Summary
SHOC
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return 87.18% Volatility 37.64% Sharpe 2.16
Official loaded data — not a live quote.

STRIVE U.S. SEMICONDUCTOR ETF

Symbol: SHOC

Exchange: NYSE

Sector: Technology

Category: Technology

Inception date: 05/10/2022

Latest date: 20/07/2026

Current price: $103.46

Expense ratio: 0.40%

Assets under management
$278.1M
-2.12% 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

-16.95%

Ann. -28.67% (Sharpe / Sortino numerator)

Volatility

40.59%

Sharpe ratio

-0.796

VaR 95%

-3.93%

CVaR 95%: -4.30%
Max drawdown: -9.82%
Sortino ratio: -1.420
Calmar ratio: -2.92

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

16.62%

Ann. 19.30% (Sharpe / Sortino numerator)

Volatility

35.19%

Sharpe ratio

0.445

VaR 95%

-3.64%

CVaR 95%: -4.09%
Max drawdown: -14.64%
Sortino ratio: 0.747
Calmar ratio: 1.32

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

40.22%

Ann. 30.54% (Sharpe / Sortino numerator)

Volatility

35.40%

Sharpe ratio

0.760

VaR 95%

-3.91%

CVaR 95%: -4.71%
Max drawdown: -14.64%
Sortino ratio: 1.118
Calmar ratio: 2.09

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

87.18%

Ann. 85.03% (Sharpe / Sortino numerator)

Volatility

37.64%

Sharpe ratio

2.162

VaR 95%

-3.54%

CVaR 95%: -5.32%
Max drawdown: -14.64%
Sortino ratio: 2.930
Calmar ratio: 5.81

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

109.27%

Ann. 29.54% (Sharpe / Sortino numerator)

Volatility

37.83%

Sharpe ratio

0.685

VaR 95%

-3.87%

CVaR 95%: -5.77%
Max drawdown: -37.54%
Sortino ratio: 0.891
Calmar ratio: 0.79

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

201.07%

Ann. 34.75% (Sharpe / Sortino numerator)

Volatility

34.53%

Sharpe ratio

0.901

VaR 95%

-3.43%

CVaR 95%: -5.12%
Max drawdown: -37.54%
Sortino ratio: 1.220
Calmar ratio: 0.93

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

0.28%

Best day

6.929%

11/06/2026
Worst day

-8.99%

05/06/2026
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $105.70 $105.70 $103.46 $103.46 11,100
17/07/2026 $100.58 $104.75 $99.86 $103.39 22,000
16/07/2026 $106.90 $108.39 $104.59 $105.24 22,400
15/07/2026 $112.11 $112.11 $106.60 $109.56 11,700
14/07/2026 $111.50 $112.30 $110.71 $112.30 12,100
13/07/2026 $109.72 $110.45 $108.09 $108.45 9,100
10/07/2026 $111.30 $113.77 $110.57 $113.19 8,400
09/07/2026 $114.61 $114.61 $112.29 $112.56 11,700
08/07/2026 $106.58 $109.62 $106.58 $109.48 53,300
07/07/2026 $107.25 $107.45 $104.43 $106.51 43,400