Summary
SEPZ
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return 14.30% Volatility 14.10% Sharpe 0.60
Official loaded data — not a live quote.

TRUESHARES STRUCTURED OUTCOME (SEPTEMBER) ETF

Symbol: SEPZ

Exchange: BATS

Sector: Technology

Category: Defined Outcome

Inception date: 31/08/2020

Latest date: 20/07/2026

Current price: $45.08

Expense ratio: 0.80%

Assets under management
$125.9M
-0.31% 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

-0.55%

Ann. -31.24% (Sharpe / Sortino numerator)

Volatility

13.40%

Sharpe ratio

-2.602

VaR 95%

-1.19%

CVaR 95%: -1.19%
Max drawdown: -6.05%
Sortino ratio: -5.605
Calmar ratio: -5.16

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

3.82%

Ann. -12.57% (Sharpe / Sortino numerator)

Volatility

11.48%

Sharpe ratio

-1.411

VaR 95%

-1.19%

CVaR 95%: -1.37%
Max drawdown: -7.30%
Sortino ratio: -2.282
Calmar ratio: -1.72

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

7.41%

Ann. -3.29% (Sharpe / Sortino numerator)

Volatility

10.67%

Sharpe ratio

-0.648

VaR 95%

-1.19%

CVaR 95%: -1.42%
Max drawdown: -7.30%
Sortino ratio: -0.974
Calmar ratio: -0.45

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

14.30%

Ann. 12.15% (Sharpe / Sortino numerator)

Volatility

14.10%

Sharpe ratio

0.604

VaR 95%

-1.18%

CVaR 95%: -1.96%
Max drawdown: -7.30%
Sortino ratio: 0.811
Calmar ratio: 1.66

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

25.84%

Ann. 9.91% (Sharpe / Sortino numerator)

Volatility

12.57%

Sharpe ratio

0.499

VaR 95%

-1.19%

CVaR 95%: -1.80%
Max drawdown: -14.57%
Sortino ratio: 0.665
Calmar ratio: 0.68

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

49.13%

Ann. 13.31% (Sharpe / Sortino numerator)

Volatility

11.31%

Sharpe ratio

0.856

VaR 95%

-1.09%

CVaR 95%: -1.59%
Max drawdown: -14.57%
Sortino ratio: 1.165
Calmar ratio: 0.91

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

0.056%

Best day

2.194%

31/03/2026
Worst day

-2.181%

05/06/2026
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $45.22 $45.33 $45.08 $45.08 4,300
17/07/2026 $45.28 $45.35 $45.19 $45.20 2,300
16/07/2026 $45.67 $45.72 $45.43 $45.53 7,100
15/07/2026 $45.61 $45.78 $45.60 $45.72 4,900
14/07/2026 $45.62 $45.71 $45.58 $45.59 7,600
13/07/2026 $45.67 $45.70 $45.45 $45.45 3,400
10/07/2026 $45.67 $45.83 $45.66 $45.75 8,500
09/07/2026 $45.45 $45.66 $45.38 $45.58 8,700
08/07/2026 $45.18 $45.31 $45.15 $45.25 7,600
07/07/2026 $45.36 $45.54 $45.35 $45.43 6,200