Summary
ROE
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return 29.65% Volatility 19.14% Sharpe 0.95
Official loaded data — not a live quote.

ASTORIA US EQUAL WEIGHT QUALITY KINGS ETF

Symbol: ROE

Exchange: NASDAQ

Sector: Technology

Category: Large Blend

Inception date: 31/07/2023

Latest date: 20/07/2026

Current price: $41.43

Expense ratio: 0.49%

Assets under management
$265.1M
-0.87% 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

-3.20%

Ann. -40.81% (Sharpe / Sortino numerator)

Volatility

19.73%

Sharpe ratio

-2.252

VaR 95%

-2.00%

CVaR 95%: -2.04%
Max drawdown: -7.13%
Sortino ratio: -4.195
Calmar ratio: -5.72

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

6.98%

Ann. 0.34% (Sharpe / Sortino numerator)

Volatility

16.83%

Sharpe ratio

-0.195

VaR 95%

-1.66%

CVaR 95%: -1.88%
Max drawdown: -8.92%
Sortino ratio: -0.307
Calmar ratio: 0.04

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

15.16%

Ann. 6.17% (Sharpe / Sortino numerator)

Volatility

16.11%

Sharpe ratio

0.158

VaR 95%

-1.77%

CVaR 95%: -2.14%
Max drawdown: -8.92%
Sortino ratio: 0.230
Calmar ratio: 0.69

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

29.65%

Ann. 21.77% (Sharpe / Sortino numerator)

Volatility

19.14%

Sharpe ratio

0.947

VaR 95%

-1.67%

CVaR 95%: -2.72%
Max drawdown: -8.92%
Sortino ratio: 1.227
Calmar ratio: 2.44

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

41.89%

Ann. 12.70% (Sharpe / Sortino numerator)

Volatility

16.79%

Sharpe ratio

0.540

VaR 95%

-1.65%

CVaR 95%: -2.36%
Max drawdown: -19.10%
Sortino ratio: 0.729
Calmar ratio: 0.66

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

70.76%

Ann. 19.66% (Sharpe / Sortino numerator)

Volatility

15.95%

Sharpe ratio

1.008

VaR 95%

-1.53%

CVaR 95%: -2.16%
Max drawdown: -19.10%
Sortino ratio: 1.427
Calmar ratio: 1.03

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 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

0.108%

Best day

2.897%

06/02/2026
Worst day

-3.335%

05/06/2026
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $41.79 $41.79 $41.43 $41.43 38,600
17/07/2026 $41.52 $41.68 $41.48 $41.56 9,100
16/07/2026 $41.56 $41.79 $41.56 $41.68 11,000
15/07/2026 $42.16 $42.16 $41.62 $41.78 43,800
14/07/2026 $42.31 $42.31 $42.02 $42.07 16,700
13/07/2026 $42.16 $42.16 $41.92 $41.93 8,400
10/07/2026 $42.44 $42.47 $42.34 $42.41 15,300
09/07/2026 $42.20 $42.52 $42.20 $42.38 14,900
08/07/2026 $41.77 $41.99 $41.64 $41.97 51,800
07/07/2026 $42.28 $42.28 $41.91 $41.99 43,900