Summary
SAMT
Prices · period metrics · 12M
NAV as of 02/06/2026
02/04/2025 → 02/04/2026
Return 43.51% Volatility 17.75% Sharpe 1.83
Official loaded data — not a live quote.

STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF

Symbol: SAMT

Exchange: NYSE

Sector: Technology

Category: Large Blend

Inception date: 25/01/2022

Latest date: 02/06/2026

Current price: $46.62

Expense ratio: 0.66%

Assets under management
$618.7M
1.44% 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

7.37%

Ann. 1.94% (Sharpe / Sortino numerator)

Volatility

17.17%

Sharpe ratio

-0.099

VaR 95%

-1.37%

CVaR 95%: -1.75%
Max drawdown: -4.11%
Sortino ratio: -0.205
Calmar ratio: 0.47

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.

Period total return

16.67%

Ann. 11.64% (Sharpe / Sortino numerator)

Volatility

16.93%

Sharpe ratio

0.473

VaR 95%

-2.08%

CVaR 95%: -2.48%
Max drawdown: -7.73%
Sortino ratio: 0.640
Calmar ratio: 1.51

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

25.55%

Ann. 12.81% (Sharpe / Sortino numerator)

Volatility

16.91%

Sharpe ratio

0.542

VaR 95%

-2.08%

CVaR 95%: -2.35%
Max drawdown: -8.15%
Sortino ratio: 0.778
Calmar ratio: 1.57

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

43.51%

Ann. 36.21% (Sharpe / Sortino numerator)

Volatility

17.75%

Sharpe ratio

1.835

VaR 95%

-1.80%

CVaR 95%: -2.55%
Max drawdown: -8.15%
Sortino ratio: 2.458
Calmar ratio: 4.44

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

86.56%

Ann. 26.84% (Sharpe / Sortino numerator)

Volatility

16.97%

Sharpe ratio

1.368

VaR 95%

-1.71%

CVaR 95%: -2.47%
Max drawdown: -18.27%
Sortino ratio: 1.826
Calmar ratio: 1.47

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.

Period total return

115.32%

Ann. 23.02% (Sharpe / Sortino numerator)

Volatility

15.13%

Sharpe ratio

1.282

VaR 95%

-1.47%

CVaR 95%: -2.21%
Max drawdown: -18.27%
Sortino ratio: 1.725
Calmar ratio: 1.26

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: 02/06/2025 - 02/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.15%

Best day

2.859%

08/04/2026
Worst day

-3.378%

07/05/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $45.96 $46.79 $45.96 $46.62 101,300
01/06/2026 $45.67 $45.96 $45.34 $45.65 174,100
29/05/2026 $46.26 $46.39 $45.42 $45.93 270,800
28/05/2026 $46.11 $46.64 $45.98 $46.39 158,000
27/05/2026 $46.44 $46.44 $45.64 $46.13 102,400
26/05/2026 $46.07 $46.49 $45.86 $46.03 185,400
22/05/2026 $45.29 $45.76 $45.10 $45.76 84,200
21/05/2026 $44.53 $45.01 $44.34 $45.00 195,000
20/05/2026 $44.53 $44.88 $44.40 $44.75 55,600
19/05/2026 $44.28 $44.58 $43.72 $44.39 119,900