Summary
SGRT
Prices · period metrics · 12M
NAV as of 20/07/2026
20/08/2025 → 09/06/2026
Return 59.81% Volatility 34.64% Sharpe 2.68
Official loaded data — not a live quote.

SMART EARNINGS GROWTH 30 ETF

Symbol: SGRT

Exchange: NYSE

Sector: Technology

Category: Large Growth

Inception date: 19/08/2025

Latest date: 20/07/2026

Current price: $31.91

Expense ratio: 0.59%

Assets under management
$58.2M
-1.18% 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

-16.97%

Ann. 601.32% (Sharpe / Sortino numerator)

Volatility

41.89%

Sharpe ratio

14.268

VaR 95%

-3.24%

CVaR 95%: -4.10%
Max drawdown: -7.47%
Sortino ratio: 23.017
Calmar ratio: 80.52

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

0.66%

Ann. 141.51% (Sharpe / Sortino numerator)

Volatility

39.22%

Sharpe ratio

3.515

VaR 95%

-4.51%

CVaR 95%: -4.72%
Max drawdown: -12.98%
Sortino ratio: 5.352
Calmar ratio: 10.90

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

20.42%

Ann. 133.67% (Sharpe / Sortino numerator)

Volatility

34.44%

Sharpe ratio

3.776

VaR 95%

-3.82%

CVaR 95%: -4.69%
Max drawdown: -13.16%
Sortino ratio: 5.209
Calmar ratio: 10.16

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

59.81%

Ann. 96.49% (Sharpe / Sortino numerator)

Volatility

34.64%

Sharpe ratio

2.682

VaR 95%

-4.11%

CVaR 95%: -5.19%
Max drawdown: -17.87%
Sortino ratio: 3.372
Calmar ratio: 5.40

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: 20/08/2025 - 20/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.233%

Best day

7.227%

08/04/2026
Worst day

-7.769%

05/06/2026
Days with data

228

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $32.29 $32.75 $31.91 $31.91 24,000
17/07/2026 $30.70 $32.22 $30.12 $31.65 23,900
16/07/2026 $32.32 $32.48 $31.44 $31.72 53,500
15/07/2026 $34.34 $34.34 $32.22 $33.12 57,200
14/07/2026 $34.83 $34.90 $34.15 $34.27 20,000
13/07/2026 $33.98 $34.16 $33.34 $33.52 47,800
10/07/2026 $34.81 $34.96 $34.40 $34.80 29,600
09/07/2026 $35.09 $35.62 $35.00 $35.06 36,200
08/07/2026 $32.76 $33.80 $32.76 $33.79 38,800
07/07/2026 $33.27 $33.45 $32.13 $33.06 109,700