: Technology

Category: Multi-Asset Overlay

Inception date: 18/12/2023

Latest date: 20/07/2026

Current price: $39.63

Expense ratio: 1.49%

Assets under management
$12.4M
-0.37% 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

-1.70%

Ann. -57.74% (Sharpe / Sortino numerator)

Volatility

21.91%

Sharpe ratio

-2.801

VaR 95%

-2.44%

CVaR 95%: -3.25%
Max drawdown: -6.41%
Sortino ratio: -3.451
Calmar ratio: -9.01

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

0.76%

Ann. 3.84% (Sharpe / Sortino numerator)

Volatility

21.19%

Sharpe ratio

0.010

VaR 95%

-2.33%

CVaR 95%: -3.26%
Max drawdown: -9.77%
Sortino ratio: 0.012
Calmar ratio: 0.39

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

5.29%

Ann. 8.98% (Sharpe / Sortino numerator)

Volatility

18.39%

Sharpe ratio

0.291

VaR 95%

-1.95%

CVaR 95%: -2.90%
Max drawdown: -9.77%
Sortino ratio: 0.360
Calmar ratio: 0.92

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

21.97%

Ann. 22.02% (Sharpe / Sortino numerator)

Volatility

15.66%

Sharpe ratio

1.174

VaR 95%

-1.53%

CVaR 95%: -2.58%
Max drawdown: -9.77%
Sortino ratio: 1.378
Calmar ratio: 2.25

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

20.38%

Ann. 7.16% (Sharpe / Sortino numerator)

Volatility

15.45%

Sharpe ratio

0.229

VaR 95%

-1.66%

CVaR 95%: -2.42%
Max drawdown: -17.67%
Sortino ratio: 0.291
Calmar ratio: 0.41

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

34.18%

Ann. 13.10% (Sharpe / Sortino numerator)

Volatility

15.10%

Sharpe ratio

0.630

VaR 95%

-1.53%

CVaR 95%: -2.29%
Max drawdown: -17.67%
Sortino ratio: 0.825
Calmar ratio: 0.74

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

0.085%

Best day

3.242%

06/02/2026
Worst day

-4.108%

30/01/2026
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $39.77 $39.77 $39.63 $39.63 1,600
17/07/2026 $39.74 $39.74 $39.74 $39.74 100
16/07/2026 $39.88 $39.88 $39.88 $39.88 100
15/07/2026 $39.94 $40.01 $39.94 $40.01 100
14/07/2026 $39.99 $40.09 $39.99 $40.09 6,100
13/07/2026 $39.90 $39.90 $39.90 $39.90 100
10/07/2026 $39.82 $39.87 $39.82 $39.87 200
09/07/2026 $39.77 $39.81 $39.70 $39.70 1,200
08/07/2026 $39.60 $39.60 $39.60 $39.60 100
07/07/2026 $39.52 $39.56 $39.52 $39.56 600