ROCKEFELLER GLOBAL EQUITY ETF

Symbol: RGEF

Exchange: NYSE ARCA

Sector: Technology

Category: Global Large-Stock Blend

Inception Date: 25/10/2024

Latest Date: 17/04/2026

Current Price: $32.94

Expense Ratio: 0.55%

Assets Under Management
$717.6M
0.06% daily change

Period Performance

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

Adjusted Return
--
--

Performance Metrics

Return

8.26%

Volatility

23.33%

Sharpe Ratio

-1.911

VaR 95%

-2.25%

CVaR 95%: -2.32%
Max Drawdown: -7.41%
Sortino Ratio: -3.377
Calmar Ratio: -5.53
Return

6.19%

Volatility

17.72%

Sharpe Ratio

-0.604

VaR 95%

-1.90%

CVaR 95%: -2.20%
Max Drawdown: -10.30%
Sortino Ratio: -0.964
Calmar Ratio: -0.69
Return

10.20%

Volatility

15.48%

Sharpe Ratio

0.071

VaR 95%

-1.74%

CVaR 95%: -2.15%
Max Drawdown: -10.30%
Sortino Ratio: 0.105
Calmar Ratio: 0.46
Return

38.01%

Volatility

18.13%

Sharpe Ratio

0.907

VaR 95%

-1.54%

CVaR 95%: -2.58%
Max Drawdown: -10.30%
Sortino Ratio: 1.160
Calmar Ratio: 1.95

Daily Returns for Period 12M

Daily simple returns calculated over the official metric window from the same adjusted price series used in the chart: 17/04/2025 - 17/04/2026.

Methodology: adjusted prices + daily simple return
Average Daily Return

0.135%

Best Day

4.628%

10/04/2026
Worst Day

-2.682%

10/10/2025
Days with Data

246

Recent Price History (Last 90 Days)

Date Open High Low Close Volume
17/04/2026 $32.92 $33.03 $32.89 $32.94 2,700
16/04/2026 $32.60 $32.68 $32.45 $32.53 5,800
15/04/2026 $32.43 $32.48 $32.39 $32.48 1,400
14/04/2026 $32.33 $32.40 $32.33 $32.38 3,800
13/04/2026 $32.01 $32.01 $32.01 $32.01 500
10/04/2026 $31.80 $31.86 $31.69 $31.74 3,900
02/04/2026 $30.29 $30.34 $30.29 $30.34 300
01/04/2026 $30.34 $30.46 $29.46 $30.39 146,400
31/03/2026 $29.64 $30.05 $29.55 $30.05 7,900
30/03/2026 $29.10 $29.10 $29.10 $29.10 100