Summary
RSMV
Prices · period metrics · 12M
NAV as of 20/07/2026
30/05/2025 → 28/05/2026
Return 16.48% Volatility 11.90% Sharpe 1.81
Official loaded data — not a live quote.

RELATIVE STRENGTH MANAGED VOLATILITY STRATEGY ETF

Symbol: RSMV

Exchange: NYSE

Sector: Technology

Category: Large Growth

Inception date: 13/01/2025

Latest date: 20/07/2026

Current price: $28.73

Expense ratio: 0.95%

Assets under management
$24.7M
-0.83% 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

-4.63%

Ann. 148.50% (Sharpe / Sortino numerator)

Volatility

15.93%

Sharpe ratio

9.092

VaR 95%

-1.40%

CVaR 95%: -1.44%
Max drawdown: -2.52%
Sortino ratio: 18.208
Calmar ratio: 59.00

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

6.21%

Ann. 28.69% (Sharpe / Sortino numerator)

Volatility

15.72%

Sharpe ratio

1.594

VaR 95%

-1.48%

CVaR 95%: -1.80%
Max drawdown: -6.38%
Sortino ratio: 2.741
Calmar ratio: 4.50

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

4.47%

Ann. 17.74% (Sharpe / Sortino numerator)

Volatility

13.69%

Sharpe ratio

1.030

VaR 95%

-1.40%

CVaR 95%: -1.68%
Max drawdown: -7.27%
Sortino ratio: 1.601
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

16.48%

Ann. 25.22% (Sharpe / Sortino numerator)

Volatility

11.90%

Sharpe ratio

1.814

VaR 95%

-1.30%

CVaR 95%: -1.61%
Max drawdown: -7.27%
Sortino ratio: 2.729
Calmar ratio: 3.47

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

0.065%

Best day

2.179%

08/04/2026
Worst day

-3.846%

05/06/2026
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $28.97 $28.97 $28.73 $28.73 1,400
17/07/2026 $28.73 $29.00 $28.72 $28.87 17,600
16/07/2026 $28.97 $28.97 $28.91 $28.96 23,200
15/07/2026 $29.13 $29.18 $29.13 $29.18 700
14/07/2026 $29.17 $29.17 $29.17 $29.17 400
13/07/2026 $29.01 $29.05 $29.00 $29.02 1,000
10/07/2026 $29.20 $29.25 $29.20 $29.25 900
09/07/2026 $29.27 $29.27 $29.22 $29.22 300
08/07/2026 $29.01 $29.15 $29.01 $29.11 3,300
07/07/2026 $29.18 $29.18 $29.18 $29.18 100